最高の Dbd ポッドキャスト (2024)

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067: The Power of Human-First Financial Guidance with Ross Marino 52:29

1d ago52:29

52:29

Today, I’m talking with Ross Marino, the founder and CEO of Transitus Wealth Partners, as well as Advisor 2X. Ross is a seasoned financial planner with over 35 years of experience and a pioneer of the human-first financial guidance movement. As Ross wisely says, "Life happens, plans change." As a financial advisor, your role goes beyond crunching n…

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066: Why an Executive Assistant is the #1 Overlooked Role in Finance with Brooke Martin 57:31

8d ago57:31

57:31

Today, I’m chatting with Brooke Martin – an incredible human being and very talented Executive Assistant who has worked with me for the past 3 years. While Brooke manages my calendar with exceptional skill, her impact goes way beyond scheduling. Brooke allows me to excel not just in my business, but also as a husband, father, and in every other asp…

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065: From Solo Advisor to Family Office & Marketing to the Sports Card Niche with Tom Ruggie 1:02:50

15d ago1:02:50

1:02:50

Today, I’m talking with Tom Ruggie, the founder and CEO of Ruggie Wealth Management – the flagship company of independent RIA, Destiny Wealth Partners, which has surpassed $1B in managed assets and is recognized among Forbes 250 Fastest-Growing RIA Firms. The funny thing is, it’s actually our shared passion for sports collectables that brought Tom …

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064: Triad Member: Jordan Flowers – Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership 1:04:30

22d ago1:04:30

1:04:30

In this episode, I’m talking to Triad member and financial advisor Jordan Flowers who leads Wealth Financial Services & Tax Advisory along with his father Thomas. When Jordan and his company first joined Triad in 2022, they had roughly $20 million of AUM. Fast-forward to 2023 and they nearly doubled their total assets to $39.4 million. And what’s e…

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063: It Pays to PLAY & Building a Winning Workplace Culture with Kristi Herold 1:08:16

29d ago1:08:16

1:08:16

Today, I’m chatting with Kristi Herold, a workplace culture expert who has built a multi-million-dollar global organization called JAM. Kristi founded JAM in 1996 and grew it into one of the largest adult recreational sports league providers in the world. When the 2020 pandemic forced sports to pause, Kristi and her team pivoted to helping corporat…

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062: How a Financial Advisor Used YouTube to Generate $400M+ of AUM with James Conole 1:07:45

1M ago1:07:45

1:07:45

Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM. Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound …

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061: Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars with Jeffrey Shaw 1:19:59

1M ago1:19:59

1:19:59

This week, I’m talking with Jeffrey Shaw, who is an entrepreneur, business coach, and one of the most preeminent portrait photographers in the United States. His portraits have appeared on The Oprah Show, CBS News, in People and O Magazine, and even hang on the walls of Harvard University. His unique style made him the go-to photographer for renown…

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060: Triad Member: Arcadia Financial – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI 1:25:54

2M ago1:25:54

1:25:54

Today, I’m sitting down with Triad Members Mike and Jess Panico, the husband-and-wife founders of Arcadia Financial. Mike and Jess are living proof that you can have success in our industry at a young age — and they’ll tell you exactly how they did it. After taking the leap to start a practice in their 20s, Mike and Jess have quickly grown Arcadia …

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059: The Secret to NFL RedZone’s Success & Prepping for 7 Hours of Commercial Free Football with Scott Hanson 59:23

2M ago59:23

59:23

In this episode, I’m talking with the host of NFL RedZone, Scott Hanson. For 15 seasons, Scott has hosted the wildly popular RedZone where he entertains millions of viewers (including Tom Brady) every Sunday of football season for 7-hours straight without taking a single bathroom break! Listen in to learn about Scott’s extraordinary preparation pro…

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058: How to Tell Your Story & Turn Clients into Superfans with Brittany Hodak 1:10:16

2M ago1:10:16

1:10:16

In this episode, I’m talking with Brittany Hodak about how financial advisors can build a diehard community of superfans using the same system Taylor Swift used to create an army of Swifties. Brittany came up with her game-changing system, the SUPER Model, while working with globally known brands like Walmart, Disney, Amazon, Katy Perry, the Boston…

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057: The Science of Happiness and Helping Retirees Find Passion & Purpose with Arthur Brooks 1:00:56

2M ago1:00:56

1:00:56

Today, I’m joined by a very special guest, Arthur Brooks, to discuss a very special topic: happiness. Arthur is a Harvard professor, author, and social scientist specializing in happiness. He has written 12 books, including the New York Times bestseller “Strength to Strength,” along with “Build the Life You Want,” a book he co-authored with Oprah. …

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056: Triad Member: Russ Ross – Overcoming Addiction & Learning to Let Go of Control 53:35

3M ago53:35

53:35

Today, I’m sitting down with Triad Member Russ Ross for an honest and raw discussion about overcoming adversity and navigating the stressful environment of financial services. Russ is the president and founder of Russ Ross Wealth Group, where he specializes in helping his clients navigate the phases of their retirements. Together with his wife Mich…

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055: The Advisor Transformation & How Financial Advisors Can Build a Legacy That Outlives Them with Shawn Sparks 1:11:35

3M ago1:11:35

1:11:35

Well, we've got a special one for you today! Triad's very own, Shawn Sparks is jumping on the pod to talk about his new book, The Advisor Transformation. Now, if you've been following my journey, you'll know that Shawn isn't just my business partner; he's been by my side through thick and thin, and has been a trusted friend for years. Shawn's exper…

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054: Taking Online Relationships to Real World Clients with Robert Sofia 1:00:16

3M ago1:00:16

1:00:16

Today, I’m talking with Robert Sofia, the co-founder and CEO of Snappy Kraken – an award-winning marketing technology firm that provides financial advisors with a complete digital marketing system to foster and deepen relationships with clients and prospects, while making it easier for advisors to fulfill all of their marketing needs in one place. …

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053: The Miracle Morning & Evening, and Overcoming Adversity with Hal Elrod 52:58

3M ago52:58

52:58

Today’s episode is a fun one. I’m talking with my good friend and one of the most inspiring human beings I’ve ever met, Hal Elrod. In case you don’t know, Hal is the author of one of the highest rated books in the world, The Miracle Morning – which has over 6,000 five-star Amazon reviews and has sold over 2 million copies. But it’s much more than a…

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052: Triad Member: Virtus Financial Group – The Power of Community, Creating a Culture of Trust, and Building a Life of Significance 1:14:36

4M ago1:14:36

1:14:36

Today, I’m interviewing Triad Members Tyler Wrezinski and Andrew Hall, the co-founders of Virtus Financial Group. As you’ll find out, these guys are a ton of fun to hang out with, super authentic, and are proof of what can happen when you surround yourself with the right people and you’re willing to step into the unknown. In two short years, they w…

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051: Becoming a Lifestyle Investor, Hiring A+ Talent, and Building a Life by Design with Justin Donald 58:07

4M ago58:07

58:07

Today, I’m talking with my good friend, Justin Donald. He’s a successful entrepreneur and the founder of The Lifestyle Investor – a company that teaches people how to create wealth, without creating a job. Justin went from being stuck in the rat race and putting work before family to mastering low-risk cash flow investing and passive income strateg…

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050: The Soul of Wealth, Money vs Happiness, & How to Write a Book with Daniel Crosby 1:15:24

4M ago1:15:24

1:15:24

Today, I’m talking with Dr. Daniel Crosby, a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. As the Chief Behavioral Officer at Orion Advisor Solutions, Daniel develops tools and tech that make it easier for financial advisors to apply behavioral science to the real world. He’s aut…

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049: Unlocking Client Referrals from Attorneys, CPAs, & other COIs and The 24-7 Mindset with Wally Elibiary 1:07:15

4M ago1:07:15

1:07:15

Today, I’m talking with Wally Elibiary – a leader in the mortgage industry and the author of 24-7 Mindset. Wally has been in the mortgage business for 20+ years and has a ton of wisdom when it comes to leveraging people, systems, and technology to scale a business. In this episode, Wally shares his story and the problems he faced in his own company…

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048: Triad Member: Stephen Stricklin – Mastering Educational Events vs Dinner Seminars & the Impact of Building a Firm vs an Agency Model 1:15:05

4M ago1:15:05

1:15:05

Today, I’m chatting with Triad Member Stephen Stricklin, who is the president and founder of Wise Wealth LLC, an independent, full-service wealth management firm. As a former teacher, Stephen took his passion for educating others and adapted it to the financial services industry. His firm's motto, "First Wisdom, Then Wealth," says it all – they're …

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047: Top Moments of 2023 | Top Guest Stories, Moments, and Ideas 1:24:36

5M ago1:24:36

1:24:36

What's up, DBDL listeners! We have a special episode for you this week. As some of you may know, at the end of last year, we released the DBDL Top Triad Member Moments of 2023, a roundup of the best advice shared on the pod from our valued Triad members. The episode was so popular that we thought, why not do something similar for all the non-Triad …

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046: Jeff Bezos' Secrets to Success, the DNA of Unicorn Leaders, and How to Bet on Yourself with Ann Hiatt 1:01:16

5M ago1:01:16

1:01:16

Today, I’m talking with Ann Hiatt, a Silicon Valley veteran with 15 years of experience as the Executive Business Partner for Jeff Bezos (Founder and CEO of Amazon), Marissa Mayer (former CEO of Yahoo!), and Chief of Staff to Eric Schmidt (CEO/Executive Chairman of Google). Ann now consults with executives and companies across the globe to reverse …

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045: Top Moments of 2023 | Triad Member Spotlights 1:31:17

5M ago1:31:17

1:31:17

What's up DBDL Fam and Happy New Year! This week, we’re shaking things up! After 40+ interviews with leading experts, entrepreneurs, and game changers in the financial world, I wanted to round up the best advice shared on the pod, and deliver it straight to your ear drums. I got the team to go back through the archives and pull the most meaningful …

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044: Triad Member: Victor Medina – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team 1:43:16

5M ago1:43:16

1:43:16

Today, I’m joined by Triad Member Victor Medina, the founder of both Medina Law Group and Palante Wealth Advisors. If you’re interested in cracking the advisor-attorney referral code — today’s episode is for you. After years as an estate planning attorney, Victor realized he could better serve his clients if he was also able to address their wealth…

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043: Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World with Jamie Hopkins 1:01:33

6M ago1:01:33

1:01:33

Today, I’m talking with Jamie Hopkins, the Director of Private Wealth Management at Bryn Mawr Trust and a leading voice in the retirement income planning space. As the co-creator of the RICP designation, Jamie helped reshape how retirement income planning was being taught – filling a much needed gap in our industry and resulting in a complete shift…

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042: The Story Behind Future Proof & Transforming Your Live Events into Experiences with Matt Middleton 1:15:35

6M ago1:15:35

1:15:35

Today, I’m speaking with Matt Middleton, the CEO of Advisor Circle – a venture studio and incubator that’s modernizing the wealth management industry and inspiring the leaders of today to think and act differently. Our industry doesn’t need to be dull, boring, and traditional. It can be more creative, more impactful, more innovative, and more fun. …

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041: Podcasting Playbook for Financial Advisors & Building a Business You Love by Managing Client Expectations with Taylor Schulte 1:23:11

6M ago1:23:11

1:23:11

Today, I’m joined by Taylor Schulte, a financial planner, author, speaker, and Founder of Define Financial. He’s also the host of two financial podcasts, including the Stay Wealthy Retirement Show, and Experiments in Advisor Marketing. For advisors with a podcast OR for those who have thought about starting one, Taylor is proof that it can be a val…

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040: Triad Member – Wayne Wagner: Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team 1:15:29

6M ago1:15:29

1:15:29

Today, I’m talking with Triad Member, Wayne Wagner. Wayne is the president of Vizionary Wealth Management, a firm that’s focused on building legacies for pharmaceutical executives. In this episode, Wayne shares his story of scaling a financial advisory business that’s highly specialized – and how carving out a niche allowed him to add enormous valu…

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039: Dinner Dates With Your Kids, Winning At Work & Succeeding At Life with the Double Win (Live on Front Row Dads Podcast with Michael Hyatt) 59:52

7M ago59:52

59:52

What’s up DBDL Fam! We’ve got an extra special episode lined up for you today. I was recently asked to guest host on the Front Row Dads podcast. In case you’re unfamiliar, Front Row Dads was started by Jon Vroman – it’s a membership group and podcast created for fathers who want to level up their Dad game and put family first. As Jon describes it, …

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038: Building a Business for Unlimited Growth, Freedom & Joy with Jordan Rigi 54:47

7M ago54:47

54:47

Today, I’m sitting down with one of our own, Triad’s Head of New Member Outreach, Jordan Rigi. For so many advisors, career success comes at the expense of family, relationships, and life. But it doesn’t have to – and Jordan’s here to prove it. His new book, “Success is the Enemy” helps advisors examine their success, embrace their significance, an…

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037: Using Asset Map to Simplify Complexity & Create Meaningful Client Conversations with Adam Holt 1:01:24

7M ago1:01:24

1:01:24

Today, I’m joined by Adam Holt, the founder and CEO of Asset-Map, a fintech platform that helps advisors facilitate more meaningful conversations with clients by streamlining high-level data into a simple report. Early in his career as an advisor, Adam was frustrated with the material available to him for client meetings. The overly detailed financ…

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036: Triad Member Interview – Streamlining Ops, Protecting Your Culture, and Scaling to $1B AUM with Michelle Short 1:36:33

7M ago1:36:33

1:36:33

Today, I’m sitting down with Michelle Short, the COO of SHP Financial — a Triad member firm that manages more than $1B in assets. In the years leading up to Michelle’s hiring in 2014, SHP was generating about $10M in annual new assets. Fast forward to 2022 and SHP was bringing in more than $250M in new assets, with roughly 32% of those assets comin…

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035: Reshaping Financial Education & Preparing Kids to Succeed at Life with Matt Beaudreau 55:27

7M ago55:27

55:27

Today, I’m speaking with education disrupter, Matt Beaudreau. In 2016, Matt launched Acton Academy Placer – an alternative to the traditional education model that’s reshaping how kids learn. It’s not a school, it’s a workforce. After working his way from public school teacher to private school administrator, Matt got an up-close-and-personal view o…

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034: Leading with Advice, Bridging the Trust Gap, and Generating Referrals with Sten Morgan 1:14:01

8M ago1:14:01

1:14:01

In today’s episode, I’m talking with Sten Morgan, the founder of both Legacy Investment Planning and Elite Advisor Network, a community for financial professionals. When Sten founded Legacy at age 25, he decided to do things a little differently. Instead of framing client conversations around products, Sten developed an advice-centric and value-fir…

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033: Elevating Your Mindset with CrossFit Games Champion, Jason Khalipa 1:14:11

8M ago1:14:11

1:14:11

Today, I’m talking with former CrossFit Games champion and family-first entrepreneur, Jason Khalipa. As he worked his way to the top of the CrossFit world, Jason developed a hardened mindset, employing strategies to excel under pressure, ultimately earning him the badge of unshakable confidence. After winning the CrossFit Games in 2008, Jason opene…

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032: Principles for Scaling Your Advisory Business, Live at Future Proof with Brad Johnson, Kristin Shea & Clayton Alexander 48:31

8M ago48:31

48:31

Today, we’re doing things a little differently. Instead of our usual interview, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival. If you’re unfamiliar, it’s a 4-day event that brings together top professionals from the wealth management ecosystem to provide insights, workshops, panel discussions, and exclusive ne…

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031: How Financial Advisors Can Build a Brand That’s Authentic to You with Kristin Shea 1:21:23

8M ago1:21:23

1:21:23

We’ve got a special one lined up for you today! I’m talking to Triad’s Chief Product Officer, Kristin Shea, who has been helping build and shape our company since day one. If you’re in financial services, you’ve likely already come across Kristin on LinkedIn, a platform she leaned into and leveraged early on to connect and build relationships direc…

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030: How Handwriting 1,825 Thank You Cards in a Year Changed Me with John Israel 1:13:07

9M ago1:13:07

1:13:07

Today, I’m talking with John Israel, the founder and Chief Gratitude Officer of Mr. Thank You. After building a successful sales career, John realized he was struggling to appreciate his life. In an attempt to reconnect with gratitude, he decided to write 5 thank you cards a day for 365 days, and that decision completely transformed his life. What …

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029: Investing in Sports Cards, Scaling Businesses, and Hiring Top Talent with Leore Avidar 1:17:16

9M ago1:17:16

1:17:16

Today, I’m chatting with Leore Avidar, the founder of Alt—a sports cards collectibles platform that makes it simple for investors to buy and sell authenticated, investment-grade trading cards. What was once seen as a hobby, has turned into an alternative asset class that serves a ~$15 billion market, expected to rise to $49 billion by 2032. In this…

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028: Triad Member: BAM Advisory Group – How Empowering a Team Unlocks Exponential Growth 1:18:35

9M ago1:18:35

1:18:35

Today, I’m joined by Triad Members and husband-and-wife power duo David & Kristy Afraimi, the founder and COO of BAM Advisory Group. In 2018, BAM Advisory gathered $17M in new assets with David as the sole producer. In 2023, the team is on pace to bring in $60M in annual new assets, hit $100M in AUM and hired their 9th and 10th team members. Talk a…

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027: Never Lose an Employee Again with Joey Coleman 1:42:11

9M ago1:42:11

1:42:11

If you find it difficult to retain top talent, you’re not alone. Studies show that somewhere between 20% and 60% of new hires quit in the first 100 days! That’s why I’m excited to speak with Joey Coleman. When organizations like Whirlpool, NASA, Volkswagen, and Zappos need to boost employee satisfaction, Joey’s the guy they turn to. He’s the author…

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026: The Psychology of Money, Rich vs. Wealthy, and AI’s Role in Finance with Brian Portnoy 1:16:03

10M ago1:16:03

1:16:03

Today, I’m talking with Brian Portnoy – Founder of Shaping Wealth, CFA, and one of the world’s leading experts at simplifying the complex world of finance. In this episode, Brian breaks down the psychology of money and its relationship to happiness in a way you’ve probably never heard. You’ll learn how to help your clients rewrite their story aroun…

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025: How to Write a Book That Grows Your Income, Impact, and Business with Chandler Bolt 56:00

10M ago56:00

56:00

Today, I’m talking with Chandler Bolt, the CEO of SelfPublishing.com – an Inc 5000 company that he built from 0 to $43M+ in 8 years. Chandler has authored 6 bestselling books and has helped thousands of people write a book that grows their income, impact, and business. If you’re a financial advisor who wants to write a book AND leverage it to gener…

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024: Triad Member—Vantage Point Financial: Shifting to a Leadership Mindset and on Pace to Reach $80M+ of New Assets in 2023! 1:19:05

10M ago1:19:05

1:19:05

We have a special episode today as I’m joined by Triad members Jeremy Reiland, Nick Reiland and Tim Kuntz of Vantage Point Financial. With offices in the Chicago, St. Louis and Detroit, Vantage Point Financial have set themselves apart by trademarking their holistic approach to retirement — The Elevated Retirement Plan™. In 2022, Vantage Point brou…

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023: Harnessing the 32 Principles of Jiu-Jitsu to Succeed in Business, Relationships, and Life with Rener Gracie 1:28:03

10M ago1:28:03

1:28:03

I recently got an opportunity to interview Rener Gracie – a Brazilian jiu-jitsu black belt, coach, author and entrepreneur. If you’re unfamiliar with the Gracie family, they are widely regarded as one of the most accomplished family dynasties in martial arts history. Ok, so what does Jiu-Jitsu have to do with financial advising? Well, for starters,…

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022: Pitching Mark Cuban, Overcoming Adversity, and Investing in Fine Wine with Vinovest Founder Anthony Zhang 53:53

11M ago53:53

53:53

For any advisors who are fans of wine and/or investing, this episode is for you! I’m speaking with Anthony Zhang, co-founder and CEO of Vinovest—an online platform that allows anyone and everyone to invest in fine and rare wine. In the past, wine investing was exclusively reserved for the ultra-wealthy. However, Anthony figured out how to leverage …

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021: Leveraging YouTube to Grow Your Advisory Business with Dave Zoller 1:26:16

11M ago1:26:16

1:26:16

In this episode, I’m talking with Dave Zoller about how to effectively leverage YouTube to build your advisory business. Not only has Dave built and scaled his own retirement planning firm, but he also teaches advisors how to do the same through his online platform, Streamline My Practice. And what’s really cool is that he’s successfully using YouT…

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020: Triad Member: Clayton Alexander – Checking Your Ego, Replacing Yourself, and Prioritizing Family 1:35:31

11M ago1:35:31

1:35:31

Today, I’m talking with Triad member Clayton Alexander. Clayton is one of the most intentional leaders I know and has learned how to effectively invest in (and empower) his team. As a result, his business has seen exponential growth. And the best part is, he isn’t the one that has to handle everything himself. For context, in 2021, his company brou…

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019: Traits of a Great Fiduciary, Flywheel Momentum, & Designing a Business Around Your Life with Jason Wenk 1:13:51

11M ago1:13:51

1:13:51

Today, I’m talking with Jason Wenk, who has spent the past 20+ years working to make financial advice better, more affordable, and accessible to everyone. He has started and scaled many businesses, including FormulaFolios, which managed over $3.2 billion and was named the fastest-growing private company in the country by Inc. magazine 4 years in a …

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018: The Art & Science of Radical Generosity and Relationship Building with John Ruhlin 1:04:10

11M ago1:04:10

1:04:10

Raise your hand if you’ve ever sent or received a corporate gift? It’s pretty common practice in our industry to receive branded swag as a “thank you for doing business with us.” The problem is, most of the time, it’s meaningless junk. I don’t know about you, but a key chain or mug with a big company logo on it, doesn’t really make me feel apprecia…

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