Brad Johnson
Hosted by Brad Johnson
A podcast for independent financial advisors on how to scale their business with tactical advice while improving their work/life integration.
A hybrid show blending solo, tactical lessons with long-form expert interviews, all tailored for financial advisors. The solo episodes are highly visual, with Brad using a whiteboard to break down sales funnels, client communication frameworks, and presentation techniques. Interviews bring in outside experts on topics like AI and marketing, with Brad acting as a translator to make the concepts directly applicable to an advisor's practice.
“The show's most distinctive feature is its visual, workshop-style teaching in solo episodes, where Brad physically draws out concepts on a whiteboard. This focus on tangible, teachable processes, combined with the recurring "Do Business, Do Life" philosophy, sets it apart from more purely conversational podcasts.”
Who hosts this show
Brad Johnson is a coach for top independent financial advisors and the co-founder of Triad Partners, a field marketing organization. After 13 years at Advisors Excel coaching advisors who gathered over $1.5 billion in assets, he launched his own firm to fix the "broken model" of sacrificing life for business success. His podcast translates insights from thought leaders and his own coaching into actionable strategies for advisors.
Credentials & credits
- Co-Founder of Triad Partners
- Former VP of Advisor Development at Advisors Excel
- Coach to financial advisors for 15+ years
Other ventures
- Triad Partners
- Triad Sales Lab
- Triad AI Mastermind
- The Elite Advisor Blueprint (former podcast)
What kind of podcast
- Country
- United States
- Region
- usa
When new episodes drop
- 01
- 02Most Advisors Are Ignoring AI. Here's What Happens Next (Michael Hyatt Interview)Jun 17, 2026 · 1h 04m
- 03
- 04
- 05The Psychology Behind Clients Who Stay for Life (Stu McLaren Interview)May 26, 2026 · 59 min
- 06How One Financial Advisor Made His Time Worth $40,000/HourMay 19, 2026 · 21 min
- 07How I'd Spend My First $100,000 as a Financial AdvisorMay 12, 2026 · 8 min
- 08
Notable episodes
- 01Most Advisors Are Ignoring AI. Here's What Happens Next (Michael Hyatt Interview)
Presents a compelling, urgent case for AI adoption specifically for financial advisors, including a memorable six-level framework for implementation.
- 02The #1 Visual Missing from Most Financial Advisor Appointments (Missing Visuals - EP 1 of 3)
This is a prime example of the show's signature style: a solo episode where Brad uses a physical prop (a sample plan binder) to teach a tangible sales tactic.
- 03The #1 Habit I'd Steal from The Top 1% of Financial Advisors (Missing Visuals - EP 3 of 3)
Showcases the host's core teaching method of using simple whiteboard drawings to explain complex client communication and sales strategies.
What you'll be asked on this show
Brad serves as a translator for his audience, taking a guest's broad expertise and consistently reframing it to answer the question, "How does this apply to a financial advisor?" He often asks direct "why" questions to probe deeper into a guest's assertions and uses his own analogies to simplify complex topics. The entire interview is structured to extract actionable advice for his specific niche, making the guest's wisdom relevant and immediately useful.
The podcast alternates between two formats: solo, direct-to-camera lessons and guest interviews. The solo episodes are tightly structured, often as part of a multi-episode series, and feature Brad teaching at a whiteboard. Interviews are more conversational but always framed through the lens of what a financial advisor can learn and apply.
Questions Brad Johnson keeps coming back to
7 cataloguedIf you're going on this show as a guest, expect some version of each of these. Each note explains when Brad Johnson reaches for it.
controversy
1- Q.01
“Why is ignoring [new trend, e.g., AI] one of the biggest mistakes a financial advisor could make?”
He often opens interviews with this question to establish the stakes and create urgency around the topic.
mindset
1- Q.01
“Why does adopting [new technology or idea] start with mindset, not just the tool itself?”
This question shifts the focus from technical details to the internal, psychological work required for change.
process
1- Q.01
“How should you think about building with technology when it's evolving so quickly?”
This question seeks a strategic framework for making decisions in a rapidly changing environment.
advice
1- Q.01
“What frustrations should I be ready for when I get to a more advanced level of this?”
He asks this to set realistic expectations and prepare his audience for the practical challenges ahead.
future
2- Q.01
“What's on the other side of overcoming the frustration of using [new tool]?”
This follow-up question is used to paint a clear picture of the benefits and rewards of pushing through difficulty.
- Q.02
“You said [X and Y] will likely be the winners; what are you basing that on?”
He uses this to press guests for the specific data or reasoning behind their market predictions.
craft
1- Q.01
“Is [established technique] as important today as it was in the early days?”
This question challenges the conventional wisdom and explores how best practices are evolving.
Signature segments
- · The "Do Business. Do Life." (#DBDL) philosophy
- · Whiteboard explanation videos
- · The "Missing Visuals" series
- · Using physical binders as sales tools
- · Promoting the Triad Sales Lab
Topics covered repeatedly
Who gets booked here
Guests are typically established authors, entrepreneurs, and subject-matter experts whose knowledge can be adapted for a financial advisor audience. Examples include productivity experts like Michael Hyatt and community-building authorities like Stu McLaren.
- Michael Hyatton Most Advisors Are Ignoring AI. Here's What Happens Next (Michael Hyatt Interview)
- Stu McLarenon The Psychology Behind Clients Who Stay for Life (Stu McLaren Interview)
- Derek Notmanon They Spent a Weekend on Necker Island With Richard Branson. Here's What He Asked Them.
- Adam Holton They Spent a Weekend on Necker Island With Richard Branson. Here's What He Asked Them.
Where to find this show
Audience & reach
The podcast is a primary marketing channel for Brad Johnson's own coaching and training company, Triad Partners. His programs, like Triad Sales Lab and Triad AI Mastermind, are the most frequently mentioned sponsors, positioning the show as a lead generator for his core business.
Subscriber and view counts are pulled live from YouTube and re-verified on a 30-day cycle. Listener estimates for the RSS feed aren't published here unless they're host-verified.
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People also ask
- What is the podcast's format?
- It's a mix of solo episodes where host Brad Johnson teaches sales and marketing concepts using a whiteboard, and long-form interviews with business experts.
- Who is the host?
- The host is Brad Johnson, a coach for financial advisors and the co-founder of Triad Partners.
- Who is the podcast for?
- The show is specifically for independent financial advisors who want to grow their business and improve their work-life balance.
- Is the podcast still active?
- Yes, it releases new episodes on a weekly basis.
- Where can I listen to the podcast?
- The podcast is available on YouTube and major podcast platforms like Apple Podcasts and Spotify.
- What is "DBDL"?
- "DBDL" stands for "Do Business. Do Life.," the central philosophy of the host and his company, Triad Partners, which advocates for achieving business growth without sacrificing personal freedom.
Built from the show's public RSS feed, YouTube, the host's own websites, and the cited sources below. Computed and AI-extracted fields are labelled. Facts only — no private info, no fabrication, no transcripts republished.
Sources & how this page was built
This page is AI-assisted, grounded in the public sources cited below, and host-verifiable. We publish facts only; we do not republish transcripts. If anything here is wrong, the host can claim and correct the page above.Model: gemini-2.5-pro · high confidence
- [01]Do Business. Do Life. Podcast Homebradleyjohnson.com
- [02]About Triad Partnerstriadpartners.com
- [03]Brad Johnson Bio - WealthManagement.comwealthmanagement.com
- [04]Brad Johnson - Triad Partners | Wealth Management EDGE Speakerinformaconnect.com
- [05]The Financial Advisor's Long Game with Brad Johnson (Ep. 90)paretosystems.com
- [06]Do Business. Do Life. Podcast Helps Financial Advisors Build a Better Business and Life | Newswirenewswire.com
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