097: Solo - The First Thing I’d Do as a Financial Advisor (If I Could Start Over)

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

If I had to start over as a financial advisor, what would I do differently?

Today, I’m sharing the lessons I’ve learned from years of coaching the top 1% of financial advisors. Whether you’re just getting started or you’re already running a successful firm, this episode is packed with actionable steps to help you avoid the grind and build a business with intention.

We’re going to cover how to create freedom in your business, maximize your time, and build the structure you need to scale. These aren’t just ideas—they’re proven strategies that can transform your practice and your life.

3 of the biggest insights from the episode …

#1.) Your Very First Hire Should Be: Let me just say it—if you don’t have someone managing your time, your calendar is running your life. I’ll break down why hiring an EA should be your first move, even if it’s just part-time or virtual. [link to an episode]

#2.) Track the Right Metric: Most advisors focus on revenue or AUM, but here’s the truth: the most important number is how many first appointments are on your calendar. I’ll show you how to set up a consistent marketing funnel to make sure you never run out of prospects. [link to ideal calendar]

#3.) Run Your Business Like a Business: I get it—it’s easy to stay in advisor mode. But if you want to scale and create freedom, you’ve got to start thinking like a CEO. I’ll share how to structure your team, define clear roles, and build a business that doesn’t fall apart when you take a vacation.

SHOW NOTES

https://bradleyjohnson.com/97

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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. 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.

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