Brad Berger is the founder of Ideal Life 360 with over 33 years in the financial industry. Brad’s journey began as a financial planner not an asset manager who later added planning services.

After 14+ years in senior leadership at an international financial planning firm, Brad made the bold decision to walk away from a lucrative C-suite position when he realized

“they just weren’t doing it right.”

Today, Brad empowers financial professionals to escape the asset-manager trap and become truly indispensable life advisors who specialize in money. His methodology transcends traditional asset management by teaching advisors to deliver comprehensive financial planning aligned with clients’ deepest values. His Deep Connection Protocol™ and Life Vision Mapping™ frameworks turn transactional relationships into transformational ones.

Brad Berger – Founder and CEO of Ideal Life 360. Brad is an author, speaker, and coach who has more than three decades of coaching, career counseling, and comprehensive financial planning experience as a CERTIFIED FINANCIAL PLANNER™ Professional. Previously, Brad served with an international financial-planning firm, starting in private practice and culminating a 17-year career as the Director of Advisor Operations. Recognizing he wasn’t living the advice he routinely gave to both clients and advisors to maintain a balanced and high quality of life, he decided to return to private practice in 2008 in order to spend more time with his family and in his community. Leveraging his extensive executive leadership experience and passion for recruiting, training, and developing financial advisors and their leaders, he founded a holistically aligned financial planning firm that integrates both behavioral advice and life coaching.

Brad’s own journey towards balance and self-development led him to expand his own tools. Brad became a Master Certified Integrative Life Coach through Integrative Wellness Academy. He is the author of the book, Stop Trying to Keep Up with the Joneses: They’re Broke Anyway and is passionate about equipping people to live their ideal life. Brad also serves on the faculty of the Integrative Wellness Academy and is the head instructor and creator of the Holistic Life Planner certification course.

Brad’s focus is to help difference makers, entrepreneurs, business owners, and C-Suite Executives create a plan to maximize time, achieve career goals, regain life balance, increase impact, repair and deepen relationships, and experience greater health and wellness (physical and mental). This includes shifting their societally ingrained perceptions of aging and provide the tools to support a new mindset! The impact this has on individuals, families, communities, and the world is enormous. Slowing down and giving up too early is the greatest waste of human capital ever!

A couple of concepts – The Culturally Conforming Conveyor Belt and the Prime-Time Myth

The Culturally Conforming Conveyor Belt is that powerful force that exists in our society to fit in. It is what largely drives the definition of “normal” and “acceptable” and serves primarily as a reason to settle versus Seeking, Striving, and Creating. The Prime-Time Myth is the perpetuation of a set of ideas around what life, retirement, and aging is supposed to be. But it is based in culture, not science. Brad helps solve the “Prime Time Myth.” There is a misunderstanding about how long people believe they will live.

Most people underestimate how long they will live by 20 years or more. Which leads to many mistakes in how they decide to live their lives. Perhaps the biggest mistake is something known as the “Prime Time Myth.” In general, people believe that their prime productive years are between ages 25 and 55. The myth is a remnant of the industrial revolution when most people did manual labor, and they were worn out by 55.

However, in today’s modern society where most people are employed in knowledge type businesses and professions, the new prime is between 55 and 85. The problem is most people have already given up and have slowed down wasting their prime years. Because of this, they often compromise on their health, their wealth, and their happiness.

Brad’s programs and coaching supply a method to overcome the “Prime Time Myth” and help individuals shift their perception about how long they have to live and how healthy they will be during that time. This allows those with a new mindset to live into the more real Prime Time with health and vitality. They then become role models for others around them. Using these tools, we can impact the perception around lifespan, health spans and the new Prime Time.

Experience, Expertise, and Transformative Impact: Unlocking Your Full Potential Brad Berger’s more than three decades as a self-employed business owner, coupled with his extensive experience in recruiting, training, and mentoring advisors, managers, and senior leaders, uniquely positions him as a consultant who understands the intricacies of building and leading successful teams and organizations. His background in creating a world-class holistic comprehensive financial planning firm demonstrates his ability to drive growth, foster high-performance cultures, and achieve sustainable business success.

Brad’s Approach to Mental Fitness and Leadership Brad’s role as a Positive Intelligence Coach enables him to assist individuals in quieting their inner mind chatter and strengthening their powers of empathy, exploration, innovation, navigation, and activation. His expertise in understanding how individuals interact with the world and others, combined with a deep understanding of building highly effective and productive teams, equips him to drive performance and resolve conflicts.

PrinciplesYou and PrinciplesUs: Maximizing Efficiency, Cooperation, and Results Through the PrinciplesYou and PrinciplesUs methodology, Brad empowers individuals, teams, and leaders to resolve tension, maximize efficiency, and cooperation by leveraging strengths and supporting opportunities to achieve maximum impact. His unique perspectives and deep experience are crucial for building profitable and sustainable businesses, providing leaders with the structure needed to achieve remarkable results.

A Multifaceted Leader with a Wealth of Expertise Brad’s leadership experience spans various levels, from specialty platoon leader and executive officer in the military to managerial, directorial, and C-Suite roles in both corporate and private companies. His diverse designations as a CERTIFIED FINANCIAL PLANNERTM professional, Chartered Leadership Fellow, Chartered Advisor in Philanthropy, Behavioral Financial Advisor, Holistic Life Planner, and Master Integrative Life Coach reflect his multidisciplinary expertise.