Best Triad Partners Podcasts (2025)

1
121: Derek Coburn - The Rise of Un-Retirement and What It Means for Advisors 1:01:52

4d ago1:01:52

1:01:52

As a financial advisor, you’re taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don’t actually want? In this episode, I’m talking with Derek Coburn—longtime advisor and author of Let’s Retire Retirement—to talk about how changing that one question can completely shift the way you serve yo…

1
120: Triad Member – How to Help Clients Actually Live Their Retirement with Dylan Bond 56:17

11d ago56:17

56:17

What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt? That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks. Despite undergoing major surgery, radiation, and months of recovery, Dylan’s…

1
119: Brendan Frazier - Why Most Advisors Fail to Connect with Clients 1:16:27

18d ago1:16:27

1:16:27

The best financial advisors aren’t just experts in finance, they’re experts in people. In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection. As an expert at helping advisors uncover the emotional drivers behind their clients’ f…

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118: Pat Flynn - YouTube Growth Secrets (2.5B Views in 300 Days) 1:01:10

25d ago1:01:10

1:01:10

What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business? Today’s guest has done exactly that—and he’s here to show you how. I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online commun…

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117: Alex Judd - Your Personality Is NOT a Business Plan 1:15:00

1M ago1:15:00

1:15:00

Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode. Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in …

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116: Triad Member - $380M Gathered in 2024 – Inside SHP Financial’s Growth Strategy with Keith Ellis Jr. & Michelle Short 40:32

1M ago40:32

40:32

Live from Triad’s Scale Summit in Atlanta, I got the opportunity to sit down with two Triad members who are driving SHP Financial’s incredible growth—founding partner Keith Ellis Jr. and Chief Operating Officer Michelle Short. In this behind-the-scenes conversation, we unpack how SHP went from a 4-person startup to a 55-person firm who gathered $38…

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115: Solo - This Stoic Lesson Made Me a Better Leader with Brad Johnson 12:54

2M ago12:54

12:54

Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel. Yet we act surprised, as if hardship wasn’t part of the deal. But what if the real problem isn’t the setback itself, it’s believing it wasn’t coming? In this solo episode, I share the single most important mindset shift I’ve made since b…

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114: Steven Latow - A Proven Way to ACTUALLY Integrate AI into Your Financial Practice 1:04:46

2M ago1:04:46

1:04:46

What if AI could save you an extra 8–10 hours a week? I’m talking about actual time back. Without adding headcount or overhauling your process. That’s what today’s guest, Steven Latow, is helping advisors do. He’s the VP of Operations at Zocks, an AI assistant built specifically for financial advisors. But Zocks isn’t just a note-taker. It automate…

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113: Andrew Woodward - How Buying a Pro Sports Team Actually Works 1:14:01

2M ago1:14:01

1:14:01

In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion. That’s not luck, it’s strategy! But how do these deals actually happen? Who’s behind them? And why are pro sports teams becoming the ultimate alternative investment? In this episode, I’m talking with Andrew Woodward—former right-…

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112: Triad Member - From Solo Advisor to CEO with Nico Pesci 1:12:42

2M ago1:12:42

1:12:42

What if your best year in business was also your breaking point? That’s exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast. In today’s conversation, Nico opens up about the wake-up call that made…

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111: Solo - 5 Hard Truths from 20 Years in Finance with Brad Johnson 15:39

2M ago15:39

15:39

Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of conversations with advisors, I’ve seen behind the curtain. I’ve met advisors making millions who are secretly miserable… and others earning far less who are truly winning in every category that matters. …

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110: Dane Espegard - Why Employees Leave (And the System That Fixes It) 48:52

3M ago48:52

48:52

Most leaders struggle to keep top talent. Why? Because when employees don’t feel engaged or fulfilled, they often start looking for better opportunities elsewhere. And while competitive pay matters, it’s not the only reason people stick around. What if the real key to retention was helping your team achieve their personal dreams? In this episode, I…

1
109: Rich Robledo - Building a Community That Opens Doors & Unlocks Growth 56:33

3M ago56:33

56:33

Your network isn’t just who you know, it’s who knows you. And if you’re not intentional about building the right relationships, you’re leaving massive opportunities on the table—especially as a financial advisor who wants to work with high-net-worth clients and take your firm to the next level. That’s where Rich Robledo comes in. He’s built a thriv…

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108: Triad Member - The Uncommon Advisor Training Model that Captured $67M with Michael & Laura Lehrhaupt 1:17:44

3M ago1:17:44

1:17:44

New clients fuel growth, but without the right team, your firm will always hit a ceiling. That’s exactly why I wanted to speak with Michael & Laura Lehrhaupt, founders of Strategies for Wealth Management and longtime Triad members, who scaled their firm from $41M to $67M in just three years—without adding more hours to their week. Their growth didn…

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107: Christa Hardin - Enneagram & Entrepreneurship: Transform Your Business & Marriage 1:05:16

3M ago1:05:16

1:05:16

What if understanding one simple framework could transform your marriage, improve communication, and make you a better leader in your business? That’s what we’re diving into today with Enneagram expert Christa Hardin—and for the first time ever, my wife, Sarah, is co-hosting with me. The Enneagram isn’t just another personality test, it’s a powerfu…

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106: Solo - 3 Compensation Mistakes Financial Advisors Make When Scaling with Brad Johnson 19:48

4M ago19:48

19:48

If there’s one thing that can ruin a great team, it’s getting compensation wrong. I’ve seen it happen over and over—advisors accidentally overpaying, then having to backtrack (and losing their best people). Or underpaying, and wondering why top talent isn’t sticking around. In this solo episode, I’m breaking down the 3 biggest compensation mistakes…

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105: Shannon Rosic - The Evolution of Fintech & AI for Financial Advisors 1:05:33

4M ago1:05:33

1:05:33

Technology is evolving faster than ever, and financial advisors who ignore it risk getting left behind. That’s why I’m sitting down with Shannon Rosic, Director of WealthStack Content & Solutions at Informa, to talk about the cutting-edge advancements that are reshaping the financial services industry. Shannon has spent over a decade at the forefro…

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104: Triad Member - Gathering $49M of New Assets in a 4-Day Work Week with Brent & Kim Wells 1:31:59

4M ago1:31:59

1:31:59

For most advisors, scaling a financial firm without sacrificing your personal life can feel completely out of reach—until you meet Triad Members, Brent & Kim Wells. As the husband-and-wife team behind Young Wealth Management, they had to figure out how to work together in the business Kim started, define their roles, and escape the overwhelm of rap…

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103: Jon Acuff - How to Set and Hit Bigger Goals (The High-Performer’s Mindset) 1:08:55

4M ago1:08:55

1:08:55

What if the difference between being good and being truly great was simply a mindset shift? Too many entrepreneurs and business leaders play it safe—setting goals that feel achievable instead of ones that push their limits. They stay “relatable” instead of aiming to be remarkable. But according to today's guest, Jon Acuff, real breakthroughs happen…

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102: Jim Kwik - Helping CEOs Think Faster & Remember More 1:06:02

5M ago1:06:02

1:06:02

How many times have you shaken someone’s hand, only to forget their name seconds later? Or finished a book, only to realize you can’t remember a single idea? We’ve all been there. But here’s the thing—what if you could actually train your brain to think faster, remember more, and gain an edge in both business and life? That’s where today’s guest, J…

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101: Michael Hyatt, Megan Hyatt-Miller, & Brad Johnson - Scaling a $1B+ Financial Services Firm in Less Than 4 Years (Double Win Podcast) 59:06

5M ago59:06

59:06

If your business is taking over your life, it’s time to step back and rethink the playbook. Success shouldn’t come at the cost of everything else. The good news is, it doesn’t have to—and I’m the living proof. In this episode, the tables are turned as I take the guest seat on Michael Hyatt and Megan Hyatt-Miller’s podcast, The Double Win. We dive i…

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100: Triad Member - Meet The Financial Advisor Who Scaled to $460M/Year by Thinking Bigger Than Himself with Anthony Pellegrino 58:55

5M ago58:55

58:55

Most advisors dream of growing their business to the next level without grinding themselves into burnout. But how do you scale without sacrificing your time, freedom, and sanity? In this milestone 100th episode of Do Business. Do Life., I sat down with returning guest, Anthony Pellegrino, founder of Goldstone Financial Group. His first appearance o…

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099: Patric Yumul - Business Growth Secrets from a Michelin-Star Restaurateur 1:01:56

5M ago1:01:56

1:01:56

What do Michelin-starred restaurants and top financial advisory firms have in common? More than you might think. In this episode, I’m talking with Patric Yumul, a hospitality industry leader who co-founded Mina Group with Chef Michael Mina, growing it from 4 restaurants to over 40 worldwide. Known for his expertise in fine dining, brand development…

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098: Dr. Henry Cloud - Today May Be the Enemy of Your Tomorrow 1:05:48

5M ago1:05:48

1:05:48

What if the very thing that got you here is the one thing holding you back? As financial advisors, it’s easy to cling to familiar clients, strategies, or routines—but what happens when those very things start to cap your growth? Today on the pod, I’m talking with Dr. Henry Cloud—bestselling author, acclaimed leadership consultant, and a leading exp…

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097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over) 29:31

6M ago29:31

29:31

If I had to start over as a financial advisor, what would I do differently? Today, I’m sharing the lessons I’ve learned from years of coaching the top 1% of financial advisors. Whether you’re just getting started or you’re already running a successful firm, this episode is packed with actionable steps to help you avoid the grind and build a busines…

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096: Triad Member - Scaling from $30M to $60M (Working 20hrs/Week) with Craig Sullivan & Bonnie Becker 1:12:21

6M ago1:12:21

1:12:21

Have you ever thought, “Is it really possible to scale my business and work less at the same time?” If so, this episode is for you. Today, I’m chatting with Triad Members Craig Sullivan, founder of Sullivan Financial Partners, and Bonnie Becker, the firm’s director of operations. They’ve completely transformed their business, shifting from a founde…

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095: Ken Coleman - Unlock Your Full Potential by Doing the Work You Were Wired to Do 59:15

6M ago59:15

59:15

What if the biggest obstacle standing in your way of success was you? Ken Coleman, bestselling author, host of The Ken Coleman Show, and co-host of the nationally syndicated Ramsey Show, reveals how to silence self-doubt and trust your heart to unlock your full potential. In this episode, Ken unpacks his powerful “three wire” cheat code for success…

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094: Dennis Moseley-Williams - The Secret to Building Lifelong Client Relationships 48:09

6M ago48:09

48:09

Is it possible to create lifelong clients who are obsessed with your brand? Dennis Moseley-Williams says yes—but only if you stop selling products and start creating experiences that truly change your clients’ lives. As a thought leader in the Experience Economy and founder of DMW Strategic Consulting, Dennis has helped countless financial advisors…

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093: Solo - Why Most Financial Advisors Are a Commodity (And What To Do About It) 37:52

7M ago37:52

37:52

Have you ever wondered how McDonald’s turned a simple hamburger into the Big Mac—one of the most iconic products in the world? What made them so different from every other hamburger stand that existed? They didn’t just sell ingredients; they sold a process, a unique experience that only they could deliver. Most financial advisors fall into the same…

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Episode 44 - Lindsay's recovery story 39:44

7M ago39:44

39:44

In this episode, we talk about recovering as an avid runner, nourishing our bodies and our minds, quasi recovery and Nicola's plans for an online course! Download Nicola's ultimate HA guide here: Http://noperiod.info/HAguide Connect with Lindsay on her website or her blog. To find support in your HA recovery: Get the "No Period. Now What?" book at …

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092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger 1:12:11

7M ago1:12:11

1:12:11

Can you scale your business at breakneck speed without sacrificing the service you provide or your quality of life? Triad members Dana and Tyler Dunkelberger from Reliance Financial Partners, have proven it’s possible. Their story is one many advisors will find relatable. Starting as a small team of six, they wore many hats and achieved impressive …

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091: Ian Cron - The Fix: How Hidden Addictions Keep Financial Advisors Stuck 1:07:29

7M ago1:07:29

1:07:29

In nearly two decades of working with some of the world’s top independent financial advisors, I’ve seen all kinds of hidden addictions—and, honestly, I’ve been guilty of a few myself. From the outside, it might look like everyone has it all together: polished, successful, in control. But beneath the surface, even the most disciplined and high-achie…

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090: Shawn Sparks & Brad Johnson - The 5 Principles to Scale Your Business and Build a Life of Impact (Live from FutureProof) 50:18

7M ago50:18

50:18

Building a business shouldn’t mean sacrificing your life, but far too often, that’s exactly what happens in our industry. In this live conversation from the FutureProof event, I sit down with my co-founder at Triad Partners, Shawn Sparks, to dig into a different approach—one that lets you scale your advisory business, so you can grow without burnin…

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089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson 28:48

8M ago28:48

28:48

Throughout my years of coaching advisors, I’ve noticed one of the most common traps they fall into is letting meetings run too long. It may feel like good service, but long, unfocused meetings can quietly chip away at your credibility. Today, I’m sharing The 15-Minute Warning Knock Concept—a simple, yet powerful framework to help you set boundaries…

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Episode 43 - Demanding weight neutral care with Dr Asher Larmie, aka the Fat Doctor 1:08:05

8M ago1:08:05

1:08:05

In this episode, Nicola and Florence talk to Dr Asher Larmie (he/they), Transmasculine weight-inclusive GP and leading expert in weight stigma. Dr Larmie is a fat activist and the founder of the #NOWeigh campaign. With over two decades of medical experience and a lifelong journey as a Fat person, Asher is combatting weight stigma and promoting weig…

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088: Triad Member - Unlocking 7X Growth and Scaling for Significance with Matt Dixon 1:10:29

8M ago1:10:29

1:10:29

Today, I’m sitting down with Triad member Matt Dixon, the founder and CEO of TRU North Advisors, to discuss the blueprint he followed to double his business three years in a row while pursuing a life of true significance. Matt was an independent financial advisor gathering $23 million in new assets in 2021, and today, his team is on track to gather…

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087: Tim White and Sara Baker - How Wealth.com Is Transforming Estate Planning 38:40

8M ago38:40

38:40

Today, we’re recording the pod LIVE from Future Proof – the world’s largest wealth festival. I sat down with Tim White, Co-Founder of Wealth.com, and Sara Baker of Triad Wealth Partners to talk about the new tech transforming estate planning for advisors. I know estate planning isn’t the sexiest topic, but Wealth.com is doing some seriously cool th…

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086: Amanda Brinkman - How Financial Advisors Can Build a Purpose-Driven Brand that Attracts Clients 1:00:59

8M ago1:00:59

1:00:59

Today, I’m talking with branding expert Amanda Brinkman, who shares her powerful “do well by doing good” philosophy—proving that you can build a thriving business while making a positive impact on the world. Amanda’s worked with big-name brands like BMW, Reebok, and Sony, and she even produced the hit show “Small Business Revolution: Main Street” a…

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Episode 42 - Partners in recovery with Lisa Sanfilippo Waddell 47:00

8M ago47:00

47:00

In this episode, Nicola and Florence receive Lisa Sanfilippo Waddell, Fitness professional and Licensed Social Worker, who wrote the book's chapter on partners in recovery. To find support in your HA recovery: Get the "No Period. Now What?" book at noperiod.info/book. Get the French version "Je n'ai plus mes regles" book at noperiod.info/livre. Get…

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085: Solo - Honoring John Ruhlin: The Greatest Relationship Builder of Our Time 52:33

9M ago52:33

52:33

Today’s episode is a tough one, but an important one. I wanted to take a moment to honor someone who profoundly impacted my life – my friend, John Ruhlin. Tragically, John passed away unexpectedly about 2 months ago at just 44 years old. When I first heard the news, I was in complete shock, and I’ve been doing my best to process it ever since. For …

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084: Triad Member - The Story Behind 20% Growth in Less Than 7 Months with John McNeil and Virginia O’Brien 1:26:08

9M ago1:26:08

1:26:08

Today, I’m sitting down with Triad members John McNeil and Virginia O’Brien, the father-daughter team behind a 103-year-old family firm, to learn how they grew their net AUM by 20% in just 7 months by combining legacy with innovation. Mobile Bay Financial Solutions has had four generations of family leadership, and in this conversation, we dive int…

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Episode 41 - Recovery is possible even after a lifetime of ED with Chris Sandel 57:30

9M ago57:30

57:30

In this episode, we meet Chris Sandel, an incredible nutritionist, coach and expert in the field of eating disorder recovery. Chris has worked with clients for over 15 years (including our very own Florence!), helping them to reach a place of full recovery, where they are no longer impacted by eating disorder thoughts and can get on with what’s tru…

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083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor 1:07:05

9M ago1:07:05

1:07:05

Today, I’m sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter. Starting at just 25, Thomas quickly earned recognition as one of Investopedia’s Top 100 Fina…

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082: Demi-Leigh Tebow - Beyond Miss Universe: Overcoming Adversity and Finding True Identity 52:05

9M ago52:05

52:05

Today, I’m joined by Demi-Leigh Tebow who shares how she uncovered her true identity, built unshakable faith, and overcame profound adversities like the loss of her sister and surviving a violent carjacking. Demi is no stranger to the spotlight. She was crowned Miss Universe in 2017, married famous NFL quarterback Tim Tebow in 2020, and recently re…

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Episode 40 - Stories of recovery: Krista 47:15

9M ago47:15

47:15

In this testimonial episode, Krista explains her extended journey into recovery. Mentioned in the episode: Emily Oster, Expecting Better: Why the Conventional Pregnancy Wisdom Is Wrong--and What You Really Need to Know (The ParentData Series) To find support in your HA recovery: Get the "No Period. Now What?" book at noperiod.info/book. Get the Fre…

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081: Solo - How Financial Advisors can Optimize their Calendar to Maximize Revenue and Freedom with Brad Johnson 43:28

9M ago43:28

43:28

Today, I’m flying solo—no guest, just me on the mic. But I’m tackling a topic that could make or break your business: optimizing your calendar for maximum revenue and freedom. I’ll share real-world stories and frameworks that have helped countless financial advisors like you transition from solo players to true business owners. By the end of this e…

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080: Triad Member – Financial Advisor Team 10X Growth by Helping Clients Retire Fearlessly with The Nebens 1:20:52

10M ago1:20:52

1:20:52

Today, I’m talking with the family behind Unified Legacy Advisors (ULA)—a firm that has successfully scaled from $14 million to over $100 million in assets in just five years. Founded in 2019 and joining Triad in 2022, the Nebens are an incredible example of process-driven growth. Their clear brand manifesto focused on helping clients “Retire Fearl…

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Episode 39 - How HA affects your heart health with Dr Chrisandra Shufelt, MD 48:28

10M ago48:28

48:28

In this episode, Dr Chrisandra Shufelt returns (she was already our guest on Episode 28!) with more groundbreaking facts on HA and heart health but also an invitation to join her current research! Dr Shufelt, MD, is the chair of the division of general internal medicine and associate director of Women's Health Research Center. She is a women's heal…

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079: Bentley Caldwell - How to Dress for Success as a Financial Advisor 1:07:01

10M ago1:07:01

1:07:01

Today, I’m talking to Nashville’s #1 men’s stylist, Bentley Caldwell, all about what financial advisors should be thinking about when it comes to their wardrobe. Financial advising is a trust-based business, and clients need to feel confident in your ability to manage their finances. That’s why what you wear matters. How you dress and present yours…

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078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant 1:00:46

10M ago1:00:46

1:00:46

Today, I’m talking with Will Guidara, a world-renowned restaurateur and author of the best-selling book, Unreasonable Hospitality. At just twenty-six, Will took over Eleven Madison Park, a struggling two-star brasserie that had never quite matched its majestic room. Eleven years later, it was named the best restaurant in the world. In this episode,…

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