NEW EPISODE OUT NOW: The Financial Advisor's Long Game

The Financial Advisor's Long Game with Brad Johnson - Always On with Duncan MacPherson Podcast, Ep. 90

In this episode of the Always On Podcast, host Duncan McPherson 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.

Tune in to discover strategies that will help you take your advisory practice to the next level:

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