Best Triad Partners Podcasts (2025)

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136: Triad Member - The Mindset Shift That Unlocks Scale with Matt Rowley & Daveda Phillips 1:19:15

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6d ago1:19:15

1:19:15

In the early days, Matt Rowley was doing whatever it took to keep his firm alive — running 60+ seminars a year, making 13-hour road trips, and pushing forward with a business model that was unsustainable. Everything shifted when he made the scary decision to hire his first full-time employee, Daveda Phillips, who took a leap of faith and accepted t…

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135: Garrett Gunderson - Comedy, Rockefellers, and Tax Secrets Used by the Ultra-Wealthy 1:12:11

13d ago1:12:11

1:12:11

Garrett Gunderson has worn a lot of hats—New York Times bestselling author, financial educator, entrepreneur, and even stand-up comedian. And in this episode, he connects the dots between all of them to give advisors fresh tools for both business and life. We explore what advisors can borrow from stand-up comedy to level up their presentations, how…

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134: Marisa Messana - How Advisors Can Build Trust & Win Clients on the Golf Course 57:45

20d ago57:45

57:45

If you’re an advisor who loves golf, here’s the truth: the game teaches more about winning clients and building lasting trust than most people ever realize. That’s exactly what I dive into with today’s guest, Marisa Messana. She went from leading Clemson’s women’s golf team to the national championship, to competing as a professional golfer, to now…

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133: Tim Grover - Mental Mastery: Lessons from Training Michael Jordan & Kobe Bryant 1:02:39

27d ago1:02:39

1:02:39

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…

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132: Triad Member - The Overlooked Hiring Secret That 4X’d This Advisor’s Firm with Devin Choules 1:05:04

1M ago1:05:04

1:05:04

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…

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131: Nick Whitaker - The Advisor Seminar System That Books Appointments on Repeat 1:06:23

1M ago1:06:23

1:06:23

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 …

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130: Solo - The #1 Reason Financial Advisors Burn Out (And How to Fix It) with Brad Johnson 20:17

2M ago20:17

20:17

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 …

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129: Marcus Sheridan - The Fastest Way to Build Trust & Turn Prospects into Clients 1:04:30

2M ago1:04:30

1:04:30

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…

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128: Triad Member - From Football to Finance: Serving Retirees by Protecting their Blind Sides with Terence Brown 57:51

2M ago57:51

57:51

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…

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127: Keith Ferrazzi - Never Lead Alone: What Top Advisors Do to Build High-Performing Teams 42:28

2M ago42:28

42:28

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…

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126: Solo - The 3 Most Common Hiring Mistakes Financial Advisors Make (And How to Fix Them) with Brad Johnson 22:33

3M ago22:33

22:33

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…

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125: Christa Hardin - Why Most Entrepreneur Couples Struggle (And How We Rebuilt) with Brad & Sarah Johnson 1:03:43

3M ago1:03:43

1:03:43

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…

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124: Triad Member – The Right Way to Hand Off a Family Business with Ben Grosko 56:38

3M ago56:38

56:38

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 …

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123: Ronen Olshansky - The Death of Networking (And The Rise of Real Relationships) 54:56

3M ago54:56

54:56

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…

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122: Solo - How a Single Word Can Impact Your Company Culture (And What to Do About It) with Brad Johnson 18:00

3M ago18:00

18:00

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…

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121: Derek Coburn - The Rise of Un-Retirement and What It Means for Advisors 1:01:52

4M ago1:01:52

1:01:52

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…

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120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond 56:17

4M ago56:17

56:17

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…

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119: Brendan Frazier - Why Most Advisors Fail to Connect with Clients 1:16:27

4M ago1:16:27

1:16:27

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…

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118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days) 1:01:10

4M ago1:01:10

1:01:10

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…

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117: Alex Judd - Your Personality Is NOT a Business Plan 1:15:00

5M ago1:15:00

1:15:00

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 …

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116: Triad Member - $380M Gathered in 2024 – Inside SHP Financial’s Growth Strategy with Keith Ellis Jr. & Michelle Short 40:32

5M ago40:32

40:32

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…

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115: Solo - This Stoic Lesson Made Me a Better Leader with Brad Johnson 12:54

5M ago12:54

12:54

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…

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114: Steven Latow - A Proven Way to ACTUALLY Integrate AI into Your Financial Practice 1:04:46

5M ago1:04:46

1:04:46

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…

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113: Andrew Woodward - How Buying a Pro Sports Team Actually Works 1:14:01

6M ago1:14:01

1:14:01

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-…

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112: Triad Member - From Solo Advisor to CEO with Nico Pesci 1:12:42

6M ago1:12:42

1:12:42

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…

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111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson 15:39

6M ago15:39

15:39

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. …

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110: Dane Espegard - Why Employees Leave (And the System That Fixes It) 48:52

6M ago48:52

48:52

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…

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109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth 56:33

7M ago56:33

56:33

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…

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108: Triad Member - The Uncommon Advisor Training Model that Captured $67M with Michael & Laura Lehrhaupt 1:17:44

7M ago1:17:44

1:17:44

New clients fuel growth, but without the right team, your firm will always hit a ceiling. That’s exactly why I wanted to speak with Michael & Laura Lehrhaupt, founders of Strategies for Wealth Management and longtime Triad members, who scaled their firm from $41M to $67M in just three years—without adding more hours to their week. Their growth didn…

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107: Christa Hardin - Enneagram & Entrepreneurship: Transform Your Business & Marriage 1:05:16

7M ago1:05:16

1:05:16

What if understanding one simple framework could transform your marriage, improve communication, and make you a better leader in your business? That’s what we’re diving into today with Enneagram expert Christa Hardin—and for the first time ever, my wife, Sarah, is co-hosting with me. The Enneagram isn’t just another personality test, it’s a powerfu…

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106: Solo - 3 Compensation Mistakes Financial Advisors Make When Scaling with Brad Johnson 19:48

7M ago19:48

19:48

If there’s one thing that can ruin a great team, it’s getting compensation wrong. I’ve seen it happen over and over—advisors accidentally overpaying, then having to backtrack (and losing their best people). Or underpaying, and wondering why top talent isn’t sticking around. In this solo episode, I’m breaking down the 3 biggest compensation mistakes…

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105: Shannon Rosic - The Evolution of Fintech & AI for Financial Advisors 1:05:33

7M ago1:05:33

1:05:33

Technology is evolving faster than ever, and financial advisors who ignore it risk getting left behind. That’s why I’m sitting down with Shannon Rosic, Director of WealthStack Content & Solutions at Informa, to talk about the cutting-edge advancements that are reshaping the financial services industry. Shannon has spent over a decade at the forefro…

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104: Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells 1:31:59

8M ago1:31:59

1:31:59

For most advisors, scaling a financial firm without sacrificing your personal life can feel completely out of reach—until you meet Triad Members, Brent & Kim Wells. As the husband-and-wife team behind Young Wealth Management, they had to figure out how to work together in the business Kim started, define their roles, and escape the overwhelm of rap…

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103: Jon Acuff - How to Set and Hit Bigger Goals (The High-Performer’s Mindset) 1:08:55

8M ago1:08:55

1:08:55

What if the difference between being good and being truly great was simply a mindset shift? Too many entrepreneurs and business leaders play it safe—setting goals that feel achievable instead of ones that push their limits. They stay “relatable” instead of aiming to be remarkable. But according to today's guest, Jon Acuff, real breakthroughs happen…

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102: Jim Kwik - Helping CEOs Think Faster & Remember More 1:06:02

8M ago1:06:02

1:06:02

How many times have you shaken someone’s hand, only to forget their name seconds later? Or finished a book, only to realize you can’t remember a single idea? We’ve all been there. But here’s the thing—what if you could actually train your brain to think faster, remember more, and gain an edge in both business and life? That’s where today’s guest, J…

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101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast) 59:06

8M ago59:06

59:06

If your business is taking over your life, it’s time to step back and rethink the playbook. Success shouldn’t come at the cost of everything else. The good news is, it doesn’t have to—and I’m the living proof. In this episode, the tables are turned as I take the guest seat on Michael Hyatt and Megan Hyatt-Miller’s podcast, The Double Win. We dive i…

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100: Triad Member - Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself with Anthony Pellegrino 58:55

9M ago58:55

58:55

Most advisors dream of growing their business to the next level without grinding themselves into burnout. But how do you scale without sacrificing your time, freedom, and sanity? In this milestone 100th episode of Do Business. Do Life., I sat down with returning guest, Anthony Pellegrino, founder of Goldstone Financial Group. His first appearance o…

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099: Patric Yumul - Business Growth Secrets from a Michelin-Star Restaurateur 1:01:56

9M ago1:01:56

1:01:56

What do Michelin-starred restaurants and top financial advisory firms have in common? More than you might think. In this episode, I’m talking with Patric Yumul, a hospitality industry leader who co-founded Mina Group with Chef Michael Mina, growing it from 4 restaurants to over 40 worldwide. Known for his expertise in fine dining, brand development…

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098: Dr. Henry Cloud - Today May Be the Enemy of Your Tomorrow 1:05:48

9M ago1:05:48

1:05:48

What if the very thing that got you here is the one thing holding you back? As financial advisors, it’s easy to cling to familiar clients, strategies, or routines—but what happens when those very things start to cap your growth? Today on the pod, I’m talking with Dr. Henry Cloud—bestselling author, acclaimed leadership consultant, and a leading exp…

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097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over) 29:31

9M ago29:31

29:31

If I had to start over as a financial advisor, what would I do differently? Today, I’m sharing the lessons I’ve learned from years of coaching the top 1% of financial advisors. Whether you’re just getting started or you’re already running a successful firm, this episode is packed with actionable steps to help you avoid the grind and build a busines…

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096: Triad Member - Scaling from $30M to $60M (Working 20hrs/Week) with Craig Sullivan & Bonnie Becker 1:12:21

10M ago1:12:21

1:12:21

Have you ever thought, “Is it really possible to scale my business and work less at the same time?” If so, this episode is for you. Today, I’m chatting with Triad Members Craig Sullivan, founder of Sullivan Financial Partners, and Bonnie Becker, the firm’s director of operations. They’ve completely transformed their business, shifting from a founde…

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095: Ken Coleman - Unlock Your Full Potential by Doing the Work You Were Wired to Do 59:15

10M ago59:15

59:15

What if the biggest obstacle standing in your way of success was you? Ken Coleman, bestselling author, host of The Ken Coleman Show, and co-host of the nationally syndicated Ramsey Show, reveals how to silence self-doubt and trust your heart to unlock your full potential. In this episode, Ken unpacks his powerful “three wire” cheat code for success…

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094: Dennis Moseley-Williams - The Secret to Building Lifelong Client Relationships 48:09

10M ago48:09

48:09

Is it possible to create lifelong clients who are obsessed with your brand? Dennis Moseley-Williams says yes—but only if you stop selling products and start creating experiences that truly change your clients’ lives. As a thought leader in the Experience Economy and founder of DMW Strategic Consulting, Dennis has helped countless financial advisors…

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093: Solo - Why Most Financial Advisors Are a Commodity (And What To Do About It) 37:52

10M ago37:52

37:52

Have you ever wondered how McDonald’s turned a simple hamburger into the Big Mac—one of the most iconic products in the world? What made them so different from every other hamburger stand that existed? They didn’t just sell ingredients; they sold a process, a unique experience that only they could deliver. Most financial advisors fall into the same…

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Episode 44 - Lindsay's recovery story 39:44

10M ago39:44

39:44

In this episode, we talk about recovering as an avid runner, nourishing our bodies and our minds, quasi recovery and Nicola's plans for an online course! Download Nicola's ultimate HA guide here: Http://noperiod.info/HAguide Connect with Lindsay on her website or her blog. To find support in your HA recovery: Get the "No Period. Now What?" book at …

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092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger 1:12:11

10M ago1:12:11

1:12:11

Can you scale your business at breakneck speed without sacrificing the service you provide or your quality of life? Triad members Dana and Tyler Dunkelberger from Reliance Financial Partners, have proven it’s possible. Their story is one many advisors will find relatable. Starting as a small team of six, they wore many hats and achieved impressive …

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091: Ian Cron - The Fix: How Hidden Addictions Keep Financial Advisors Stuck 1:07:29

11M ago1:07:29

1:07:29

In nearly two decades of working with some of the world’s top independent financial advisors, I’ve seen all kinds of hidden addictions—and, honestly, I’ve been guilty of a few myself. From the outside, it might look like everyone has it all together: polished, successful, in control. But beneath the surface, even the most disciplined and high-achie…

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090: Shawn Sparks & Brad Johnson - The 5 Principles to Scale Your Business and Build a Life of Impact (Live from FutureProof) 50:18

11M ago50:18

50:18

Building a business shouldn’t mean sacrificing your life, but far too often, that’s exactly what happens in our industry. In this live conversation from the FutureProof event, I sit down with my co-founder at Triad Partners, Shawn Sparks, to dig into a different approach—one that lets you scale your advisory business, so you can grow without burnin…

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089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson 28:48

11M ago28:48

28:48

Throughout my years of coaching advisors, I’ve noticed one of the most common traps they fall into is letting meetings run too long. It may feel like good service, but long, unfocused meetings can quietly chip away at your credibility. Today, I’m sharing The 15-Minute Warning Knock Concept—a simple, yet powerful framework to help you set boundaries…

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Episode 43 - Demanding weight neutral care with Dr Asher Larmie, aka the Fat Doctor 1:08:05

11M ago1:08:05

1:08:05

In this episode, Nicola and Florence talk to Dr Asher Larmie (he/they), Transmasculine weight-inclusive GP and leading expert in weight stigma. Dr Larmie is a fat activist and the founder of the #NOWeigh campaign. With over two decades of medical experience and a lifelong journey as a Fat person, Asher is combatting weight stigma and promoting weig…