DBDL Podcast

DBDL Podcast A podcast to help financial advisors create unlimited growth & freedom in their LIFE & BUSINESS

15/07/2025

Everyone on our team takes the Enneagram. Why?

Because we don’t want 100 people who think the same.
We want 100 people who see what others miss.

That diversity of perspective?

It’s not a challenge to manage.
It’s a superpower, if you know how to use it.

New DBDL podcast episode with Christa Hardin comes out tomorrow!

Most firms wait too long to hand things off.And when they do, they throw the baton instead of passing it.Ben Grosko’s st...
11/07/2025

Most firms wait too long to hand things off.

And when they do, they throw the baton instead of passing it.

Ben Grosko’s story is different.

He didn’t just step into his dad’s firm; he earned his place and helped his dad step into retirement with purpose and peace.

This isn’t just a story about succession.

It’s about trust, growth, and building something that lasts.

Swipe through to see what it looks like to do it the right way.

🎧 Full episode live now on YouTube!

11/07/2025

Most firms wait too long to hand things off.
And when they do, they don’t pass the baton, they throw it.

❌ No clarity.
❌ No support.
❌ No shot at catching it clean.

That’s why turnover is high.
Why cultures break.
Why growth stalls the second a founder steps back.

But it doesn’t have to be that way.

When you build with intention, when you hand off roles before they’re too heavy, you don’t just protect your business…

You create the space for it to grow.

Ben Grosko and his dad got that right.

Live now on YouTube + all podcast platforms.

10/07/2025

We’re in the retirement planning business.
But really, we’re in the trust business.

When someone walks into your office and hands you their life’s work, everything they’ve built, and says, “Here you go. I trust you.”

For advisors who do it right, that trust isn’t just a responsibility. It’s the reason they show up every day.

And if you do this work right, that trust becomes the thing that drives you.

Ben Grosko gets that, and in this week’s episode, he shares what it really means to be trusted with someone’s legacy.

Live on YouTube and all podcast platforms.

After joining his dad’s firm in 2015, Ben helped scale from $15M to $70M+ in annual new assets.Not by doing more. By doi...
10/07/2025

After joining his dad’s firm in 2015, Ben helped scale from $15M to $70M+ in annual new assets.

Not by doing more. By doing it better.

💡 Smarter systems
🤝 Clear roles
📈 A real succession plan

This episode serves as a blueprint for transforming legacy into lasting growth, with intention rather than intensity.

🎧 The full episode is live on YouTube!

What happens when you step into a decades-old firm… and eventually take the reins from your own father?That's exactly wh...
09/07/2025

What happens when you step into a decades-old firm… and eventually take the reins from your own father?

That's exactly what happened to this week's guest, Ben Grosko, and in this episode, he's breaking down:

✅ How they scaled from $15M to $70M+ in new assets
✅ What made the father-son handoff actually work
✅ Why systems, not hustle, were the growth unlock
✅ And how shifting from “I” to “We” transformed the team

If you’re part of a family-run advisory firm (or ever plan to pass the baton), this one’s a must-listen. 🎧

Catch the full episode on YouTube now!

08/07/2025

You can’t be the only one in the room.

Not if you want to scale, and not if you want your clients to really trust your process.

For years, Ben Grosko made sure a planner was in every meeting.

Not just to run tech, but to run point on the plan, so the advisor could focus on the client.

Because here’s the truth:

❌ Clients don’t want a hero.

✅ They want a team that has it together.
✅ That doesn’t miss the details.
✅ That follows up before they have to ask.

This episode is a playbook for moving from “I” to “We.”

And why that simple shift changes everything.

Catch the full convo tomorrow on YouTube and wherever you listen to podcasts.

Behind-the-scenes sneak peek! We've leveled up the solo episodes: new setup, new vibe... even upgraded the hair game. 🤣W...
05/07/2025

Behind-the-scenes sneak peek! We've leveled up the solo episodes: new setup, new vibe... even upgraded the hair game. 🤣

What topics do you want Brad to unpack on future episodes? Drop your ideas in the comments below!

04/07/2025

The worst time to build your network?

When you need it.

Too many people wait until they hit a wall, lose a job, miss an opportunity, hit a plateau, and then try to reconnect.

The most powerful networks are built before you need them, and the right system makes it not just effective… but fun.

For more on this value-packed conversation with Ronen Olshansky, head to our YouTube channel!

Most advisors don’t need more leads.They need a better system for nurturing the relationships they already have.This wee...
04/07/2025

Most advisors don’t need more leads.

They need a better system for nurturing the relationships they already have.

This week Ronen Olshansky unpacks a relationship-building system used by top performers around the world.

It’s built on four pillars:
✅ Capture key details (aka your “second brain”)
✅ Create space for weekly follow-up
✅ Use the RQ scale to prioritize relationships
✅ Track it all in a simple dashboard

Plus, a bonus strategy for hosting powerful connection dinners that actually build trust (not just small talk).

👉 Swipe through to get the framework

Full convo is live now on YouTube.

When it comes to building your network, there is no one-size-fits-all.This week, Ronen Olshansky shares why most network...
03/07/2025

When it comes to building your network, there is no one-size-fits-all.

This week, Ronen Olshansky shares why most networking advice falls flat, and how to build a system that actually works for YOU.

Whether you're an introvert or extrovert, tech-savvy or analog, the key isn’t doing everything, it’s doing the right things consistently.

✅ Use a second brain to capture key relationship details
✅ Build a dashboard to track your most important connections
✅ Lead with generosity, follow up with intention, and stay top of mind

The goal? Stop collecting contacts and start compounding trust.

If you're tired of transactional networking and ready to play the long game, this episode is packed with practical takeaways.

Out now on YouTube and all podcast platforms!

03/07/2025

Want deeper connections and better ROI from your next dinner?

Stop defaulting to the “client dinner + credit card” play.

In this week's episode, Ronen Olshansky shares a strategy that’s worth your time, the Jeffersonian dinner format.

✅ one conversation
✅ one question
✅ real connection.

When done right, the relationships built around the table don’t just grow… they compound.

Catch the full episode on YouTube and all podcast listening platforms!

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