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

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

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19d ago 22:33

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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… you're not alone.

In this episode, I’m breaking down the 3 biggest hiring mistakes that prevent advisors from building a team that scales with them—and how to fix each one. You’ll get a behind-the-scenes look at the exact systems we use at Triad to attract top talent, avoid burnout, and buy back your time.

3 of the biggest insights from Brad Johnson…

1.) Mistake #1 – No Roadmap, No Vision

Most advisors try to scale without an org chart, a long-term vision, or a clear team structure. Brad explains why that creates chaos—and how future-casting your growth forces better hiring decisions today.

2.) Mistake #2 – You’re Using Names, Not Roles

If you’re still asking “What should Joe do?” instead of “What role do we need filled?”—you’re already behind. This mindset leads to burnout, bottlenecks, and a team full of generalists. Brad breaks down how to flip this, so you’re not stuck putting out fires every day.

3.) Mistake #3 – No Clear or Repeatable Hiring Process

Brad shares Triad’s exact step-by-step hiring process—from screening for culture and skillset to a final gut-check interview with trusted team members. You’ll also learn why founders should be the last person in the interview room, not the first.

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DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

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