Do Business. Do Life. — The Financial Advisor Podcast — DBDL: Who It's For and Who Sponsors It

Est. audience: 1,500
Apple rating: 5 from 334
Cadence: Weekly
Latest: 2026-10-28
By: Brad Johnson
Based on: 12 recent episodes

Covers: Practice management, sales strategies, team building, AI adoption, firm valuation, marketing, and client relationship development for advisors.
For: Independent financial advisors and financial advisory firm owners.
Best for: Financial advisory firm owners looking to scale operations, build sales teams, and grow AUM.
Skip if: Individual retail investors seeking personal finance and basic investing advice.

Start with

190: Dana Dunkelberger – How a New Advisor Brought In $40M in 10 Months: Explains how to train and onboard new financial advisors for rapid business development.
188: Shannon McGinnis & Quin Kilgore – Is Your Firm Ready for Claude for Financial Advisors?: Covers practical readiness and integration of AI tools for financial planning operations.
186: Solo - If I Could Start Over Building a Sales Team (Here’s What I’d Do): Provides strategies for structuring, hiring, and scaling an advisory firm sales team.

Summarised by AI from 12 recent episodes. Audience estimate and Apple rating from Podscan, checked 2026-11-03; treat the estimate as a guide and ask the show for its own numbers. Prices are not included. Report a mistake.