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128: Triad Member - From Football to Finance: Serving Retirees by Protecting their Blind Sides with Terence Brown
Episode 128
From protecting quarterbacks to protecting retirements, Triad Member, Terence Brown never stopped being a left tackle.
After a career playing Division I football at BYU and a stint in the pros, he transitioned into financial services and brought his team-first mindset with him. Today, he leads Left Tackle Advisors—a fast-growing planning firm where protecting people’s blind sides isn’t just a tagline, it’s deeply embedded in the culture.
In this episode, Terence shares how he evolved from high-volume product sales to a planning-first model. He doesn’t serve as many people, but the relationships got deeper, the work got better, and the clients got bigger.
He unpacks how that transition fueled growth from $5M to $33M in annual new assets, how intentional language transformed his team’s culture, and why the advisors who win long-term will be the ones who build real relationships—not just retirement plans.
3 of the biggest insights from Terence…
#1.) Why Language Matters More Than You Think
Terence calls his clients “teammates”— and that one change has transformed the culture of his firm. His team doesn’t “serve clients”; they protect their teammates. That small shift in language has created deeper connection, more ownership, and a community retirees actually want to be part of.
#2.) Feedback Is a Superpower (If You Can Get Over Your Ego)
Every athlete watches game film to improve. Terence brings that same philosophy into his business—recording every seminar, prompting AI to coach him, and treating every piece of feedback like a gift. His secret? Separating the message from the messenger so growth doesn’t get blocked by ego.
#3.) Solve Bigger Problems, Serve at a Deeper Level
By shifting from a product-driven model to holistic planning, Terrence increased his average client AUM to over $700K — a significant jump from the smaller transactional accounts he started with. Fewer clients. Bigger impact. Stronger relationships. That’s how he’s building a firm and a legacy that lasts.
SHOW NOTES
https://bradleyjohnson.com/128
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Published on 1 month ago