I would have paid money for a blueprint like this in the beginning of my career. Great information from someone who has walked the walk for years. Thanks for sharing.
At a firm where I worked 20 years ago, the people who brought in clients were not called Advisors, they were called Business Development Managers (BDMs)
Brad and Shawn are such great guys. Knowledgeable, no ego, with a passion to help others. I had the luxury of learning from them for years. But never maximized the keys Brad mentioned which separates the successful from super successful. Execution over intention and simplicity over complexity.
THIS IS ME! Wow thank you Dave and Brad, I'm currently 9 years in the industry, fairly established and in the process of scaling my practice...Definitely the EA is top of my list
Great Video Dave.Thank you. Questions....Is Brad doing most of his business virtually? Is he an RIA? Also maybe touch on how he generates leads for all the business he does? Thanks!
Thank you! Brad owns Triad partners and has coached lots of advisors over the last 10+ years but he doesn’t own an RIA. He’s sharing the what makes those successful advisors achieve their success.
Great vid! I’m shocked it hasn’t had more views; this is one of the most inspiring I’ve seen building an advisory company
Glad you enjoyed it!
🙏🙏🙏
I would have paid money for a blueprint like this in the beginning of my career. Great information from someone who has walked the walk for years. Thanks for sharing.
Same here! Thanks for the comment.
Love it, glad it hit home!
"You'll have to slow down, watch them blow a couple sales, and try not to lose your mind" is one of the most relatable things I've ever heard!
💯
I've seen it so many times, it's true!
great video and content. Very helpful and useful. As someone who is an exceptional Assistant to advisors but aspiring to be an advisor this is great.
Glad it was helpful!
Love it. Such a rewarding career. Good luck!
At a firm where I worked 20 years ago, the people who brought in clients were not called Advisors, they were called Business Development Managers (BDMs)
Great information. A lot to unpack, thank you!!
Glad you enjoyed it!
Glad this conversation served you!
this guy gets it. great video
Agreed! Brad's got some great wisdom.
Glad this resonated with you!
Brad and Shawn are such great guys. Knowledgeable, no ego, with a passion to help others. I had the luxury of learning from them for years. But never maximized the keys Brad mentioned which separates the successful from super successful. Execution over intention and simplicity over complexity.
Couldn't agree more!
Thanks for the kind words, glad have been able to serve you!
Where can I find the executive summary spreadsheet Brad mentions?
What an amazing interview. Thank you! 🙏🏻
Our pleasure!
Great video! Will you be on spotify soon?
Thanks. Yes. I’ll get on there next week and put the link here.
This was fantastic - amazing content
I'm just looking into getting into a FA role and the vision I'm building now of where I can go. exciting stuff ❤
Thanks so much !
Glad this conversation served you!
THIS IS ME! Wow thank you Dave and Brad, I'm currently 9 years in the industry, fairly established and in the process of scaling my practice...Definitely the EA is top of my list
Great job, Russell!
Hiring an EA is a life changer! Do it!
Enjoyed this interview. Always love to hear Brad's insights.
Thanks. Same here!
Appreciate the kind words Michael, glad this episode hit home!
This is great ! Thank you !
Glad you like it!
Glad the conversation served you!
Great Video Dave.Thank you. Questions....Is Brad doing most of his business virtually? Is he an RIA? Also maybe touch on how he generates leads for all the business he does?
Thanks!
Thank you!
Brad owns Triad partners and has coached lots of advisors over the last 10+ years but he doesn’t own an RIA. He’s sharing the what makes those successful advisors achieve their success.
Oh boy. This means we should shortly be getting Dave on Do Business. Do Life Podcast!
😉
I do believe this may be in our future!!
Your wish is granted :) th-cam.com/video/o9FDMKJi4xo/w-d-xo.htmlsi=hDgZho0tDcSAeygS