{"podcast":{"title":"Do Business. Do Life. — The Financial Advisor Podcast — DBDL","slug":"do-business-do-life-the-financial-advisor-podcast-dbdl-6175641","podcast_index_feed_id":6175641,"rss_url":"https://rss.art19.com/do-business-do-life","website_url":"https://bradleyjohnson.com/","image_url":"https://content.production.cdn.art19.com/images/5d/61/41/40/5d614140-ff41-4464-ac12-b87806813485/250e59ec22b2823877b71bd4ae3cd76f405eafef974ee126d7a9917142c45e47529b3f4359a7f5f8057b0dfc9cdf75c33cd84aca1f897130cdc8fc28fa45a35f.jpeg","author":"Brad Johnson","episode_count":166,"summary":"\"Do Business. Do Life.\" is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their \"success.\" That model is broken, and Brad's on a mission to fix it. Join Brad as he distills the best advice from top thought leaders and applies it to the world of independent financial advising. Get actionable tips/tactics on sales, marketing, entrepreneurship, business growth, lead generation, hiring, training, team building, company culture, core values, work/life integration, family, relationships, and more! \"Do Business. Do Life.\" is way more than just another podcast for financial advisors. It's an experience. It's a community. And more than anything, it's a movement. #DBDL Want to discover what it truly means to succeed as a financial advisor? Subscribe to Do Business, Do Life OR visit https://bradleyjohnson.com/","last_synced_at":null,"page_url":"https://stenobird.com/podcast/do-business-do-life-the-financial-advisor-podcast-dbdl-6175641"},"episode":{"title":"148: Triad Member: Fired for Putting Clients First and How He Rebuilt a Family Practice Gathering $65M of New Assets with Keith Leverentz","slug":"148-triad-member-fired-for-putting-clients-first-and-how-he-rebuilt-a-family-practice-gathering-65m-of-new-assets-with-keith-leverentz","published_at":"2025-12-24T09:00:00+00:00","page_url":"https://stenobird.com/podcast/do-business-do-life-the-financial-advisor-podcast-dbdl-6175641/148-triad-member-fired-for-putting-clients-first-and-how-he-rebuilt-a-family-practice-gathering-65m-of-new-assets-with-keith-leverentz","show_page_url":"https://stenobird.com/podcast/do-business-do-life-the-financial-advisor-podcast-dbdl-6175641","url":"https://rss.art19.com/episodes/f64d5547-5ac0-494c-9ccb-d8d3fdba4914.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0","audio_url":"https://rss.art19.com/episodes/f64d5547-5ac0-494c-9ccb-d8d3fdba4914.mp3?rss_browser=BAhJIg90cmFuc2NyaWJyBjoGRVQ%3D--952c5701c84ad333c69d5faa668f8177091704f0","summary":"What do you do when doing the right thing gets you fired? That’s the question at the center of this conversation with Keith Leverentz. Keith started his career as a high school science teacher before being recruited into a captive financial firm. He quickly became the number one producer in the organization—but he was doing something most advisors weren’t. He was putting clients first, even when it meant recommending solutions that were less profitable for the company. In 2012, that decision cost him everything. He lost his business, his clients, his niche, and spent a season wondering if he’d ever get back on his feet. Keith didn’t just bounce back. He rebuilt—this time with intention. Today, he leads a 25-person firm that’s on pace for more than $65M in new assets this year. He’s done it by building a real team, integrating his entire family into the business, and putting purpose, generosity, and client outcomes at the center of everything. If you’re a founder who’s been knocked down—or you’re carrying a weight that feels heavier than it should—Keith’s story is a powerful reminder of what’s possible on the other side. 3 of the biggest insights from Keith Leverentz… #1.) The Cost of Doing What’s Right (And Why It Paid Off Later) Keith was the #1 producer in his captive agency — until he refused to sell products that weren’t in his clients’ best interest. That decision got him fired. Keith explains the ethical dilemma that forced him out, the fear and isolation that followed, and how starting over with nothing eventually led to building a 25-person firm. If you’ve ever felt tension between growth and integrity, this part will hit close to home. #2.) Why Most Advisors Feel Overwhelmed (And How to Fix It) Keith explains why hiring an Executive Assistant dropped his stres…","meta_description":"What do you do when doing the right thing gets you fired? That’s the question at the center of this conversation with Keith Leverentz. Keith started his c…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3549,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/do-business-do-life-the-financial-advisor-podcast-dbdl-6175641/episodes/148-triad-member-fired-for-putting-clients-first-and-how-he-rebuilt-a-family-practice-gathering-65m-of-new-assets-with-keith-leverentz/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/do-business-do-life-the-financial-advisor-podcast-dbdl-6175641/148-triad-member-fired-for-putting-clients-first-and-how-he-rebuilt-a-family-practice-gathering-65m-of-new-assets-with-keith-leverentz.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}