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

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

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 firm outpaced the previous year on a pro rata basis. He shares the systems that made that possible, and the shift that helped him stop operating as a one-man show.

More importantly, his experience reshaped how he advises clients—especially those who are financially set but emotionally stuck. Dylan unpacks the reason retirees struggle to spend without guilt, and why most people look back with one regret: “I wish I’d done more while I still could.”

3 Big Insights from Dylan …

#1.) A Business That Runs Without You Isn’t Optional—It’s a Necessity

Dylan’s battle with cancer revealed what most advisors don’t realize until it’s too late: If your business can’t grow without you, you don’t own a business, you own a job. Discover the systems, hires, and mindset shifts that allowed his firm to scale, even during the most challenging season of his life.

#2.) Why Most Retirees Live Like They’re Broke (Even When They’re Not)

Dylan reveals how fear and a lack of planning keeps wealthy retirees from spending money. He explains the simple mindset shift (and plan) that gives clients permission to enjoy their wealth—without guilt or anxiety.

#3.) Seminars vs. Educational Events: What Actually Builds Trust?

Dylan explains why he transitioned from pitch-heavy seminars to education-first events—and how that subtle shift from selling to teaching created instant trust, sparked better conversations, and led to stronger long-term relationships with prospects.

SHOW NOTES

https://bradleyjohnson.com/120

FREE GIFT + JOIN THE DBDL INSIDER CREW

Today's Gift: 30 minute 1:1 coaching call with Brad

Are you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we’ll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.

FOLLOW BRAD JOHNSON ON SOCIAL

• Twitter
• Instagram
• LinkedIn

FOLLOW DBDL ON SOCIAL:

• YouTube
• Twitter
• Instagram
• LinkedIn
• Facebook

DISCLOSURE

DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP06254535313

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.