Tag Archives: Podcasting

The Financial Advisor’s Long Game with Brad Johnson (Ep. 90)

Advisor, Business, Coaching, Consulting, Education, Finance, Financial, Financial Advisor, Uncategorized, , , , , , , , , , , , , , , , , , , , ,

What will separate the advisors who thrive over the next decade from those who get left behind?

Join Duncan as he sits down with Brad Johnson, co-founder of Triad Partners and host of the Do Business. Do Life. podcast, for a wide-ranging conversation on what it truly takes to build a sustainable, future-ready advisory business. Together, they explore how innovation, long-term thinking, and human-centered planning are redefining success in financial services. As demographic shifts accelerate and complexity increases for both advisors and clients, Brad shares insights on why advisors must evolve beyond portfolio management and toward holistic planning that balances growth, protection, income, and purpose.

The conversation also dives into the importance of resilience, perspective, and values, drawing on lessons from entrepreneurship, market cycles, and life itself. Brad outlines why the next decade may be the greatest opportunity Financial Advisors have ever seen, provided they embrace process, patience, and genuine service.

Key highlights include:

  • Why true financial planning goes far beyond portfolios and products
  • The impact of demographic shifts and the “silver tsunami” on advisory opportunities
  • How income planning and distribution strategies are often the missing link for retirees
  • The role of alternative assets, personal interests, and non-traditional wealth in modern planning
  • Building a business that serves life, not one that sacrifices it

Tune in for a thoughtful, practical discussion on becoming a trusted, long-term partner to clients while building a business, and a life, that endures through every season.

Promotions:


Connect With Duncan MacPherson:

Connect With Brad Johnson:

About Our Guest:

Brad Johnson is co-founder of Triad Partners and the host of the transformative “Do Business. Do Life.” podcast. Embodying a humble upbringing in rural Minneapolis, KS, on a farm alongside his parents and brother, Brad’s roots instilled unwavering values of hard work and treating others with respect.

With a profound belief in the power of the “and” approach to life and business, Brad has revolutionized the financial advisory landscape. At Triad Partners, he forges an intimate and carefully curated community, redefining partnerships. Guided by his enduring principles, Brad empowers advisors to embrace growth, freedom, and joy in their professional and personal lives.

Prior to founding Triad, Brad was a Vice President of Advisor Development for over 13 years at Advisors Excel, one of the country’s largest Field Marketing Organizations.  In that role, Brad coached a group of independent advisors who gather more than $1 billion of assets annually. Before joining Advisors Excel to work closely with advisors, Brad was an analyst at Payless Shoe Source for three years.

Brad received his Bachelor of Science in Computer Information Systems from Emporia State University, where he played football. Brad currently lives in Silver Lake, Kansas with his wife, Sarah, and their three children.

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Content Marketing Made Easier: How To Use Podcasts To Attract Ideal Clients With Matt Halloran (Ep. 15)

Advisor, Education, Finance, Financial, , , , , , ,

Content marketing is a powerful way to thrive in the expertise economy.

Why? Because consistently sharing your thought leadership with clients and prospects establishes credibility and makes you more referable.

In this episode, Duncan MacPherson is joined by Matt Halloran, Chief Relationship Officer and partner at ProudMouth, to explore the power of content marketing. They unpack strategies to convert your knowledge into intellectual property that puts you ahead of the competition.

Matt discusses:

  • How podcasting expands your addressable audience of prospects
  • How to compel your ideal clients to take action through content marketing
  • Strategies to create evergreen content and remain top-of-mind for your target audience
  • The extent to which you can outsource your content marketing
  • And more

Resources:

Connect With Duncan MacPherson:

Connect With Matt Halloran:

Promotions:

About Our Guest:

Matt Halloran got started in the financial services industry 20 years ago as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert. More recently, Matt has added podcasting to that list. Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through, and create strong brands that resonate with ideal prospects and centers of influence.

 

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Outsourcing Your Wealth Management with Chris Garcia

Advisor, Education, Finance, Financial, Uncategorized, , , , , ,

What does an advisor of the future look like? How can you adjust your process and team to elevate the client experience?

In this episode, Duncan has a conversation with Chris Garcia, CEO of the Azimont Group. They discuss Chris’ journey to building a successful Franchise Ready practice. How his focus on people, his practice, and his process have contributed to continued growth while elevating his client experience and referability.

Chris discusses:

  • The benefits of outsourcing your wealth management 
  • How professional branding can impact growth 
  • How to increase the enterprise value of your business
  • What an advisor of the future looks like
  • And more

Connect With Duncan MacPherson:

Connect With Chris Garcia:

About Our Guest:

Chris Garcia is the CEO of Azimont Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. He graduated from Texas State University with a degree in Finance and quickly found his life’s calling. Chris is passionate about helping my clients build confidence in their financial futures. He helps them gain confidence in their future, knowing that they have a plan in place to help them reach their financial goals. Knowing that they have a team of professionals helping them manage their financial lives through a comprehensive process allows them to focus on the things that matter most, instead of worrying about the things that are out of their control.

Community is very important to Chris. He and his wife, Stephanie, are very involved with their church, and Chris serves on the Board of Trustees of the Texas State University Development Foundation. In his spare time, he enjoys spending time with Stephanie and their growing family, playing golf, and traveling.

 

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Why You Should Be Podcasting With Matt Halloran

Advisor, Education, Finance, Financial, Uncategorized, , , , , ,

Podcasting is an incredibly powerful tool for financial services professionals. It has the ability to drown out the noise and make people focus on what you’re saying.

In this episode, Duncan MacPherson is interviewed by Matt Halloran of ProudMouth about the merits of podcasting and why financial service professionals should consider adding it to their marketing and branding efforts. Duncan explains why he chose to start a podcast.

Duncan discusses:

  • Why he chose to bring podcasting to his followers, clients, etc.
  • How podcasting allows you to move people from suspects to prospects (or skeptics to fans)
  • Why intellectual property is so important for a fee for service professional
  • How his clients have used organic growth to improve their practice 
  • And more

Connect With Duncan MacPherson:

Connect With Matt Halloran:

About Our Guest:

Matt got started in the financial services industry 20 years ago as a certified life and business coach.   As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert.  More recently, Matt has added podcasting to that list.

Matt respects how tough it is to be great and effective at marketing while running a practice, living a life, and loving a family. He teaches advisors how to be themselves, let their passions shine through and create strong brands that resonate with ideal prospects and centers of influence.

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