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.
@davezoller Жыл бұрын
Same here! Thanks for the comment.
@BradJohnsonDBDL10 ай бұрын
Love it, glad it hit home!
@MegaShankie4 ай бұрын
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
@davezoller4 ай бұрын
Glad you enjoyed it!
@BradJohnsonDBDL4 ай бұрын
🙏🙏🙏
@360critique Жыл бұрын
"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!
@davezoller Жыл бұрын
💯
@BradJohnsonDBDL10 ай бұрын
I've seen it so many times, it's true!
@snuffleupagus3956 Жыл бұрын
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.
@davezoller Жыл бұрын
Couldn't agree more!
@BradJohnsonDBDL10 ай бұрын
Thanks for the kind words, glad have been able to serve you!
@jillschmieding5 ай бұрын
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.
@davezoller5 ай бұрын
Glad it was helpful!
@BradJohnsonDBDL4 ай бұрын
Love it. Such a rewarding career. Good luck!
@GriffithCapitalGroup3 ай бұрын
What an amazing interview. Thank you! 🙏🏻
@davezoller3 ай бұрын
Our pleasure!
@Lacka_Motivation Жыл бұрын
this guy gets it. great video
@davezoller Жыл бұрын
Agreed! Brad's got some great wisdom.
@BradJohnsonDBDL Жыл бұрын
Glad this resonated with you!
@russellhoCFP Жыл бұрын
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
@davezoller Жыл бұрын
Great job, Russell!
@BradJohnsonDBDL10 ай бұрын
Hiring an EA is a life changer! Do it!
@SS-qr5qk Жыл бұрын
Great information. A lot to unpack, thank you!!
@davezoller Жыл бұрын
Glad you enjoyed it!
@BradJohnsonDBDL Жыл бұрын
Glad this conversation served you!
@mtnmoneyman Жыл бұрын
Oh boy. This means we should shortly be getting Dave on Do Business. Do Life Podcast!
@davezoller Жыл бұрын
😉
@BradJohnsonDBDL Жыл бұрын
I do believe this may be in our future!!
@BradJohnsonDBDL10 ай бұрын
Your wish is granted :) kzfaq.info/get/bejne/pZ92d7B8r8-YqKM.htmlsi=hDgZho0tDcSAeygS
@TheWealthTechnique Жыл бұрын
Enjoyed this interview. Always love to hear Brad's insights.
@davezoller Жыл бұрын
Thanks. Same here!
@BradJohnsonDBDL Жыл бұрын
Appreciate the kind words Michael, glad this episode hit home!
@pat_in_foco Жыл бұрын
This was fantastic - amazing content
@pat_in_foco Жыл бұрын
I'm just looking into getting into a FA role and the vision I'm building now of where I can go. exciting stuff ❤
@davezoller Жыл бұрын
Thanks so much !
@BradJohnsonDBDL10 ай бұрын
Glad this conversation served you!
@dpol4883 Жыл бұрын
This is great ! Thank you !
@davezoller Жыл бұрын
Glad you like it!
@BradJohnsonDBDL10 ай бұрын
Glad the conversation served you!
@andrewcasertano1045 Жыл бұрын
Great video! Will you be on spotify soon?
@davezoller Жыл бұрын
Thanks. Yes. I’ll get on there next week and put the link here.
@shaneewell7404 Жыл бұрын
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!
@davezoller Жыл бұрын
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.
@cosmo46 Жыл бұрын
Where can I find the executive summary spreadsheet Brad mentions?