Ep 045

DBDL Top Moments of 2023 | Triad Member Spotlights

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Triad Members

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Inside This Episode

What’s up DBDL Fam and Happy New Year! This week, we’re shaking things up! After 40+ interviews with leading experts, entrepreneurs, and game changers in the financial world, I wanted to round up the best advice shared on the pod, and deliver it straight to your ear drums. I got the team to go back through the archives and pull the most meaningful and top downloaded Do Business and Do Life moments from 2023.

We were fortunate enough to feature so many amazing guests that have truly impacted the way we do business and life! What better way to start off the year than to share those gold nuggets with our DBDL community, all in one easy-to-digest episode!

KEY TAKEAWAYS: 

  • The White T-Shirt Story – Anthony Pellegrino
  • You Don’t Have to Sacrifice Freedom to Grow Your Business – SHP Financial
  • How Writing a Book Can Generate New Business – Dan Deverna
  • The Power of Hiring a Great EA – Clayton Alexander
  • Helping Clients Dream The Impossible – Vantage Point Financial
  • Handling Office Conflict as a Leader – BAM Advisory Group
  • What to Do When Clients Aren’t the Right Fit? – Michelle Short
  • Giving Generously – Tom Jacobs
  • How Reading 50 Books Changed His Life – Wayne Wagner
  • Cracking the Code on Attorney Referrals – Victor Medina

HOW TO HANDLE CLIENTS WHO ARE NOT A GOOD FIT

CREATE A COMPANY CULTURE THAT ENCOURAGES HONEST FEEDBACK

THE MORE YOU GIVE, THE MORE YOU GET

SELECTED LINKS FROM THE EPISODE: 

THIS WEEK’S FEATURED REVIEW

Want to leave your own review? Visit us on Apple Podcasts via mobile, scroll to the bottom, and give me your honest thoughts. I read EVERY review that comes through. Not only do they light me up, but they also make a huge impact on people who are considering listening. To leave your review, CLICK HERE. I might even feature it on the show 🙂

MIC DROP MOMENTS

  • My kids get one shot at childhood. It’s what we make of it for them. Be more present. That is the epitome of Do Business. Do Life.” – Anthony Pellegrino

  • People will forget 90% of what you say, but they’ll remember how you made them feel.” – Anthony Pellegrino

  • We didn’t understand how to run a business. We had to learn through trial and error and a lot of bad mistakes.” – Derek Gregoire

  • It’s my job to be the best salesman I can be because people are better served when they leave the room.” – Dan DeVerna

  • If you want something scalable, it has to be bigger than yourself.” – Clayton Alexander

  • Your most finite resource is not money. It’s time. And if you don’t have somebody to protect your time, then you’re basically subject to just being blown around like a tumbleweed in the wind.” – Brad Johnson

  • Our mission is to help not only our clients, but our team and our community to live lives beyond what they thought possible.” – Tim Kuntz

  • Leaders need to be calm and confident.” – David Afraimi

  • It’s about growth as a firm, not just growth in numbers.” – Michelle Short

  • It’s not what we leave to our kids, it’s what we leave in our kids.” – Wayne Wagner

  • Because lawyers tend to be very driven by doing the right thing and they tend to value the people that can do the right thing, you could establish really strong relationships just by being great.” – Victor Medina

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.

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 ©️ 2023 Triad Partners. All rights reserved.

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