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

What would make a 30-year-old with a corner office, a clear path to CEO, and more money than he ever imagined… walk away from it all?
That’s the question at the center of this conversation with Daniel Harkavy.
Daniel spent his 20s grinding in the mortgage banking world, chasing deals, money, and success. By 30, he was next in line to run the company—but a quiet inner voice told him this wasn’t the life he was meant to live. So he walked away.
For the last three decades, Daniel has helped high-performing leaders do what this show is all about: build successful businesses without sacrificing their life in the process. As Founder of Building Champions, he’s coached CEOs and executive teams at organizations like Chick-fil-A, Pfizer, and Bank of America.
We talk about why so many leaders burn out after they scale, how culture and leadership behavior quietly shape everything, and what it really means to do business and life by design.

5 of the biggest insights from Daniel Harkavy…

#1.) Walking Away Wasn’t Quitting, It Was Clarity
Daniel walked away at the height of his career because success didn’t feel sustainable anymore. A one-year sabbatical forced him to realize that continuing would have meant building a life he didn’t want, no matter how successful it looked.

#2.) A Smart Approach to Hiring Top Performers
Daniel built his team by intentionally spending time building relationships with his competitors — learning their goals, understanding where they were stuck, and finding ways to help them improve. By genuinely helping competitors grow where they were, he built trust, loyalty, and credibility. And when the time came, people chose him willingly.

#3.) Scaling Without Vision Is How Advisors Get Stuck
A lot of advisors scale because they think they’re supposed to. But if the “why” isn’t clear, growth just adds complexity, stress, and people problems. Scaling only works when you’re being pulled forward by a clear vision — not pushed by ego, comparison, or fear of missing out.

#4.) Emotional Volatility Quietly Destroys Culture
Emotional blowups cost more than most leaders realize. The energy spent repairing internal damage is energy not spent growing the business. Over time, volatility wears down culture, momentum, and trust, even when intentions are good.

#5.) Fear Loses Power When You Zoom Out
When you really ask, “What’s the worst case?” most of the fear driving decisions starts to shrink. Failure is part of building anything meaningful, but it’s rarely the disaster we imagine. Perspective changes the weight of decisions and helps you build with intention instead of fear.

SHOW NOTES
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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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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.TP01255162010

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In this episode, I sit down with Triad members Matt Dixon and Byron Hurren to break down how True North evolved from a founder-led advisory firm into a scalable, system-driven business.
Just a few years ago, Matt was still running client appointments, and growth flowed almost entirely through him. Byron was another advisor on the team, trying to keep up inside a model that relied heavily on individual talent. Today, Matt is fully out of client meetings, Byron is leading and training a five-person sales team, and the firm is pacing for over $200M in new assets this year.
We unpack exactly what changed — how they replaced personality-driven selling with a repeatable sales process, why conversations are replicated nearly word-for-word, and how training, accountability, and culture turned individual production into firm-wide scale. This episode is a clear look at what it actually takes to grow beyond the founder without losing control of the business.

3 of the biggest insights from Matt Dixon & Byron Hurren…

#1.) Scaling Requires One Process, Not Multiple Styles
True North didn’t grow by hiring more talented closers. They grew by eliminating variation. Once every advisor followed the same repeatable process, results became predictable, coachable, and scalable.

#2.) Selling the Plan Changed Everything
The shift from pitching products to selling an ongoing planning process created clarity for clients and confidence for advisors. Planning became the product, and the team became the value.

#3.) Accountability Is the Growth Multiplier
Weekly training, recorded meetings, and direct feedback created a culture where improvement was non-negotiable. Advisors either followed the process or self-selected out.

SHOW NOTES
https://bradleyjohnson.com/152

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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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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.

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

What if stronger relationships really did come down to just three things?
In this episode, I sit down with Shasta Nelson, one of the most respected voices on the science of connection. She’s a speaker, author, and researcher whose work on relationships has been featured in Harvard Business Review and TIME, whose TEDx talks have reached nearly a million viewers, and whose frameworks are used by companies like Google, LinkedIn, and Walmart.
Shasta breaks down the simple relationship triangle that explains why some connections grow deeper while others quietly drift away. We explore how this framework applies directly to the relationships advisors care about most, including clients, teams, spouses, and close friends.
We also talk about why high-performing advisors can still feel disconnected, how trust is shaped in small moments rather than big gestures, and how you can intentionally start, strengthen, or even repair relationships instead of leaving them to chance.
If you want deeper client trust, stronger teams, and relationships that actually support your life outside the office, this episode gives you a clear way to think about all of it.

3 of the biggest insights from Shasta Nelson…

#1.) The Relationship Triangle Explains Why Connections Grow or Drift
Shasta introduces a simple triangle built on positivity, consistency, and vulnerability. Every relationship, whether with clients, team members, or family, operates on these three forces. When one weakens, trust doesn’t usually break. It slowly fades.

#2.) High Performers Can Be Surrounded by People and Still Feel Lonely
Many advisors interact with people all day and still feel disconnected. Shasta explains that loneliness isn’t about a lack of relationships. It’s about a lack of depth. Without relationships at the top of the triangle, connection feels transactional instead of meaningful.

#3.) Stronger Client and Team Relationships Can Be Designed
Once you understand the triangle, relationships stop being accidental. From first impressions to final moments, rituals, and shared experiences, advisors can intentionally start, strengthen, and even repair relationships instead of leaving trust to chance.

SHOW NOTES
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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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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.

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

When clients feel understood, everything gets easier. When they don’t, even the best advice falls flat. In this solo episode, I break down three lessons we can borrow from good doctors that make a huge difference in your meetings as an advisor.
Just like in medicine, the best advisors don’t rush to solutions. They slow down, ask better questions, and explain things in a way people can actually follow. I’ll walk through why diagnosing before you prescribe matters, how your “bedside manner” shows up in financial conversations, and why a real plan is something you build with clients over time—not something you hand them once and hope for the best.
If you’ve ever left a meeting thinking, “I know I gave them good advice, so why didn’t it land?” these three simple ideas will help you connect better, simplify your process, and create a better experience for every person you serve.

3 of the biggest insights from Brad Johnson…

1.) Diagnose Before You Prescribe
Clients don’t want another advisor pushing their “favorite product.” They want someone who seeks to understand—who asks layered questions, listens deeply, and helps both spouses feel heard. This is the foundation of trust and the secret behind higher conversions.

2.) Simplify the Complex with Better Bedside Manner
Planning jargon and 80-page printouts don’t impress clients—they overwhelm them. The advisors who win are the ones who translate complexity into simple, relatable frameworks and make clients feel comfortable, safe, and cared for.

3.) Build a Planning Journey, Not a One-Time Plan
Delivering a plan is not the finish line, it’s the starting line. When you walk clients through decisions one step at a time and commit to ongoing planning, you avoid overwhelm, deepen your relationship, and increase lifetime value.

SHOW NOTES
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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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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. TP12254981392
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What do fighter pilots and financial advisors have in common?
More than you might think—especially when it comes to performing under pressure.
In this episode, I sit down with Carey Lorhenz—the first female F-14 Tomcat fighter pilot in U.S. Navy history—to talk about how the Navy trains people to perform in high-stakes environments without leaving success to chance.
We get into simulation training before live reps, checklists built for people under pressure (because even really smart people forget things), and why debriefing is one of the fastest ways to build trust and alignment on a team.
If you’re building an advisory team, trying to develop younger advisors, or tired of repeating the same mistakes as a firm, this episode gives you a playbook you can actually use.

3 of the biggest insights from Carey…

#1.) Training Should Look More Like Simulation
In the Navy, pilots don’t get thrown into real situations and told to figure it out. Carey explains why so much time is spent in academics and simulators—and why skipping this step is where a lot of advisor training breaks down.

#2.) Checklists Exist Because People Forget
Checklists aren’t about being rigid. They’re about performing when pressure is high. Carey breaks down how the Navy designs checklists for stressed humans—and why the same thinking applies to client meetings and important conversations.

#3.) The Debrief Is Where Teams Actually Get Better
Carey walks through a simple five-question debrief that builds trust, surfaces blind spots, and transfers knowledge fast—so teams improve week over week instead of repeating the same mistakes.

SHOW NOTES
https://bradleyjohnson.com/149

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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. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. 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.

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