Ep 064

Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership


Triad Member: Jordan Flowers

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Inside This Episode

In this episode, I’m talking to Triad member and financial advisor Jordan Flowers who leads Wealth Financial Services & Tax Advisory along with his father Thomas.

When Jordan and his company first joined Triad in 2022, they had roughly $20 million of AUM. Fast-forward to 2023 and they nearly doubled their total assets to $39.4 million. And what’s even cooler, is that scaling their firm didn’t have to come at the cost of their time and freedom. In fact, Jordan’s Dad is only working 4-5 months of the year, while spending the rest of time “doing life.” 

In this episode we talk about what actions Jordan and his team have taken to supercharge their growth while actually improving work-life balance and creating a stronger culture in the process.

You’ll also notice a throughline to Jordan’s story is centered around selfless leadership and serving his team and clients at the highest level.

3 of the biggest insights from Jordan Flowers

#1 How to avoid the “advisor-in-charge” model that leads to burnout and empower your team instead – so you can free up your time, rapidly scale, and deliver far better results for your clients.

#2 Jordan’s secret to running educational events that win the hearts of prospects and generate a ton of new business for his firm. 

#3 How to uncover your clients’ biggest bucket list goals and help them create a financial plan that allows them to spend with confidence.


  • Working with Triad Partners
  • Advice for family businesses
  • Inflection points that led to rapid growth
  • Tips for advisors looking to add to their team
  • Building community with fun events like pickleball
  • Why tax planning is as vital as investing
  • Dos and don’ts of hosting educational events
  • Delivering value vs looking for a paycheck
  • Building a business with intention
  • Great culture attracts great talent
  • The root of everything an advisor does
  • Jordan’s “triple win” philosophy




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  • Don’t have the mentality to sell. Have the mentality to serve. You’re there to help.” – Jordan Flowers

  • “Life is about experiences. And you have to enjoy life, you have to enjoy each moment. Be where your feet are at.” – Jordan Flowers

  • “While you give to your clients, you give to your team members, you give to your family, whether that be money or time, that fulfills you more than anything else.” – Jordan Flowers

  • Why are we in this profession? The WHY should not be to get a paycheck. The WHY should not be to make money. The WHY should be the value we give to our clients.” – Jordan Flowers

Brad Johnson: Welcome back to another episode of Do Business. Do Life. I have Triad member Jordan Flowers here with us today. Welcome to the show, Jordan.

Jordan Flowers: Thanks for having me, Brad.

Brad Johnson: Well, I’ve been counting down the days for this one. Obviously, every Triad member, what’s fun is just as I get to know each of you, not just on the business side, but on the personal side, it’s always fun for me because I love people, I love relationships. But you and your dad specifically and your team hold a special place in my heart because you were one of the first that came out and I know SHP, the group out of Boston that I’ve worked with for a long time, you guys did a little field trip in the early days and you were one of the few offices that I met kind of outside of Triad headquarters for the first time. And I flashback to that little moment in their conference room, their training room, and just I remember seeing you and your dad kind of looking at each other. And your dad, I think, he would say, he was a little skeptical.

Jordan Flowers: He’s a hard sell. Everyone’s thrown on his face.

Brad Johnson: He’s been in this business a while. He’s seen a lot of what I call false advertisement. And I remember just seeing kind of a light bulb come on and you guys saying, “Oh, wait, there’s a different way than we’ve been doing this.” And that’s been a few years back now. But what I love about that moment is you came in as a humble learner, not just you, your dad, your team, and it was just cool to see, hey, I think we have a belief here that there might be a different way to grow and scale a firm and empower a team.

But to your testament, the work that I’ve seen you all put in over the last couple of years, you have been a true testament to implementers, to people that take ideas and not just talk about them, but actually do the hard work to put them into practice. So, I’m really excited to showcase some of that today. But let’s go back. What was your unfiltered view of like, hey, these guys want me to fly out to Boston? I’m in Chicago. What were you thinking on that trip out? What was your hope? What things did you see that just kind of stood out differently on how you could build your practice in the future?

Jordan Flowers: Yeah, the whole Triad, Do Business. Do Life, the whole framework, it honestly resonated with me from day one and I was kind of sold, but I kept that poker face. I didn’t want to know that it looked like you guys are holding double aces there, and I wanted to make sure my team know they were bought into because the business is bigger than me. They’re going to work with it, partner. They got to make sure that they’re not working always me direct with their work and our team. So, my goal there was the team bought into what I saw, and it just reinforced everything that I was hearing over the last few months. And the team bought in and my dad, he had his guards up. He kind of thought, what is typical sales pitch. And Brad with his long hair and telling us about what we should be doing, but actually, it made sense, it resonated. And nothing against my father, but we like to say to our clients, you don’t know what you don’t know. My father did not know there was a better way to do this business and to have a team. And now that we know these different things, we know how we can build a team, it’s really been beneficial, not only to his life. I mean, today, I dropped him off at the airport to go to Cabo. I think he’s benefiting very much from this.

But to our entire team, we have processes. We have kind of a game plan, a vision, and that time in Boston getting to know Michelle, SHP, the advisors, not only did they have the right vision and the right ideas, but they were just generally good people. Everyone at Triad is a good person, and it’s kind of nice to align when you do business with people that you like to do business with. That’s the perfect combination. So, everything was 100 out of 100 in my book and hence, why we were at Triad today.

Brad Johnson: Well, I appreciate you sharing that. And one of the things I love about podcasting is you can just be real. It’s not like you’ve got a five-minute TV segment that you’ve got to fit everything in. You can actually have a real conversation. And one of the things that I saw out there, you guys were incredibly successful before we ever met you. A lot of that, though, and I’ve seen this be a common theme in finance, a lot of that was by just your sheer, just willingness to grind it out.

And what I think about when I first crossed paths with you guys, you had a very successful father that had been doing the business for a long time, brought his son into the business. Now, we’ve got this kind of this next evolution of the business. And one of the common themes that I see, I’m 43 as we record this today, I got into the business when I was 26. And so, I was working with guys like your dad when he was probably like 40, 45. And I’ve just grown up in the business as a lot of these fathers and mothers have grown up. And now, there’s this next generation. And the struggle I often see is, well, dad’s done it this way for 20, 30, 40 years. Son or daughter’s coming in and they love the energy. They love the fact that, hey, you’ve grown up with the internet and computers and technology.

So, a lot of times, I see the next generation incorporating a lot of those systems and processes into the practice. But there’s always this struggle of like old way versus new way, and how do we mesh this together for a cohesive and happy business, where it’s not father pitted against son. What’s been your journey in that? Because of all of the father/sons I’ve seen and not that you guys haven’t had your struggles with that, but you guys have done that pretty seamlessly where your dad’s, like you said, he’s in Cabo right now, so he’s allowing himself to let go as you really step in and run the practice. So, what advice or thoughts would you give father/sons, father/daughters out there?

Jordan Flowers: Well, one, it’s never perfect, right? There’s going to be challenges. And you have family dynamics, you’re going to have disagreements. But I think, my father and I, we have kind of the same goal. We just want to get better. We want to be selfless, right? It’s not about us. It’s about the team. And how can we benefit by making our decisions? Not just for our own selfishness, but to kind of give back to our team and the business. And I think that’s really helped us grow. We don’t care about how much you ask that you brought in or how much we made this year. To be frank, I’d be honest, we could care less and we were bad business owners, but we just want to help people. And I think when you serve people, you help people. And that’s your number one goal. The money does just follow.

So, I’ll say my dad, old ways that change is never easy. And again, as a son, you got to be respectful. You want to make sure you make suggestions. But he built this baby, right? This has been decades in the making. Who am I to say this is the way we run it, right? Because again, I don’t know everything either. But kind of just using our advantages. He has strengths in some areas that I will never have strengths in. He sees strengths in me that I can kind of take the lead in other areas, and then we divide and conquer. He has such an amazing taste for decoration and kind of little extra things. When I walk into a room, I don’t even know those orchids. And I guess, there’s orchids behind me. One of your producers is like, for, orchids, you know they’re real? Like, yeah. I don’t even notice them, right?

So, he has those details that I don’t see, but I add an element that he doesn’t see, and then we really complement each other in the business. So, I think change is never easy. We got to make sure that we’re still profitable to a degree, but we got to make sure that we just get better and better. And over the last few months in a year, he’s really seen the change from the team, from our business. And I think he’s feeling more and more comfortable. He’s out of town, whether he’s just helping out in just different charity events, or vacationing. He’s out of the office, I would say, four to five months a year now, kind of semi-retired. Loves what he does. So, he’ll always have a little bit of a say in being in the business. But he’s actually free to do more things. He’s worked harder for decades. He deserves it. And I think he is actually letting go and able to do other ventures in his life that he probably wouldn’t be able to do unless he did let go. So, it’s a win-win for myself, for him, and the business and our clients.

Brad Johnson: I will say Tom does have impeccable taste. I thought back to Scottsdale when I ran into him in the morning and he was out for his morning walk, getting his 10,000 steps, like a nicer suit than I would wear to a wedding.

Jordan Flowers: Biggest stars, probably, right?

Brad Johnson: Yeah. No, I was then and– we had a fun laugh there that morning. But he does have a great sense of taste. And I know you’re right in the middle of redesigning, remodeling your office. I’m assuming your dad is very involved in that project.

Jordan Flowers: And that is something that he has 100% ownership in because I do not have taste when it comes to that. He’s blown out walls. He’s doing a lot of the furniture and decorations, and he’s the best person that I know that can do that. So, it’s kind of nice to just pass that to him. And I don’t have a say, and I trust him 100%. And you’ll see in a few months, it’s going to be an amazing, epic office. So, we’re excited for that.

Brad Johnson: Ryan, one of our coaches, sent me. You must have sent him a video walking through, kind of. It was pretty raw. The floors were ripped up. But as far as the space, you must have blown out a few walls because it’s very wide open. Looks great. So, I can’t wait to see the finished product.

Jordan Flowers: You can do things the easy way or the hard way, but the hard way is going to get you the best results. That goes for business, that goes for construction, remodeling. So, he blew out a lot of walls we didn’t need blow out, but it’ll be nice when it’s all said and done.

Brad Johnson: Nice. Well, let’s get to, we were talking before we hit record here, and I say, look, we’ve got really a case study. So, we sit here recording early 2024, so April of 2024. But if I go back to 2022, which was really where you guys dug in and started to, I’ll just say kind of rip apart the existing model. And I think it was a very common model that I saw when we first met you. And this is taking nothing away from your success. But it was a model built on Tom’s personality and Jordan’s personality, where you two kind of had to be present for revenue to be driven through the firm and for appointments to happen and clients come on. But 2022 snapshot, they’re brought in about 20 million of total assets. You had nine team members total, I believe that was also counting the two of you, and then two advisors, of which it was you and your dad.

Fast forward 2023 last year, 39.4 million of total assets, so just under doubling. Here’s what’s cool though. You started to take a firm that was really built on you and your dad’s personalities and ability to engage and build trust. And now, you added another advisor that was not the two of you. Seventy-nine percent of that business came from you and your dad. Twenty-one percent came from a new advisor, we kind of called pods. And then this year, just a quick update where my notes here, 28 million year to date just through the first quarter. And I know you have a big goal of the century mark, 100 million of total assets and helping 100-plus families. So, give me maybe the CliffsNotes. I know there was a lot involved, but if you said, hey, these are the inflection points, these were some things we changed to go from a business built completely on you and your dad to one where you started to expand the advisor team, and now, your, as of last year, 15 team members. And then what’s the total today that exists?

Jordan Flowers: Yeah, I think we have about 16 or about to have 17 team members. But just to kind of go back, here in Triad, when having a deconstruct in our 2022 kind of framework, I thought about, it’s selfish to really have the business tied to yourself, right? What if you get in a car accident? What if life is fragile, something happens, now, who are my clients going to go to? They only have me. And it feels good when all the clients go to you and you’re helping the clients. But from a client perspective, because I’ve had people come to me, my advisor retired, my advisor died, I have no one else to go to. And I feel like I want to make sure that never happens to our clients, right?

So, from a client’s perspective and caring about your clients, number one, I’m like, we have to have a team, so if something happens to me, there’s another advisor or two that can just jump in. They know the client by a first name basis, and they know the financial plan, and they can be there in the quick event of losing a loved one. So, what we’ve been doing is, in 2023, we’ve hired more advisors, we hired more support team members. And we really empower them to kind of take the lead and to provide that extra support. And naturally, for Tom and I, we’re not doing as much business individually, but the other advisors, they bring in more assets, and then the business continues to grow.

And just kind of go a little bit sideways here, I believe I was very fortunate that I had the foundation to be where I am today. If my dad was in this business, maybe I wouldn’t be where I’m at, right? Maybe I’d be in a different career, not as successful. But because of that foundation, I was able to grow and succeed. And I believe there’s a lot of advisors, a lot of people out there, they maybe don’t have that foundation. They only can work with the big box firms, or they just go where they can get an internship. Or I had kind of an office, a team, clients that I could serve from day one. So, if I can help other advisors that are kind of stuck that they want to provide value, they want to help people, but they don’t have that right framework to do so, and I can put them in our framework, not only are they going to be better lives themselves, but they’re going to provide more value to the clients they serve.

So, as we’ve been adopted that mindset in 2024, we’ve also empowered our advisors, hey, take this client over. Help them. They can be quicker responsive than I could ever be. I have an eight-month-old at home. Okay, I’m not as able to be accessible 24/7 like I was five years ago, but I have a team of advisors that can be very quick to respond to the clients and fulfill their needs and help them out in their financial matters. So, taking that mindset and now having two advisors to having five to six people that are sitting down with clients in this first quarter, now, we’re in second quarter, that’s why we’re able to do more business. But also, I have less stress and the team is more empowered. And I think it’s a win for the client, it’s a win for our team, and it’s a win for me personally just with the time.

Brad Johnson: Yeah. 2024 so far, so last year, 21% of that business came from advisors other than you and your dad. Any idea what that’s pacing for in 2024?

Jordan Flowers: I wish I had the statistic, but I will say hopefully, 50% and a year will not come from my father and I. I will say my father, especially because he’s not officially, but kind of officially semi-retired. He’s out of town. Other people are taking the lead and taking ownership of the client relationships. And my end goal, I do know my vision, the goal is I don’t want to be bringing any new assets. I want to serve my top clients. But I want our team to bring in new assets, not me that I can help support them in accomplishing the vision. But this year, it’ll be way more than 20%, I’ll tell you that.

Brad Johnson: Awesome. Well, one of the things and you mentioned it just a second ago, but we call it the advisor-in-charge model, where it’s just kind of phase one, and it’s unfortunately where most advisors start because you’re the only guy or girl there that’s got to go knock on the doors, process the business, call the insurance company, call the custodian. But as I’ve seen you all grow and evolve, you’ve started to build out and specialize, even in the advisor role. Now, you have what I would say more client-facing sales positions, where really, that’s relationship building is really what I think of as sales. And then you’ve got service which is following through and making sure, once you build the financial plan, you actually execute on it. And then you’ve got planning. How has the service team evolved as you’ve added new sales advisors to be able to keep the people seeing clients and generating revenue across the table and not getting sucked into paperwork or all of the follow-up stuff that can oftentimes derail and slow down the revenue for a firm? How has that evolved as you guys have added advisors?

Jordan Flowers: Yeah, we tried. And Michael Hyatt’s kind of framework, if you hate what you’re doing every day, you probably aren’t going to have happiness in your job and you won’t be probably good at it. So, if you hate doing paperwork, which, to be frank, most advisors do, they don’t like doing the paperwork, when you segment that, there’s more free time to do what you love and to see more clients. So, based on that service advisor taking over some of that paperwork, taking over some of those things that the sales advisor doesn’t need to be involved in, the sales advisor then has more happiness that they just see clients and do what they love. The service advisor, hopefully, they’re loving whatever they’re taking ownership on, they’re doing more of what they love, and they don’t have to have pressure or kind of be in a sales environment. They’re just there to serve. It kind is a win-win across all the team members.

But I will say we all kind of play a role in service, right? Or maybe it’s a role in the client experience because when the planning, the service, the sales, when everything goes smooth, the end result is an amazing client experience. And I’m sure we’ve been to different places. I just think off the top of my mind Disney, right? It’s a great experience. You’re not talking about that restaurant. You’re not talking about that ride. You’re talking about the experience. But when you segment your office to have that service, the sales on those advisors, the planning advisor, the experience is what the client benefits from at the end of the day.

Brad Johnson: I love it. I heard it asked or stated one time, what if procrastination was a source of wisdom? And to your point, I have met, I think it’s 0%. Maybe I’ve had an exception somewhere over the last two decades, but great salespeople, great relationship people are typically horrible paperwork people and horrible follow-through people. But great service advisors actually love that, they’re like, “Oh, just don’t put the pressure on me of having to ask somebody if they want to join the firm or not, but I’ll tell you what, once they’re here, I love to love on people. I love to take care of people.” And so, almost, you take the strengths, as we call it, the desire zone and Michael Hyatt’s kind of framework. And it’s like, okay, here’s Jordan’s desires and he loves people. He hates all the paperwork. Here’s somebody that hates sales but loves the follow-up and the relationship. And now you’ve got two people operating in desire zone, and now you’ve unlocked Jordan just to see people build relationships. And once they’re on board, hey, here you go.

Talk to the advisor that’s right here in the room. They’ll take care of you and they’ll make sure we hold up our side of the deal and the plan that we’ve built collectively together as a team. It sounds simple when you just say it like that, but I know it’s taking an iteration in getting there. Any key inflection points where you’re like, if I was going to give an advisor, all the way it is on their shoulders, all the revenue’s on their shoulders, and they’re looking to add advisors to the team? What points would you give them along the way to make that happen?

Jordan Flowers: It seems so simple, but it’s so profound. I wish I knew this framework decades ago myself, personally. And if you’re a younger advisor, to be frank is you’re going to wear many hats, right? You’re younger, you got to get going. You need a revenue support to service advisor. But as time progresses and maybe you’re going to take a hit on profit, but if you hate doing something, take the hit on profit and pay someone to do it. Suck it up. It’s not all about you. Think about that person that they love doing whatever that task is and you just empower some of the job, like you’re giving back. There’s more happiness in giving. Give them a job. Make sure that they take away that drudgery zone, that things that you don’t have a desire for, so that you can focus on what you love. And then you actually have a passion every day when you get up, like, I’m so fortunate. I don’t look forward to the weekends. Oh, it’s Friday. No, I’m passionate on Monday through Sunday.

And if you can do that as you build a business, kind of just keep on delegating the things that you don’t really love to do or maybe you’re not the best at, that’s going to give you the highest acceleration and growth. And then surround your people, not just in doing a good task, but people that are good people, people that contribute to your culture because I think life is too short to be around people that you don’t enjoy being around. You want to be around people that are a good fit culturally, but also, they can get the work done and do the things that maybe you don’t want to do. So, those two things working together is going to really accelerate those younger advisors or advisors who’ve been right now that maybe they want to make some adjustments. Think about those two things before you make that adjustment.

Brad Johnson: Yeah, I’ve seen a trend also in a lot of Triad member firms that have truly embraced financial planning, all five worlds, as I know you all do, kind of a CFP standard plan. But what I’ve seen over the last three, four, or five years is somewhere between a third to two thirds of annual revenue and new assets being driven by existing clients and referrals. And truly, that high-end service model becomes a marketing funnel is what I’ve seen.

You think about, I just had to call FedEx the other day. I was on hold at least 20-plus minutes just to try to get a package that was supposed to be shipped here to the right place. How frustrating is that experience? And I look at, unfortunately, a lot of financial advisor firms where the sales advisor is also the service advisor. Well, you’re in appointments all day long, and now, there’s a bunch of emails sitting in your inbox. When you finish the day, there’s five missed phone calls and voicemails. You’re absolutely the worst service advisor in the world when you’re doing both.

And it’s hurting that customer experience and it’s hurting all of that additional revenue that could be flowing from, wow, these guys just take care of me, like I’ve got an answer within five minutes every time I talk to them. And so, have you experienced some of that as you’ve built out that service team, just where the feedback you’re getting from clients is just like, dude, this is next level? What’s that look like? How’s it worked in real life?

Jordan Flowers: Yeah, I think clients, if they want to see me now, they just respond to other service advisors because they take care of them faster. They are more accurate. And guess what? It’s not at 8 o’clock at night when I’m catching up, but also, you mentioned who it hurts, it also hurts myself and my family because now, after all days of appointments, I’m going home and catching up on emails, respond to clients at 8 p.m. And I did that for so many years. I had clients that even respond to me, like at 10 p.m., “Hey, don’t respond till tomorrow,” but they know me, like, I just want to respond, but you can’t do it all. You need to have a balance. And I think it benefits the clients, it benefits the service advisor because they have relationship. They’re taking ownership of that. They have a salary and a job, and it benefits me because I have more time to focus on the higher-level tasks for people that I’m sitting down with. And I’m not burnt out the next day because I’m not working 14-hour days.

Brad Johnson: Yeah. Well, you mentioned a client experience a little bit ago. And one of the things that’s fun and maybe we’ll even throw some of your fun videos, spoofs your trailers on the show notes page. But I think the first time I met you, it was within like a week or two, there was a Star Wars video that I saw with you and your dad featured in it, a lot of your team. There was a Lion King. You’ve done a spoof on Dodgeball, aka Pickleball, and built that around the client experience, Indiana Jones.

And so, let’s talk about just having fun, not taking yourself too seriously. I mean, you were literally dressed up in full, like, I think you were Luke Skywalker in the Star Wars video. But you guys just have a good time. And I think because of that, I see your clients having a good time with you and you’re just engaging on a really personal level. How has that impacted your business? What thoughts do you have on the importance of that?

Jordan Flowers: I think, we’re all people, that they were humans, right? Usually, I’m in a suit when I see clients, and they see me in a tie and suit. But at the end of the day, we’re just people, and you have to laugh at yourself. You have to make fun of yourself. And if people watch that, and then they’re going to laugh at me. And I’m okay with that because you got to enjoy life. You got to make fun of yourself. And doing that kind of things, I think, just helps our clients know that we’re just humans like you. We just like to have fun.

But we also want to have fun with you. So, we do those videos, not so I’m going to be an actor in the future, but so that we can do fun events, like we rent out movie theaters, we play these videos on. Instead of previews for 15 minutes, you see a five-minute video of us that just we’re having fun. We interlace some financial subjects inside of our little comedy there, but it’s a great way to just break the ice, so to speak, have a nice entertainment, laugh at each other, laugh together. And it’s about experiences, right? Those things, I think, separate us.

What’s a financial advisor do? Oh, we do stocks, bonds, mutual funds and annuities, investments. That’s great. But what else do they do? Do they do wine and wisdom? Do they do golf events? Do they do these other kind of fun videos and take you out? All these things go together to create that client experience. It’s not one single thing. But I love making fun of ourselves doing these videos, the Dodgeball/Pickleball, I mean, pickleball is huge right now. Like, we were doing pickleball events more and more. And I love playing and my clients love playing it. It’s good to do life and have fun with people.

Brad Johnson: Give me some details on the pickleball because that is huge. I feel like it’s got to be the fastest-growing sport in America right now. And I know, especially in the older demographic, just because you can play it at an older age. How do you pull these things off? How do you organize them? What’s your thought process?

Jordan Flowers: Yeah. So, I don’t know how to do it. So, I just ask the gyms and I say, “Hey, what’s the best way to organize this?” And they say, “Hey, we have professionals. They’ll come in, they’ll do some tutorials, they’ll organize a little mini tournament. We’re catering the food. You just give us the credit card.” And I just say, “Here you go.” So, that’s how we kind of do, then we just market it to our clients and tell them to bring a friend. Have a fun time. It’s a great way for the friend or a potential prospect to get to know us on not such a professional level in a suit and tie, but we’re just real people having fun playing pickleball.

The clients have a blast. I get to see the clients, and seeing their competitive side, I mean, they’re slamming the ball. They want to win. There might be some cheating, but I won’t call few of those people out. But it was a great time just to see people having fun outside the office. And then the day, we’re making memories, right? Life isn’t just about making money. it’s about making memories. And doing that with clients, I mean, it’s technically work, but it’s the best work I could ever do. So, it’s fun.

Brad Johnson: That’s cool. What other fun client events? You mentioned golf, like if you said, “Hey, here’s a list of some of my favorites of all time, what are some other fun ones?

Jordan Flowers: Yeah. So, this Monday, tax day, April 15th. I’m not sure when this episode will air, but April 15th, we’re renting the Buffalo Grove Golf Dome. It’s going to be kind of just, we have 100-plus people come in. It’s the entire golf dome just to kind of do driving range, food, drinks, prizes. That’s something we haven’t done before. But we know a lot of our clients, they like golfing, so maybe they’ll get a little warm up before the summertime in Chicago.

I can’t say that there’s one specific event that I love more than the others. But what I do love going around if we have events is just kind of just walking around and just talking to people and just having a casual conversation, whether that’s before or after a movie, whether that’s during a dinner event. We just did. We just did a travel theme around the world in September, kind of just did a fancy dinner. I did some kind of dress up, like your favorite travel destination, and just walking around and talking to people and just seeing them smile, like it’s just fun to see people smile and having fun. You put 10 people that don’t know each other at a table and the room’s so loud because everyone’s engaged. Everyone’s talking because we do business with people we want to do life with. The people that we have as clients are good people, and they attract other good people.

And it’s funny how it’s a small world. People come to these events. So, you’re a client of theirs, you’re a client of theirs, like, we didn’t even know that we did business. But I think you attract a certain type of people, and seeing those people have fun together, interacting, that’s a pretty wow and aha moment for me that, hey, we’re doing something right.

Brad Johnson: Yeah, I’ve found the most successful firms that I’ve worked with over the years, which is exactly what you’re sharing right now. They create a sense of community and belonging. But their clients, I mean, you think about it, there’s a lot of common themes that you’ve already mentioned. Obviously, you’re working with the retiree demographic. Now, they’ve got time to play pickleball during the day. They’re retired. They’ve got time to golf and they’ve got time to travel. So, you’re building these experiences around some of their shared just wants and needs.

And I heard it said once from an office I worked with a few years back, they said, “You did all the hard work to get to retirement. Now, we’re going to help you have fun now that you’re here. And basically, that’s what you’re doing. You’re a conduit to creating a community where people, you’re taking care of them on the financial side so you can create that freedom so that they can have some fun and make some memories.

Let’s go to more the blocking and tackling side away from that fun stuff. So, you have a tax practice that’s incorporated into your firm. I believe your dad had that role on before you ever got there. Is that correct?

Jordan Flowers: Yep.

Brad Johnson: And you’ve also done a lot around educational experiences. Obviously, there’s dinner seminars. I know you’ve done your fair share of those as well, but you’ve also gone a little more down the path, I’d say, of the educational side where you’re doing them at community centers, universities, things like that. How has the incorporating the tax practice, having that bolted on to the firm, aligned with also being able to do education around, I’m sure a lot of tax stuff as well, have you seen some synergy there or how has that worked?

Jordan Flowers: Well, I think tax planning is almost just as a vital investing, right? They really work hand in hand. I mean, you can’t give a financial recommendation without a tax implication. So, I believe, my father did years ago, it was wise to have the tax element combined with the financial planning and I think clients, that’s one thing they’re missing today. Our clients have prospects out there. They ask their financial advisor a tax question 99 times out of 100, they say, “Oh, go talk to your CPA or accountant.” It’s like, I’m not saying you should give them specific tax advice, but you should have enough knowledge to guide them.

And then for our firm, if we need to go in the weeds, we get our EA CPAs/accountants and they get the information that relay that to the client. The client doesn’t have to go to multiple places. They go to one location to get the leadership and the advisor they need to make a wise decision. And I believe with the Tax Cuts and Jobs Act expiring in two years, the next two years are so vital for so many people. And again, it’s urgency. Hopefully, you feel that in my voice. I’m just like people are putting their heads in the sand. I was on the Chicago News this last week talking about this. It’s just insane that people aren’t talking about taxes. They want to save for this year, but what if they get blindsided 5 or 10 years from now? Taxes are on sale right now, so we are just kind of preaching this to our clients, to the public, and having everything in-house has been really, I think, a blessing for our clients in the experience. And we like to look at all the little details and then do tax planning in December, or November, October, a little bit before December to make sure we make wise decisions before December 31st.

And we have the tax return so we can kind of pivot and say, “Hey, based on last year, if everything’s going to be the same, we want to do this, this, and this and implement that for tax loss harvesting, for Roth conversions, for other strategies before the year’s over.” And I think that’s an added value for our clients. And that’s what we’ve really kind of been focusing on the last few years, tax planning with the preparation.

Brad Johnson: If you were to give a rough estimate, Jordan, on just when you’re doing public events, what percentage of those people in the room are coming in specifically because they say, hey, you said something about taxes that really hit home, and we have done no work there, and we want to get ahead of that? What percentage of people are coming in with that as one of the things they want to make sure they’re covered on?

Jordan Flowers: I would say 90%. And one thing I say in my educational classes is, I don’t know you, but I know you because 90% of the people in that room have a lot of money in 401(k)’s and IRAs, and even though it says their name on that statement, they see that dollar sign, that’s not 100% theirs because they haven’t paid the tax debt on that. And then a light bulb goes, I see their eyes go up, and they’re like, “Wait, that’s not mine 100%?” No. And they haven’t got to RMD age. They haven’t seen the tax implications of that. And now’s, a great time to do the planning.

But 90%, I think that’s what separates us. I’ve had probably over 50 clients say, “Hey, we came to you because you didn’t talk about taxes.” No one’s ever talked to me about taxes. And it baffles my mind that no one has done that. But like, yes, we do taxes because that’s so vital right now. It’s not what you make, it’s what you get to keep. And people need to do wise things now while taxes are on sale.

Brad Johnson: And I would assume the higher net worth individuals that your firm works with, I mean, taxes are even a bigger deal to them. Is that fair as far as the investible assets, the more assets, the more taxes are a hot button?

Jordan Flowers: Oh, yes. And it can literally cost them hundreds of thousands of dollars if they don’t do wise things now. But also, let’s think about most people that I deal with, they want to leave something to their children, the next generation. And if you don’t fix this tax issue now, you’re leaving a tax time bomb to your children because they have to pay all those tax in those traditional IRAs or 401(k)’s. And it’s like, if you love your family, we got to do tax planning now before the next generation stuck with a huge tax bill. And this is something that we feel like the high net worth, they understand that. But even if you don’t have a super high net worth, you can still save tens of thousands of dollars by doing good tax planning.

Brad Johnson: Yeah. Well, let’s go back to the educational events. You’ve done plenty of reps there. What are some things you’ve learned along the way as far as dos and don’ts? Like, hey, I did this, it bombed. Hey we changed, we tweaked it, we did this, it worked. What tips would you give there?

Jordan Flowers: Before you walk into the room, the community center of the college, you’re not there to sell. That’s why I think I know a lot of advisors watch this podcast, this Do Business. Do Life podcast. Don’t have the mentality to sell. Have the mentality to serve. They’re there for education. You need to provide the best education. Give your best stuff. Give them actionable things that they can do without you, right? You’re there to help them.

And if you have the mentality, you bring that energy, and you show them how much they could do in their own or you could do to help them, that is the number one thing because that mindset, I think, just carries forward to whatever you’re talking about for education, whether it be Social Security, taxes, investments, retirement, income planning, serve them, educate them. And I just like to make sure that you engage them too, because sometimes, we have a PowerPoint, but sometimes there’s a group and they have all these different concerns, be flexible. They’re concerned about this, this, and that. Sometimes I give a presentation just on a whiteboard. I throw the PowerPoint away. Make sure that you don’t have your agenda set. Curtail the class to their agenda, right? Because it’s about them, it’s not about you.

And when you have that mindset that you want to serve and if you have that flexibility, you’ll talk about whatever they want to talk about, that’s how you’re going to reach what they really care about. You’re going to reach their heart. You’re going to help them give guidance and leadership. And naturally, I’ll say over time, they probably want to see you. They probably want your help. Maybe not everyone, but a lot of them do. But you got to serve them at the class, you got to tailor to the class to their needs. And by doing those two things, you’re going to provide the most value. And what I’ve learned in life over time is you can provide value, the money follows.

Brad Johnson: Yeah. Okay, I want to shift because one of the things that I’ve also seen is just how much of a student you are, Jordan, Tom as well, but I don’t know that there’s too many coaching sessions, whether it’s one on one or for the whole Triad community that you’re not on. I mean, you’re literally a staple on all of those. You’re a student, but you’re not just a student there absorbing it, you’re actually taking it. You’re like, okay, we’re going to run with this and put this into action.

One of those, I’ve already heard a couple what I’d call sound bites just in how you phrase things and I’m sure how you get them to resonate with whether prospects or clients. I pulled it up your mission brief right now that I know when we walk through that with you, kind of the analogy we make is it’s kind of extracting the unique DNA of your firm and trying to get it in a way where it’s not just Tom and Jordan at the front of a seminar or an educational event, but your whole team can speak the shared language. And so, there’s a few on here I just want to hit on for the audience, and then I’d love to hear you riff on how you actually put these into action and the impact it’s made inside of the firm.

So, the first one, who we are, what we’re known for is helping our clients live a life beyond what they thought possible, why our work matters. The true outcome of our work is a maximized life with minimized stress. You’re what we do, so your proprietary process, safe and secure retirement road map with the five worlds built on the CFP standard. Feel free to pick any of those or throw a different one out if you want to go a different direction, but how has that played out as you’ve started to intentionally say, “Here’s what we’re about, here’s why you would work with us, here’s what we do”?

Jordan Flowers: It goes to the why, right? Why are we in this profession? The why should not be to get a paycheck. The why should not be to make money. The why should be what value are we giving to our clients, right? And that first one, helping our clients live a life beyond what they thought possible, just this last week, people, I don’t know if I can retire. And it’s like I showed them not only can you retire, but you can retire without any kind of concerns, peace of mind, minimized stress. You’ll never run out of money. Oh, and on top of that, you can spend 20,000 a year on travel. And if you don’t spend that on travel, I get upset with you. I nicely nudge you. You get to spend more money on yourselves because if your goal isn’t to leave a large legacy, why don’t you spend on yourselves?

And sometimes, you need that third-party perspective. You need someone to give you the confidence, give you a plan, not just words, but show you in writing how successful you have already become so that you can hopefully live a life beyond what you thought possible. You may be able to go on those dream trips. You maybe even go business class, right? Enjoy life. But until someone guide you or shows you, you may always be worried.

I’ll tell you my grandparents. My grandfather was a postal worker. He was a Korean War vet, nine gunshot wounds. Half of his face was blown up by a hand grenade. He could not handle stress. So, they were very conservative in all their investments. Okay? And they couldn’t handle the market volatility. But because they save so much, they didn’t spend a lot of money, they left a lot to the next generation.

And we believe you want to maximize your life, like spend some of that money, enjoy money, but also not have that stress. So, see my grandparents, I wish they would have spent more money on themselves, but we should have shown them hopefully, if I was a financial advisor back then, when I was 7 or 8, I could show them how to not have any stress but have enough money to enjoy life, too. And I think they need to balance each other out because it’s not about just growing assets. It’s about living life, but also not having the stress. You’ll never run out of money. So, that’s kind of what my thought process is going around that,

I also believe I’m one of those making memories that were making money. I might have said that a few times. Like, life is about experiences. And you got to enjoy life, you got to enjoy each moment. Be where your feet are at. And I will say to try it, so I’m a little actually concerned for you, Brad, because your last Triad launch experience in Scottsdale, I don’t know how you can beat it. And if you do, you will shock me, because that was the best experience in my life. I think about it almost every week. But I want our clients also to have the experience with us that they kind of enjoy everything they do, they enjoy their life now and in retirement and through retirement as well.

Brad Johnson: Yeah. Well, I’m concerned as well because it was pretty awesome. And that’s the tough part is trying to top the prior one, but I’ll tell you what was cool about that one. And one of the themes I’ve seen in life because I’ve unfortunately done too many conferences where I don’t leave a stuffy hotel ballroom where you’re just kind of cooped up the whole time. And I see a lot of this in this conversation already, is how you get out in the real world and create shared experiences for your community. We try to do that at Triad, but I mean, you and I were hiking up and down Camelback Mountain, which, by the way, is not an easy task. But we had 60 minutes up of conversation, 60 minutes down, and just those shared experiences where you’re doing something, maybe you’re getting physical activity, but you’re also building bonds and connections because it’s kind of this– shared suffering may be too strong of a term because it wasn’t like we were sprinting up that thing, but just…

Jordan Flowers: But you weren’t. I was out of breath, my friend, that was awful.

Brad Johnson: No, trust me, I was very out of breath. I think it was harder the second time than the first time. But yeah, it’s really fun when you actually build a business with intention, like you said, to serve people, but to have fun doing it, like life is too short to just be miserable in what you do. So, what other ways have you all incorporated that or seen that play out as you’ve– I feel like you’ve gotten even more intentional since I’ve known you about kind of building the business on your terms versus kind of the industry standard of like, let’s go from 20 million of assets this year to 40 to 60 to 80 and just kind of being on that red line burnout trajectory.

Jordan Flowers: Yeah. So, like today, we’re recording this on a Friday. That’s why I’m not in a suit and tie. But Fridays, I don’t take appointments. I work on the business. I try to focus on my families. And with a newborn, sometimes I’m just taking care of our newborn, Jayden, in Friday afternoons or Friday morning. So, really curtailing the business to our life, instead of just having the business run our life, I think, is what we’ve kind of changed over the last few months or a year. So, that’s a big thing for me.

Also, I want to make sure that it’s not all about me, right? It’s about my team. So, Do Business. Do Life goals, we have three do business goals and three do life goals for each of our team members. So, each year, my job is to challenge them and support them to make sure that they actually do accomplish their business goals and their life goals. And honestly, it’s just rewarding for me. Like, I know you wanted to do that. I didn’t know that you want to do such and such with your family. But now, third party perspective, I can nicely nudge them to make sure they accomplish that throughout the year.

But you got to hold people accountable, so that every quarter, we’re checking in, hey, did we get this? Did we do the date nights? Did we go on that family trip? What’s going? Why not? Like, I don’t know, if I– take off, you go on vacation. Enjoy life. And that’s been honestly super rewarding for me because there’s so much more happiness in giving. While you give to your clients, you give to your team members, you give to your family, whether that be money or time, that fulfills you more than anything else.

Brad Johnson: Well, and also, like you think about the culture you’ve created for your clients externally, now you’re creating this incredible culture internally for your team because I’m going to guess if the guy running the show is asking them, hey, what are your business goals this year? Oh, what do you want to do in life? Hey, you haven’t taken that family vacation yet. What’s up? You need to take a couple weeks. Go get it. That’s the sort of team I want to be around. And I’m assuming that started to attract some other great talent in is that that kind of culture starts to permeate among the team. Is that fair? Have you seen that start to bring in any talent yet?

Jordan Flowers: 100%. And I’ll say that I probably repelled talent a few years back because I was so rigid. Like, get the job done. We work 50 hours a week. It’s like, you get wiser with age and you realize, yeah, you do a good job and do business well, but you also have to balance your life side, and you got to have best of both. And I think the people we have now, they have flexibility. Some work from home a few days a week. Hey, you coach soccer practice, you can go home early on and a few days a week, but I also know you’ll get the job done.

And our clients are impressed by the service, and I love that they can have the flexibility and freedom to do what they need to do when they need to do that. And I think that attracts talent and retains talent and hopefully, we’ll have, because I want every person in our firm to be here till they retire, like that’s my angle, right? It may not be perfect, but that’s my end goal because I think I’ve only had one job in my life, Brad. I was raised in this industry. One job is helping my dad and being a financial advisor with him, and it’s been a bit of a blessing, but not everyone has that fortunate circumstances. But if we create that foundation, that framework, I would love everyone to grow with us to stay with us forever.

Brad Johnson: Yeah. Well, as I just look at who we are, I just pulled it back up. What we’re known for is helping our clients live a life beyond what they thought possible. It actually really applies to what you just shared with your team. What we’re known for is helping our team live a life beyond what they thought possible because you’re helping them level up on the business side. You’re now applying that to the life side. Hey, you want to coach your kid’s soccer game? We’ve built a firm where that’s possible. You can win. As Michael Hyatt says, you can win at work and succeed at life. And I love that that applies internally as much as it does externally. Has that been a purposeful thing or it just kind of happened and evolved organically?

Jordan Flowers: Well, I think it all became with the vision, right? Once you have a vision, it’s clear what you want to accomplish. And for this year, okay, yeah, we all have kind of business goals. But I didn’t set a metric for the team. We got to hit this quota. My metric or our metric as a team is to provide the best client experience. That’s the one goal. And by having that goal met, I think the assets will follow. But we also want to build the right way. You don’t want to be so stressed out that you’re doing all this production, but you’re running around like a chicken without a head and you can’t have that time just to take a deep breath. What are we really doing here? Are we so caught up in the weeds that we aren’t talking about the families that we impacted?

So many times, we have a spouse that they just passed away and they don’t know what to do with their assets and they’re stressed and worried. And I will say this last year, I probably had four clients, and they’re all female that their husband tragically died and they didn’t have a game plan. One of them didn’t have beneficiaries. We had to help them, guide them through probate. Like, these things happen. And when you’re there in that moment, I mean, that’s what the client needs. And not to say client specific, but over around Christmas time, we had one of our clients, their husband got in a car accident, got hit by a car. Now, granted, you got to protect your family line, but I was on the phone almost seven days a week with that spouse to make sure that she knew everything was taken care of. You need to be there when the clients need you, but you also have to balance out your business and your life as time progresses.

But it’s intentional now that we had the vision. I think, I was always in my heart, but it wasn’t kind of outwardly on paper. And now, it is. And now, we’re very laser focused on what we want to accomplish and how we can get there day by day.

Brad Johnson: So, if we go back, you said something. I’m going to just phrase it, borrowing validation. What we’re known for, helping clients live life beyond what they thought possible. As our mutual friend Chris Smith says, he says, language creates, right? So, you’re creating this language that’s now empowering. And you said a little while back, you said, we want to challenge them and we want to support them. And I know one of the things we talk a lot about in the Triad community is like, advisors, no offense, but those are a dime a dozen. There’s thousands of them in the United States of America.

But leaders, people that will speak truth and kind of challenge and support at the same time, that’s a much different game, a higher level of game that you’re playing there. So, back to just like that client that unfortunately lost her husband where you’re there and you’re like kind of speaking this belief in to her that, hey, you’ll get through this. We’ve got you. We’re going to see you through this. I’ve seen you shift your mindset there a lot. How has that changed how you’ve shown up in appointments, in those tough moments, like you just shared? What’s been the before and after on that?

Jordan Flowers: Yeah, I think I always believed it, but now, I’m just being more like language creates. I’m being more kind of confident in expressing it, that I know I can help so many people. I want to provide that leadership. And I don’t care if you don’t do business with me. I just want to help you. And I’m very direct with people and like, this is what can help you. You can either take it or leave it, but this is how I know I can help you. And I think people respect that.

The world today, I think, is very– no one’s taking ownership. Oh, I’ll kick the can down the road or go to this guy, this tax advisor, this financial advisor, they’re the ones that made the mistake. No. That’s take ownership that provides leadership. And I think it’s really helped clients have the peace of mind and know, hey, everything’s okay. So, I don’t know if it’s helped me directly, but I think it’s helped clients have the peace of mind that this is the right decision because nobody wants to work with somebody that, I think, this is mentioned in Triad, I’m going to go for a heart surgery and the doctor says, “I think you’ll be okay.” They want confidence. They want to know you’re going to be okay. They want to know they’ll never run out of money.

And I will say, don’t put these disclosures put a bunch on the podcast. But I think I help people live longer. And the reason why I think I do that is because I provide more guaranteed income inside the plan. And statistics show, the more guaranteed income you have, the longer you live. And then they’re not stressed about the market collapsing and not going on vacation because they have guaranteed income. They could care less what the market does because they’re just living their life and having fun. So, giving people that peace of mind, giving people the confidence to keep on spending money and have the guaranteed income that will last them a lifetime, I love what I do, I’m proud of what I do, and I think that confidence is evident in our conversations with clients, and I think that generates me a lot of referrals as well, and our team a lot of referrals.

Brad Johnson: Yeah. Well, I mean, I appreciate the disclosure. Shannon will, too, by the way. Shout out to Shannon. But I mean, factually, if you live with high amounts of stress in your life, it’s shown that you don’t live this long, physically, leads to heart attacks, all kinds of things. But I think that is such a powerful thing because you see people that are multi-millionaires living like they’re broke. And if you create a financial plan that allows them to spend with confidence, that’s a beautiful gift you can give somebody in life.

I think I’ve shared this, but my wife’s grandma, lifelong Catholic, I mean, small town school teacher, probably made $25,000 a year for her entire life each year, but she was frugal, she saved. And her one bucket list trip was to take a trip to the Vatican and Rome. And she died with $60,000 in the bank and never took the trip. And that’s sad to me. Like, life is too short. If that’s your one goal, your one bucket list item in life, like, what a powerful to sit in as a financial advisor where you can grant that wish. You can speak that confidence and belief into them and challenge them, “Hey, you’re not dying with 60k in the bank. Do you need me to hop on the website and help you book the trip to Rome? Let me know.” But that’s what I have done that, you’re almost doing that. Give me another. Like, do you have another story like that where somebody was, like, scared and you’re like, you know what? You’ve got the money. Let’s do this. I want to challenge you.

Jordan Flowers: Yeah. There’s a client that wanted to go to Italy and Lake Como, and like, I don’t know if I can do it, all of this. And again, I’m a big points guy. I don’t know if you know this, Brad, but I love everything good points. So, I give my clients a little point guide, right? So, I’m like, hey, if you get this credit card, this credit card, this credit card, you can travel for free. So, a few months later, they got the points. We helped them get to Italy for free, hop and go to Lake Como, Rome. I gave them some good buys and tips. And it’s like, then the best reward for me is seeing the pictures of them over Lake Como in Italy. That, to me, is so rewarding.

Financially, did I make anything? No, but it was rewarding to see them do that and experience life the way it should be, experience because you need the support though too, right? You need to make sure of the financial resources, but you got to challenge people to get out there and do things. And there’s so many other little things I can’t think off the top of my head that I just tell people, go on this trip, bucket list. I think we have to deconstruct how advisors ask questions. Many advisors are just talking about the investments.

And when a client comes in or a prospect comes in, the prospect wants to give all their statements, give out. I have this account, this account, and for me, personally, in our team, I don’t even look down. I just look straight ahead and say, “Hey, we’ll look at that later. What are your goals? What do you want to accomplish?” And it’s a challenge because a lot of these people, they’re so head down and work that they haven’t thought about their own lives. They haven’t thought about what they’re going to do after they retire, or how am I going to have fun now? And it kind of catches them off guard. They’re like, what? Is the financial advisor asking me about my goals? But how can I legit create a plan if I don’t know their goals, right?

If you have a physical goal or you don’t have a physical goal and you go to the doctor, I want to do this, you’ve got to give you a clear direction what you want to accomplish. If I don’t know from their perspective what their goals are, I can’t create a plan to help them accomplish that. And that, I think, is a little bit of a shift that I’ve made the last couple of years, is I could care less about your numbers. I want to know about your goals. And then the numbers will help you empower you as a tool to accomplish your goals.

Brad Johnson: Yeah, I love that. There’s a quote, I’m actually trying to pull it up here real quick. It’s the Cheshire– is it the Cheshire Cat in Alice in Wonderland? But it’s basically, a second here– something about basically, Alice is asking for directions and he’s like, “Well, where are you going?” And she’s like, “Well, I don’t very much care.” And then he’s like, “Well, any path will do.” And that’s so true in financial planning, too. It’s like, well, if you don’t know where you’re headed, it’s going to be really tough for me regardless of how good of a financial planner I am to get you there because there’s no destination.

So, just as a vision works in business, it works in retirement planning, too. Well, I know we’re getting close here to the end, so that you can get on to the rest of your Friday, which hopefully involves hanging with the fam. But anything else? Before we get to the final question, anything on your side? Just tips you’d give from your journey in finance, from your journey with your dad, just like, hey, this really made a big difference for me, or I view the world differently now than I did back then as a younger advisor.

Jordan Flowers: Yeah, I’ll say just a little brief story of my father. And he was a financial advisor for decades. I was at a funeral for one of his clients, and this is decades ago. And he says something to me that kind of really resonated. He said that people don’t care about how much you know Jordan, but people want to know that you care. And that really resonated with me because I think in this business, the root of everything you do should be caring for people. And when you care for people, you want to help them.

And I believe any advisor listening to this, or as I go about and talk to other people, you got to give more, give of your money, give of your time. And when you give, you get back 10 times in return. And I think that a lot of the world is very selfish. Hey, how much can I get? How much can I make? Seeing those $2 million-plus clients that they haven’t gone that trip, they haven’t done things, or seen clients that have Ferraris, but they’re not happy, you got to make sure that what is life really about? Enjoy life. Give freely because there’s more happiness in giving than receiving. And that, I think, is a big part of happiness.

I think Arthur Brooks talks about lots of things, but giving to me is really giving the biggest happiness in my life. And that’s what I’ll say to some of the listeners, just give freely and ask for nothing in return. And somehow it comes back full fold.

Brad Johnson: So true. I’ve seen that play out so many times. Well, my man, as you know, this is the Do Business. Do Life podcast, which we’ve talked all over that subject during this conversation. But if I was to ask Jordan, hey, what is your definition of Do Business. Do Life, what would you give me, man?

Jordan Flowers: It’s the triple win. It’s the win for the clients and providing the most value and the best experience possible. It’s a win for the team, giving them freedom to do things that they need to do with their families, but also grow with the business. The third win is for myself, have the freedom of the most valuable resource we can ever have. Time. Time to spend with the people that I love, spend with my clients, spend with my team. But the triple win, clients on your team and your family.

Brad Johnson: At Triad, you know we like this around here. Well, hey, my man, as always, I love our conversations and look forward to the next time we actually get to hang in person because we always have a good time when we do. So, thanks for sharing it with them and thanks for hopping on the show.

Jordan Flowers: Thanks for taking me to Kansas City game when Taylor Swift was there for the first time. That was fun this last year.

Brad Johnson: Well, that was kind of at the beginning of that whole thing going down. So, yeah, we were right there when the romance was blossoming between Travis and Taylor.

Jordan Flowers: Great experience.

Brad Johnson: Which fun fact, I’ve now watched the Eras Tour about three different times with my eight-year-old daughter. So, actually, you know what? It’s pretty impressive what she’s created, which, the funny thing is, she’s done exactly what you talked about. She said, until people know that I care about them, until my fans know that I care about them, they’re not going to care about me and my music and what I’m putting out. So, she used that to grow a lot of her brand and build the insane platform that she’s got today. So, it can work in finance and it can work for Taylor Swift, I guess, is the moral of that story.

Jordan Flowers: I agree with that. Care about people when it comes back.

Brad Johnson: All right, my man, till next time.


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.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

Copyright ©️ 2024 Triad Partners. All rights reserved.



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