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055: Shawn Sparks - The Advisor Transformation & How Financial Advisors Can Build a Legacy That Outlives Them
Manage episode 406220006 series 3463860
Well, we've got a special one for you today! Triad's very own, Shawn Sparks is jumping on the pod to talk about his new book, The Advisor Transformation.
Now, if you've been following my journey, you'll know that Shawn isn't just my business partner; he's been by my side through thick and thin, and has been a trusted friend for years.
Shawn's expertise is undeniable. He's worked with hundreds of advisors throughout his career, not only showing them how to be better business owners, but to level up as spouses, parents, and individuals.
In his new book, The Advisor Transformation, Shawn unpacks the mindsets, strategies, and tactics designed to help growth-minded advisors scale into unlimited joy, freedom, and significance at work and home.
It's not just a book; it's a culmination of Shawn's life's work and dedication to redefining success for financial advisors everywhere.
Coming March 22nd. Join the waitlist & get an exclusive look at the first three chapters instantly RIGHT HERE.
3 of the biggest insights from Shawn Sparks…
- Hear how one advisor went from $80M of annual new assets to $250M within 3 years while reducing 90% of his workload – and identify and defeat the enemies of scaling!
- Why focusing on bottom-line metrics might be holding you and your business back – and how prioritizing significance could be the key to uncapping your ceiling.
- Actionable advice for becoming a calm, confident leader — and how to inspire your team to execute your vision
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW
Today's Gift: Get a free copy of Shawn's book, "The Advisor Transformation: The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors" [while supplies last]
To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "55" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
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 experiences of Triad member shared are unique and may not be representative of all Triad Member experiences.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
98 episodios
055: Shawn Sparks - The Advisor Transformation & How Financial Advisors Can Build a Legacy That Outlives Them
Do Business. Do Life. — The Financial Advisor Podcast — DBDL
Manage episode 406220006 series 3463860
Well, we've got a special one for you today! Triad's very own, Shawn Sparks is jumping on the pod to talk about his new book, The Advisor Transformation.
Now, if you've been following my journey, you'll know that Shawn isn't just my business partner; he's been by my side through thick and thin, and has been a trusted friend for years.
Shawn's expertise is undeniable. He's worked with hundreds of advisors throughout his career, not only showing them how to be better business owners, but to level up as spouses, parents, and individuals.
In his new book, The Advisor Transformation, Shawn unpacks the mindsets, strategies, and tactics designed to help growth-minded advisors scale into unlimited joy, freedom, and significance at work and home.
It's not just a book; it's a culmination of Shawn's life's work and dedication to redefining success for financial advisors everywhere.
Coming March 22nd. Join the waitlist & get an exclusive look at the first three chapters instantly RIGHT HERE.
3 of the biggest insights from Shawn Sparks…
- Hear how one advisor went from $80M of annual new assets to $250M within 3 years while reducing 90% of his workload – and identify and defeat the enemies of scaling!
- Why focusing on bottom-line metrics might be holding you and your business back – and how prioritizing significance could be the key to uncapping your ceiling.
- Actionable advice for becoming a calm, confident leader — and how to inspire your team to execute your vision
GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW
Today's Gift: Get a free copy of Shawn's book, "The Advisor Transformation: The Ultimate Guide to Growth, Freedom, and Joy for Financial Advisors" [while supplies last]
To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "55" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
FOLLOW BRAD JOHNSON ON SOCIAL
FOLLOW DBDL ON SOCIAL:
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 experiences of Triad member shared are unique and may not be representative of all Triad Member experiences.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
98 episodios
Todos los episodios
×1 096: Triad Member - Scaling from $30M to $60M (Working 20hrs/Week) with Craig Sullivan & Bonnie Becker 1:12:21
1 092: Triad Member - From Stuck to Significance: How to 3x Growth Without Burning Out with Dana & Tyler Dunkelberger 1:12:11
1 091: Ian Cron - The Fix: How Hidden Addictions Keep Financial Advisors Stuck 1:07:29
1 090: Shawn Sparks & Brad Johnson - The 5 Principles to Scale Your Business and Build a Life of Impact (Live from FutureProof) 50:18
1 089: Solo - The Little Known Meeting Hack That Can Change Everything for Financial Advisors with Brad Johnson 28:48
1 088: Triad Member - Unlocking 7X Growth and Scaling for Significance with Matt Dixon 1:10:29
1 086: Amanda Brinkman - How Financial Advisors Can Build a Purpose-Driven Brand that Attracts Clients 1:00:59
1 084: Triad Member - The Story Behind 20% Growth in Less Than 7 Months with John McNeil and Virginia O’Brien 1:26:08
1 083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor 1:07:05
1 082: Demi-Leigh Tebow - Beyond Miss Universe: Overcoming Adversity and Finding True Identity 52:05
1 081: Solo - How Financial Advisors can Optimize their Calendar to Maximize Revenue and Freedom with Brad Johnson 43:28
1 080: Triad Member – Financial Advisor Team 10X Growth by Helping Clients Retire Fearlessly with The Nebens 1:20:52
1 079: Bentley Caldwell - How to Dress for Success as a Financial Advisor 1:07:01
1 078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant 1:00:46
1 077: Brad Johnson & Justin Donald - Growing Your Business WITHOUT Sacrificing Your Life (Live on Front Row Dads Podcast) 45:48
1 076: Triad Member - The Secret Behind 400% Growth in One Year with James and Kris Rea 1:06:27
1 075: Chris & Melissa Smith - Family Brand: The Secret to Becoming a Stronger Parent, Spouse, and Family 58:13
1 074: Sara Baker - How to Grow Fast, Avoid Burnout, & Build a Profitable RIA 1:22:21
1 072: Triad Member – Referral Secrets for Gathering $60M of New Assets Annually with Andy Heese 1:00:56
1 071: Ken Crenshaw - Unlocking Elite Performance & Building a Winning Culture 1:07:06
1 069: Brad Johnson & Dave Zoller - Creating Unlimited Growth and Freedom in Your Business AND Life - Streamline Replay 42:13
1 068: Triad Member - Overcoming Loss and Serving $10M+ Clients with Tim & Julie Sullivan 1:12:04
1 065: Tom Ruggie - From Solo Advisor to Family Office & Marketing to the Sports Card Niche 1:02:50
1 064: Triad Member - Unlocking Rapid Growth by Empowering Your Team & The Power of Selfless Leadership with Jordan Flowers 1:04:30
1 063: Kristi Herold - It Pays to PLAY & Building a Winning Workplace Culture 1:08:16
1 062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM 1:07:45
1 061: Jeffrey Shaw - Attracting Ultra-Wealthy Clientele and Becoming a Photographer to the Stars 1:19:59
1 060: Triad Member – Authentic Brand Messaging, Acquiring a Tax Practice, and Building a Moat Against AI with Mike & Jess Panico 1:25:54
1 059: Scott Hanson - The Secret to NFL RedZone’s Success & Prepping for 7 Hours of Commercial Free Football 59:23
1 058: Brittany Hodak - How to Tell Your Story & Turn Clients into Superfans 1:10:16
1 057: Arthur Brooks - The Science of Happiness and Helping Retirees Find Passion & Purpose 1:00:56
1 055: Shawn Sparks - The Advisor Transformation & How Financial Advisors Can Build a Legacy That Outlives Them 1:11:35
1 054: Robert Sofia - Taking Online Relationships to Real World Clients 1:00:16
1 037: Adam Holt - Using Asset Map to Simplify Complexity & Create Meaningful Client Conversations 1:01:24
1 036: Triad Member – Streamlining Ops, Protecting Your Culture, and Scaling to $1B AUM with Michelle Short 1:36:33
1 034: Sten Morgan - Leading with Advice, Bridging the Trust Gap, and Generating Referrals 1:14:01
1 033: Jason Khalipa - Elevating Your Mindset 1:14:11
1 031: Kristin Shea - How Financial Advisors Can Build a Brand That’s Authentic to You 1:21:23
1 030: John Israel - How Handwriting 1,825 Thank You Cards in a Year Changed Me 1:13:07
1 029: Leore Avidar - Investing in Sports Cards, Scaling Businesses, and Hiring Top Talent 1:17:16
1 028: Triad Member - How Empowering a Team Unlocks Exponential Growth with David & Kristy Afraimi 1:18:35
1 027: Joey Coleman - Never Lose an Employee Again 1:42:11
1 026: Brian Portnoy - The Psychology of Money, Rich vs. Wealthy, and AI’s Role in Finance 1:16:03
1 024: Triad Member - Shifting to a Leadership Mindset and on Pace to Reach $80M+ of New Assets in 2023 with Jeremy Reiland, Nick Reiland and Tim Kuntz 1:19:05
1 023: Rener Gracie - Harnessing the 32 Principles of Jiu-Jitsu to Succeed in Business, Relationships, and Life 1:28:03
1 052: Triad Member - The Power of Community, Creating a Culture of Trust, and Building a Life of Significance with Tyler Wrezinski and Andrew Hall 1:14:36
1 051: Justin Donald - Becoming a Lifestyle Investor, Hiring A+ Talent, and Building a Life by Design 58:07
1 050: Daniel Crosby - The Soul of Wealth, Money vs Happiness, & How to Write a Book 1:15:24
1 049: Wally Elibiary - Unlocking Client Referrals from Attorneys, CPAs, & other COIs and The 24-7 Mindset 1:07:15
1 048: Triad Member – Mastering Educational Events vs Dinner Seminars & the Impact of Building a Firm vs an Agency Model with Stephen Stricklin 1:15:05
1 047: Top Moments of 2023 - Top Guest Stories, Moments, and Ideas 1:24:36
1 046: Ann Hiatt - Jeff Bezos' Secrets to Success, the DNA of Unicorn Leaders, and How to Bet on Yourself 1:01:16
1 045: Triad Member Spotlights - Top Moments of 2023 1:31:17
1 044: Triad Member – Cracking the Code on Attorney Referrals & Casting a Vision that Inspires Your Team with Victor Medina 1:43:16
1 043: Jamie Hopkins - Redefining Retirement, The Convenience Economy, & Staying Relevant in a Digital World 1:01:33
1 042: Matt Middleton - The Story Behind Future Proof & Transforming Your Live Events into Experiences 1:15:35
1 041: Taylor Schulte - Podcasting Playbook for Financial Advisors & Building a Business You Love by Managing Client Expectations 1:23:11
1 040: Triad Member - Leading by Reading, Owning the Pharma Niche, & Strengthening Your Team with Wayne Wagner 1:15:29
1 039: Michael Hyatt - Dinner Dates With Your Kids, Winning At Work & Succeeding At Life with the Double Win (Live on Front Row Dads Podcast) 59:52
1 021: Dave Zoller - Leveraging YouTube to Grow Your Advisory Business 1:26:16
1 020: Triad Member - Checking Your Ego, Replacing Yourself, and Prioritizing Family with Clayton Alexander 1:35:31
1 019: Jason Wenk - Traits of a Great Fiduciary, Flywheel Momentum, & Designing a Business Around Your Life 1:13:51
1 018: John Ruhlin - The Art & Science of Radical Generosity and Relationship Building 1:04:10
1 017: Amy Porterfield - How Financial Advisors Can Build Digital Courses 1:04:20
1 016: Triad Member - How Building a Business that's Bigger than Him Unlocked $250M+ of Growth Annually with Anthony Pellegrino 1:56:07
1 015: Corey Westphal - Helping Advisors Master Productivity, Simplify Meetings, & Optimize Data 1:30:17
1 014: Jamie & Jim Sheils - The Family Board Meeting Framework, Tech-Fasting, & Unforgettable Date Nights 1:12:03
1 013: Ian Cron - Using the Enneagram to Lead with Compassion, Strengthen Your Team, & Scale Your Business 1:00:59
1 012: Triad Member - Doubling Business by Letting Go, Empowering Your Team, and MASTERING Seminars with Tom Jacobs 1:02:24
1 011: Kyle Van Pelt - Leveraging Tech to Deliver Unforgettable Client Experiences 1:07:17
1 010: Robert Glazer - Elevate Your Team, Avoid Burnout, and Drive Sustainable Growth 1:16:47
1 009: Bob Burg - Master Your Emotions, Effective Communication, and Stepping Into Your Clients Shoes 49:56
1 008: Triad Member - Referral Strategy, Lead Generation, Writing Books, & Systematizing Your Business with Dan DeVerna 1:28:06
1 007: Michael Kitces - Advisor Marketing, Niches, One Page Plans, Building a Team, and Being a CEO 1:05:13
1 005: Chris Smith - Leadership, Language, and the Path to Preeminence 1:13:15
1 004: Triad Member - Generating $250M of New Assets in a Single Year with Matthew Peck, Derek Gregoire, and Keith Ellis 1:17:01
1 003: Michael Hyatt - Mind Your Mindset 1:10:42
1 002: Shawn Sparks - The 5 Pillars to Scaling Your Advisory Business 1:22:33
1 001: Why I Quit My Job... The Story Behind "Do Business. Do Life." with Brad Johnson 1:11:41
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