Lessons From Top Advisors That Bring over $200M Each Year with Brad Johnson
ฝัง
- เผยแพร่เมื่อ 30 ก.ค. 2024
- Financial Advisors, Use these timestamps to skip around.
00:00 Intro
01:00 The Difference Between Successful Advisors & Those Who Struggle
04:54 The First Big Roadblock Advisors Need to Breakthrough - Who to Hire First
07:49 Where to Spend Most of Our Time
10:23 The 3 Types of Advisors. Which one are you?
11:00 What your first hire should do.
16:58 The # 1 missing role in FA firms.
17:58 Advice for Scaling your Advisory Firm
23:40 Culture & Vision
26:14 Turning from Financial Advisor into Business Owner
28:36 What if you DON'T want to be the business owner?
29:39 The 4 Phases of Scale
31:39 Bringing in over $200M each year
34:54 Brad's advice for work life balance. Avoiding burnout.
CONNECT WITH BRAD
🌐 Website: bradleyjohnson.com/
🐦 Twitter: / dbdlpodcast
📸 Instagram: / dbdlpodcast
💼 LinkedIn: / dbd. .
🗣️ Facebook: / dbdlpodcast
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🐤 CONNECT WITH ME🐤
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LinkedIn - / davezoller
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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.
Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor. Some other great financial adviser youtube channels are Michael Kitces, Carl Richards at The Society of Advice, Samantha Russell Twenty Over Ten -Marketing For Financial Advisors, Jumpstart YOUniversity with Dominique Henderson, and The Compound with Josh Brown and Michael Batnick.
Financial Advisors have an important role in removing the burden of finances from their client's shoulders.
And this is the place for them to come and grow as an advisor.
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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!
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!
🙏🙏🙏
What an amazing interview. Thank you! 🙏🏻
Our pleasure!
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!
Great information. A lot to unpack, thank you!!
Glad you enjoyed it!
Glad this conversation served you!
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!
this guy gets it. great video
Agreed! Brad's got some great wisdom.
Glad this resonated with you!
"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!
Where can I find the executive summary spreadsheet Brad mentions?
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!
Great video! Will you be on spotify soon?
Thanks. Yes. I’ll get on there next week and put the link here.
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 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!
This is great ! Thank you !
Glad you like it!
Glad the conversation served you!
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
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.