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

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

Content provided by Brad Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brad Johnson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

19d ago 20:17

MP3•Episode home

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 at the register, cooking the food in the back, and delivering it to the table—and how to replace that chaos with a clear, scalable system that frees you up to grow.

Most advisors try to grow by doing more, but that path leads to burnout and stalled revenue. Instead, I’ll show you how to divide the advisor role into three specialized positions—selling, planning, and service—so you can build a business that grows beyond you.

You’ll learn how to hire the right people for each role, compensate them for long-term success, and create a repeatable “advisor pod” system you can scale like clockwork.

4 of the biggest insights from Brad Johnson…

#1.) The 3 Roles That End Advisor Burnout

How a Chick-fil-A-style model splits the advisor job into selling, planning, and service—so you stop doing everything yourself and start scaling with ease.

#2.) The Process to Hire, Train, and Scale on Repeat

A step-by-step system to find the right people, develop their skills, and build “advisor pods” you can copy and paste as your firm grows.

#3.) The Personalities That Thrive in Each Role

Why matching natural strengths to each advisor seat is the key to efficiency, retention, and a better client experience.

#4.) How to Grow New Advisors Without Risking Big Prospects

From “never leave an empty seat” to the “reverse shotgun” approach, discover how to groom future selling advisors without putting your top clients on the line.

SHOW NOTES

https://bradleyjohnson.com/130

FOLLOW BRAD JOHNSON ON SOCIAL

FOLLOW DBDL ON SOCIAL:

DISCLOSURE

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.

Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP08254657222

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

133 episodes

#Entrepreneur #Business #Brad Johnson #Triad Partners #Hiring #Financial Advisors #Investing #Independent Financial Advisor #Sales #Financial Services #Elite Advisor Blueprint #Financialadvisor #Financial Planning #Personal Development #Marketing #Trading