DBDL Podcast

DBDL Podcast A podcast to help financial advisors create unlimited growth & freedom in their LIFE & BUSINESS
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7x growth in just three years? 🤯In 2021, Matt Dixon was an independent financial advisor gathering $23 million in new as...
30/10/2024

7x growth in just three years? 🤯

In 2021, Matt Dixon was an independent financial advisor gathering $23 million in new assets per year.

Today, his team is on track to gather more than $160 million THIS YEAR—a 7x increase in 3 years!!!

This week, we’re diving deep into the strategies behind his success.

We’ll cover not only how he did it, but also how becoming a stronger leader, setting clear and consistent goals, and staying grounded in humility were essential to his firm's growth.

Tune in now!

29/10/2024

"If someone else has done it, it CAN be done! 👏🏻"

This advisor has achieved 7x growth in just three years.

The "one advisor in charge" business model is outdated in this industry.

To hear how Matt Dixon accomplished this growth, don’t miss this week's podcast episode!

25/10/2024

Will AI Revolutionize Estate Planning? 🤔

Wealth.com uses a combination of best-in-class technology, AI and human expertise to elevate the wealth management industry.

👉🏻 Tune in this week to learn how Tim White, Co-Founder of Wealth.com, created the #1 estate planning tool in the industry.

Triad Partners is a Wealth.com client.

24/10/2024

60% of Americans Don’t Have Estate Plans❗️

Estate planning is more important than ever, but we don’t have enough experts to meet the demand.

That's where technology steps in.

This week, we break down how Wealth.com is solving this problem by combining top legal minds with innovative tech solutions to make estate planning accessible for all.

👉🏻 Full interview on our YouTube now!

Triad Partners is a Wealth.com client.

Estate planning is FULL of outdated processes👇🏻- manually updating documents- keeping up with changing state laws- readi...
23/10/2024

Estate planning is FULL of outdated processes👇🏻

- manually updating documents
- keeping up with changing state laws
- reading stacks of legal documents

That's why we’re with Tim White (Co-Founder of Wealth.com) and Sara Baker (President of Triad Wealth Partners) to talk about the new tech transforming the industry.

This conversation is packed with ideas to help you automate your estate planning process as you scale.

Tune in on our YouTube now!

Triad Partners is a Wealth.com client.

22/10/2024

Our favorite estate planning tool for financial advisors: Wealth.com!

This week we're with Tim White (co-founder of Wealth.com) and Sara Baker (President of Triad Wealth Partners) to talk about new tech transforming estate planning for advisors.

👉🏻 Tune in now for the full interview!

Triad Partners is a Wealth.com client.

22/10/2024

An Impromptu Episode at Future Proof! 🎙️

Sometimes, technical difficulties happen, and we have to adapt. Our setup may look a little different this week, but the value remains the same!

This week we're with Tim White (co-founder of Wealth.com) and Sara Baker (President of Triad Wealth Partners) to talk about new tech transforming estate planning for advisors.

Triad Partners is a Wealth.com client.

"I started my career at 26. And if I could go back in time, I would spend more time with my kids and not have made the e...
17/10/2024

"I started my career at 26.

And if I could go back in time, I would spend more time with my kids and not have made the extra sale.

Not miss the ball games, not miss the family dinners.

My goal is no longer to work like a crazy man up until 60 or 65 and then save it all for the end when I'm kind of on the decline.

My goal now is to retire a little more each year.

So build the business in a way that creates more time affluence."

DBDL listeners, if you could go back in time, what would you change?🤔

👉🏻 Full interview with Brad Johnson & Amanda Brinkman on our YouTube now!

Building a Purpose-Driven Brand that Attracts Clients 📈Today, we're talking with branding expert Amanda Brinkman! Amanda...
16/10/2024

Building a Purpose-Driven Brand that Attracts Clients 📈

Today, we're talking with branding expert Amanda Brinkman!

Amanda’s worked with big-name brands like BMW, Reebok, and Sony, and she even produced the hit show “Small Business Revolution: Main Street” alongside Ty Pennington and Robert Herjavec from Shark Tank.

IN THIS EPISODE:

💡 Do Well by Doing Good: Align your business with purpose-driven actions to drive growth and create a lasting impact.

⏰ Buy Back Your Time: Amanda’s strategy to reclaim your time, giving you the freedom to "retire a little more" each year—without sacrificing success.

🧠 Pursue Your Purpose: Unlock the steps to align your personal and professional life with a deeper purpose, so you can achieve true fulfillment.

Live on our YouTube now!

11/10/2024

John Ruhlin taught me the art of what a proper Introduction looks like.

Looking back, the guests he introduced me to literally helped launch my first podcast.

For those who knew John, you’ll understand when I say he was one of the greatest relationship builders of all time. He had a gift for connecting with people in a way that was truly special.

He changed the way I make introductions & connect with others.

In this episode, I’m sharing the many lessons John taught me – lessons that continue to shape how I live my life.

My hope is that by sharing his wisdom, I can honor his legacy and pass on some of the incredible insights that made John who he was.

Tune in on our YouTube channel now.

10/10/2024

Key Lessons from Giftology (a book by John Ruhlin)

1️⃣ If it has your logo— it's a marketing item. Not a gift.

2️⃣ Send gifts at unexpected moments.

3️⃣ Gift to your client AND their inner circle (spouse, kids, etc.)

This week, I’m sharing the many lessons John Ruhlin taught me. My hope is I can honor his legacy and pass on some of the incredible insights that made John who he was.

Tune in on our YouTube channel.

Today’s episode is a tough one, but an important one. I wanted to take a moment to honor someone who profoundly impacted...
09/10/2024

Today’s episode is a tough one, but an important one. I wanted to take a moment to honor someone who profoundly impacted my life – my friend, John Ruhlin.

Tragically, John passed away unexpectedly about 2 months ago at 44 years old.

When I first heard the news, I was in complete shock, and I’ve been doing my best to process it ever since.

For those who knew John, you’ll understand when I say he was one of the greatest relationship builders of all time.

He had a gift for connecting with people in a way that was truly special. Losing someone like John – a close friend and a larger-than-life presence – makes you reflect on what truly matters in life.

I’m heartbroken by his loss, but at the same time, I feel incredibly grateful to have known him.

He taught me how to show up differently, how to treat others with genuine care, how to connect on a deeper level, and how to give without expecting anything in return.

In today's episode, I’m sharing the many lessons John taught me – lessons that continue to shape how I live my life.

My hope is that by sharing his wisdom, I can honor his legacy and pass on some of the incredible insights that made John who he was.

08/10/2024

This week I want to take a moment to honor someone who profoundly impacted my life – my friend, John Ruhlin.

Tragically, John passed away unexpectedly about 2 months ago at 44 years old.

When I first heard the news, I was in complete shock, and I’ve been doing my best to process it ever since.

In this episode, I’m sharing the many lessons John taught me – lessons that continue to shape how I live my life. My hope is that by sharing his wisdom, I can honor his legacy and pass on some of the incredible insights that made John who he was. 💜

Tune in tomorrow on our YouTube channel.

04/10/2024

The LITERAL Elevator Pitch 💰

Over four generations Mobile Bay's sales strategies have evolved, but the hustle stays the same!

Hear the story behind how John's firs boss (his father) made him take the elevator every 30 minutes as a sales strategy 👀

03/10/2024

Is an IAR or RIA better? 🤔

"I don't care if you have $10M or $110M, just go RIA. It’s going to be better for you—and more importantly, better for your clients.” - Virginia O’Brien

Tune in to this week's episode with Mobile Bay Financial Solutions, LLC now!

The 103 year-old financial firm that grew by 20% over the last 7 months. 😱Today, we're with Triad Partners members John ...
02/10/2024

The 103 year-old financial firm that grew by 20% over the last 7 months. 😱

Today, we're with Triad Partners members John McNeil and Virginia O’Brien, the father-daughter team behind Mobile Bay Financial Solutions!

This week, you'll learn how to...

✅ Build multi-generational trust from clients

✅ Close 95% of new business by effectively educating prospects

✅ Embrace new systems and technologies without losing your foundational values

If you’re looking to innovate and grow without sacrificing your roots, this episode is for you!

01/10/2024

The Secret to Building Generational Trust 💰

Mobile Bay Financial Solutions, LLC has been in business for 103 years! 😱 This week on the DBDL Podcast, you'll learn how to retain your clients' heirs by building a multi-generational plan that goes beyond investments and locks in trust for life.

27/09/2024

97% of his clients come from Twitter

In this week's episode, Thomas breaks down how he turned Twitter into a client magnet by sharing valuable insights & education.

Now, 97% of his clients come from Twitter without him ever having to "sell." 😱

Learn his strategy on this week's episode!

25/09/2024

Social Media ROI — Is It Real? 🤔

If you're in it for the long game, then Thomas Kopelman seems to think so!

Thomas says social media has given him a 60% close rate in the first meeting.

Find out how he does it on the DBDL Podcast!

Using Twitter (X) to Drive 97% of New Business as a Financial Advisor 🤯Today, we're with Thomas Kopelman, Investopedia’s...
25/09/2024

Using Twitter (X) to Drive 97% of New Business as a Financial Advisor 🤯

Today, we're with Thomas Kopelman, Investopedia’s Top 100 Financial Advisors (2022 & 2023), and founder of AllStreet Wealth!

Thomas built a thriving financial advisory firm from scratch and uses social media to drive 97% of new business through Twitter.

In this conversation, Thomas shares the step-by-step methods he’s used to drive new assets from Twitter, build an audience of 28,600 followers, and create content that converts.

Tune in now!

21/09/2024

You can’t silence critics, but you CAN do this.

In this episode, Demi shares powerful insights on overcoming adversity, finding your true identity, and becoming the best version of yourself, both professionally and personally.

Full episode on YouTube now!

“The problems come when we root our identity in something that is temporary.” Tune into this week's episode with Demi-Le...
20/09/2024

“The problems come when we root our identity in something that is temporary.”

Tune into this week's episode with Demi-Leigh Tebow on our YouTube now!

Year 2 at  was a success! 🙌☀️We’re thankful to DBDL with our  team and for the opportunity to connect with industry frie...
18/09/2024

Year 2 at was a success! 🙌☀️

We’re thankful to DBDL with our team and for the opportunity to connect with industry friends and host another live podcast episode!

Till next year!

Today, we're joined by Demi-Leigh Tebow, former Miss Universe, wife to famous NFL quarterback Tim Tebow, and author of A...
18/09/2024

Today, we're joined by Demi-Leigh Tebow, former Miss Universe, wife to famous NFL quarterback Tim Tebow, and author of A Crown That Lasts.

She opens up about discovering her true identity, building unshakable faith, and overcoming adversity.

From losing her sister to surviving a violent carjacking, Demi shares a powerful story on resilience, finding self-worth beyond success, and how to thrive through life’s toughest challenges.

Tune in now!➡️ https://youtu.be/XJe0eMrDqu0?si=ZEuGvyU8w7Y0QilF

Doing Business & Doing Life at  ! ☀️Tomorrow morning, .dbdl is hosting a live episode of the DBDL Podcast with business ...
17/09/2024

Doing Business & Doing Life at ! ☀️

Tomorrow morning, .dbdl is hosting a live episode of the DBDL Podcast with business partner, and author of The Advisor Transformation,

Come find us at the Ocean Stage at 10:45am!

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