78- Brad Johnson: Ingredients of A Great Advisor

I’m thrilled to share with you some insights from my recent podcast episode with Brad Johnson, founder of Triad Partners. Brad’s journey from a small-town boy to a successful financial advisor and now coach to advisors is worth learning about.


In our chat, Brad shared his transition from the corporate world to finance, a field he found himself deeply passionate about. His fascination with stocks led him to get into this business, and later he took a leap of faith and embarked on an entrepreneurial journey with Triad Community Coaching.

Brad’s mission with Triad Partners is to create a community of growth-minded individuals. He aims to help financial advisors not only succeed in their businesses but also find balance in their lives. He believes in building businesses that bless lives, a philosophy that we share. 

One of the most intriguing parts of our conversation was about the “head trash” and challenges that people face in the finance industry. Brad shared a powerful story about a successful financial advisor who ended up burnt out due to the constant pursuit of success. This story serves as a reminder that true success is not about working harder and longer but about working smarter.

Brad also shared Triad’s unique “advisor in charge model,” a three-phase framework that evolves from a task-driven approach to a responsibility-driven one, eventually leading to a true CEO mindset. This model emphasizes empowering team members and letting them take ownership of the thinking process.

We also discussed the different stages of being a business owner in the financial advisory industry. The journey from being an employee to a business owner is filled with challenges and learning experiences. But it also comes with freedom and flexibility. Brad highlighted the value of coaching and learning from others who have walked the path before you.

Mindset, according to Brad, is a crucial factor in separating successful advisors from those who are still struggling. He encourages advisors to embrace the journey, commit to the work, and be prepared for the challenges that come with being a business owner.

I know that embracing discomfort and challenges is a sign of progress. I’ve also learned the importance of surrounding oneself with knowledgeable people who can offer valuable insights.

Brad and I agree that mindset is the foundation for success. Whether it’s in sports or entrepreneurship, a positive mindset can make a world of difference. So, surround yourself with people who inspire growth and improvement.

I hope you find these insights as enlightening as I did. 

To your success

Sten J. Morgan, CFP®, ChFC®












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