Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo

Triad Partners Podcasts

show episodes
 
"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
  continue reading
 
Artwork

1
The All In Podcast

No Period Now What & Beyond Body Image

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
A straight-shooting, science based podcast about periods, period recovery, fertility, and nurturing health, outside of unrealistic beauty expectations. Every fortnight, Dr Nicola Sykes (formerly Rinaldi), scientist and lead author of the book ‘No Period. Now What?’ and Florence Gillet, Certified Eating Psychology coach and founder of www.beyondbodyimage.com, share real recovery stories, expert insights and new research on hypothalamic amenorrhea (HA) recovery, hormonal health and fertility, ...
  continue reading
 
The LoCo Experience is a long-form conversational podcast that dives deep into the journeys of business leaders, entrepreneurs, and changemakers in Northern Colorado. Hosted by Curt Bear, Founder of LoCo Think Tank, the show brings real, raw, and unfiltered conversations—where guests share their successes, struggles, and lessons learned along the way. LoCo Think Tank is Colorado’s premier business peer advisory organization, founded in Fort Collins to help business owners gain perspective, a ...
  continue reading
 
Loading …
show series
 
Kyle Speller has been the voice of the Denver Nuggets, Team Chaplain, and Community Ambassador for over 2 decades. He’s the Founder of KSG Voice, a Middle School Counsellor and Athletic Director at Global Village Academy in Aurora, also an Associate Pastor, Husband, Father, Grandfather, and Servant of Christ. We met up only a few hours after the as…
  continue reading
 
Michael Jordan. Kobe Bryant. Two of the greatest to ever play the game. But what set them apart wasn’t just physical talent, it was the mental game. The mindset that pushes past pain, silences doubt, and wins long after the body wants to quit. They had an obsession to improve, to compete, and to dominate at the highest level. Where exactly does tha…
  continue reading
 
I met Roxy Tines-Brewton back in 2021, when I emcee’d the “Ordinary Extraordinary Awards” organized by the amazing Ann Baron and her Northern Colorado Community organization for several years, recognizing the behind-the-scenes do-ers that make Northern Colorado such a special place. At the time, Roxy was less than a year into her journey with Safe …
  continue reading
 
Scaling a financial advisory firm can come at a cost—endless travel, long hours, and precious time away from family. That’s where Triad Member Devin Choules found himself a few years ago: 60,000 miles a year on the road, burned out, and questioning the life and business he had built. Everything shifted when Devin stopped trying to do it all himself…
  continue reading
 
Welcome to another episode of the Loco Experience Podcast. On today's show, I sat down with Jordan Bonifas, founder of Bonifas Coaching. We kicked things off with some bourbon tasting, comparing Fort Collins’ own Mobb Mountain Distillers and Kentucky’s Basil Hayden, before diving into Jordan's journey. (PS - Mobb Mountain is the clear choice - tast…
  continue reading
 
Advisors spend a ton of time and money putting on seminars… but let’s be honest, a lot of them leave frustrated when the room doesn’t convert. The #1 mistake I see? Going off-script instead of sticking to a proven process. That’s where Nick Whitaker comes in. Nick’s a former advisor who’s run 250+ seminars, and now he coaches advisors inside Triad …
  continue reading
 
In this episode, I welcomed Brad Cooper, the CEO of Catalyst Coaching 360. His was my favorite talk from the Founded in FoCo event last spring, and I was more than pleased to bring his extensive knowledge to share with our listeners! Brad is a PhD in Performance Psychology and also the host of the Coaching Lab podcast. We discussed his journey into…
  continue reading
 
What if the #1 reason you feel burned out is because you’re unknowingly doing three completely different jobs? In this solo episode, I break down the Triad Advisor Model—the exact system top firms are using to scale without sacrificing freedom. You’ll see why trying to run your practice alone is like running a Chick-fil-A by yourself—taking orders …
  continue reading
 
In this episode of The Loco Experience podcast, I had a far-ranging conversation with Jesse Jorgensen, a Partner in Foresight Financial Group. We discussed his early career and evolution, including his path to partnership at Foresight and the evolution of their firm to provide comprehensive financial planning services - including wealth management,…
  continue reading
 
What if 80% of new clients were ready to work with you before they ever met you? That’s the reality Marcus Sheridan created when the 2008 recession almost bankrupted his pool business. The crisis forced him to rethink his marketing strategy–a shift that transformed his struggling company into the most visited swimming pool website in the world. How…
  continue reading
 
In this episode of The LoCo Experience podcast, I sat down with Reed Miller, the owner of Northern Colorado Insurance Agency (NCIA) and a LoCo Think Tank member! Reed shared insights on the changing landscape of insurance, detailing how NCIA serves multiple areas for health insurance, including employee benefits, Medicare, and individual plans. We …
  continue reading
 
From protecting quarterbacks to protecting retirements, Triad Member, Terence Brown never stopped being a left tackle. After a career playing Division I football at BYU and a stint in the pros, he transitioned into financial services and brought his team-first mindset with him. Today, he leads Left Tackle Advisors—a fast-growing planning firm where…
  continue reading
 
I had an enlightening conversation with Brian and Mary McKnight, the driving forces behind Turf Tamers Landscaping in Fort Collins. Brian shared how he acquired Turf Tamers, initially a tiny business, and grew it from the ground up starting with a few clients in 2001. Brian shared his background, and the drama in moving from “trendy” California to …
  continue reading
 
So, you’ve built a team… but you’re still the one putting out fires, making all the decisions, and carrying the whole business on your back. That’s because most leadership models are built top-down. The founder makes the calls. The team waits for direction. And over time, the business becomes more dependent on you—not less. Keith Ferrazzi has spent…
  continue reading
 
In this episode, I was joined by Moses Horner, the Founder and Owner of Horner Painting, as he celebrates their 25 years in business! Horner Painting is a market leader in both new construction and residential repaints, and Moses is also my landlord and a longtime LoCo Facilitator for a Builders chapter. We talked about Moses' special sauce in foun…
  continue reading
 
Why do most financial advisors keep hiring the wrong people, despite their best efforts? After 20 years in this industry, I can tell you it’s one of the biggest challenges advisors face: finding and keeping the right talent. And if you’ve ever felt like you're stuck with the wrong team, constantly putting out fires, or doing everything yourself… yo…
  continue reading
 
In this episode of The LoCo Experience podcast, I sat down with Bob Hewson, the CEO and co-founder of Colorado Youth Outdoors,which will celebrate its 25th year in 2026! We started by inquiring the why around the organization’s focus on building relationships through traditional outdoor activities like fishing, archery, and trapshooting. We talked …
  continue reading
 
You’re growing your business, but is your marriage growing with it? In this special conversation, Sarah and I sat down with Christa Hardin—licensed therapist, Enneagram expert, and host of The Enneagram + Marriage Podcast—to share the behind-the-scenes story of how we almost separated just months after launching Triad. We talk about how the Enneagr…
  continue reading
 
In this episode of the LoCo Experience Podcast, I spoke with Julian Faure, the Founder and Owner of Momentum Counseling and Consulting. Julien is a member of Loco Think Tank's Next Level III chapter and has grown his company significantly, from a start-up solo practice in 2021 to over 100 employees in 13 offices in a few short years. One of the top…
  continue reading
 
In our industry, family-run firms are common. But handing the business down to the next generation is rarely seamless. Triad Member Ben Grosko knows that firsthand. After years of saying no to joining his dad’s financial firm, he eventually stepped in—not just as an advisor, but as the eventual successor to a decades-long legacy. Since joining the …
  continue reading
 
In this episode of the Loco Experience podcast, I sat down with Mark Rushing and Kathy Rushing to discuss their entrepreneurial adventures and 45-year marriage. Mark is the Owner of Portable Restroom Solutions, while Kathy is the Founder of Loadstar Relationship Coaching. They share their journey from their college days at Texas A&M, and into their…
  continue reading
 
What if the key to growth wasn’t more leads, but deeper relationships? Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leader…
  continue reading
 
In this episode of the Loco Experience Podcast, I sat down with Chris Elder, Patrick Elder, and Austin Dodder, respectively the CEO, President, and COO - and Partners in Elder Construction, Inc. We start by delving into their roles at Elder Construction, along with their roots in Northern Colorado - and previous to that, Colorado Springs. Friends s…
  continue reading
 
What if the biggest threat to your culture was the language you use? As your firm scales, the way you talk about the people on your team can either create clarity or chaos. In this solo episode, I share a painful but powerful lesson I learned while building Triad Partners—from an underperforming team member we were too afraid to let go, to 100+ A-p…
  continue reading
 
In this episode of the Loco Experience, I welcomed Travis Luther - sociologist, researcher, writer, speaker, entrepreneur, and Founder of Time to Live LLC. Travis shares his journey from a tumultuous childhood with young parents to pursuit of a music career and eventually finding his stride as an entrepreneur. He recounts his entrepreneurial ventur…
  continue reading
 
As a financial advisor, you’re taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don’t actually want? In this episode, I’m talking with Derek Coburn—longtime advisor and author of Let’s Retire Retirement—to talk about how changing that one question can completely shift the way you serve yo…
  continue reading
 
In this episode of The LoCo Experience Podcast, I sat down with Dwight Sailer, the owner of HighCraft Builders based in Fort Collins, Colorado. We discussed Dwight's background and the early days of his business, including his journey from apprentice craftsman in Monterey Bay to a fresh start in Colorado and how he started HighCraft with his longti…
  continue reading
 
What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt? That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks. Despite undergoing major surgery, radiation, and months of recovery, Dylan’s…
  continue reading
 
In this episode of the Loco Experience Podcast, I sit down with Joe and Melissa Basta, co-founders of Tellus, an outdoor apparel brand (and social enterprise) based in Fort Collins. They share their founding story, focusing on their commitment to sustainability using recycled or organic materials and donating 100% of their net profits to environmen…
  continue reading
 
The best financial advisors aren’t just experts in finance, they’re experts in people. In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection. As an expert at helping advisors uncover the emotional drivers behind their clients’ f…
  continue reading
 
In this episode of the Loco Experience Podcast, I welcomed Murph McIver into the Studio. Murph is the Founder and Software Architect at Xeo Software, and moved his family from Honolulu to Fort Collins in 2021. We discuss what brought them here, the unique attributes of Fort Collins, and the vibrant business culture. Murph shared insights into his c…
  continue reading
 
What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business? Today’s guest has done exactly that—and he’s here to show you how. I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online commun…
  continue reading
 
In this episode of the Local Experience Podcast, I sat down with Sjeanne Cawdry, the Director and Founder of The Center of Liberation. Sean shares her diverse background, from being born and raised in Johannesburg, South Africa, to moving to Fort Collins, Colorado. Her journey includes a rich history in corporate investment banking in innovative ro…
  continue reading
 
Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode. Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in …
  continue reading
 
In this episode of the LoCo Experience, I welcomed accomplished author, speaker, and teacher Gregg Vanourek into the studio. We discuss his recent book 'Triple Crown Leadership,' which he co-wrote with his father. The book uses the metaphor of the Triple Crown in horse racing to describe the triple crown of leadership: excellence, ethics, and endur…
  continue reading
 
Live from Triad’s Scale Summit in Atlanta, I got the opportunity to sit down with two Triad members who are driving SHP Financial’s incredible growth—founding partner Keith Ellis Jr. and Chief Operating Officer Michelle Short. In this behind-the-scenes conversation, we unpack how SHP went from a 4-person startup to a 55-person firm who gathered $38…
  continue reading
 
In this episode of the LoCo Experience Podcast, I hosted Constantin Gurdgiev, Ph.D. and Associate Professor of Finance at the Monfort College of Business. Constantin outlines his work in the fields of economics, geopolitics, and finance, sharing insights from his research on geopolitical risks, tariff impacts, and financial market volatility. He al…
  continue reading
 
Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel. Yet we act surprised, as if hardship wasn’t part of the deal. But what if the real problem isn’t the setback itself, it’s believing it wasn’t coming? In this solo episode, I share the single most important mindset shift I’ve made since b…
  continue reading
 
In today’s episode of The LoCo Experience, I was joined by Teres Lambert and David Haase - fellow members of the Breakfast Rotary Club in Fort Collins - which meets every Thursday morning at 7 am at Ginger & Baker! They were here in part to talk about a pair of significant Rotary events upcoming this spring and summer - the Field of Honor - May 23 …
  continue reading
 
What if AI could save you an extra 8–10 hours a week? I’m talking about actual time back. Without adding headcount or overhauling your process. That’s what today’s guest, Steven Latow, is helping advisors do. He’s the VP of Operations at Zocks, an AI assistant built specifically for financial advisors. But Zocks isn’t just a note-taker. It automate…
  continue reading
 
Wade Keith grew up in Alabama, and came to Colorado as a raft guide - but after he found love and wanted to start a family he decided to pursue a professional career. This journey included stops at Enterprise Rent-a-Car, Odell’s Taproom, Otterbox, and now approaching 15 years “Working at the Carwash”. But - not just any car wash - Breeze Thru Car W…
  continue reading
 
Teamwork Makes the Dream Work - if the Beer Tastes Great! Josh & Angie Grenz, Owners of Verboten Brewing and Barrel Project in Loveland, and Verboten North Brewpub in Fort Collins. I met Josh and Angie Grenz in the early months of their opening their first Verboten location in a quiet industrial park in Loveland, and Angie actually came to the very…
  continue reading
 
In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion. That’s not luck, it’s strategy! But how do these deals actually happen? Who’s behind them? And why are pro sports teams becoming the ultimate alternative investment? In this episode, I’m talking with Andrew Woodward—former right-…
  continue reading
 
What if your best year in business was also your breaking point? That’s exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast. In today’s conversation, Nico opens up about the wake-up call that made…
  continue reading
 
I met Edward Rinehart at my Rotary Club, where he was sharing his journey with DECA - Distributive Education Clubs of America - an organization that prepares emerging leaders and entrepreneurs in marketing, finance, hospitality, and management through educational programs and competitions. Colorado had 9,000 participants in DECA programs in 2024, w…
  continue reading
 
Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of conversations with advisors, I’ve seen behind the curtain. I’ve met advisors making millions who are secretly miserable… and others earning far less who are truly winning in every category that matters. …
  continue reading
 
This week, I was pleased to be joined by Jessica Dizmang, the Owner/Operator of the ONLY three franchised Ben & Jerry’s locations in Colorado, with scoop shops located in Fort Collins, Denver, and Boulder. Her father had a career in corporate franchising, with a stop at Ben & Jerry’s, and made her aware of an opportunity in Boulder. She was a fresh…
  continue reading
 
Most leaders struggle to keep top talent. Why? Because when employees don’t feel engaged or fulfilled, they often start looking for better opportunities elsewhere. And while competitive pay matters, it’s not the only reason people stick around. What if the real key to retention was helping your team achieve their personal dreams? In this episode, I…
  continue reading
 
My guest today was Zak George, Founder and Owner and Head Coach at Zak George Landscaping, LLC. ZGL - as the trucks around town say on the side - is celebrating its 20th anniversary this year! Zak has a strong history of growth in the Residential and Commercial Construction and Commercial Maintenance segment, plus a substantial snow removal operati…
  continue reading
 
Your network isn’t just who you know, it’s who knows you. And if you’re not intentional about building the right relationships, you’re leaving massive opportunities on the table—especially as a financial advisor who wants to work with high-net-worth clients and take your firm to the next level. That’s where Rich Robledo comes in. He’s built a thriv…
  continue reading
 
Loading …
Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play