062: How a Financial Advisor Used YouTube to Generate $400M+ of AUM with James Conole

james conole youtube

Today, I’m talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM. Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to […]

047: Top Moments of 2023 | Top Guest Stories, Moments, and Ideas

What’s up, DBDL listeners! We have a special episode for you this week. As some of you may know, at the end of last year, we released the DBDL Top Triad Member Moments of 2023, a roundup of the best advice shared on the pod from our valued Triad members. The episode was so popular […]

035: Reshaping Financial Education & Preparing Kids to Succeed at Life with Matt Beaudreau

Matt Beaudreau

Today, I’m speaking with education disrupter, Matt Beaudreau. In 2016, Matt launched Acton Academy Placer – an alternative to the traditional education model that’s reshaping how kids learn. It’s not a school, it’s a workforce.  After working his way from public school teacher to private school administrator, Matt got an up-close-and-personal view of the education […]

033: Elevating Your Mindset with CrossFit Games Champion, Jason Khalipa

Jason Khalipa

Today, I’m talking with former CrossFit Games champion and family-first entrepreneur, Jason Khalipa. As he worked his way to the top of the CrossFit world, Jason developed a hardened mindset, employing strategies to excel under pressure, ultimately earning him the badge of unshakable confidence. After winning the CrossFit Games in 2008, Jason opened up a […]

030: How Handwriting 1,825 Thank You Cards in a Year Changed Me with John Israel

John Israel

Today, I’m talking with John Israel, the founder and Chief Gratitude Officer of Mr. Thank You. After building a successful sales career, John realized he was struggling to appreciate his life. In an attempt to reconnect with gratitude, he decided to write 5 thank you cards a day for 365 days, and that decision completely […]