
148: Do Business, Do Life: Redefining What Advisor Success Looks Like with Brad Johnson
What happens when you chase growth, double revenue year after year, and finally realize the business you’ve built is slowly consuming your life?
Brad Johnson, Co-Founder of Triad Partners and former host of The Elite Advisor Blueprint, shares the raw story of leaving behind a secure, high-paying role to pursue a new vision of what success in financial advice can look like. From sleepless nights as a new entrepreneur to creating a culture that prioritizes family and freedom, Brad opens up about the lessons, struggles, and breakthroughs that shaped Triad’s mission: help Advisors build a business that blesses their life, not becomes their life.
If you’ve ever felt the pull between professional success and personal fulfillment, this candid conversation will challenge the way you think about growth, leadership, and the true definition of winning as an Advisor.
You’ll Learn:
- Why the most addictive drug for Advisors is the biweekly paycheck—and how to move beyond it
- The dangers of redlining success and how to avoid building a business that becomes your prison
- How to shift from Advisor to CEO by scaling sales, planning, and service the right way
- Why “Do Business, Do Life” isn’t just a slogan, but a model for building something bigger than yourself
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About Our Guest:
Brad Johnson is the Co-Founder of Triad Partners, a coaching and community platform helping growth-minded financial advisors build businesses that bless their lives instead of becoming their lives. For more than 15 years, Brad has worked alongside some of the most successful advisors in the country, shaping strategies around practice management, leadership, and client experience.
He’s also the host of the Do Business. Do Life. podcast and the former host of The Elite Advisor Blueprint, where he interviewed thought leaders inside and outside of finance to bring fresh perspective to the advisory profession.
A Kansas farm kid turned industry leader, Brad is passionate about redefining what “success” looks like for Advisors—focusing not just on revenue growth, but also on family, freedom, and fulfillment.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.
The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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