Do Business. Do Life. Podcast

4 years ago, we risked it all to do business and life differently. Our goal wasn’t about success, numbers, or money. Instead, we focused on significance—not about us, but about others and how we can impact their businesses and their lives. In less than 12 months of focused effort, we’ve seen incredible transformations—like these two remarkable individuals who have built something better for their teams, their clients, and themselves. This Thanksgiving ?? , I’m reflecting on our mission of DBDL and am deeply grateful for everyone who has believed in this journey. Change for the better is always worth it. Watch their inspiring story here: https://lnkd.in/giatC8nK #Thanksgiving #DBDL #Leadership #Impact

We're back with another Triad Member Spotlight episode featuring Dana & Tyler Dunkelberger from Reliance Financial Partners! This duo started with a team of six, pulling in $30M in new assets every year. Fast forward to November 2024—and they're on pace to TRIPLE their growth to $90M in new assets in just ONE YEAR! ?? In this episode: 1?? The Power of People: How growing their team (by almost 3x!) supercharged their results. 2?? Work Smarter, Not Harder: The systems and role shifts that unlocked massive growth without burning out. 3?? Think Bigger: How a shift to holistic planning led to happier clients, better results, and a 4x increase in case size. Tune in on our YouTube channel now! #DBDLPodcast

These advisors tripled their business in just one year. ???? This week on the "Do Business. Do Life." podcast, we’re sitting down with Triad Members Dana and Tyler to hear how they pulled off 3x growth! Spoiler: their success didn’t just boost their business; it created happier clients, more time with family, and a lifestyle that proves you can thrive in both business and life. ?? Don’t miss it—tune in tomorrow! #DBDLPodcast

This week’s episode really got me reflecting on something we all deal with—addictions or dependencies. If we’re being honest with ourselves, we all have them in one form or another. It might not be substances or the more obvious vices; sometimes, it’s hidden in our habits or the way we show up in life. That’s why I’m thrilled to welcome Ian Morgan Cron to the show this week. He’s releasing a new book, The Fix, which takes a fresh and deeply compassionate look at these hidden habits. For me, this journey has meant pressing pause on alcohol, hiring a trainer, tracking my nutrition, and experimenting with habits depending on the season of life or goal I’m pursuing. It’s been about finding what works and staying curious about the why behind the behaviors. My hope is that this episode gives you a framework to explore your own journey—whatever that looks like. The real work isn’t about being perfect; it’s about showing up for yourself and committing to becoming the best version of you. Enjoy the episode, and let me know your thoughts!

What does meditation help with? Could financial advisors find benefits from meditating? ?? Ian Cron is on the show to discuss his new book, The Fix, which explores addiction: why it happens, how it takes hold, and how to overcome it. Watch the full interview on our YouTube now. #DBDLPodcast

Everyone has their own struggles. Before you judge, remember—you might not know their whole story. ?? Ian Cron is on the show to discuss his new book, The Fix, which explores addiction: why it happens, how it takes hold, and how to overcome it. Watch the full interview on YouTube now. #DBDLPodcast

What No One Talks About In Finance: Addiction ?? Many of the most successful financial advisors face hidden struggles that often go unspoken. If you've been in this business long enough, you may have seen it—or experienced it yourself. That’s why we invited Ian Cron on the show to discuss his new book, The Fix, which explores these subtle “addictions”: why they happen, how they take hold, and how to overcome them. Enter this conversation with an open heart & mind. Tune in on our YouTube channel now. #DBDLPodcast

Is work an addiction? ?????? This week, we’re talking about all types of addictions and how to overcome them with Ian Cron. Tune in tomorrow! #DBDLPodcast

As an independent advisor, it’s important to remember that you are also an entrepreneur. ? The happiest advisors I’ve had the opportunity to cross paths with were able to build a business that didn’t depend on them to carry the weight of all the revenue. ? Or as I like to say, “their company’s revenue doesn’t go on vacation when they do.” ? Much of our industry, unfortunately, not only trains but rewards what we call “red line behavior,” which is a focus on the hamster wheel of more marketing, more sales, repeated until exhaustion. ? Triad Partners is on a pursuit to change this and help our members build a business that blesses their life instead of becoming it. ? That's why I am excited to share today’s episode with you, which was a live conversation my partner, Shawn Sparks and I had this year in Huntington Beach at Future Proof. ? Enjoy!

“How do you handle turnover and retain top talent during a growth stage?” ?? This was a question we received live at FutureProof, and here’s Shawn Sparks's advice on communicating with your team, boosting morale, and moving forward when there's turnover. Learn more about building a business of significance in this week’s podcast episode! #DBDLPodcast