The Purpose Focused Advisor

Josh Kosnick: When God Rewrites Your Story of Success

Thu, 16 Oct 2025 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Josh Kosnick—former managing partner of a 250-person advisory firm, best-selling author of The Kairos Code, and founder of Kairos Coaching.

Josh built a thriving financial practice and regional firm—only to lose it all in a moment that changed everything. What looked like failure became the beginning of transformation, as God used that season to rewrite Josh’s story of success and reveal a deeper calling.

Today, Josh helps advisors and entrepreneurs integrate faith, family, and business so they can live and lead from true alignment. Together, Rob and Josh explore how purpose is often revealed through adversity, why “work-life balance” is a myth, and how to live the life God designed for you—now, not someday.

You’ll discover how to reconnect faith with work, build relationships that matter, and see setbacks as divine setups for what’s next.

Key Takeaways:

The Moment Is Now (02:00) – God’s timing isn’t delayed—it’s divine. Transformation begins when we act in alignment with Him.
Integration Over Balance (05:40) – Fulfillment comes not from separation but from bringing every part of life under one purpose.
Purpose Revealed Through Adversity (12:40) – When success falls away, God reveals who you were truly meant to become.
The Five Bridges Framework (19:00) – Faith, health, relationships, work, and legacy—neglect one, and all begin to wobble.
Authenticity Attracts Alignment (32:20) – Owning who you are and what you believe draws the right people and opportunities into your life.

Josh Kosnick: “Legacy isn’t what we leave behind—it’s what we leave in others.”

Rob Brown: “You’re building your legacy every minute of every day—in everything you do and in every relationship you have.”

About Josh Kosnick: Josh is a leader forged through fire and guided by faith. As founder of Kairos Coaching and an EOS Implementer, he helps individuals and organizations align vision with execution—turning adversity into growth and purpose. Drawing on firsthand experience building and exiting three successful businesses, Josh offers a practical and faith-driven perspective on creating lasting impact. He equips leaders to embrace their calling, strengthen relationships, and build legacies rooted in authenticity, resilience, and service.

Connect with Josh Kosnick:

Kairos Code: https://www.joshkosnick.com/thekairoscode

Website: http://www.joshkosnick.com/

LinkedIn: http://linkedin.com/in/joshkosnick

Episode Resources & Next Steps

Download the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜

Connect with Rob Brown:

David Steele: Building a Billion-Dollar Firm Without Losing Purpose

Thu, 09 Oct 2025 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, I sit down with David Steele, Co-Founder and CEO of One Wealth Advisors, Executive Chairman of Flour + Water Hospitality Group, and founder of Great Gold Hospitality.

David has built a billion-dollar advisory firm and a portfolio of thriving restaurant ventures without financial goals, without turnover, and without losing sight of what matters most. His leadership is grounded in one simple belief: the purpose of business is to serve others.

We talk about how his firm grows steadily year after year by focusing only on client experience, why he believes most retirement dreams lead to disconnection rather than fulfillment, and how hospitality, not finance, is the secret to loyalty and culture.

David shares insights every advisor can use, from building teams that stay to defining value with integrity, to serving clients so well they become your best advocates.

You’ll come away challenged and inspired to build growth that is not just sustainable but meaningful.

Key Takeaways

Client Experience Over Goals (03:39) – David’s firm sets no financial targets; every goal is tied to making clients’ lives easier.
Growth Through Service (06:57) – When you serve exceptionally well, clients become your sales team.
Defining Real Value (10:11) – Advisors must look honestly at whether their tools truly solve client problems.
Rethinking Retirement (14:04) – Purpose and mastery, not leisure, create lasting fulfillment.
Hospitality as Leadership (11:47, 29:59) – Great businesses treat clients and teammates with the same spirit of service.

David Steele: “At the moment in time when we... are aware that we’re going to be fine as it relates to food and shelter... I think we should really quickly turn our attention to making sure that everything we’re doing is in the service of others.”

Rob Brown: “Your growth is a measure of what you're doing for your clients, as opposed to the way you're growing being represented by how many ultra-high-net-worth clients you bring into your practice.”

About David Steele: David Steele is the co-founder and CEO of One Wealth Advisors, a $1B independent wealth RIA firm, dedicated to helping clients simplify their lives and achieve financial goals through comprehensive planning and advisory services.

As a creator and strategic visionary at heart, David has built various successful ventures across hospitality, arts/entertainment, consumer products, and more.

Leading Flour + Water Hospitality Group as co-founder and Executive Chairman, he oversees acclaimed restaurant brands committed to culinary excellence, community impact, and sustainability.

Connect with David Steele:

Website: https://davidsteele.xyz/

LinkedIn: https://www.linkedin.com/in/david-steele-76088a/

Episode Resources & Next Steps

Connect with Rob Brown:

Vincent Randazzo: Rethinking Risk to Build Stronger Client Trust

Thu, 02 Oct 2025 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, I’m joined by Vincent Randazzo, CMT, founder of ViewRight Advisors and a veteran of more than 20 years in institutional research. Vincent built proprietary market breadth indicators used to identify major turning points, and now he’s making those institutional tools available to financial advisors.

We talk about why risk management matters more than ever, how simple breadth indicators can uncover hidden market weakness, and why a repeatable system builds trust with clients. Vincent shares lessons learned from past cycles, the dangers of ignoring drawdowns, and why education—not prediction—gives advisors a real edge.

You’ll walk away with practical insights you can use to strengthen relationships, prepare clients for uncertainty, and manage portfolios with greater confidence.

Key Takeaways

Stewardship and Risk (04:41) – Protecting client wealth goes beyond “riding the market.”
The Market Mirage (07:14) – Breadth indicators reveal when rising indexes hide weakness underneath.
Client Expectations (12:55) – Avoiding major drawdowns is often the unspoken expectation clients carry.
Preparedness Builds Confidence (15:17) – A consistent, repeatable system creates confidence for both advisors and clients.
Sequence of Returns (16:57) – The order of returns can make or break retirement outcomes—making proactive risk tools essential.

Memorable Quotes

Vincent Randazzo: “Risk management isn’t about prediction—it’s about preparation. That preparation is what builds client trust.”
Rob Brown: “Too often, when advisors think about adding value, they add fluff—when you could add substance that makes what you do truly stronger.”

About Vincent Randazzo: Vincent Randazzo is the founder of ViewRight Advisors, where he equips financial advisors with a disciplined, objective risk management process to navigate market cycles with confidence. A Chartered Market Technician since 2008, he developed proprietary market breadth indicators that helped identify major turning points in 2018, 2020, and 2022. Previously, he was Head of Technical Research at CFRA and Lowry Research, the nation’s oldest technical advisory firm, where he collaborated with industry leaders like Sam Stovall and Paul Desmond. With more than two decades of institutional experience, Vincent integrates data-driven insights with a purpose-focused mindset to help advisors protect and grow client wealth.

Connect with Vincent Randazzo:

Website: https://viewright.ai/

LinkedIn: https://www.linkedin.com/in/vincentrandazzo/

Episode Resources & Next Steps

Connect with Rob Brown:

The Truest Fan Blueprint: https://truestfan.com/truest-fan-blueprint/

Bill Cates: Unlocking the Hidden Heist of Money Beliefs

Thu, 25 Sep 2025 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, I’m joined once again by Bill Cates, the industry’s original referral expert and co-author of the parable-style book The Hidden Heist. For over 30 years, Bill has helped advisors grow thriving practices through referrals and introductions. Now his mission goes deeper—helping people uncover and rewrite the limiting money stories that steal clarity, confidence, and purpose.

Through suspenseful storytelling, humor, and insights from more than 100 real interviews, Bill brings financial lessons to life in a way that sticks. We talk about why empathy is the heart of meaningful advising, how our own money beliefs shape the way we serve clients, and why storytelling can reach future generations more powerfully than facts and figures alone.

You’ll walk away challenged to examine your own money beliefs, reset the tone in your practice, and guide clients with greater empathy and purpose.

Key Takeaways:

The Real Hidden Heist (01:37) – It’s not about stolen money. It’s the limiting money beliefs that rob clients—and even advisors—of clarity, confidence, and freedom.
Stories That Stick (06:05) – 100+ real interviews woven into a parable that makes financial lessons hit home in ways facts and figures can’t.
Why Storytelling Wins (08:34) – A good story cuts through the noise, connects with clients emotionally, and reaches younger generations that advisors struggle to engage.
Check Your Own Money Story (15:42) – Before you guide clients, explore your own beliefs. The blind spots you carry can shape every conversation.
Empathy Is the Edge (25:09) – A hostage negotiator’s wisdom: empathy—when real—is the most powerful skill you can bring to client relationships.

Bill Cates: “The hidden heist isn’t about money being stolen—it’s about limiting beliefs, false assumptions, and unhelpful emotions that rob people of freedom. Advisors aren’t immune to this.”

Rob Brown: “Advisors can get frustrated when clients seem stuck—but often it’s because those clients are trapped in a money story they don’t even know they’re telling themselves.”

About Bill Cates:

Bill Cates is best known as The Referral Coach to top financial professionals. Today, he’s expanding his mission to empower Millennials and Gen Z to “get right with money.” Through The Hidden Heist and his dynamic presentations, Bill helps people replace limiting money beliefs with timeless principles and simple, practical steps toward lasting wealth.

Connect with Bill Cates:

The Hidden Heist: http://hiddenheist.com/

Email: Bill@referralcoach.com

LinkedIn: https://www.linkedin.com/in/billcates/

Website: http://www.referralcoach.com/

Connect with Rob Brown:

The Truest Fan Blueprint: https://truestfan.com/truest-fan-blueprint/

Leo Pusateri: Living Your Value with Confidence, Passion, and Speed

Thu, 18 Sep 2025 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, I’m joined by Leo Pusateri, President of Pusateri Consulting and known worldwide as the “value man.” For decades, Leo has helped financial advisors discover, price, deliver—and most importantly—live their value with confidence, passion, and speed.

Today, his work goes even deeper through The Project You Experience. Shaped by personal experiences and health challenges, Leo now guides advisors and business leaders to align their professional success with purpose, relationships, and legacy.

We explore why significance matters more than success alone, how simple practices like his “Top 100 exercise” can spark powerful reconnections, and why daily self-care is essential for sustaining long-term impact. Leo’s insights are both inspiring and practical—showing advisors how to build businesses and lives that truly reflect their values.

If you’ve ever wondered how to connect your work to who you really are, this conversation will challenge and inspire you.

Key Takeaways:

Confidence, Passion, and Speed (02:00) – Advisors earn trust by answering key questions with authenticity and preparation.
Beyond Business Value (05:23) – True introspection connects professional roles with personal purpose, relationships, and legacy.
From Success to Significance (11:18) – Growth isn’t just about accolades; it’s about meaning and impact.
The Top 100 Exercise (22:50) – Reaching out to your most influential connections renews gratitude and creates lasting influence.
The Oxygen Mask Principle (32:24) – Daily self-care ensures you can serve clients, family, and community with strength.

Leo Pusateri: “Put your oxygen mask on every day. If you don’t take care of yourself, you won’t be able to take care of the person next to you.”

Rob Brown: “Living your value isn’t just about growth—it’s about making sure your work reflects the purpose you were created for.”

Connect with Leo Pusateri:

Website: http://pusatericonsulting.com/

LinkedIn: https://www.linkedin.com/in/leopusateri/

Leo’s Latest Book: https://pusatericonsulting.com/product/your-next-big-project-is-you/

🔹 Download the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜

Connect with Rob Brown:

The Truest Fan Blueprint: https://truestfan.com/truest-fan-blueprint/

The Hidden Trap High-Performing Advisors Don’t See Coming

Thu, 11 Sep 2025 10:00:00 GMT

If you’ve ever blocked out “leadership time” on your calendar only to feel restless instead of focused, this episode is for you.

Rob Brown shares a solo message about a trap many high-performing advisors fall into—the unsettling sense that success has created space, but not clarity. Rather than being a setback, Rob explains why this is actually the signal you’ve reached the edge of Vision 3—the next stage of growth where leadership shifts from managing success to shaping legacy.

In this episode, Rob unpacks the three visions of advisor growth, tells a real coaching story of a partner wrestling with succession, and shows how The Truest Fan Blueprint helps advisors reframe scattered goals into a purpose-aligned vision. You’ll see why Vision 3 is less about performance metrics and more about clarity, purpose, and freedom.

This isn’t about filling your calendar with busywork. It’s about aligning your leadership with the bigger calling that drives you forward.

Key Takeaways:

The Trap of Empty Time (00:25) – Why leadership time feels like a void when vision isn’t clear.
The Three Visions (02:10) – From hustling, to scaling, to leading with purpose.
Beyond the Numbers (05:05) – Metrics matter, but without purpose, they scatter your goals.
The Blueprint Advantage (07:20) – How visioning first avoids the trap and creates freedom.
Step Into Vision 3 (09:40) – Leadership shifts from performance to legacy when purpose comes first.

Rob Brown: “That unsettled space in your calendar isn’t failure. It’s the signal you’re standing on the edge of Vision 3—the moment when leadership becomes less about performance and more about clarity, culture, and legacy.”

Episode Resources & Next Steps

Connect with Rob Brown:

The Truest Fan Blueprint: https://truestfan.com/truest-fan-blueprint/

Breaking Free from the Never Enough Syndrome

Thu, 04 Sep 2025 10:00:00 GMT

If you’ve ever hit the next milestone—only to find it still wasn’t enough—this episode is your breakthrough.

Rob Brown returns with a solocast that introduces the very first of the Eight Shifts of a Purpose-Focused Advisor: moving from the pressure to perform to the freedom to serve. This shift reframes growth, succession planning, and client relationships by rooting them in purpose instead of performance.

In this episode, Rob shares the story of two partners whose succession plan felt hollow until they recognized the multi-generational, family-focused legacy they had been building all along. Their discovery shows how uncovering purpose transforms not only succession but every area of your business.

This isn’t about chasing “more.” It’s about rediscovering your why, curing the never-enough syndrome, and creating a business and life that reflect what matters most.

Key Takeaways:

Clarity Over Pressure (00:22) – Rob introduces the first shift of a Purpose-Focused Advisor: moving from the pressure to perform to the freedom to serve.
Purpose Revealed in Succession (02:45) – A real advisor story shows how seeing their multi-generational impact reframed succession as legacy, not just transaction.
The Never-Enough Pattern (06:55) – Why chasing bigger numbers leaves advisors restless—and how purpose restores meaning.
Mindset Shift Question (08:40) – Rob challenges advisors to ask: “Where am I feeling pressure to perform, and how might freedom to serve reframe that?”
Impact Through Freedom (09:45) – Purpose unlocks the freedom to serve clients, teams, families, and causes with clarity and joy.

Rob Brown: “The never-enough syndrome is cured when you rediscover your purpose. That’s when you gain a freedom—a freedom to serve.”

Episode Resources & Next Steps

Connect with Rob Brown:

The Truest Fan Blueprint: https://truestfan.com/truest-fan-blueprint/

Seth Gasick: Why Advisors Can’t Ignore the Impact Conversation

Thu, 28 Aug 2025 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, I’m joined by Seth Gasick, Regional Vice President for the Southeast at Crossmark Global Investments.

We go beyond products and performance to ask bigger questions: What impact does your wealth have? How do you help clients explore values without forcing an agenda? And what role does an advisor play in guiding these conversations—whether or not faith is part of the picture?

Seth shares how working for a faith-based asset manager has reinvigorated his career, allowed him to bring his full self to work, and opened the door to deeper conversations with advisors and clients alike.

Whether you’re faith-focused or simply curious about how values-based investing shapes the advisor-client relationship, this episode will challenge you to think differently.

Key Takeaways

Impact Isn’t Niche (07:19): Clients are already asking how their money aligns with their values—advisors need to be ready.
Purpose Fuels Growth (09:04): Deeper conversations beyond returns strengthen relationships and open new opportunities.
The Industry Narrative vs. Purpose-Focused Growth (12:01): Rob explains why moving from AUM-driven success to purpose-focused success accelerates growth.
How It Works: Avoid, Embrace, Engage (17:46): Seth explains the three-step framework for values-based investment screening.
Building Client Trust Through Values Alignment (20:16): Introducing values-based options creates pathways to more meaningful client relationships.

Seth Gasick: “Clients are asking for these conversations. The question is whether advisors are willing to step into them.”

Rob Brown: “When you move from chasing numbers to pursuing purpose, that’s when real growth begins.”

About Seth Gasick: Seth Gasick serves as the Regional Vice President for the Southeast at Crossmark Global Investments. With extensive experience as a wholesaler across the Southeastern U.S., Seth previously held roles at Voya Investment Management and began his career as a financial advisor at Merrill Lynch. He holds the Chartered Special Needs Consultant® (ChSNC®) designation and is passionate about helping families navigate the complexities of Special Needs Planning. Seth is also deeply committed to faith-based investing, working with advisors and clients who seek to align their portfolios with their values.

Connect with Seth Gasick:

Website: https://www.crossmarkglobal.com/

LinkedIn: https://www.linkedin.com/in/sethbgasick/

Episode Resources & Next Steps

📘 Get your copy of Rob’s new book, The Truest Fan Blueprint — It’s a practical, story-driven guide to help you focus on what matters most in your business and your life, so you can achieve your biggest goals without losing sight of who you are.

Order now at TruestFanBlueprint.com and start putting the blueprint into action today.

Connect with Rob Brown:

Book: https://truestfan.com/truest-fan-blueprint/

Morgan Nichols: Leading with Values to Create an Intentional Legacy

Thu, 21 Aug 2025 10:00:00 GMT

Wealth fades, but the impact of living by your values can ripple for generations.

In this episode of The Purpose-Focused Advisor, I’m joined by Morgan Nichols, CEO of Life Branch Wealth Partners, a second-generation financial advisor, and co-author of Intentional Legacy. Morgan’s journey started early—helping in her parents’ practice at eight years old—and evolved into leading a multi-state team that serves high-net-worth clients with a deep focus on values.

We explore what legacy really means—beyond estate documents—to the everyday decisions that shape how you’re remembered. Morgan shares how to engage multiple generations in the planning process, why advisors should help clients define their top five values, and how to build a client experience that stays relevant across decades.

Morgan doesn’t just run a practice. She builds a movement—connecting wealth and values so clients live in alignment with what matters most. For financial advisors who want to lead with purpose, her story is a roadmap to growing a business that’s as intentional as it is impactful.

Key Takeaways:

Legacy Beyond the Will (03:44) – True legacy is built from the cumulative decisions you make over a lifetime, not just estate plans.
The Top Five That Matter Most (07:53) – Helping clients identify their five core values creates a foundation for authentic, meaningful advice.
Know Us Before You Need Us (11:31) – Building relationships with clients’ children before they need help strengthens intergenerational trust.
Coaching Is the Future (15:03) – Behavioral financial advice is where advisors add irreplaceable value in an age of AI and automation.
Stay in Touch Year-Round (22:18) – A high-touch, well-structured communication plan ensures clients feel supported between meetings.

Morgan Nichols: "I want our clients’ children to know us before they need us, because at the time they need us, if that relationship isn’t there, it’s not ideal."

Rob Brown: "Serving parents doesn’t guarantee the kids will follow. Intergenerational work only happens when you’re intentional about building those relationships."

About Morgan Nichols: Morgan Nichols is the CEO of LifeBranch Wealth Partners, an Ameriprise Private Wealth Advisory Practice. She is a seasoned financial advisor who believes that wealth is more than just numbers—it’s about creating an intentional legacy that reflects your values and secures your family’s future. Morgan brings a comprehensive and strategic approach to financial planning, specializing in advanced tax strategies, executive compensation, and guiding high-income earners through pivotal transitions. Her practice is especially attuned to the needs of the “sandwich generation”—those managing both aging parents and growing children—empowering them with clarity and confidence.

Connect with Morgan Nichols:

Website: http://www.lifebranchwealth.com/

LinkedIn: https://www.linkedin.com/in/morganenichols

Book: Intentional Legacy: http://intentionallegacybook.com/

Order now at TruestFanBlueprint.com and start putting the blueprint into action today.

Connect with Rob Brown:

Book: https://truestfan.com/truest-fan-blueprint/

John Terry: Mastering the Mindset of Black Belt Leadership

Thu, 14 Aug 2025 10:00:00 GMT

What does it mean to master your craft—and yourself—in service of others?

In this episode of The Purpose-Focused Advisor, I’m joined by John Terry, Black Belt Leadership founder, leadership coach, and three-time Martial Arts Hall of Famer. John's journey began with pain—bullied in a new town—and evolved into a lifelong pursuit of purpose through practice. What followed was a transformation from student to teacher to a leader committed to raising up others.

We explore what real mastery looks like—not titles or credentials, but consistency, belief, and the willingness to do the hard things, even when it’s not fun. We talk about developing the muscle memory of excellence, why self-work always precedes business growth, and how advisors can turn conversations into transformational experiences for clients.

John doesn’t just teach technique. He teaches transformation. He doesn’t push perfection—he preaches persistence. And for financial advisors who want to lead with lasting impact, his story is a masterclass in purpose-driven growth.

If you've ever wondered how belief, practice, and purpose intersect in leadership, this episode will inspire you to keep showing up—and keep leveling up.

Key Takeaways:

The Black Belt Is Just the Beginning (03:28) – Earning your black belt isn’t the finish line; it’s the moment you’ve earned the right to truly begin learning and leading.
Grow the Business by Growing Yourself (07:14) – The quality of your thinking limits the quality of your outcomes—personal development is the best business development.
Clients Want Solutions, Not Products (09:45) – Advisors who lead with empathy and curiosity uncover real problems and offer meaningful strategies—not just financial tools.
Mastery Requires Reps and Resistance (18:10) – Becoming world-class means doing the hard, unglamorous work daily—even when it’s uncomfortable or boring.
Leadership Is Preparing Others to Lead (25:45) – The ultimate role of a leader is to equip the next generation to take your place and lead even better than you did.

John Terry: "Everybody has an opportunity to become a world-class black belt master of who they are and what they do—but it requires that they discover what that is, develop it, and then ultimately deploy it to make a difference where they are."

Rob Brown: "I work with a lot of really outwardly successful financial advisors who have reached levels of assets they never thought possible—but the real successful ones are always asking, ‘What can I do next to get even better at what I’m doing?’"

About John Terry: Why just be a leader when you can be a Black Belt Leader? This is the question 3-Time Martial Arts Hall of Famer and Leadership Coach, Dr. John Terry, asks people daily. Dr. John is an international speaker, trainer, and coach. He's an L.A. Tribune Best Selling Author of ten books and the host of the Black Belt Leadership podcast.

Connect with John Terry:

Website: http://www.blackbeltleadership.com/

LinkedIn: https://www.linkedin.com/in/johnterry3/

Books: https://www.amazon.com/stores/John-Terry/author/B001KDIVH0

Podcast: Black Belt Leadership: https://podcasts.apple.com/us/podcast/black-belt-leadership/id1562295950

📘 Get your copy of my new book, The Truest Fan Blueprint — It’s a practical, story-driven guide to help you focus on what matters most in your business and your life, so you can achieve your biggest goals without losing sight of who you are.

Order now at TruestFanBlueprint.com and start putting the blueprint into action today.

Connect with Rob Brown:

You Were Made for More: The Blueprint to Help You Stop Drifting and Start Living with Purpose

Thu, 07 Aug 2025 10:00:00 GMT

It’s launch week! Rob Brown returns with a solo episode to share the heart behind his new book, The Truest Fan Blueprint—now available on Kindle for free (for a limited time).

In this episode, Rob opens up about why he wrote the book, what it means to be a Truest Fan, and how the seven-step Blueprint can help you align your purpose, vision, and daily actions to achieve your most cherished goals. He reflects on 23 years of coaching, the struggle successful advisors face when they drift from their purpose, and how a clear framework can restore joy, focus, and impact.

This isn’t a pitch. It’s a personal invitation to stop drifting and start living the life you were made for.

Key Takeaways:

Success on paper isn’t enough (2:14) – Many advisors feel scattered or off-purpose because they lack a blueprint to align their work with what matters most.
Choose how you spend your time (4:18) – We can’t create time, but we can make powerful changes by aligning our schedules with our purpose.
A seven-step roadmap to clarity (6:45) – Rob’s blueprint offers a repeatable process for reconnecting with purpose and building a vision-driven life and business.
Quick wins build belief (8:32) – Early wins in a new process are essential for building momentum, confidence, and consistency.
Time management needs meaning (11:17) – Productivity tools only work when they are connected to what matters most in life and faith.

Rob Brown: "None of us can create time, but we can choose how we spend our time."

Episode Resources & Next Steps

📘 Get a free Kindle copy of The Truest Fan Blueprint — available for a limited time at https://truestfan.com/truest-fan-blueprint/.

📘 Prefer hardcover? Find it on Amazon.

📥 Download the free companion kit that goes along with the book to start putting the blueprint into action: https://truestfan.com/truest-fan-blueprint/.

Connect with Rob Brown:

Daniel Yoo: How AI Frees You to Be the Advisor Your Clients Deserve

Thu, 31 Jul 2025 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, I’m joined by a former advisor turned innovator who understands both sides of the table. Daniel Yoo left behind a career overseeing over $800 million in client assets to build solutions that serve—not replace—financial advisors.

His journey into AI wasn’t about chasing trends. It was about solving a problem he lived through: how to be fully present with clients while meeting the demands of compliance and documentation.

We talk about the right way to use AI in an advisory practice, why simplicity and security matter more than flashy features, and what advisors must do with the time technology gives back. Daniel doesn’t just bring a technologist’s brain… he brings an advisor’s heart.

If you’re navigating where AI fits into your practice, this episode offers more than answers. It offers direction grounded in purpose.

Key Takeaways:

Choosing to Fix What Hurts (06:15) – Leaving a successful advisory career, Daniel set out to fix the everyday pain advisors face with disorganized or delayed note taking.
Adopting Tools That Truly Help (08:58) – The best AI solutions are simple, intuitive, and designed to integrate seamlessly into how advisors already work.
Making Privacy a Priority (10:47) – Some platforms choose to wipe all data by default, putting security and compliance first by treating data as a risk, not an asset.
Meeting Clients Where It Counts (18:46) – In-person client interactions remain a deeply valuable experience that technology cannot fully replicate.
Investing Time Where It Matters (22:52) – When AI takes over routine tasks, it’s essential for advisors to reinvest that time into high-value client conversations, not just automated output.

Daniel Yoo: "AI should automate the things you don’t want to do and enhance the things only you can."

Rob Brown: "If you’re just inputting data and delivering a plan, you’ve become a human robo-advisor."

About Daniel Yoo: Daniel Yoo is the founder and CEO of FinMate AI, the first AI note-taking assistant built specifically for financial advisors. Drawing from his experience as a senior advisor at TD Ameritrade and Schwab, where he oversaw $800M in client assets, Daniel launched FinMate in 2023 to eliminate the burden of manual documentation. The platform now supports over 1,500 advisors, helping them save time while staying compliant and client-focused. He holds FINRA licenses and insurance credentials and earned a Master’s in Applied Economics from Johns Hopkins, specializing in AI and machine learning for asset price prediction.

Connect with Daniel Yoo:

Website: https://www.finmate.ai/

Email: daniel@finmate.ai

LinkedIn: https://www.linkedin.com/in/smyoo/

Ready to grow your business with clarity and purpose?

Download The 8 Shifts of a Purpose-Focused Advisor — a free guide to help you build a business that reflects what matters most.

Get your copy here: https://truestfan.com/8-shifts/

Connect with Rob Brown:

Email: robb@truestfan.com

Robin John: What It Really Means to Be a Good Investor

Thu, 24 Jul 2025 10:00:00 GMT

What does it look like to love your neighbor through your investments?

In this episode of The Purpose-Focused Advisor, I’m joined by Robin John—CEO and co-founder of Eventide Asset Management and author of Good Investor. Robin’s story begins in a basement with more questions than answers. What followed was a radical reimagining of business and investing—not as tools for personal gain, but as sacred work meant to restore what’s broken in the world.

We talk about what it means to align capital with conviction, how advisors can lead with generosity, and why profit should never be the purpose. Robin doesn’t just challenge financial advisors—he equips them to see their work as a calling, their clients as neighbors, and their portfolios as opportunities for healing and hope.

If you’ve ever wondered how faith and finance can coexist with integrity and impact, this conversation will leave you inspired to lead differently.

Key Takeaways:

Calling Reimagined (03:32) – Robin unpacks how he discovered investing could be a God-given calling, not just a secular career.
Profit as a Byproduct (11:58) – Business should first create value; profit naturally follows when companies serve others well.
The Two Big Questions (17:15) – Robin challenges advisors to ask: What values would you never violate to make a profit? What hopes would you fund to shape the world?
Investing = Loving Neighbor (23:36) – Robin outlines how advisors can tangibly love neighbors through stakeholder-centered investing.
Joy in Work (35:54) – Real joy comes not from accumulation, but from knowing your work contributes to healing and flourishing.

Robin John: "True generosity leads us to make sacrificial decisions in how we make our money. It’s not just about giving—it’s about how we live.”

Rob Brown: “If you can see joy show up in your work—if your investments, your advice, your leadership create joy in someone else’s life—you’re doing something sacred.”

About Robin John: Robin John is the cofounder and CEO of Eventide, a leading faith-based asset management firm dedicated to investing in businesses that create compelling value for the common good. Born in Kerala, India, and raised in Boston, Robin’s journey—from outsider to visionary leader—inspired The Good Investor, a book that explores how investing can confront injustice, love neighbors, and bring healing to the world. He and his wife, Jaunita, cofounded Darsha Academy, a school for girls in India. A father of four, Robin serves on several nonprofit boards and is passionate about faith, family, basketball, and purpose-driven leadership.

Connect with Robin John:

Book: The Good Investor: https://www.goodinvestor.com/

Website: https://www.eventideinvestments.com/

LinkedIn: https://www.linkedin.com/in/robincjohn/

Ready to grow your business with clarity and purpose?

Download The 8 Shifts of a Purpose-Focused Advisor — a free guide to help you build a business that reflects what matters most.

Get your copy here: https://truestfan.com/8-shifts/

Connect with Rob Brown

Website: https://truestfan.com

David Bahnsen: What Advisors Need to Rethink About Work, Purpose, and Retirement

Thu, 17 Jul 2025 10:00:00 GMT

What if work isn’t something to escape, but a core part of your purpose?

Top 100 Barron’s Advisor and CIO of The Bahnsen Group, David Bahnsen, joins Rob Brown to challenge how financial advisors think about success, calling, and the myth of retirement. Drawing from his book Full-Time: Work and the Meaning of Life, David shares why work is inherently meaningful—and how faith and purpose can reshape how we serve clients, lead teams, and live well.

Key Takeaways:

Work is worship. Avodah means work, worship, and service—your daily work is how you glorify and enjoy God. (03:00, 06:58)
Don’t run dental-visit reviews. Want deeper engagement? Ask better questions. Make every review a meaningful conversation, not just a numbers update. (31:00)
Retirement is not the reward. The 30-year vacation myth is setting clients up for disappointment. Purpose doesn’t stop at 65. (22:30)
Workaholic isn’t a dirty word. Passion is a gift—when it’s rooted in the right identity. (11:20)
Ask about legacy, not just assets. If you're not helping clients define purpose, you're only doing half the job. (30:00)

David Bahnsen: "Work is not something we do so we can support Kingdom causes—our work is a Kingdom cause.”

Rob Brown: "Clients don’t have to agree with your worldview, but if you have that conversation, you know you’ve done your best to help them truly think through what they want.”

About David Bahnsen: David L. Bahnsen is the Founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a national private wealth management firm overseeing more than $7 billion in client assets. He is a frequent guest on CNBC, Bloomberg, Fox Business, and Fox News, and a regular contributor to National Review. David also hosts Capital Record, a popular weekly podcast dedicated to defending free enterprise and capital markets. He is the author of several best-selling books, including his most recent, Full-Time: Work and the Meaning of Life, released in February 2024.

Connect with David Bahnsen:

Book: Full-Time: Work and the Meaning of Life – https://www.fulltimebook.com/

Substack: https://b2bahnsen.substack.com/

LinkedIn: https://www.linkedin.com/in/davidbahnsen/

The Bahnsen Group: https://thebahnsengroup.com

Ready to grow your business with clarity and purpose?

Download The 8 Shifts of a Purpose-Focused Advisor — a free guide to help you build a business that reflects what matters most.

Get your copy here: https://truestfan.com/8-shifts/

Connect with Rob Brown:

Website: https://truestfan.com

Michael Thaler: Transforming Client Conversations with Purpose

Thu, 10 Jul 2025 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, I’m joined by Michael Thaler—an industry leader who built and led a $2B wealth management firm over 33 years before stepping into a new season of life. Michael didn’t walk away from success; he walked deeper into purpose. We talk about what it looks like to go from purpose to purpose, and how his journey led to the creation of My Purpose Plan, a tool that helps people live the life they were made for. This conversation is for advisors who want to connect more meaningfully with clients and stay anchored in what matters most.

Key Takeaways:

What if retirement isn’t the goal but the beginning of something greater? (02:10) Clients may hit their number and still feel stuck. Help them step into a life that feels free.
Your clients don’t just need a plan. They need a purpose. (09:14) A simple, 20-minute process can unlock clarity and move them from drifting to driven.
You’re not just managing money. You’re helping shape lives. (13:00) When you bring purpose into the room, client conversations change forever.
The best goals don’t live in a drawer. They live on the calendar. (18:33) Break big dreams into daily steps—and watch clients live them out.
Want clients for life? Help them become who they were created to be. (23:23) Purpose builds loyalty, impact, and referrals in ways performance alone never will.

Michael Thaler: "I don't want to be the guy that leaves this earth who's known to help people get their purpose statement. I want to be the person that's known that help people get their purpose statement and actually help them to actually live it out."

Rob Brown: "My simple definition of purpose is living the life that God intended for you to live."

About Michael Thaler: Michael is the Founder of My Purpose Plan and former Chief Purpose Officer of Equity Concepts, which he led for 33 years before its sale in 2024. Driven by his mission to live out God’s dream and help others do the same, Michael also founded Effective Ministries, serving children and families in Richmond, VA, and Niger, Africa. He’s passionate about using financial advising as a tool for purpose and impact. Michael speaks on purpose, focus, and positioning, and continues to lead community efforts through organizations like the Robinson Theater and RVA Hope Center. He lives in Virginia with his family.

Connect with Michael Thaler:

Website: http://mypurposeplan.com/

LinkedIn: https://www.linkedin.com/in/michael-j-thaler

Connect with Rob Brown:

Episode Resources & Next Steps

🔹 Download the Free Guide: The 7 Mindset Shifts of a Purpose-Focused Advisor

Discover the simple shifts that lead to extraordinary impact. This quick-read guide will help you align your business with what matters most: purpose, people, and legacy.

🔹 Subscribe to The Purpose-Focused Advisor Newsletter

Weekly insights to help you grow a thriving, purpose-driven business. Real talk. Actionable ideas. Straight to your inbox. Subscribe here »

🔹 Explore the Purpose-Focused Advisor Mastermind

A high-level community for faith-driven advisors ready to grow their business and deepen their impact. Learn how to lead with clarity, conviction, and purpose. Learn more »

🔹 One-on-One Executive Coaching with Rob Brown

Looking for personalized guidance to help you grow your practice, lead with purpose, and build a legacy? Let’s talk. Learn more »

Mike Young: The One Investment Strategy That Impacts Everything

Thu, 03 Jul 2025 10:00:00 GMT

This episode is a departure from the norm, but one I believe is too important not to share.

Recently, I met Mike Young, founder of Noble Warriors, a men’s discipleship ministry. His mission inspires me. He’s not a financial advisor, coach, or industry expert, but his work may be more relevant to our profession than you’d expect.

Mike’s story will challenge and encourage financial advisors to reconsider the legacy they’re truly building. From leading spiritually at home to redefining success in business, this conversation is both convicting and practical.

If you’ve ever wondered how to align your career with Kingdom impact, this episode is your wake-up call.

Don’t miss a message every purpose-focused advisor needs to hear.

Key Takeaways:

Redefining KPI as Souls Under Management (20:59) – Mike encourages advisors to reframe success not by assets, but by the eternal impact they’re making.
The Power of Transformation (06:37) – When a man follows Christ, every part of his life changes: marriage, parenting, work, and witness.
Four Questions That Build Brotherhood (14:19) – Asking “What’s heavy, what’s hard, what hurts, and how can I help?” opens the door to deep discipleship.
Isolated Men Become the Enemy’s Target (17:59) – Mike warns that the lone-wolf lifestyle leaves men vulnerable to lies and spiritual attack.
Your Practice Is a Discipleship Opportunity (27:19) – Rob reminds advisors that every financial plan is a chance to talk about eternity and purpose.

Mike Young: "When a man says yes to Jesus and begins to walk with Him, everything around him changes. I mean, his marriage changes, his relationship with his children changes, his relationship with his parents, his coworkers, his peers, his neighbors—everything changes when the Lord transforms a man."

Rob Brown: "Stop putting God on the sidelines in your business—especially as men."

About Mike Young: Mike launched Noble Warriors in 2005 to help churches disciple men and raise Christ-centered leaders. Before stepping into full-time ministry, his career included teaching, coaching, school administration, and residential construction. He’s passionate about building men who lead well in their homes, churches, and communities. Mike is married to Stacy, and together they have four adult children (two married) and two grandsons.

Connect with Mike Young:

Website: http://www.noblewarriors.org/

Email: mike.young@noblewarriors.org

LinkedIn: https://www.linkedin.com/in/michael-young-3013662a/

Episode Resources & Next Steps

🔹 Download the Free Guide: The 7 Mindset Shifts of a Purpose-Focused Advisor

Discover the simple shifts that lead to extraordinary impact. This quick-read guide will help you align your business with what matters most: purpose, people, and legacy.

🔹 Subscribe to The Purpose-Focused Advisor Newsletter

Weekly insights to help you grow a thriving, purpose-driven business. Real talk. Actionable ideas. Straight to your inbox. Subscribe here »

🔹 Explore the Purpose-Focused Advisor Mastermind

A high-level community for faith-driven advisors ready to grow their business and deepen their impact. Learn how to lead with clarity, conviction, and purpose. Learn more »

🔹 One-on-One Executive Coaching with Rob Brown

Looking for personalized guidance to help you grow your practice, lead with purpose, and build a legacy? Let’s talk. Learn more »

Connect with Rob Brown:

Adam Koós: The Hidden Fuel Behind Explosive Practice Growth

Thu, 26 Jun 2025 10:00:00 GMT

In this powerful episode, Rob Brown welcomes Adam Koós, founder of Libertas Wealth Management, a nationally recognized advisor and a coach to advisors, who has engineered a path to massive success. Adam shares how he doubled AUM and revenue in just two years by embracing a bold, even controversial idea: “We’re a marketing firm that happens to do financial planning.” But don’t misunderstand, it’s not about hype. It’s about systems, trust, and showing up with excellence.

He unpacks the client-first onboarding, scalable growth strategies, and mindset shifts that help advisors build with joy, scale with integrity, and serve at the highest level. If you want your firm to run like a well-oiled machine that still feels deeply human, this episode will light the path.

Key Takeaways:

Lead with Systems, Not Silver Bullets (04:20) - Growth isn’t about chasing one breakthrough idea. It’s about building simple, repeatable systems.
When You Treat Marketing as a Mission, Everything Changes (09:58) - This mindset shift led to explosive growth rooted in trust, visibility, and intention.
Onboarding Is the Hidden Growth Multiplier (16:01) - Before you worry about more leads, a great onboarding experience lays the foundation for long-term scale.
Delegate to Scale Without Burning Out (19:53) - Delegation, not hustle, is what creates freedom and sustainable expansion.
Focus on Consistent Action, Not Distant Goals (21:45) - Success comes from prioritizing daily activity over outcome-based metrics.

Featured Quotes:

Adam Koos: “It’s not our privilege to learn marketing—it’s our responsibility. If you’re doing great work and no one knows about it, what good are you?”

Rob Brown: “Thinking about your big AUM goal won’t get you there. Taking the action that puts you in front of the right people will.”

About Adam Koós: Adam Koós is a nationally recognized financial advisor, fiduciary, and founder of Libertas Wealth Management, ELEVATE, and ADRENALINE Advisor Consulting. With over two decades of experience, Adam specializes in retirement planning, investment strategy, and business exit planning. He’s passionate about helping other financial advisors grow successful practices through proven systems and strategies. Known for his authentic, no-B.S. approach, Adam brings energy, insight, and real-world experience to every conversation.

Connect with Adam Koós:

Libertas Wealth Management: https://www.libertaswealth.com/

Adrenaline Advisor Coaching: https://adrenalineadvisor.com/

LinkedIn: https://www.linkedin.com/in/adamkoos

Episode References:

Connect with Rob Brown:

John Kailunas: Mission Retirement — Helping Clients Plan for More Than Just Money

Thu, 19 Jun 2025 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with John Kailunas, author of Mission Retirement and founder of Catalyst4Growth and Regal Holdings. With 25+ years of experience and over $4B in AUM/AUA, John shares how advisors can help clients retire with purpose, not just wealth. He unpacks the 10 “missions” of meaningful retirement and reveals how purpose-based planning deepens trust, inspires legacy conversations, and helps advisors stand out by focusing on what truly matters.

Key Takeaways:

Lead with Listening (05:04) – Great advisors start with presence, not plans—listening deeply lays the groundwork for purpose-driven advice.
Retirement Needs a Mission (07:02) – Most clients haven’t truly defined what they want in retirement. Help them clarify, and you become more than a planner.
Purpose Prevents Regret (08:15) - 40% of retirees feel lonely. Helping clients plan for meaning—not just money—can protect them from a purposeless retirement.
Trust is Built Through Story, Not Spreadsheets (13:42) - Legacy conversations and life stories build deeper client relationships than charts ever will. The more personal the dialogue, the stronger the bond.
It’s Not Your Money (20:30) - Advisors must remember they’re managing the client’s dreams. Your role is to help them align their resources with the life they truly want.

John Kailunas: “We’re so focused on running that when retirement finally comes, it’s like the merry-go-round suddenly stops—and most people don’t know what to do next.”

Rob Brown: “When advisors connect to a client’s story—not just their portfolio—they build trust that lasts far beyond the next review meeting.”

About John Kailunas: John Kailunas II is a first-generation immigrant and visionary leader in financial services since 1988. With over three decades of experience, he has built a legacy of growth through Apex, Regal Holdings, and now Catalyst4Growth—a professional development platform empowering advisors and entrepreneurs. John’s entrepreneurial drive has earned national recognition, including Investment News’ Hot 100 and Best Practice Management Program awards. A lifelong learner and mentor, he’s also a devoted husband, father, and adventurer who’s traveled to all 50 states and 34 countries.

Connect with John Kailunas:

Website: https://www.catalyst4growth.org/

Mission: Retirement: https://www.amazon.com/Mission-Retirement-Provoking-Purposeful-Fulfilling/dp/B0DWGSHKF9/

Choices and Chances: https://www.amazon.com/Choices-Chances-John-Kailunas-II/dp/1419669966

LinkedIn: https://www.linkedin.com/in/john-kailunas-ii-966b5a7/

Episode References:

Connect with Rob Brown:

Adam Obrecht: Faith-Led. Quietly Built. Unmistakable Impact.

Thu, 12 Jun 2025 10:00:00 GMT

In this episode, Rob Brown sits down with Adam Obrecht, founder of AO Wealth Advisory—a quietly confident leader who’s built a special firm grounded in systems, purpose, and faith… all while serving a client base many advisors overlook.

From day one, Adam was told his strategy wouldn’t work. You can’t build a firm around 30- and 40-year-olds. Faith and business don’t mix. You need older, wealthier clients to grow.

He ignored all of it.

Adam launched AO Wealth with a baby on the way and no backup plan. Fifteen years later, he leads a thriving firm serving 300+ households with remarkable efficiency.

This is a masterclass in purpose-driven leadership every advisor should hear.

Key Takeaways:

Serve with Strategy (05:26) – Building a practice around 30- to 40-year-olds works when you're intentional about your time, messaging, and service model.
Purpose Starts Early (14:40) – A mission trip—and a now-lost book on Christian business leaders—sparked the vision for a firm grounded in faith and values.
Faith in the Volatility (19:33) – When markets shake confidence, Adam blends sound math with spiritual grounding to help clients stay steady.
Legacy in Motion (21:23) – For Adam, growth means more than numbers. It’s about deepening team capacity, preparing for succession, and staying true to the mission.

Adam Obrecht: “The numbers tell one story, but how you live out your life tells a whole different story.”

Rob Brown: “It wasn’t just a niche—it was a calling. And you built the kind of practice most advisors are afraid to even imagine.”

About Adam Obrecht: Adam is the owner of AO Wealth Advisory, a financial planning firm in Urbandale, Iowa. Adam's career started in agricultural and commercial lending, but quickly shifted to investments. Adam started AO Wealth Advisory in 2010 after time spent as a product specialist for a regional broker-dealer and five years in a CPA firm. Adam is married with two sons.

Connect with Adam Obrecht:

Website: http://aowealthadvisory.com/

Email: aobrecht@aowealthadvisory.com

LinkedIn: https://www.linkedin.com/in/adamobrecht/

Episode References:

Connect with Rob Brown:

Ryan Derousseau: The Quiet Skill That Builds Stronger Client Relationships

Thu, 05 Jun 2025 10:00:00 GMT

What happens when a former financial journalist brings deep curiosity and compassion into the world of financial planning? In this episode, Rob Brown sits down with Ryan Derousseau, a CFP® who made the leap from writing for Money, Fortune, and Forbes to serving therapists, career changers, and the self-employed. Ryan shares how his path has been shaped by listening more, asking better questions, and putting purpose before products. His work reveals a powerful truth: trust, emotion, and vulnerability are just as vital to planning as any spreadsheet. We’re reminded of how powerful it is when advisors focus on people…not just portfolios.

Key Takeaways:

Lessons from Journalism (20:09) – Discover how Ryan’s past as a journalist sharpened his ability to ask deeper questions and truly hear what clients are saying.
The Strategic Pause (24:28) – Silence isn’t awkward, it’s powerful. Ryan shows how waiting just a little longer often uncovers the most honest, meaningful client insights.
Trust the Journey (26:09) – For new advisors, Ryan offers hard-won wisdom: growth takes time, and the best results come from consistent, purpose-driven effort.
Niche with Intention (09:46) – Ryan reveals how focusing on therapists helped him refine his message, connect more deeply, and serve self-employed professionals with greater impact.

Ryan Derousseau: "When advisors lead with curiosity and just sit in the discomfort a little longer, that’s where the real trust is built and that’s when the real work begins."

Rob Brown: "It’s not just about the numbers you uncover, it’s about the life you help your clients live because of the planning you guide them through."

About Ryan Derousseau: Ryan Derousseau, CFP®, enables employees, the self-employed, therapists, and career changers to thrive financially so they can focus on what matters most. A former financial writer for Fortune, Money, and Forbes, Ryan blends deep industry insight with a practical, goal-first approach. He helps clients align their business and finances with their values, building stronger practices, better balance, and long-term wealth.

Connect with Ryan Derousseau:

Website: http://www.thinkingcapfinancial.com/ & http://www.unitedfpg.com/

Email: ryan@unitedfpg.com & ryan.derousseau@gmail.com

LinkedIn: https://www.linkedin.com/in/ryanderousseau/

Episode References:

Connect with Rob Brown:

Episode 127: The Overlooked Multipliers: Purpose and Partnership

Thu, 29 May 2025 10:00:00 GMT

If you’re growing a successful practice but feel disconnected, frustrated, or unsure what’s next… this episode is for you.

This week, Rob Brown shares the story of an advisor with 25+ years of experience who avoided coaching—and even distanced himself from his business partner—because he believed he had nothing left to learn. But one honest conversation about purpose and partnership changed everything. It reignited his passion and gave him a fresh vision for the work he once loved.

Too many advisors feel stuck, not because they’ve run out of skill, but because they’ve stopped asking why they do what they do. They isolate, overthink, and overprotect what they’ve built… while missing the multipliers that are right in front of them.

In this episode, you’ll discover:

Why years of experience can quietly lead to resistance and isolation
How fear of being “coached” often masks a deeper desire for clarity
The mindset shift that reignited one advisor’s energy and vision
Why partnership isn’t a threat to your independence—it’s a multiplier
How purpose-driven conversations open the door to new growth at any stage

Closing Thought:

"Your next breakthrough isn’t about doing more, it’s about remembering why you started, and being open enough to grow again."

Mentioned in this episode:

The Purpose-Focused Advisor Mastermind — A high-level experience for Christian men ready to lead with clarity, faith, and conviction
Truest Fan: Live, Love, and Lead with Purpose and Impact — Rob’s book on discovering the purpose behind your leadership
The Purpose-Focused Advisor Newsletter — Weekly encouragement and insights for advisors who want more than just business success

Connect with Rob Brown:

🌐 Website: truestfan.com

💼 LinkedIn: linkedin.com/in/truestfan

📅 Schedule a Call: robbrown.as.me/quick-call

Put First Things First – Reclaiming Focus and Living with Intentionality

Thu, 22 May 2025 10:00:00 GMT

If your calendar is full but your business and life feel scattered… this episode is your reset.

This week, Rob Brown continues his powerful solo series with a message every advisor needs to hear: it’s not about doing more—it’s about doing what matters most. If you've ever felt like your goals are out of sync with your calling, or that your daily grind is pulling you away from the life God is calling you to live, you're not alone—and you're not stuck.

In this episode, Rob unpacks Lesson #2 from his book Truest Fan—Put First Things First. He shares practical strategies and real advisor stories that show how purpose-aligned planning can transform your business, your team, and your life.

You’ll also get a sneak peek at his new faith-focused mastermind and a simple 4-step tool to bring clarity to your to-do list this week.

In this episode, you’ll discover:

Why too many “good” priorities can still leave you off-purpose
How to connect long-term dreams to short-term actions
Rob’s 4D Routine—a simple method to clean up your calendar and inbox
How one advisor reshaped his entire team by getting clear on the next 90 days
Why putting God first helps everything else fall into place

Closing Thought: “When you put first things first, clarity replaces confusion—and your purpose finally has room to breathe.”

Mentioned in this episode:

The Purpose-Focused Advisor Newsletter — Weekly encouragement for purpose-driven advisors
Truest Fan: Live, Love, and Lead with Purpose and Impact — Rob’s book on living a life of intentional faith and leadership
The Purpose-Focused Advisor Mastermind — A high-level experience for Christian men ready to lead with purpose

Connect with Rob Brown:

Believe in Yourself – Rediscovering Purpose in a New Season

Thu, 15 May 2025 10:00:00 GMT

If you've ever hit a milestone and still felt like something was missing… this episode is for you.

Rob Brown shares a deeply personal reflection on why even the most successful advisors can lose confidence in their calling—and what it takes to get it back. Whether you're navigating a personal challenge, asking what’s next in your business, or simply feeling off-purpose, this conversation will meet you where you are.

You'll hear the story behind Rob’s new season of work, what God revealed to him in a room full of 5,000 men, and why believing in yourself isn’t just about mindset—it’s about mission.

In this episode, you’ll discover:

Why self-doubt sneaks in (even during seasons of success)
How to reconnect with your purpose when the spotlight fades
A simple daily practice to grow your self-belief through prayer
What it looks like to lead your business as a form of discipleship

Mentioned in this episode:

The Purpose-Focused Advisor Newsletter — Weekly encouragement for purpose-driven advisors
Truest Fan: Live, Love, and Lead with Purpose and Impact — Rob’s book on living a life of intentional faith and leadership
The Purpose-Focused Advisor Mastermind — A high-level experience for Christian men ready to lead with purpose

Closing Thought:

“When you believe in who God made you to be, you stop chasing success—and start living it.”

Connect with Rob Brown:

Mike Zung: Turning Complex Advice into Beautiful, Client-Friendly Plans

Thu, 08 May 2025 10:00:00 GMT

What happens when a software engineer trades writing code for serving clients? In this week’s episode, I sit down with Mike Zung, founder of Java Wealth Planning and creator of Beautiful Financial Plan, who left a 20-year tech career to build a thriving advisory practice. Then he went a step further, designing a visually compelling way to help other advisors present financial plans more clearly and effectively. Mike is helping shape the way advisors deliver value. He is redefining what it means to serve with clarity, purpose, and beauty.

Key Takeaways:

Leaving Tech to Find Purpose (01:44) – Mike’s shift from software development to financial planning shows that meaningful career change is possible when you follow what energizes you.
Build Tools That Clients Actually Use (15:39) – Creating simple, customized deliverables helps clients stay engaged and ensures they truly understand what matters in their plan.
Serve a Niche You Understand Deeply (07:30) – Working with clients who share your professional background allows you to speak their language and provide more targeted, effective advice.
Equity Compensation Is More Than a Perk (10:11) – Helping clients reframe RSUs and stock options as real compensation unlocks better decision-making and long-term planning.
Advisors Hold a Unique Kind of Trust (24:47) – The depth of trust clients place in advisors is powerful—showing up with presence and empathy can turn planning into life-changing support.

Mike Zung: "You only have so much time with the client. And a lot of people meet with them once or twice a year. So that time is super valuable."

Rob Brown: "You can make such a huge difference in their lives if you just listen and care."

About Mike Zung: Mike Zung, CFP®, is the founder of Java Wealth Planning and a former software engineer with nearly two decades of experience in tech. After years in IT leadership roles, Mike felt called to pursue a path with more direct impact, leading him to personal finance. He became a Certified Financial Planner™ professional after completing his education at the University of Georgia's Terry College of Business. Today, he helps tech professionals make confident financial decisions and live with purpose.

Episode References:

Connect with Mike Zung:

Website: https://www.javawealth.com/ & https://www.beautifulfinancialplan.com/

Email: mike@javawealth.com

LinkedIn: https://www.linkedin.com/in/mikezung/

Connect with Rob Brown:

Tim Russell and The Good Steward: A Blueprint for Faith-Driven Financial Advisors

Thu, 01 May 2025 10:00:00 GMT

In this episode, Rob Brown sits down with Tim Russell, financial advisor, firm leader, podcast host, and now co-author of the brand-new book The Good Steward, written with his father, Roy Russell. Tim shares the story behind the book and how his passion for biblical stewardship shapes the way he leads his advisory firm and serves clients. Rob and Tim dive into what it really means to be a good steward, how to build a faith-driven business culture, and how advisors can bring more purpose and encouragement to their client relationships.

Key Takeaways:

Early Lessons, Lasting Impact: Tim shares how overcoming dyslexia, passing his securities exam at 17, and his father’s encouragement shaped his calling to financial stewardship.
The Good Steward: The new book offers a fresh, Gospel-centered approach to handling money, helping Christians balance wise financial management with a deeper trust in God.
Stewardship Is About 100%: True stewardship isn't just about giving — it’s about wisely managing all of the resources God entrusts to us, including saving, spending, and investing.
Leading with Purpose: Tim talks about building a thriving advisory firm by weaving faith, prayer, and Gospel-centered encouragement into his client relationships and team culture.
The Role of Advisors: Rob and Tim explore how financial advisors can bring hope and lasting value to clients, especially during market downturns, by reminding them where true security lies.

Tim Russell: "Good stewardship is about managing 100% of what God has entrusted to us—not just the 10% we give away."

Rob Brown: "Helping clients think about stewardship, not just wealth, can breathe new life into a practice that’s lost its sense of deeper purpose."

About Tim Russell: Tim Russell is a Christian Financial Advisor, podcast host, and author. His mission is to help Christians become even better stewards of all their assets. Along with theological and Biblical language training, he holds the CFP® (Certified Financial Planner) and CKA® (Certified Kingdom Advisor) designations. He currently serves as a wealth manager and President of Life Financial Group (LFG) in Douglassville, PA, along with leading Life Institute, their ministry division.

Connect with Tim Russell:

Website: http://www.thelifegroup.org/ & http://lifeinstitute.org/

LinkedIn: https://www.linkedin.com/in/timothy-russell-cfp%C2%AE-cka%C2%AE-2595739/

Book: The Good Steward: https://www.thelifegroup.org/thegoodsteward/

Podcast: The Stewardology Podcast: https://stewardologypodcast.com/

Episode References:

Connect with Rob Brown:

Hillary Gale: Storytelling Secrets to Transform Your Marketing

Thu, 24 Apr 2025 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Hillary Gale, founder of Moneta Copy and host of The Finance Marketing Podcast. Hillary is a standout voice in advisor marketing, helping financial professionals craft purpose-driven content that actually connects. From her roots as a writing teacher to her passion for personal finance, Hillary shares how she helps advisors tap into authentic storytelling, build deeper trust with clients, and create marketing strategies that don’t feel like marketing. This episode is full of inspiration and practical tools for financial advisors ready to show up more powerfully in their messaging.

Key Takeaways:

The Power of Storytelling in Marketing (05:53) – Story helps people emotionally connect and remember who you are, making it easier for them to trust you before you ever speak.
You Already Have the Stories That Matter (12:03) – Advisors don’t need dramatic stories—real-life client wins and personal experiences are often the most powerful.
Why Advisors Must Own Their Audience (16:22) – Social media platforms aren’t yours but your email list is—protect that channel and use it to deepen trust.
Repetition Isn’t Spam—It’s Strategy (20:58) – People need to hear from you more than once; showing up consistently makes your message stick.
Repurposing Is a Marketing Superpower (24:16) – Your next great email is probably hiding in a recent client conversation, LinkedIn post, or team debrief—just reshape it.

Hillary Gale: "Story really has the power to help someone else see themselves in what you do. It creates a connection that statistics and facts alone simply can't."

Rob Brown: "Rarely did you win business through one conversation. One touch leads to the next, to the next... and creates something that can last."

About Hillary Gale: Hillary Gale, founder and CEO of Moneta Copy, is a content strategist and copywriter for financial services professionals. She has been featured in MarketWatch, Wealthtender, and Clever Girl Finance, and is the host of The Finance Marketing Podcast, a show that spotlights in-depth conversations on marketing with financial professionals and finance marketing experts. You can catch her on LinkedIn most weekdays sharing marketing insights and ideas specifically for financial services pros.

Connect with Hillary Gale:

Website: http://monetacopy.com/

LinkedIn: https://www.linkedin.com/in/hillary-meehan/

Free Guide on Marketing Minus the Overwhelm: https://guide.monetacopy.com/mmto

The Finance Marketing Podcast: https://podcasts.apple.com/us/podcast/the-finance-marketing-podcast/id1733748813

Episode References:

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Gary Sinderbrand: Trust, Training, and True Success(ion)

Thu, 17 Apr 2025 10:00:00 GMT

What happens when an industry veteran who’s helped train 10,000+ financial advisors sits down to talk about what’s really missing in today’s advisor development? You get this kind of episode. In this conversation, Gary Sinderbrand, legendary producer and founder of Better Path Training, shares behind-the-scenes truths about what it really takes to succeed and build something that lasts. From early career lessons in a dial-for-dollars world to leading one of the most impactful training programs at a major firm, Gary has seen it all. Now, his mission is clear: bridge the skills gap between senior and junior advisors—before it’s too late.

Key Takeaways:

Soft Skills Are the Real Superpower (02:00) – Success in this business isn’t just about managing assets; it’s about earning trust and building relationships that last a lifetime.
Lead with Education, Not a Pitch (14:50) – Gary built credibility fast by giving clients clarity before talking products—because real value starts with helping people understand.
Redefining Succession (32:15) – A real succession plan doesn’t just hand off a book—it challenges junior advisors to grow it, lead it, and own the next chapter.
Earn It Every Day (44:00) – If you’re not finding assets or solving problems, you’re not really an advisor. This business is about showing up and proving your value—daily.

Gary Sinderbrand: “Choose your own hours. Work with who you want. Make an unlimited amount of capital—and always leave it better than you found it.”

Rob Brown: “Succession shouldn’t look like caretaking. It should look like building something new—together.”

About Gary Sinderbrand: Gary Sinderbrand brings decades of elite production experience and transformative training expertise to financial advisors. As co-creator of the Payne-Sinderbrand Program, he helped shape the careers of over 12,000 FAs. A former Private Wealth Advisor at UBS and multi-million-dollar producer, Gary now leads BetterPath Training, specializing in multi-generational advisory teams. He equips next-gen advisors with battle-tested client acquisition strategies and helps seasoned professionals optimize succession plans. With a unique blend of real-world experience and practice management innovation, Gary provides the tools advisors need to build, grow, and protect their businesses for lasting success.

Connect with Gary Sinderbrand:

Website: http://betterpathtraining.com/

Email: gary.sinderbrand@gmail.com

LinkedIn: https://www.linkedin.com/in/gsinderbrand/

Episode References:

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Lauren Hong: Ditch the Bland, Build the Brand that Clients Trust

Thu, 10 Apr 2025 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Lauren Hong, Founder and CEO of Out & About Communications, a branding and marketing agency transforming how financial firms show up in the world. Lauren has spent over a decade helping RIAs ditch stale, cookie-cutter branding and embrace a more authentic, strategic approach. With a background in graphic design and a passion for storytelling, she’s on a mission to help advisors align their identities with their business goals. Whether you’re thinking about a website refresh or wondering how to measure client satisfaction beyond AUM, Lauren drops insight after insight to help you elevate your brand and build trust that lasts.

Key Takeaways:

How branding in financial services has evolved—and why it’s time to ditch the navy and gray. [03:00]
The real reason your website matters more than you think (yes, people are looking). [08:25]
Why the Net Promoter Score (NPS) is a game-changer—and how to use it as a strategic advantage. [10:21]
Marketing that leads vs. lags—how growing firms can shift their strategy and culture. [21:00]
What it really looks like to build a marketing partnership that grows with your firm. [25:30]

Lauren Hong: "At the end of the day, marketing is about taking care of people. It’s a human-to-human business.”

Rob Brown: “Marketing isn’t just a website or color scheme—it’s a reflection of who you are and where you’re going.”

About Lauren Hong: Lauren Hong founded Out & About Communications in 2013. She has grown the agency to a team of 25+ and a client base of dozens of firms across the country. Focused exclusively on financial services, Lauren has consulted with firms ranging in size from $250M to $20B in AUM to grow, scale, and leverage marketing as a strategic asset. Today, she spearheads the strategic direction and business development of Out & About while leaning into the industry to pay it forward.

Connect with Lauren Hong:

Website: https://www.outandaboutcommunications.com/

Email: lauren@outandaboutcomm.com

LinkedIn: https://www.linkedin.com/in/honglauren/

Podcast: On Purpose: https://podcasts.apple.com/us/podcast/on-purpose/id1704209930

Episode References:

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Brandon Snyder: Building an RIA That Thinks Like a Family Office

Thu, 03 Apr 2025 10:00:00 GMT

What happens when a marketing entrepreneur dives into financial planning? You get Brandon Snyder, CEO of Alpha Capital Strategies—a visionary redefining how to serve high-net-worth clients. In this episode, Brandon shares his journey from event marketing to building a full-service RIA with in-house experts. It’s a conversation about deep client relationships, smart growth, and staying ahead in a fast-changing industry.

Key Takeaways:

The road to success is not always a straight line (03:19) – Brandon’s path from print marketing to financial advising was shaped by early business experiences and a powerful lesson in risk and resilience.
The right team makes all the difference (08:46) – Bringing specialists like tax attorneys and valuation experts in-house allows advisors to provide a deeper level of service without adding unnecessary complexity for clients.
The industry is changing faster than many realize (19:05) – Advisors who fail to evolve with AI and automation may struggle to compete as technology transforms client expectations and business models.
Most advisors are overlooking a key piece of the puzzle (28:04) – Business owners often do not recognize how much of their wealth is tied up in their company, and advisors must integrate business planning to serve them fully.
Clients value honesty over perfection (37:13) – Building trust does not require knowing every answer—it comes from asking the right questions and being willing to learn alongside the client.

Brandon Snyder: "We spend 100 hours behind the scenes so our clients can make confident decisions in a one-hour meeting—that’s the kind of care they deserve."

Rob Brown: "The advisor who is reaching out and stretching is probably even able to charge more and increase fees because you're going really, really deep with the questions you're asking your clients and the things you're helping them solve."

About Brandon Snyder: Charles “Brandon” Snyder is the founder and CEO of Alpha Capital Strategies, where he leads with a clear vision for growth and a passion for helping clients move more powerfully in life and business. A longtime member of the National Association of Financial Advisors and a nine-time Million Dollar Round Table qualifier, Brandon is known for building deep, trusted relationships and delivering high-impact strategies for business owners and high-net-worth families.

Connect with Brandon Snyder:

Website: http://alphacapitalstrategies.com/

Email: brandon@darkpuppet.net

LinkedIn: https://www.linkedin.com/in/brandonsnyder/

Pursuing Alpha Podcast: https://podcasts.apple.com/us/podcast/pursuing-alpha/id1717483130

Episode References:

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Joe Moss: Building a Smarter Practice with The Ultimate Advisor Tech Stack

Thu, 27 Mar 2025 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob sits down with Joe Moss—author, advisor tech expert, and connector in the financial services space. Joe is on a mission to help advisors navigate the ever-evolving world of technology. Joe has become a trusted resource for financial professionals seeking clarity and confidence in their tech decisions. Joe shares the backstory behind his new book, The Ultimate Advisor Tech Stack 2025, and explains how financial advisors can use it to simplify their tech choices, stay focused, and build more efficient practices. This episode is a masterclass in cutting through noise and making intentional decisions in your business and life.

Key Takeaways:

The Power of Learning from Industry Leaders (04:47) – Studying industry leaders leads to valuable insights that highlight the gap between theory and real-world practice.
From Blog Post to Essential Guide for Advisors (08:52) – Transforming a simple idea into a structured resource helps advisors make better technology decisions.
Building a Tech Stack That Drives Efficiency and Growth (15:57) – Selecting the right tools rather than accumulating too many ensures efficiency and maximizes impact.
Avoiding the ‘Shiny Object’ Trap and Staying Focused (22:29) – Limiting focus to a few key initiatives per quarter prevents distractions and leads to meaningful progress.
Mastering the Art of Saying No for Greater Success (27:25) – Eliminating unnecessary commitments allows for greater clarity, productivity, and personal fulfillment.

Joe Moss: “It’s easy to stay busy and keep grinding—but real growth happens when you slow down, focus, and make the tough decisions that actually move the needle.”

Rob Brown: “The faster we go and the thinner we spread ourselves, the less we work on what truly matters most. Slowing down isn’t weakness—it’s wisdom.”

About Joe Moss: Joe is a prolific writer in the advisortech space and the driving force behind Conneqtor, a platform that connects and builds community for advisors, operators, consultants, and advisortech. He’s the author of The Ultimate Advisor Tech Stack 2025, a practical guide for navigating advisor technology with clarity and confidence. Joe is also the founder of the “Supergrow for Financial Advisors” Skool community and the RIAjobs.io industry job board.

Connect with Joe Moss:

Website: http://www.advisortechbook.com/ and http://www.conneqtor.org/

Email: joe@conneqtor.org

LinkedIn: https://www.linkedin.com/in/joemoss-xyz/

Book: The Ultimate AdvisorTech Stack for 2025: https://www.amazon.com/Ultimate-AdvisorTech-Stack-2025-Independent-ebook/dp/B0DV5N6ZRC

Episode References:

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Ari Galper: How to Thrive in the Trust Recession and Transform Your Business

Thu, 20 Mar 2025 10:00:00 GMT

In this episode of The Purpose Focused Advisor, Rob Brown and Phil Calandra welcome Ari Galper, the world’s leading authority on trust-based selling. Ari brings a radically different approach to sales, shifting away from traditional tactics and instead focusing on building trust. For financial advisors looking to shorten sales cycles and eliminate chasing, Ari’s insights are a game-changer. Advisors who embrace this mindset will stop being seen as commodities and instead become the trusted experts clients turn to with confidence.

Key Takeaways:

Trust Comes Before Relationships (03:20) – Building trust must happen first; without it, the sales cycle is unnecessarily long, and prospects remain skeptical.
The biggest mistake advisors make: Selling too soon (07:00) - Many advisors jump into solutions too quickly, thinking their expertise alone will win clients. Instead, they must diagnose before they prescribe, just like a doctor.
The power of the right questions (18:00) - The best advisors don’t focus on facts first, they uncover concerns and priorities by asking deeper questions. Instead of asking, "What are your goals?", try "What are your biggest financial concerns right now?"
"Doctors don’t do coffee." (28:00) - Advisors should stop treating potential clients like social connections and instead position themselves as professionals with a structured, proven process—just like a doctor wouldn’t grab coffee before diagnosing an illness.
Ditch the Follow-Up—Ask for Feedback Instead (31:14) – The traditional follow-up approach feels like chasing; instead, advisors should ask for feedback to keep the conversation open without pressure.

Ari Galper: "Your job as an advisor is not to show value—which I know sounds so contrarian to what we've been taught all these years… Your only job is to provide clarity—clarity on the depths of their problem and the impact of it."

Rob Brown: "Truth speaking is a huge part of trust. If you’re beating around the bush, you’re not helping your clients. Be direct, be honest, and guide them to clarity."

About Ari Galper: Ari Galper is the world’s #1 authority on trust-based selling and the founder of Unlock The Sales Game®. Ari has revolutionized the sales world with his innovative “One Call Sale” system, helping businesses shift from a “selling” mindset to a “doctor” mindset so they can create deep trust in every conversation. He’s the author of seven best-selling books, including Trust In A Split Second!, and his work has been featured in Forbes, CEO Magazine, and other prestigious publications. Get ready to learn how to thrive in the “Trust Recession”!

Connect with Ari Galper:

Get 3 free books: http://thetrustbook.com/

LinkedIn: https://www.linkedin.com/in/arigalper/

Episode References:

Connect with Rob Brown & Phil Calandra:

Vance Barse: How to Build a Financial Advisory Practice Anchored on Impact and Family

Thu, 13 Mar 2025 10:00:00 GMT

In this episode of The Purpose Focused Advisor, Rob sits down with Vance Barse, founder of Your Dedicated Fiduciary (YDF), to explore the critical intersections of financial planning, tax strategy, and advanced wealth management. Drawing from his decade-long experience advising top-tier private wealth teams, Vance shines a light on common yet often overlooked planning gaps—especially between taxes, investments, and estate planning—and shares why proactive collaboration among client advisors is essential. This episode goes beyond standard industry talk and touches on how advisors can blend personal passion and business growth, prioritizing meaningful client relationships and living a life aligned with their values.

Key Takeaways:

True financial advice goes beyond managing wealth—it’s about uncovering hidden opportunities that genuinely improve clients' lives (04:50).
Overlooking details like tax returns is akin to ignoring a roadmap; essential clues to client wellbeing are often hidden in plain sight (05:30).
Collaboration isn't optional; it's essential. Real value emerges when advisors, CPAs, and estate planners truly unite around the client’s goals (10:45).
Being a fiduciary isn’t a label—it's a commitment to always choosing the client's best interest, even when no one’s watching (18:20).
Real success isn't measured solely by financial growth, but by the quality of the life you lead and the impact you have on those you love (32:10).

Vance Barse: "I wake up every day and literally never feel like I'm going to work. It's the greatest honor to help clients live their lives to the fullest."

Rob Brown: "Every day you're writing your autobiography, and it’s either one your kids and grandkids will want to read, or one that's devoid of real purpose and meaning."

About Vance Barse: Vance Barse is a wealth strategist and founder of YDF. Prior to founding YDF, Mr. Barse spent a decade consulting leading private wealth teams on how to allocate their high-net-worth clients’ capital. In that role, Vance saw firsthand that many advisors are often limited in their approach to advanced planning, thus leaving clients underserved. Vance founded YDF with a simple mission: to be authentic, transparent, and have a positive impact on the lives of clients via sophisticated planning and familial unity. The firm dutifully serves 61 families nationwide, and Vance routinely lectures at industry conferences and in financial media.

Connect with Vance Barse:

Website: http://www.yourdedicatedfiduciary.com/

LinkedIn: https://www.linkedin.com/in/vancebarse/

Episode References:

Connect with Rob Brown:

YouTube: https://www.youtube.com/@truestfancoaching

Mark Hansen: Serving Clients with a Unique Edge

Thu, 06 Mar 2025 11:00:00 GMT

Mark Hansen has spent decades in financial services, evolving from a young advisor into a seasoned professional who now helps advisors manage risk more effectively. In this episode, Mark shares his journey from an analytical engineer to a financial planner and eventually to an asset manager specializing in tactical risk strategies. His work at White Rock Capital Management focuses on active portfolio management, ensuring clients and advisors minimize losses during market downturns while maximizing long-term gains.

Key Takeaways:

[03:27] From Engineering to Financial Planning: Mark’s transition from engineering to financial planning was fueled by his analytical mindset and passion for working with people.
[06:12] The Importance of Discipline: Success in financial advising requires self-motivation, perseverance, and continuous growth.
[11:11] Managing Risk More Effectively: Mark created White Rock Capital Management to solve a major industry problem—reducing losses during downturns through tactical investment strategies.
[19:16] Shifting from Clients to Advisors: Mark now coaches and provides solutions to financial advisors rather than individual clients.
[28:58] Differentiating as an Advisor: Mark challenges advisors to ask, “What makes me different in a crowded industry?” and “Am I truly managing risk effectively for my clients?”

Mark Hansen: "I've always said that with people and their money, it hurts worse to lose money than it feels good to make money."

Rob Brown: "If you’re not careful, you can fall into a sea of sameness. What are you doing to stand out as an advisor?"

About Mark Hansen: Mark is the owner of Hansen & Associates Financial Group, an independent RIA firm, and managing partner of White Rock Capital Management. A Certified Financial Planner (CFP®) since 1989, Mark has dedicated his career to helping clients achieve financial security. Alongside his partner, David Yelle, he co-founded White Rock to provide advisors with proprietary, risk-managed investment portfolios designed to protect and grow client wealth.

Connect with Mark Hansen:

Website: http://www.whiterockcap.net/

Email: mark@whiterockcap.net

Phone: +19163453555

LinkedIn: https://www.linkedin.com/in/mark-hansen-chfc-cfp-aa263b25/

Episode References:

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

Eric Scovill: How to Build a Financial Advisory Firm That Puts Purpose First

Thu, 27 Feb 2025 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Eric Scovill, a financial planner and principal at Storehouse Wealth, a Christ-focused multi-family office. Eric shares his unconventional journey from construction to financial planning and how his faith-driven approach has allowed him to serve ultra-high-net-worth families in a deeply impactful way. Eric discusses stewardship, philanthropy, and aligning Christian capital with meaningful investments, offering insights that can transform how advisors think about wealth, purpose, and faith-driven financial planning.

Key Takeaways:

The Best Paths Are Often Unexpected (03:15) – Eric never planned to become a financial planner, but faith and a willingness to pivot led him to where he is today.
Impact Matters More Than Returns (07:43) – Ultra-high-net-worth clients care less about investment returns and more about how they’re using their wealth to make an impact.
Bold Moves Require Faith (15:16) – Financial advisors shouldn’t be afraid to take bold steps in their business—it’s okay to challenge conventional wisdom and trust God’s plan.
Real Financial Planning is About People, Not Just Portfolios (28:49) – True financial planning isn’t just about balance sheets—it’s about facilitating difficult but necessary conversations that strengthen families and legacies.
Aligning Capital with Purpose is a Game-Changer (36:59) – Aligning Christian capital with meaningful projects is one of the biggest opportunities (and challenges) for financial advisors today.

Eric Scovill: "When someone trusts you with their wallet, they tend to trust you with their heart."

Rob Brown: "There’s a real opportunity for financial advisors to make a genuine difference in their clients’ lives—some of that is getting them across goal lines, like retirement, but there’s the ability to go further."

About Eric Scovill: Eric Scovill is the founder of a Christ-focused multi-family office and a partner in a suite of direct investments. With a mission to align faith and finances, Eric is passionate about integrating the whole truth of the Bible into the role of financial planning. Through his work, he strives to cultivate true stewards who approach wealth with a Kingdom-first mindset.

Connect with Eric Scovill:

Website: http://storehouseassets.com/

Email: eric@storehouseassets.com

LinkedIn: https://www.linkedin.com/in/eric-scovill-financial/

Podcast: Wealth Well Done: https://podcasts.apple.com/us/podcast/wealth-well-done/id1677000993

Episode References:

Connect with Rob Brown:

Email: robb@truestfan.com

YouTube: https://www.youtube.com/@truestfancoaching

Antony Joffe: How Trust Planning Can Protect Your Clients and Grow Your Business

Thu, 20 Feb 2025 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Antony Joffe, a leading expert in trust services and the Chairman of Sterling Trustees, overseeing more than $10 billion in assets under administration. Antony shares invaluable insights into how financial advisors can use trusts to protect client wealth, strengthen relationships across generations, and ensure long-term business growth. He highlights the importance of independent trustees and why advisors should consider trust services a key part of their client planning strategy.

Key Takeaways:

Why Trusts Matter for Advisors (06:51) – Advisors often avoid recommending trusts due to lack of familiarity, but Antony explains how an independent trustee eliminates conflicts and enhances client retention.
The Power of Separation in Trust Management (09:07) – How dividing trustee, investment, and custodian roles can help advisors retain control while serving their clients’ best interests.
The 80/20 Rule of Client Retention (11:30) – Antony reveals that advisors retain 80% of assets when they’re in trust but only 20% if they aren’t—making trust planning a major growth opportunity.
The Hidden Dangers of Wealth Transfers (24:39) – Why trusts provide guardrails to protect heirs from financial missteps, bad investments, and predatory influences.
Best Practices for Introducing Trust Services (29:51) – Strategies advisors can use to start client conversations about trusts without overcomplicating the process.

Quotes from the Episode:

Antony Joffe: “If your clients’ assets aren’t in trust when they die, you’ve got about a 20% chance of keeping them. If they are in trust, that jumps to 80%.”

Rob Brown: “Trusts aren’t just about protecting wealth; they’re about creating a legacy that lasts—and for advisors, they’re a game-changer in building long-term client relationships.”

About Antony Joffe: Antony is the Chairman of Sterling Trustees LLC, leading its vision and driving its growth to over $10 billion in assets under administration. With over 15 years in the trust industry, he co-founded WealthHub, a trust administration software, and the South Dakota Trust Association. Previously, he worked in investment banking at Janney Montgomery Scott, advising on mergers, acquisitions, and financial transactions. Antony began his career as an auditor at Coopers & Lybrand and holds an MBA in finance from Temple University and a bachelor’s in accounting from Emory University.

Connect with Antony Joffe:

Website: http://www.sterlingtrustees.com/

Email: ajoffe@sterlingtrustees.com

LinkedIn: https://www.linkedin.com/in/antonyjoffe/

Episode References:

Connect with Rob Brown:

YouTube: https://www.youtube.com/@truestfancoaching

Lia Garvin: From Winging It to Winning, Building an Unstoppable Advisory Team

Thu, 13 Feb 2025 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, we welcome Lia Garvin, the "Team Whisperer," who helps business owners and financial advisors build unstoppable teams through effective communication, clear operational structures, and accountability. Lia shares insights on how financial advisors can transition from "winging it" to leading with clarity, ensuring their businesses are scalable and efficient.

Key Takeaways:

Winging It vs. Having a Playbook (03:28) – Lia highlights the dangers of improvising leadership and why advisors need structured systems to inspire confidence.
The Secret Sauce of Leadership (11:07) – Many business owners struggle to define what makes them successful. Lia explains how to identify and scale this "secret sauce" across a team.
The Power of Daily Stand-Ups (18:21) – Short, structured meetings enhance team communication, create accountability, and prevent inefficiencies.
The Role of a COO in Scaling (24:32) – Many advisors hesitate to delegate leadership, but a strong COO or operations leader can allow advisors to focus on what they do best.
Technology Should Simplify, Not Overwhelm (28:07) – Advisors should leverage tech tools strategically, starting with essential needs before adding complexity.
Creating a Culture of Ownership (35:48) – Building a high-performing team requires clear expectations, structured decision-making, and empowering employees with ownership over their roles.

Phil Calandra: "Most advisors are visionaries, but without a structured framework, they end up endlessly winging it."

Lia Garvin: "Your secret sauce is what makes you great, but if you don’t know what it is, how can you train your team to deliver it?"

Rob Brown: "The way to keep from winging it at the next level is to have a playbook—it keeps you grounded in what works."

About Lia Garvin: Lia Garvin, the “Team Whisperer,” helps business owners and leaders improve team communication, reduce managerial overwhelm, and boost employee performance. She is the 2x bestselling author of The Unstoppable Team and Unstuck, a TEDx speaker, and the host of the top podcast Managing Made Simple. With experience leading team operations at Google, Microsoft, and Apple, Lia is a sought-after expert featured in Inc., Fast Company, ABC News, The Wall Street Journal, CNN Business, Forbes, U.S. News, Harvard Business Review, Yahoo, and TV news.

Connect with Lia Garvin:

Website: http://liagarvin.com/

Email: lia@liagarvin.com

LinkedIn: https://www.linkedin.com/in/liagarvin/

Episode References:

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

Brad Sparks: The Tech-Driven Future of Personalized Financial Advice

Thu, 06 Feb 2025 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with financial advisor and entrepreneur Brad Sparks, who shares his journey from geophysics to wealth management, his leap to independence, and how he’s reshaping investment personalization through his innovative tech platform, Pomarium. Brad’s story is one of vision, resilience, and a relentless pursuit of better solutions for advisors and their clients.

Key Takeaways:

Breaking Free from Compliance Restrictions (03:01) – Brad shares how the limitations of traditional broker-dealers pushed him toward independence and innovation.
The Birth of Pomarium (09:37) – After struggling to find a scalable solution for personalized investing, Brad and his partner decided to build their own tech platform.
Revolutionizing Portfolio Management (14:07) – Most advisors outsource investment management, but Pomarium bridges the gap between personalized strategies and automation.
Beating Fee Compression with Value (20:44) – Brad explains how advisors can shift fees from fund companies to their own services, increasing revenue while delivering more client value.
How to Bring a Big Idea to Life (28:37) – Brad’s advice for advisors who want to develop new tools: Start small, test early, and refine as you go.

Brad Sparks: "The idea of improving the (financial planning) industry is something I couldn’t pass up. I love improving the lives of my clients, but improving an industry has the ability to improve the lives of many more people."

Rob Brown: "There is no fee compression for the advisor who is constantly delivering value. However, the value you deliver today needs to be built upon in the future; it can't stay flat."

About Brad Sparks: Brad Sparks has been an advisor for a decade and now runs an independent RIA with his partner Erik Sartin. From their RIA, they launched a tech platform, Pomarium, to make it easy for advisors to unlock personalized investment management in their model portfolios.

Connect with Brad Sparks:

Website: https://www.getpomarium.com/

Email: brad@getpomarium.com

LinkedIn: https://www.linkedin.com/in/bradleyasparks/

Episode References:

Connect with Rob Brown:

YouTube: https://www.youtube.com/@truestfancoaching

Paul G. McManus: Standing Out in a Crowded Marketplace with Authority Marketing

Thu, 30 Jan 2025 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Paul G. McManus, author of The Short Book Formula and host of The Influential Advisor podcast. Paul and Rob share how financial advisors can differentiate themselves in a competitive marketplace through authority marketing, writing concise, impactful books, and leveraging podcasts. Discover actionable insights on how to accelerate trust with clients and establish yourself as a leader in your niche.

Key Takeaways:

Understanding Authority Marketing (06:49) – Authority isn't about ego; it's about intentionally standing out with expertise and influence.
The Power of Short Books (10:40) – Writing a short book (12,000–25,000 words) can make advisors more relatable, trusted, and memorable.
Building Trust Quickly (13:51) – Authority marketing accelerates the speed of trust, making client acquisition smoother and more efficient.
The Ideal Authority Marketing Sequence (23:41) – Start with writing a book, move to podcast guesting, and then consider hosting your own podcast to build credibility.
Using Books as a Strategic Tool (29:39) – A book isn't just for royalties; it serves as a tool to create meaningful client relationships and improve conversions.

Paul G. McManus: "The whole impact of authority marketing—it’s not about ego or saying, ‘Hey, I’m great; people know my name.’ Fundamentally, it helps you accelerate the speed of trust."

Rob Brown: "When I talk with advisors about things they’d like to do in their business, the reason they don’t succeed is they haven’t taken the time to be intentional—about creating systems for what they’re setting out to do."

About Paul G. McManus: Paul G. McManus, a best-selling author and authority in the financial services industry, specializes in helping financial advisors become bestselling authors and build authority-based marketing systems to attract ideal clients. He is the author of The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients and the upcoming From Author To Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients. Paul's expertise in authorship and authority marketing makes him a leading resource for financial professionals seeking to attract high-value clients.

Connect with Paul G. McManus:

Website: http://moreclientsmorefun.com

Email: paul@moreclientsmorefun.com

LinkedIn: https://www.linkedin.com/in/paulgmcmanus/

Books: https://www.amazon.com/stores/author/B09XKT3F74/allbooks

Podcast: The Influential Advisor: https://podcasts.apple.com/us/podcast/the-influential-advisor/id1472437446

Episode References:

Connect with Rob Brown:

YouTube: https://www.youtube.com/@truestfancoaching

Cole Leonida - Baseball, Faith and Financial Generosity: A Winning Combination

Thu, 23 Jan 2025 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown welcomes former professional baseball player turned financial planner, Cole Leonida, for an inspiring conversation about aligning purpose, faith, and financial planning. As a Certified Kingdom Advisor and private wealth advisor at John Moore Associates, Cole shares how his journey from the diamond to the desk has shaped his approach to serving clients with intentionality and authenticity. His dedication to fostering generosity is a testament to leading a purpose-focused practice.

Key Takeaways:

The Transition from Baseball to Financial Planning (01:18): Cole shares the challenges of redefining himself beyond "Cole the baseball player" and finding purpose in helping others as a financial planner.
Authenticity in Client Relationships (11:44): "You can’t turn authenticity on and off. Being your true self attracts the right clients and builds stronger relationships."
Generosity as a Core Metric (22:01): At JMA, generosity is a KPI. The firm celebrates helping clients give away millions of dollars annually to make an impact in their communities.
Simple Questions to Spark Generosity (46:59): Cole’s game-changing questions—“What’s your giving strategy?” and “What are you passionate about?”—can transform client conversations.
Intentionality in Life and Work (09:28): Cole emphasizes prioritizing physical, emotional, and spiritual health as the foundation for professional success.

Cole Leonida: "I believe maintenance is a myth. You're either moving forward or moving backward; there’s no such thing as staying the same."

Rob Brown: "When you live out your purpose and align your work with your values, you naturally attract the kind of clients who make your work more fulfilling."

About Cole Leonida: Cole Leonida is a former professional baseball player turned financial planner in Scottsdale Arizona. He is a CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor, and Certified Kingdom Advisor. Cole is passionate about simplifying complex financial decisions by looking at the whole picture and serving our clients through a Biblical lens. He is always searching for ways to help clients utilize their wealth to make a meaningful impact on their communities. Prior to his career coaching people on their finances, Cole spent six years playing professional baseball and continues to have a lifelong love of the sport. Outside of the office, you’ll find him golfing, working out, and spending time with his wife and sons.

Connect with Cole Leonida:

Website: http://www.johnmoore.com/

Email: cleonida@johnmoore.com

LinkedIn: https://www.linkedin.com/in/cole-leonida/

Kingdom Advisors: https://kingdomadvisors.com/

National Christian Foundation: https://www.ncfgiving.com/

Episode References:

Connect with Rob Brown:

YouTube: https://www.youtube.com/@truestfancoaching

Jackie Wilke: Building a Practice That Defines the Future of Financial Advice

Thu, 16 Jan 2025 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Jackie Wilke, Vice President and Advisor Consultant at First Trust. Jackie is a coach, speaker, and industry expert who helps financial advisors and teams elevate their practices. In a conversation rich with insights, Jackie and Rob share their visions for The Financial Advisor of the Future. They explore how to adapt to an evolving industry, build intentional client experiences, and foster successful team collaboration.

Key Takeaways:

Democratization and Commoditization in Financial Services (02:43) – Jackie highlights how access to technology and information is changing the financial advisory landscape and why human-to-human relationships remain invaluable.
Segmentation and Intentionality (05:33) – Learn how advisors can balance serving legacy clients while focusing on high-net-worth individuals with tailored service models.
The Value of Strategic Partners (08:09) – Jackie discusses how partnerships with specialized professionals can deepen client relationships.
Building Multigenerational Teams (26:28) – Explore the importance of mentoring next-gen advisors and fostering collaboration between generations.
Proactive Growth Strategies (17:23) – Jackie shares how intentional marketing through existing clients can bring in highly qualified leads.

Jackie Wilke: "You are the most unique thing about your business. Relationships are built with you, not the services or the tools you use.”

Rob Brown: "It’s all about being intentional—whether it’s pricing, team building, or growing your client base, intention turns ideas into results.”

About Jackie Wilke: Jackie Wilke is a trusted authority, coach, and speaker for modern business development, known for her strategic insights and results-driven approach. She studies and guides elite professionals and enterprises toward future-focused growth, with a special emphasis on the evolving influence of women, new generations, and multi-generational families. Jackie shares "what's working" for elite professionals as the author of the Insights & Innovations blog.

Connect with Jackie Wilke:

Website: http://www.ftportfolios.com/

Email: jwilke@ftportfolios.com

LinkedIn: https://www.linkedin.com/in/jackiewilke/

Episode References:

Connect with Rob Brown:

YouTube: https://www.youtube.com/@truestfancoaching

Derek Mazzarella: Finding Your Unique Voice as a Financial Advisor

Thu, 09 Jan 2025 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Derek Mazzarella, a Certified Financial Planner with Gateway Financial Partners and the author of Just Retire Already: An Unconventional Retirement Guide. Derek shares his journey into financial planning, his insights on building purpose-focused client relationships, and the unique process behind writing his book. With humor and candor, Derek explains how he balances entrepreneurship, family life, and the evolving demands of being a financial advisor.

Key Takeaways:

Build Scalable Systems Early (09:27): Implementing efficient systems from the start can streamline your business, improve client experiences, and allow for easier growth.
Step Back to Move Forward (09:59): Carve out time to evaluate your business operations and implement improvements to unlock greater efficiency and growth.
The Importance of Finding Your Voice (22:17): Your unique style and approach set you apart from other advisors and help attract the right clients for your practice.
Use Content Creatively (28:55): Segment your client base to deliver tailored educational content that resonates and adds value to their specific situations.
Automate Repetitive Tasks (34:27): Automation saves time and creates consistency, enabling more focus on meaningful client interactions and strategic business efforts.

Derek Mazzarella: "Our financial advice is all the same stuff, but how you deliver it—your unique voice—makes the difference."

Rob Brown: "When you combine your unique voice with the voices of your clients, you’re doing something no one else can replicate."

About Derek Mazzarella: Derek Mazzarella, CFP® is a dedicated financial advisor with Gateway Financial Partners committed to helping individuals pursue financial freedom. With a strong background in management from Bryant University, Derek’s passion for assisting others led him to become a Certified Financial Planner (CFP®). His financial insights have been featured on local news stations as well as reputable financial publications.

Connect with Derek Mazzarella:

Website: https://justretirealready.com/

Email: dmazzarella@mygfpartner.com

LinkedIn: https://www.linkedin.com/in/derekmazzarella/

Episode References:

Connect with Rob Brown:

Email: robb@truestfan.com

YouTube: https://www.youtube.com/@truestfancoaching

Arielle Minicozzi: Simplify, Automate, and Scale Your Advisory Practice

Thu, 02 Jan 2025 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob welcomes Arielle Minicozzi, founder & CEO of Sphynx Automation, a virtual consulting firm specializing in helping financial advisors streamline their technology and automate processes. A former RIA owner, Arielle brings unique insights into the challenges advisors face with technology, offering practical strategies to eliminate inefficiencies and reclaim time for client relationships. Arielle shares her journey from financial advisor to tech automation expert, revealing how her "tinkerer personality" fuels her passion for optimizing business operations. Advisors will walk away with actionable ideas for enhancing their tech stack and simplifying their workflows.

Key Takeaways:

The Power of Focus (06:46): Advisors who identify their "ideal client" streamline operations and improve project outcomes.
Avoiding the Tech Trap (20:38): Starting RIAs often focus too much on tech rather than client acquisition—a mistake Arielle helps advisors avoid.
Data Flow is Key (22:15): Ensuring data flows seamlessly between tools is more important than choosing the "perfect" platform.
Wave the Magic Wand (32:54): Asking what one task you’d eliminate reveals where automation can save time.
Automation Simplifies Compliance (36:15): Technology can handle tedious tasks like compliance, freeing advisors to focus on client relationships.

Arielle Minicozzi: "Sometimes we don’t have to do the things we think we need to do. Pivoting and refocusing is okay and often leads to better outcomes.”

Rob Brown: "Automation isn’t about replacing what you do; it’s about freeing you up to focus on the value only you can provide."

About Arielle Minicozzi: Arielle Minicozzi is the CEO and Founder of Sphynx Automation, a virtual consulting firm that helps independent financial advisors set up their tech and automate their business processes using low or no-code tools. Arielle is a former financial advisor and RIA owner. She uses her creativity and passion to help small businesses make a bigger impact.

Connect with Arielle Minicozzi:

Website: https://sphynxautomation.com/

Email: team@sphynxautomation.com

LinkedIn: https://www.linkedin.com/company/sphynxautomation

Episode References:

Connect with Rob Brown:

YouTube: https://www.youtube.com/@truestfancoaching

Nick Wolverton: How Generosity and Faith Shape Financial Advice

Thu, 26 Dec 2024 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob sits down with Nick Wolverton, the owner of Peak Financial Management. Nick shares his inspiring journey from nonprofit fundraising to owning a purpose-driven financial planning firm. Learn how his faith and commitment to relational depth have created a unique approach to serving clients. Advisors will take away valuable lessons on integrating personal values into professional practices and building trust that stands the test of time.

Key Takeaways:

Transition with Purpose (00:59) – Nick reveals how his experience in nonprofit fundraising laid the foundation for his relational approach to financial advising.
Iterative Relationships (07:20) – Financial advice is a journey, and understanding clients' deepest needs evolves over time.
Faith in Practice (12:00) – Asking clients, “How can I pray for you?” has been a cornerstone of Nick’s client care, resonating across worldviews.
Succession Planning Done Right (17:50) – The ownership transition of Peak Financial shows the power of planning with trust and shared values.
Growth vs. Culture (30:45) – Nick explores the challenges of expanding his team while maintaining the intimate culture that defines his firm's success.

Nick Wolverton: "You don’t have to understand everything about your clients immediately. Trust takes time, and understanding their goals is an iterative process."

Rob Brown: "Intentionality is key. When you’re intentional about growth, culture, and client care, you can scale your business without losing what makes it special."

About Nick Wolverton: Nick Wolverton brings a unique approach to financial planning for retirees, young business owners, and wealth inheritors. Focusing on simplicity, collaboration, and purpose, he helps retirees transition after their working years, guides business owners to balance growth with contentment, and supports inheritors with the emotional complexities of wealth. As a Certified Kingdom Advisor® (CKA®), Nick integrates biblical principles into his advice, offering clarity on financial decisions and life’s deeper questions. His goal is to help clients find purpose and lasting satisfaction in all seasons of life.

Connect with Nick Wolverton:

Website: https://www.peakfinancialmanagement.com/

Email: nick@peakfinancialmanagement.com

LinkedIn: https://www.linkedin.com/in/nickwolverton/

Episode References:

Connect with Rob Brown:

YouTube: https://www.youtube.com/@truestfancoaching

Derek Notman: The Roles of Technology and Trust in Financial Advisor Success

Thu, 19 Dec 2024 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob welcomes Derek Notman, a seasoned financial advisor, entrepreneur, and proud dad, who shares his journey from running a successful RIA to launching Coupler AI—a groundbreaking platform designed to connect financial advisors with ideal clients. Derek shares his vision of cultivating deeper client relationships and creating more fulfilling practices by leveraging technology and personal connections.

Key Takeaways:

Focus on Your Zone of Genius (10:26) – Advisors grow sustainably by focusing on their strengths, like relationship-building, while delegating or automating other tasks.
Relationship-Building at Scale (18:35) – Platforms like Couplr.AI enable advisors to scale personalized connections, boosting client satisfaction and efficiency.
Entrepreneurial Drive and Purpose (27:20) – The entrepreneurial spirit is fueled by a desire for a greater purpose. Advisors must balance strong systems with support to pursue new goals and challenges..
Refining Processes for Growth (29:12) – Whether growing a practice or exploring new ventures, continually refining systems and technology is essential to align with purpose-driven goals.
Balancing Entrepreneurship and Fatherhood (33:06): Derek discusses his Rebel Dads initiative and how being a great dad complements his entrepreneurial journey.

Derek Notman: "It's almost like the entrepreneurial gene—there’s a feeling, an itch that you can never quite actually scratch, where you feel driven to fulfill a bigger purpose."

Rob Brown: "If you really want to grow that practice and make it more profitable, you've got to be working on the things that you are best at."

About Derek Notman: Derek Notman is a dynamic financial advisor, fintech founder, and global adventurer. Born in Dublin and raised across continents, Derek brings a unique blend of experiences to his mission of reshaping our relationship with money using AI. As the Founder & CEO of Couplr AI, he’s revolutionizing client acquisition in insurance and wealth management. Co-hosting the Rethink. Financial Advice Podcast, Derek isn’t afraid to challenge the status quo. Whether skydiving for thrills or leading the industry, this award-winning advisor brings passion, humor, and bold insights to financial advice. He’s also a proud dad, husband, and aspiring surfer.

Connect with Derek Notman:

Website: https://www.couplr.ai/

Email: derek@couplr.ai

LinkedIn: https://www.linkedin.com/in/dereknotman/

Episode References:

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

Mitchell Kraus: Aligning Wealth, Joy, and Purpose as a Financial Advisor

Thu, 12 Dec 2024 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob sits down with Mitchell Kraus, a fourth-generation financial professional and founder of Capital Intelligence Associates. Mitchell brings a wealth of knowledge and a passion for helping clients lead meaningful lives through purpose-driven financial planning and philanthropy. Mitchell shares his unique approach to wealth management, blending continuous learning with a heartfelt commitment to his clients. From navigating multi-generational business dynamics to inspiring impactful charitable giving, Mitchell embodies the spirit of a true purpose-focused advisor.

Key Takeaways:

Asking Deep Questions to Build Meaningful Client Relationships (06:23) – Building strong client relationships starts with understanding their values, goals, and unique circumstances through intentional and thoughtful questioning.
Understanding Wealth as More Than Finances (09:11) – True wealth encompasses social, physical, and emotional well-being, not just financial assets.
The Power of Philanthropy to Inspire Joy and Growth (15:07) – Integrating charitable giving into financial plans can inspire joy, purpose, and even financial growth for clients.
Overcoming Capacity Challenges with Technology and Team Building (27:51) – Leveraging technology and building a team can help advisors focus on what they do best—serving clients with excellence.
The Importance of Continuous Learning in a Changing Industry (31:19) – Staying updated and curious in a rapidly evolving financial landscape is critical for serving clients effectively.

Mitchell Kraus: "There is so much more to wealth than financial wealth. It’s about creating joy, not just more stuff.”

Rob Brown: "In a world that’s always changing, staying curious and committed to growth is how we keep leading the way for our clients.”

About Mitchell Kraus: Mitchell Kraus has been helping clients plan for their financial future since 1993. He and his father, Arthur, established Capital Intelligence Associates in 2003 as a comprehensive resource for independent, unbiased advice and trusted financial guidance. Mitchell is passionate about helping his clients live their best lives and is the host of the Giving Intelligence Podcast, where he delves into his passion for philanthropic planning.

Connect with Mitchell Kraus:

Website: https://www.capintelligence.com/

Email: mkraus@capintelligence.com

LinkedIn: https://www.linkedin.com/in/mitchellkraus/

Episode References:

Connect with Rob Brown:

YouTube: https://www.youtube.com/@truestfancoaching

Whit Lanier: Unlocking the Power of Client Reviews

Thu, 05 Dec 2024 11:00:00 GMT

In this episode of The Purpose Focused Advisor, Rob Brown welcomes Whit Lanier, founder of Amplify Reviews, to discuss how financial advisors can leverage client testimonials and endorsements to enhance their marketing strategies. Whit shares insights into the SEC’s updated marketing rule, which now allows compliant use of client reviews. The episode is packed with actionable advice for advisors to build trust, strengthen client relationships, and gain a competitive edge.

Key Takeaways:

SEC Marketing Rule Explained (02:28) – Whit breaks down the November 2022 SEC guidelines that now permit testimonials and endorsements for advisors, highlighting compliance best practices.
Overcoming Hesitations (07:51) – Advisors often resist reviews due to regulatory concerns or fear of feedback. Whit explains why this is the perfect opportunity to gain a competitive edge.
The Power of Reviews (12:45) – Asking for feedback strengthens client relationships and uncovers valuable insights that can improve client service.
Lessons from Healthcare (15:01) – Whit shares his experience introducing reviews in the healthcare industry and the positive impact it had on doctors’ practices.
Immediate Benefits of Reviews (25:41) – Reviews improve SEO, increase referral conversions, and position advisors as trusted experts online.

Whit Lanier: "People like working with people they know. A great review bridges that gap."

Rob Brown: "Asking for feedback isn’t just about reviews—it’s about showing clients you care what they think."

About Whit Lanier: Whit Lanier is the CEO and co-founder of Amplify Reviews – a platform focused on helping financial advisors embrace online reviews on their own terms. A serial entrepreneur, Whit’s previous start-up was the leading healthcare technology vendor that enabled hospitals to publish verified patient ratings and reviews. That company was acquired at the end of 2014, and by 2021 the platform had processed over 60 million patient reviews for 400 of the country’s largest health systems.

Connect with Whit Lanier:

Website: https://www.amplifyreviews.com/

Email: whit@amplifyreviews.com

LinkedIn: https://www.linkedin.com/in/whitlanier/

Episode References:

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

The Power of Gratitude in Life and Leadership

Thu, 28 Nov 2024 11:00:00 GMT

In this heartfelt Thanksgiving special of The Purpose Focused Advisor, Rob Brown, and Phil Calandra discuss how gratitude can transform life and business. They highlight how being thankful can lead to growth, strengthen relationships, and encourage purpose-focused leadership. Sharing their own traditions and moments of gratitude, Rob and Phil offer valuable insights and practical strategies for leading with purpose. This episode emphasizes gratitude as a key to achieving a fulfilling and successful life, both personally and professionally.

Key Takeaways:

Journaling Gratitude Daily (03:26) — Journaling what you’re thankful for not only uplifts your mood but also helps you focus on purpose-driven actions.
Gratitude is a Growth Strategy (14:07) — Expressing genuine appreciation to clients and team members fosters trust, loyalty, and motivation—key drivers for personal and professional growth.
Clients First (17:05) — Handwritten notes and charitable gifts in clients’ honor are simple yet powerful ways to show gratitude and strengthen bonds.
Gratitude for Team Members (18:31) — A culture of gratitude within your team boosts morale and motivates everyone to perform at their best.
The Gratitude Challenge (21:33) — Commit to 30 days of intentional gratitude, whether by creating a gratitude list, posting on social media, or having personal conversations to express appreciation.

Rob Brown: "When you focus on your purpose, everything else follows, including profits."

Phil Calandra: "If you're expressing gratitude, it's not just towards your clients; you better be telling your team you're grateful as well."

Episode References:

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

The Best Lessons from 99 Episodes of The Purpose-Focused Advisor

Thu, 21 Nov 2024 11:00:00 GMT

In this milestone episode, Rob Brown and Phil Calandra reflect on 99 episodes of The Purpose-Focused Advisor, emphasizing the essential lessons that have helped financial advisors reach new levels of success. They highlight the importance of intentionality, delivering an exceptional client experience, and building strong teams. Drawing from their combined decades of experience, Rob and Phil showcase actionable strategies for advisors to grow purposeful practices while maintaining authenticity and client-centric focus.

Key Takeaways:

Intentionality Drives Success (5:00): The most successful advisors have a clear vision of their business goals and the clients they want to serve.
Delivering an Exceptional Client Experience (12:25): A consistent, intentional client experience fosters long-term trust and business growth.
The Power of Signature Solutions (19:00): Crafting a unique framework for solving clients’ problems is a game-changer for advisors.
Tailoring Client Interactions (15:04): Not every client needs the same level of engagement; understanding client needs is key.
Building the Right Team (26:00): Success hinges on hiring the right people and placing them in roles where they excel.

Rob Brown: “When you’re intentional, you’re not just building a business—you’re creating a legacy that reflects your values.”

Phil Calandra: Whether you’re building a lifestyle practice or scaling a team, clarity in how you serve clients makes all the difference.”

Episode References:

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

Kate Atwood, Zack Hubbard, and David Brown: Taking Financial Planning Beyond Numbers to Elevate the Client Experience

Thu, 14 Nov 2024 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, Zack Hubbard, Kate Atwood, and David Brown join Rob Brown for an insightful panel discussion on the evolving role of financial planning in creating an impactful client experience. Each guest brings a unique perspective on how advisors can deepen relationships and enhance client satisfaction by centering financial planning in their practice.

Key Takeaways:

Making Financial Planning Accessible to All (02:14) – Zack discusses his mission to bring financial planning to a wider audience, challenging the traditional focus on high-net-worth clients.
The Power of Intentional Communication (20:43) – David compares old and new client experiences, emphasizing the need for conversational, goal-focused engagements.
Building Trust Through Consistency (26:16) – Kate shares how proactive, transparent communication can foster trust and build long-term client relationships.
Technology as an Enabler, Not a Replacement (17:49) – Zack explains how technology should be used to facilitate more human connections rather than replace them.
The Importance of Succession Planning (31:12) – Kate highlights the need for young advisors in anticipation of the largest wealth transfer in history.

Zack Hubbard: "The concerns we have, the goals we have—those aren’t exclusive to the ultra-wealthy. Everyone deserves high-quality, fiduciary financial planning advice."

Kate Atwood: "At the end of the day, it's all about building trust with clients. Trust is earned over time, through consistent communication and truly understanding what matters most to them."

David Brown: "A great client experience isn’t just a checkup twice a year—it’s an ongoing, meaningful conversation about their goals, their lives, and how we can help them get there."

Rob Brown: "The goal is to make your client experience memorable, repeatable, and referable. When you get communication right, clients will remember why they love working with you."

About Zack, Kate, and David:

Zack Hubbard is the Director of Financial Planning and Participant Engagement at Greenspring Advisors. Zack is passionate about expanding access to financial planning to the masses. [LinkedIn | Website]

Email: zack.hubbard@greenspringadvisors.com

David Brown has been a professional in the financial services industry since 2000 and is currently on the Business Development team at Davidson Investment Advisors. David advocates for making financial planning more accessible and meaningful for clients. [LinkedIn | Website]

Email: dbrown@dadco.com

Kate Atwood, Founder and Managing Partner of Founders Grove is an experienced wealth manager with a passion for creating personalized financial solutions. Kate is a past President and current Chairman of the Central Virginia Financial Planning Association, advocating for industry excellence. [LinkedIn | Website]

Email: kate@fgwp.com

Episode References:

Truest Fan Coaching - https://truestfancoaching.com/
Business Optimization Scorecard - https://truestfan.com/scorecard/

Connect with Rob Brown:

YouTube: https://www.youtube.com/@truestfancoaching

Kalli Fedusenko: Building a Brand That Resonates with Clients and Drives Growth

Thu, 07 Nov 2024 11:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Kalli Fedusenko, founder of Kalli Collective, a digital marketing agency dedicated to helping financial advisors build brands with impact and purpose. Kalli reveals powerful strategies to stand out in today’s crowded market, from creating a seamless client journey to crafting authentic branding that speaks directly to clients' needs. If you’re a financial advisor aiming to build stronger, more memorable client connections, this conversation will provide actionable insights to help you shape a brand that genuinely reflects your values and expertise.

Key Takeaways:

Define Your Voice – Know your unique strengths and ideal client to create authentic, standout messaging.
Map the Client Journey – Guide clients from first contact to advocacy with clear, intentional steps.
Get Personal with Content – Skip the templates; craft messages that truly connect with your clients.
Consistency is Key – Regular, meaningful touchpoints keep you top of mind.
Turn Traffic into Action – Use your website to drive real engagement, not just clicks.

Kalli Fedusenko: "Creating a client journey map isn’t just a marketing exercise; it’s essential to know where your clients are coming from and what steps they need to take to become advocates."

Rob Brown: "Advisors often feel there’s nothing unique about them—that everyone’s using the same products, same tech. But your uniqueness lies in how you approach client challenges. That’s your superpower."

About Kalli Fedusenko: Kalli Fedusenko is the founder of Kalli Collective, a digital marketing agency that specializes in helping financial advisors build meaningful brands and connect with their ideal clients. With a background in mass communications and extensive experience in content strategy, social media marketing, and digital advertising, Kalli is passionate about bringing authenticity and data-driven insights to every campaign. She’s known for her approachable, witty style and her ability to simplify complex marketing strategies for financial professionals.

Connect with Kalli Fedusenko:

Email: info@kallicollective.com

Marketing Scorecard: https://kallicollective.com/marketing-quiz/

Website: https://kallicollective.com/

LinkedIn: https://www.linkedin.com/in/kallimarie/

Episode References:

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

John Richardson: Intentional Servant Leadership for Lasting Advisor Impact

Thu, 31 Oct 2024 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown talks with John Richardson of Capital Planning Group, a financial planner with nearly 20 years of experience. John is also an active leader in the National Association of Insurance and Financial Advisors (NAIFA). John shares his passion for intentional living, servant leadership, and building authentic relationships in both life and business. He explains how being purpose-focused can elevate financial advising, making it more impactful for clients as well as more personally fulfilling. You'll be inspired by John’s strategies for staying present, delegating tasks, and balancing business with personal growth. His approach, grounded in faith, authenticity, and service, offers a fresh take on success.

Key Takeaways:

Understanding and living out your purpose leads to greater productivity and impact because you’re consistently working on the things that matter most to you and your clients.
Being fully present in each moment, whether with clients, family, or during personal time, allows you to make the most of every interaction and deepen relationships.
Authenticity in financial advising helps build trust and encourages clients to open up about their personal and financial goals, fostering long-term, meaningful partnerships.
Using color-coded time blocking not only organizes your schedule but also ensures your priorities align with your values, helping you stay focused on what truly matters.
Delegating non-core tasks allows you to focus on your strengths and the areas where you add the most value, ultimately improving client relationships and business outcomes.

John Richardson: "I constantly try to attract people who are just as enthusiastic about life as I am, because life is better when we do it together. We're not called to do life alone."

Rob Brown: "When you have greater purpose, you end up with greater productivity. Your results accelerate because you're always working around the things that are really important to you."

About John Richardson: John D. Richardson has been providing sound financial advice for his clients since 2005. The primary focus of John's financial planning and investment advisory business is helping people align their financial decisions with their values and financial truth so that they can live their best life. John is an active leader with the National Association of Insurance and Financial Advisors (NAIFA). John, his wife Kelly, and their fun-loving rescue dog Piper live in Brentwood, TN. For fun, John enjoys playing table-top strategy board games.

Connect with John Richardson:

Email: JohnRichardson@FinancialGuide.com

LinkedIn: https://www.linkedin.com/in/johnrichardsonnashville/

Episode References:

Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

Knight Colman: Leading the Firm While Honoring the Founders’ Vision

Thu, 24 Oct 2024 10:00:00 GMT

In this episode of The Purpose Focused Advisor podcast, Rob Brown interviews Knight Colman, a second-generation partner at Colman Knight Advisory Group. They explore Knight's journey into the financial planning industry and the vital role of intentional succession planning. Knight shares his perspective on the unique challenges and opportunities that Gen 2 advisors face, emphasizing the importance of understanding and building on the firm's foundational values. The conversation delves into how engaging clients through deeper conversations can transform their financial paths by aligning their lives with their financial goals. Rob and Knight also discuss the collaborative dynamic between first and second-generation advisors, underscoring the crucial role of trust and communication in the success of financial advisory practices.

Key Takeaways:

Gen 1 advisors should start succession conversations early to ease transitions for Gen 2 partners.
Gen 2 partners need to align with the firm's core values while modernizing processes to uphold the original mission.
Automating systems and adopting new technologies can enhance client engagement without losing the personal touch.
Reframing how clients view new processes can strengthen relationships by emphasizing the firm's commitment to their overall well-being.
The real value in financial advising is deep client engagement, where aligning life goals with financial planning creates a transformative experience.

Knight Colman: "There is a different skill set necessary for starting a firm from nothing and taking a firm that already has really established beautiful pieces, and I would say, almost enhancing it, or breathing new life energy into it in a different way."

Rob Brown: "Be happy for your clients, be curious, and really want to dig deep. Your career and your business, and the things you're doing for your clients, will go a long way."

About Knight Colman: Knight Colman, a Gen 2 partner at Colman Knight Advisory Group, holds his CFP® and Certified Financial Transitionist® designations. The firm’s integral methodology and mission to connect the practical elements of finance with the human side of money align with his values. Knight began his career at JP Morgan developing his talents in asset management and operations. At Colman Knight, he specializes in financial planning, investment management and oversees daily operations.

At Kenyon College, he earned a B.A. with a double major in economics and political science. He is an avid sports fan, holds a third-degree blackbelt in Kenpo Karate, and serves underprivileged communities advocating financial literacy and volunteering as a CFP® Board Mentor.

Connect with Knight Colman:

Website: https://www.colmanknight.com/

Email: knight@colmanknight.com

LinkedIn: https://www.linkedin.com/in/knight-colman-cfp%C2%AE-728156114/

Episode References:

Truest Fan Coaching

Connect with Rob Brown:

YouTube: https://www.youtube.com/@truestfancoaching

Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships

Thu, 17 Oct 2024 10:00:00 GMT

In this episode of The Purpose Focused Advisor, Rob Brown speaks with industry veteran Shawn Maloney about his client-centered approach to retirement planning. As the founder of Retire Wise, LLC and host of The Priority of Retirement podcast, Shawn emphasizes the importance of purposeful planning to help clients achieve a happy and fulfilled retirement. His philosophy focuses on understanding what brings joy and fulfillment in retirement and developing financial strategies to support those dreams. Shawn shares how financial advisors can strengthen client relationships by making them feel valued and providing practical steps for fostering personal connection and business growth.

Key Takeaways:

Start client conversations with non-financial goals to define what happiness looks like in retirement.
Frequent, personalized touchpoints throughout the year build deeper relationships and stronger client loyalty.
Writing a book or starting a podcast can help elevate your credibility as an advisor and reinforce trust with clients.
Growth should never come at the expense of client satisfaction; it's crucial to maintain high-quality service as your business expands.
Personal connection remains key to client satisfaction, driving loyalty and referrals in a competitive market.

Shawn Maloney: "At the end of the day, everyone deserves to retire happy. It’s not just about accumulating wealth; it’s about fulfilling your dreams."

Rob Brown: "If you know being relatable and personal works, build that into your business plan and be intentional about it."

About Shawn Maloney: Shawn Maloney is a Certified Retirement Counselor® (CRC®) and the founder and CEO of Retire Wise, LLC. With over 20 years of experience, he helps individuals plan for a secure and fulfilling retirement. Shawn offers both financial and non-financial guidance to prepare clients for all aspects of retirement. His "Retire Happy Framework™" combines personal coaching with financial planning for a tailored approach. As an active community member and family-oriented, Shawn balances his career with a commitment to giving back. His book, The Priority of Retirement, and his status as a national bestselling author enhance his reputation in retirement planning. He also hosts The Priority of Retirement podcast, sharing actionable advice and strategies.

Connect with Shawn Maloney:

Website: https://www.retirewisepro.com/

LinkedIn: https://www.linkedin.com/in/shawn-maloney-retire-wise

Book: The Priority of Retirement

Podcast: The Priority of Retirement

Episode References:

Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams

Thu, 10 Oct 2024 10:00:00 GMT

In this episode of The Purpose Focused Advisor, Rob Brown sits down with Matthew Gray, a NextGen financial planner from Larson Wealth Management. Matthew shares pivotal milestones from his career and reveals how mentorship has shaped his journey. He discusses the power of collaboration and why younger advisors are helping reshape the financial planning landscape. With a focus on long-term fulfillment rather than just short-term gains, Matthew dives into how you can build purpose-focused teams that enhance client satisfaction while driving firm success. Get ready to uncover valuable insights on mentoring, creating effective teams, and cultivating a firm culture centered on comprehensive planning and strong client relationships.

Key Takeaways:

Younger advisors often find themselves hoping for a stroke of luck to connect with supportive mentors, revealing a significant gap in the industry's talent development.
To pave the way for long-term success in a financial planning firm, it's crucial to build a collaborative team with well-defined roles and incentives.
Aging solo advisors face the risk of losing clients to younger firms that provide comprehensive financial planning and continuity of service.
Differentiating your firm and establishing trust with clients starts with showcasing the full range of services you offer, from tax to estate planning.
Remember, educating clients about all the ways your firm can assist them is not just vital for retention—it’s a powerful driver for referrals too!

Matthew Gray: "It's one thing to want to build a team, but it's another to change the mindset from advisor to business owner."

Rob Brown: "The best teams do buy into a culture, a framework, a purpose, a place that they're going together... So, if you're working together in that way, everybody grows and excels, and you just get better and better at what you do, building a stronger and stronger firm."

About Matthew Gray: Matthew Gray, CFP®, is a dedicated Wealth Advisor at Larson Wealth Management in the beautiful Shenandoah Valley of Virginia, where he has been serving clients since March 2020. He earned his bachelor’s degree in finance from Wingate University and is passionate about financial literacy. Matthew is committed to helping individuals, families, and small business owners manage their finances. Inspired by budgeting lessons from his mother, he aims to assist others in navigating financial challenges with care and respect. Outside of work, Matthew enjoys spending time with his wife and son and playing disc golf.

Connect with Matthew Gray:

Website: https://www.larsonwealthmgt.com/

LinkedIn: https://www.linkedin.com/in/matthew-gray-cfp%C2%AE-5a2144134/

Episode References:

Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

Jack Heintzelman: Bridging the Generational Gap in Financial Planning

Thu, 03 Oct 2024 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob talks with Jack Heintzelman, a NextGen financial planner from Boston Wealth Strategies. They explore Jack's unique journey into financial planning. Jack discusses his passion for mentorship, focused growth, and the changing dynamics between senior and younger advisors. His dedication to building purpose-focused relationships with clients, his firm, and the future of the financial industry is clear as he highlights the importance of communication, mentorship, and intentional patience.

Key Takeaways:

Providing real-world, day-to-day experience is the most valuable aspect of any internship.
Success begins with mutual belief and trust between senior and younger advisors.
Younger advisors must take intentional steps forward every day, from gaining technical skills to client interaction, to set themselves up for long-term success.
Advisors should exercise “intentional patience” by continuously improving their skills while navigating the career growth process.
Structured paths and clear communication are essential for successfully transitioning leadership between generations.

Jack Heintzelman: "My why is about helping clients and also mentoring others in the industry. I was lucky to get here, and now I want to help others find their path."

Rob Brown: "You were supposed to be where you are. You just didn’t know it before you got there."

About Jack Heintzelman: Jack Heintzelman is a CFP professional and member of the Financial Planning Association. Serving clients at Boston Wealth Strategies in Needham Heights, Mass. and the surrounding communities. Jack is involved in the industry as he serves on the FPA National NexGen committee and locally on the FPA NexGen New England committee. He also gives back to the community as a council member of Good Sports, Inc., a charity that supports underserved youth sports programs.

Connect with Jack Heintzelman:

Website: https://www.bostonwealth.com/

Email: jheintzelman@bostonwealth.com

LinkedIn: https://www.linkedin.com/in/jackheintzelman/

Episode References:

Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice

Thu, 26 Sep 2024 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra sit down with Freeman Linde, a successful financial advisor, co-founder of La Crosse Financial Planning, and founder of AccelRIA. Freeman shares his journey from struggling in a traditional broker-dealer setup to breaking free and building his own thriving Registered Investment Advisor (RIA) firm. He shares candidly about the challenges he faced, the pivotal decision to break away from the traditional model, and how he now helps other financial advisors find their own freedom. If you're a financial advisor feeling limited by your current setup, Freeman’s story will inspire you to consider new opportunities and purpose-driven strategies.

Key Takeaways:

Understanding the true cost of operating your practice can be eye-opening for advisors considering the RIA model.
Starting an independent RIA offers more control, enabling advisors to provide comprehensive services like tax and estate planning.
Focusing on a specific niche, allows advisors to attract ideal clients and build stronger relationships.
A unique website and solid SEO strategy can consistently bring in clients without relying on cold outreach.
Managing time effectively and delegating tasks are critical to growing your advisory practice.

Freeman Linde: "If you can't find it, and you can't join it, then build it....It's not as scary as people make it out to be."

Rob Brown: "What kind of business and life do I really want? If you don’t stop to ask that question, you’re making a huge mistake."

About Freeman Linde: Freeman Linde is a Certified Financial Planner, licensed Tax Advisor, speaker, and author. He co-founded La Crosse Financial Planning, a Wisconsin-based RIA managing nearly $50 million in assets for 73 households. In addition to running his own RIA, Freeman also operates AccelRIA, a business designed to help other advisors become RIAs by utilizing the tools and paths he has developed throughout his career. Freeman specializes in helping clients over age 50 retire successfully and stay retired. He authored 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others and hosts the RetireMentorship and AccelRIA Podcasts.

Connect with Freeman Linde:

Websites: https://lacrossefinancialplanning.com/ & https://accelria.com/

LinkedIn: https://www.linkedin.com/in/freemanlinde/

RetireMentorship Podcast: https://podcasts.apple.com/us/podcast/retirementorship/id1543064515

AccelRIA Podcast: https://podcasts.apple.com/us/podcast/accelria/id1759379763

Episode References:

Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals

Thu, 19 Sep 2024 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Daniel Allgaier, the founder of Equity Compensation FP, to explore a fresh perspective on financial planning for young professionals in the tech industry. Daniel, a NextGen advisor, discusses his approach to working with clients in their 30s and 40s, especially those dealing with the complexities of equity compensation. He shares how he helps these clients make smart financial decisions that align with their life goals while navigating stock options, taxes, and diversification challenges.

Key Takeaways:

Young professionals, especially in tech, benefit from having a financial advisor to simplify complex decisions and free up their time.
Executives often procrastinate on their equity compensation decisions, which can lead to missed opportunities.
Changing jobs frequently in tech can affect stock options and requires careful planning to maximize benefits and minimize taxes.
Financial independence and living well now can coexist; it’s about finding a balance that fits each individual’s goals.
Advisors can add significant value for clients in the accumulation phase, even without substantial assets, by helping them navigate complex financial decisions early in their careers.

Daniel Allgaier: "Traditionally, the thought has been that you get an advisor when you have X number of dollars. But not everybody has that amount. However, that doesn't mean they couldn't be served well by someone who can help them with the challenges of their early years."

Rob Brown: "It's really a challenge to advisors out there to say: Hey, let’s make sure we’re getting out in front of this and not just being there when the cake is already baked."

About Daniel Allgaier: Daniel M. Allgaier, CFP®, is the founder of Equity Compensation FP, where he specializes in guiding young tech executives toward financial independence. With a focus on clients in the tech sector who are navigating the complexities of equity compensation, Daniel leverages his extensive experience in investment management and financial planning to offer tailored advice and peace of mind. His approach simplifies financial planning, freeing clients to concentrate on their careers and families while ensuring their financial strategies align with their long-term goals.

Connect with Daniel Allgaier:

Website: https://equitycompfp.com/

LinkedIn: https://www.linkedin.com/in/daniel-m-allgaier-cfp%C2%AE-099746b6

Episode References:

Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach

Thu, 12 Sep 2024 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra talk with Tyson Ray and Kim Cochenour from FORM Wealth Advisors about their unique approach to financial advising, centered on building "Total Relationships" with clients. Tyson and Kim discuss their personal journeys and the philosophy that drives their success—prioritizing client relationships over transactions. They explain how this purpose-focused approach has transformed their practice and can help other financial advisors make a meaningful impact.

Key Takeaways:

Prioritizing a comprehensive understanding of clients’ personal and financial goals fosters deeper trust and leads to better long-term outcomes.
Ensuring that team members share the same core values strengthens collaboration and enhances the overall client experience.
Balancing creative visionaries with practical integrators is essential for sustainable growth and effective implementation of strategies.
Moving away from a focus on products and performance to prioritizing clients' holistic well-being leads to more meaningful advisor-client relationships.
Using detailed CRM tools to document client interactions and preferences helps maintain personalized service and enhances client satisfaction.

Tyson Ray: "The goal is to give clients a life that can be free of all the information out there that's trying to rob, steal, and destroy their joy."

Kim Cochenour: "You need an integrator who can take those visionary ideas, put them through a process, and carry the weight to build the next level for your firm."

Rob Brown: "Everything, even the most intimate way that you treat your clients, can be systematized in a way that doesn’t make it fake or false."

About Tyson Ray: Tyson Ray, a senior wealth advisor, philanthropist, and author with over 25 years of experience, is the CEO and founding partner of FORM Wealth Advisors. He helps clients understand the impact of their financial decisions and clarifies a fear-driven industry. His podcast and book introduce The Total Relationship™ framework to help advisors meet clients' needs and empower them to thrive. A lifelong learner, Tyson holds CFP®, CIMA®, and CExP® certifications but values direct work with advisors and clients most.

About Kim Cochenour: Kim Cochenour, Chief Operating Officer of FORM Wealth Advisors, is a growth-focused leader. As the Integrator™, she serves as the CEO’s extension, aligning the leadership team with future goals and turning vision into action. She co-hosts The Total Relationship podcast with Tyson, helping advisors build meaningful relationships and explore new possibilities.

Connect with Tyson Ray and Kim Cochenour:

Website: https://totalrelationship.com/

Tyson’s LinkedIn: https://www.linkedin.com/in/tysonray/

Kim’s LinkedIn: https://www.linkedin.com/in/kimberly-cochenour-98a3a117a/

Podcast: https://totalrelationship.com/podcast/

Episode References:

Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

DISCLAIMER:

Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not provide tax advice. The podcast guest is Tyson Ray, CEO, Founding Partner, and Senior Wealth Advisor at FORM Wealth Advisors. FORM Wealth Advisors is located at 431 Geneva National Ave S, Lake Geneva, WI, 53147; 262-686-3005.

Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact

Thu, 05 Sep 2024 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Duncan MacPherson, a renowned industry leader, coach, and speaker. Duncan shares his journey from an unexpected start in the financial services industry to building the highly respected Pareto Systems. He discusses the importance of being purpose-driven and offers valuable insights on relationship management, sustainable growth, and client advocacy. Duncan’s philosophy centers on helping advisors build meaningful businesses that not only achieve financial success but also provide lasting impact and fulfillment.

Key Takeaways:

When an advisor knows their "why," the "how" of achieving growth becomes clearer.
Your best referrals come when clients believe they are doing a disservice by not introducing you to others.
Sharing stories about client success without explicitly asking for referrals can lead to organic growth.
Building a business that runs independently of the owner increases its value and longevity.
Moving knowledge out of your head and into a documented, repeatable process is crucial for scaling and selling your business.

Duncan MacPherson: "The most enlightened financial advisor places as much importance on practice management and relationship management as they do on asset management."

Rob Brown: "When we start with the meaningful, it allows us to measure things that truly matter."

About Duncan MacPherson: Duncan MacPherson, CEO of Pareto Systems, is driven by a passion for unlocking potential and designing businesses that achieve profitability and purpose. Collaborating with financial professionals and visionary firms, he applies 'The Blue Square Method'—a best-practice-inspired approach—to help professionals find their 'Blue Square,' where business activities align with passion and purpose. As a sought-after speaker, Duncan delivers dynamic, fact-rich presentations worldwide, establishing himself as a prominent spokesperson for the Financial Services industry. His expertise in simplifying business development and marketing appeals to a broad audience, guiding them toward achieving order and freedom in their businesses. Duncan is also a best-selling author, with works like The Advisor Playbook and The Blue Square Method, focusing on the mindset and best practices of top fee-for-service professionals.

Connect with Duncan MacPherson:

Website: https://www.paretosystems.com/

LinkedIn: https://www.linkedin.com/in/duncanmacpherson/

Book: https://www.thebluesquaremethod.com/

Episode References:

Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

Alex Neri: Accelerate Your Practice with a Growth Focused Mindset

Thu, 29 Aug 2024 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Alex Neri, CFP®, ChFC®, RICP®, Advisor with SixPoint Financial Partners, and host of the Roadmap to Retirement podcast. Alex shares his journey from an unexpected start in finance to becoming a passionate advocate for financial literacy. Alex brings fresh insights into the evolving role of financial advisors. He emphasizes the importance of holistic planning and the critical role of tax strategies in maximizing client outcomes. Alex’s commitment to continuous learning and surrounding himself with a growth-oriented network underscores his dedication to personal and professional excellence. This episode is a must-listen for advisors looking to deepen their practice and better serve their clients with purpose and precision.

Key Takeaways:

The financial planning landscape is evolving, with next-generation advisors bringing fresh perspectives that blend traditional wisdom with modern approaches.
Creating educational content, such as podcasts and webinars, is a valuable way to improve financial literacy as well as add value to client relationships.
Surrounding yourself with people who have a growth mindset leads to personal and professional growth.
Integrating tax planning into financial advice is essential, as it enables advisors to offer deeper value, helping clients optimize their financial outcomes beyond just investment strategies.

Alex Neri: "If you’re not doing tax planning, you’re not doing financial planning. It’s the missing piece that can make a huge difference in your client’s retirement plan."

Rob Brown: "The best way to grow your business is to do something you’re passionate about. When you educate with enthusiasm, clients see that passion and are more likely to seek you out when they need help."

About Alex: Alex Neri, CFP®, ChFC®, RICP®, is an Advisor with SixPoint Financial Partners and the host of the Roadmap to Retirement podcast. For Alex, the most fulfilling part of his work is helping people improve their financial situations and providing them with the confidence that comes from being in good hands. Born and raised in Webster, NY, Alex graduated from Webster Schroeder High School and went on to earn a bachelor’s degree in finance from Mercyhurst University. He currently resides in Fairport, NY. Outside of work, Alex enjoys tackling home improvement projects and is a dedicated fan of the Buffalo Bills and Sabres. In his free time, he also enjoys playing golf, hockey, and euchre with friends and family.

Connect with Alex Neri:

Website: https://sixpointfp.com

LinkedIn: https://www.linkedin.com/in/nerifinancial/

Podcast: roadmap to RETIREMENT: https://podcasts.apple.com/us/podcast/roadmap-to-retirement/id1740795285

Episode References:

Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

.com/in/rob-schultz-cfp%C2%AE-cdfa%C2%AE-9315513a

Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement

Thu, 22 Aug 2024 10:00:00 GMT

In this episode, Rob Schultz, a Certified Financial Planner with NWF Financial Advisory Group and a specialist in working with physicians, shares how he chose this niche and achieved success. He delves into the unique challenges physicians face at different career stages, including managing debt, buying a home, and dealing with burnout. Rob underscores that while working with physicians may eventually involve managing their assets, true success comes from understanding the various phases of their careers. He highlights the value of a structured approach to client meetings and the benefits of tackling difficult tasks early in the day. Additionally, Rob discusses his involvement with the Special Olympics and the personal fulfillment he derives from serving others.

Topics Discussed and Key Takeaways:

Choosing a niche, like working with physicians, can be a strategic move for financial advisors aiming for success.
Physicians face distinct challenges at different career stages, including debt management, home buying, and burnout.
True success in this niche comes from understanding the many phases of a physician's career, not just managing their assets.
Implementing a structured approach, such as using meeting agendas, can enhance efficiency and client satisfaction.
Addressing difficult tasks first thing in the morning can lead to a more productive day.
Serving others, whether through professional efforts or personal involvement with organizations like the Special Olympics, can provide a deep sense of purpose and fulfillment.

“Getting there early... they see that I was there with them when they didn’t have anything, and it wasn't just for a dollar at the beginning. I took the time to progress with them.” – Rob Schultz

“One of the great things about this industry is that there can be a lot of freedom, but I think true freedom comes from having discipline, knowing what's important, and getting it done.” – Rob Brown

About Rob Schultz: For over 20 years, Rob Schultz, CFP, has passionately served the next generation of physicians nationwide, offering financial advice from "Residency through Retirement." He’s built lasting, trusting relationships that grow with each physician's career. As a recognized speaker at residency programs across the country, Rob stays current on physicians' challenges. Rob is also proud of his volunteer work coaching Special Olympics skiing and golf, and helping in elementary classrooms. He believes that those with insight and opportunities are well-positioned to give back.

Connect with Rob Schultz:

Website: https://www.robschultzwealth.com/

Email: rschultz@nwfadvisory.com

LinkedIn: https://www.linkedin

Episode References:

Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale

Thu, 15 Aug 2024 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, Rob and Phil are joined by Jeff Concepcion, founder and CEO of Stratos Wealth Partners. Jeff provides insights into nurturing an entrepreneurial mindset as a financial advisor and emphasizes the significance of supported independence. He explains how firm leaders should enhance their focus on core strengths by delegating tasks, systematizing processes, and preserving company culture as the firm expands. His perspective offers valuable lessons on scaling businesses while maintaining high standards of client service and personal fulfillment.

Topics Discussed and Key Takeaways:

Investing in People and Technology: While the upfront costs may be significant, strategically investing in technology and teammates is essential for sustainable long-term growth.
Delegating Core Tasks: By delegating responsibilities such as financial planning, marketing, investment management, and even client engagement, firm leaders can concentrate on strategic activities that enhance the value of the business.
Enhanced Client Engagement: Successful client engagement goes beyond the basics. Leveraging technology to personalize and organize client-specific events can be crucial.
Continuous Succession Planning: Succession planning should start early and be an ongoing effort, with careful preparation to ensure a smooth transition.

“Advisors have to fire themselves perpetually until they come down to the one thing that they can do for the practice that no one else can do.” – Jeff Concepcion

“A big focus of the work we do with our clients is helping them understand what matters most because then you can make decisions and systematize, knowing you're working towards something that is truly important to you.” – Rob Brown

About Jeff Concepcion: Jeff Concepcion, Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast, started Stratos in February 2009 to meet the needs of sophisticated advisors and their clients. He built the firm with the infrastructure, resources, and support needed for advisors to focus on advising. Today, Stratos offers platforms, technology, consulting, and practice management services across more than 100 cities, with a national network of distinguished wealth management firms to better serve their clients.

Connect with Jeff Concepcion:

Website: https://www.stratoswealthpartners.com/

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/

Podcast: https://podcasts.apple.com/us/podcast/the-evolving-advisor-podcast/id1478344664

Episode References:

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach

Thu, 08 Aug 2024 10:00:00 GMT

In this engaging episode of the Purpose-Focused Advisor, Rob reconnects with David Brown, a seasoned financial professional on the Business Development team at Davidson Investment Advisors. David explains why advisors should transform financial planning from a mundane task into a meaningful and memorable client experience. He shares practical strategies to make client interactions more impactful, emphasizing the importance of a differentiated planning process that fosters deeper connections and loyalty.

Topics Discussed and Key Takeaways:

Life First, Money Second: Emphasize life goals over financial metrics to make planning more relevant to clients.
Elevating the Client Experience: Transform meetings into memorable experiences by incorporating personal touches that reflect clients' lives and passions.
Engage the Next in Line: Focus on the non-financial spouse and next generation to ensure long-term client loyalty and relevance.
Generosity and Philanthropy: Introduce donor-advised funds and charitable giving in a non-intimidating way to build deeper client relationships.
Start with Best Clients: Begin implementing differentiated planning strategies with your best clients to build confidence and refine your approach.

"It's time to make this business fun again and not like going to the dentist. We can really transform the client experience." – David Brown

"The formula for our industry going forward is your life first and your money second. Getting that right is really important." – David Brown

"Humility goes a long, long way. Admitting when you're trying something new can create a stronger bond with your clients." – Rob Brown

About David Brown: David Brown, a seasoned professional in the financial industry since 2000, is part of the Business Development team at Davidson Investment Advisors, joining in 2024 after 11 years at RBC Wealth Management. At RBC, he led a national team of Wealth Planning Consultants. His career began as an advisor at Scott and Stringfellow, followed by positions at Wachovia Securities/Wells Fargo Advisors. David holds a Bachelor of Arts degree cum laude from Randolph-Macon College and has earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations. He enjoys family time and sports, especially skiing, tennis, golf, and pickleball.

Connect with David Brown:

Email: dbrown@dadco.com

LinkedIn: https://www.linkedin.com/in/davidlbrownrbc/

Website: https://dadavidson.com/

Episode References:

The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

Brad Williams: Transforming Financial Advice with Dynamic Client Engagement

Thu, 01 Aug 2024 10:00:00 GMT

In this episode, Rob sits down with Brad Williams, a financial advisor who transitioned from a bank setting to launching an independent firm, Highlands Wealth Group. Brad shares his insights on creating a dynamic, comprehensive financial planning experience for clients, leveraging social media to grow his business, and maintaining a healthy work-life balance as a business owner. This conversation offers valuable lessons for financial advisors looking to build a purposeful, client-centric practice.

In this episode, Rob and Brad talk about:

Brad’s transition from a bank advisor to opening his independent firm
The dynamic financial planning process at Highland Wealth Group
The role of social media, especially LinkedIn, in business growth
The importance of building a supportive community among financial advisors
Balancing professional success with personal life and family commitments

Key Takeaways:

Understanding clients' qualitative and quantitative needs leads to more personalized and effective financial advice.
Consistent and genuine posting on LinkedIn can significantly grow your client base and professional network.
Engaging with other financial advisors can enhance your practice and offer valuable support.
Maintaining personal well-being and family commitments can positively impact professional growth and client relationships.

"It's vital to ask yourself the right questions and continuously refine your approach to ensure you're offering the best to your clients." - Rob Brown

“That trust-building process that's so important for financial advisors can begin (on social media) before the advisor is even aware of the prospect because they're out there consuming your content, they're reading what you're posting, they may never comment on it, they may never like it, you may have no idea that they exist, and then suddenly, they reach out because they already know your value proposition because they’ve been following you.” – Brad Williams

"The only certainty is that things are going to change. Clients need to know they have a partner to talk through those changes." – Brad Williams

About Brad Williams: Brad Williams is a Financial Planner with Highlands Wealth Group in Greenville, South Carolina. He spent a decade in Private Banking before choosing to start what he feels is the ideal wealth management practice. He and his business partner, Terrell Boone, made the leap to independence in early 2021 and haven’t looked back. Brad’s wife, Jenni, is an Executive Producer at Greenville’s NBC affiliate news station. They have a 1-year-old daughter named Cora. Brad is passionate about music. He sings in his church choir, plays the banjo & guitar, and is a self-proclaimed country music encyclopedia.

Connect with Brad Williams:

Website: https://highlandswealthgroup.com/

LinkedIn: https://www.linkedin.com/in/bradwilliamssc/

Episode References:

The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

Chris Flis: Fighter Jet Lessons for Financial Planners

Thu, 25 Jul 2024 10:00:00 GMT

In this episode of The Purpose-Focused Advisor, we chat with Chris Flis, founder of Resilient Asset Management. Chris shares his unique journey from flying F-18s for the US Navy to managing his family’s fast food franchise and how these experiences inform his financial planning practice. We discuss the importance of comprehensive financial planning, the power of affinity groups, and the role of networking and referrals in firm growth. Chris also highlights the need for a calm approach to making financial decisions to ensure the best outcomes.

Key Takeaways:

Lessons from Aviation: Chris shares how prioritizing and staying calm under pressure from his F-18 pilot days translates to managing investments and client relationships.
All-Aspect Financial Planning: Chris explains his comprehensive approach, integrating tax strategies, estate planning, and risk management to provide holistic advice.
Affinity Groups: Chris discusses how his military background and experience with franchisees help him connect deeply with these affinity groups, understanding their unique challenges and needs.
Client Management: The importance of controlling the agenda while allowing clients to set the pace, ensuring essential tasks are completed.
Networking and Referrals: Insights on leveraging in-person interactions and client referrals to drive business growth.

"In the military, in the aviation part, we have specific aircraft to do specific things... you learn to prioritize very, very quickly, what's important. And I found that that skill set has served me quite well in this job." – Chris Flis

"We, the firm, like to set the agenda, you (clients) set the pace... We like to set that agenda and we're gonna keep harping on them to get those things done that we need to know that they need to have done." – Chris Flis

About Chris Flis: After a 20-year Navy career, Chris formed Resilient Asset Management. Spurred by a lecture in high school, after which he started managing all of his own investments, his passion for all things personal finance has spanned decades. He started Resilient Asset Management with a mission dedicated to helping others achieve financial security through all-aspect financial planning and investment management. Along with his own journey through the military retirement gamut, he has helped our clients navigate the process–both those who decide to enter full retirement and those who opt to enter a second career.

Connect with Chris Flis:

Website: https://www.resilientam.com/

LinkedIn: https://www.linkedin.com/in/christopher-flis

Episode References:

The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

The Power of Personal Stories in Growing a Successful Financial Planning Practice

Thu, 18 Jul 2024 10:00:00 GMT

In today's episode, I sit down with Tess Rowland, who shares her inspiring journey to becoming a fee-only financial advisor. With a non-traditional background in nursing, Tess explains how her long career in healthcare has shaped her client approach and helped her build strong relationships with the right clients. We also discuss effective strategies for client engagement, growing a financial planning practice, and the importance of promoting referrals. Tess offers invaluable insights, so tune in for a great conversation.

In this episode, Rob and Tess explore:

How your personal story influence your financial planning career
Continuous learning is powerful for strengthening business and client relationships.
Empowering women to understand and engage in financial conversations
How simply letting people know you’re open for more business leads to meaningful referrals.
Planning for succession should begin earlier than you might think to protect your business and clients

Key Takeaways:

Many women change advisors after their spouse passes because they haven't built a connection with their current advisor.
Client relationships should be mutually beneficial.
Not all clients will be the right fit for you. It's important to respect your expertise and know when to refer clients elsewhere.
Most of your best new clients will come from introductions, especially from satisfied clients.

“The world is a better place when we learn and understand people and gain more knowledge.” – Tess Rowland

About Tess Rowland: Tess Rowland is a dedicated financial advisor with a mission to help individuals achieve financial security. As the founder of T Rowland Financial Services, Tess brings a wealth of experience to her clients, offering fee-only financial planning and advisory services. She transitioned from a career as a Registered Nurse to accounting, becoming a CPA before embracing her role as a financial advisor. Tess's background in critical care and accounting uniquely positions her to build trusted relationships and guide clients towards their financial goals. Outside of work, Tess enjoys family time, golf, hiking, yoga, and gardening.

Connect with Tess Rowland:

Website: https://www.tessrfinancialservices.com/

LinkedIn: https://www.linkedin.com/in/theresa-rowland-6877b097/

Episode References:

The Truest Fan Mastermind
Garrett Planning Network: https://www.garrettplanningnetwork.com/
The Clark Howard Podcast: https://clark.com/podcasts/

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

Mid-Year Strategies to Strengthen Your Advisory Practice

Thu, 11 Jul 2024 10:00:00 GMT

In this episode, Rob takes the hot seat as he and Phil dive deep into what financial advisors should be focusing on as we head into the second half of the year. They discuss practical strategies for managing client relationships, growing business more intentionally, handling the stress brought on by current news cycles, and staying proactive in your advisory practice.

Rob and Phil cover:

Handling the stresses that cannot be controlled and focusing on what can be controlled.
The importance of reviewing your Truest Fan Action Plan during mid-year evaluations.
Being proactive, not just reactive, during your mid-year review.
Common pitfalls to avoid during a mid-year review.

Key Takeaways:

Review your big dreams and vision to ensure your strategy for the second half of the year aligns with what truly matters to you.
Have a coach or mentor review your strategy to keep you accountable for your commitments.
Continue with what’s working, eliminate what isn’t, and maintain your plan to ensure steady progress.
Break your plans down into manageable action steps. Avoid taking on more than you can handle.

“When you have an action plan, and you look at it every day, and as you're planning your day, you're saying, ‘Have I set aside time to work on those things that I said I was going to work on that are going to lead me to my most important goals?’ it allows you to say no to the other stuff and allows you to put those other distractions aside.” – Rob Brown

Episode References:

The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

The Lasting Impact of Professional Financial Planning

Thu, 04 Jul 2024 10:00:00 GMT

Today, Rob and Phil explore how financial advisors make significant, lasting impacts on their clients' lives and in their communities. They discuss the importance of developing signature processes, prioritizing client needs, fostering trust, and truly valuing each client to enhance both the positive influence on clients and the growth of their practice.

In this episode, Rob and Phil delve into:

The value of implementing a signature solution that demonstrates how you serve clients.
Treating each client as unique, even while following a consistent process.
Regularly evaluating and refining your process to ensure it works effectively.
Eliminating distractions to stay focused on your core mission.

Key Takeaways:

Success comes from working with clients who are the right fit for you, rather than trying to fit every client.
While clients may share similarities, each one should feel seen and understood as an individual.
Proper financial planning focuses on understanding a client’s lifestyle and goals, not just prediction and forecasting.
Never take for granted the impact you have on your clients' lives.
Root for your client’s success—they need your support now more than ever.

“We are in a business of doing and a business of learning. I've always believed that. And the advisors that can continue to learn and continue to explore, are ultimately going to have a much more elegant life, they're going to enjoy and have that passion fueled for them.” – Phil Calandra

Episode References:

The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

John Stadtmueller: Why Purpose-Focused Advisors Finish First

Thu, 27 Jun 2024 10:00:00 GMT

Today we talk with John Stadtmueller, the Founder of Good Advisors Finish First, an independent network of financial advisors committed to pursuing better client outcomes as a community. John shares with us the four core values of the community, highlights the need for innovative thinking, open-mindedness, and a more collaborative approach in addressing industry needs, and gives an example of how a community approach to solving problems helps everyone grow and succeed.

In this episode, Rob, Phil, and John delve into:

Focusing on being better for your clients.
Why you should be radically open-minded.
Communicating your value and your value proposition to your clients and potential clients.
Pursuing better client outcomes as part of an advisor community.
The two biggest mistakes that prevent advisors from being a great advisor.

Key Takeaways:

Keep your focus on the good. Your business is about more than just apologizing for the industry, it is about delivering value to your clients.
Share openly with your peers. As an advisor, drive the conversation and bring in third parties when it makes sense.
Advisors make huge differences in the communities they serve and in the causes they care about. Purpose-focused advisors give back.
Learn from everyone, follow no one. There is no one right way to do things.
You don’t have to give a choice - you can give your best advice.

“A huge miss that a lot of advisors have is just being open to saying ‘I don't know,’ because you're probably not going to know everything. You're not going to be an expert. A big thing that we all talk about is finding your niche and really owning who you are, and what you can deliver in terms of value, and then being open and willing to take help. Rather you're finding those resources that can help you deliver that better result for the clients rather than trying to scramble and pretend that you know everything.” – John Stadtmueller

About John Stadtmueller: After a 20 year career in the financial services industry, predominantly in roles supporting financial advisors, John Stadtmueller created a movement to demonstrate “Good Advisors Finish First." Two years later, John doubled down on his passion to pursue this cause by leaving a comfortable job in Corporate America and began building the Good Advisors Finish First (GAFF) Community. GAFF now boasts over 150 members, from over 20 different B/Ds and RIAs, all committed to Pursuing Better Client Outcomes as a Community. EVERYONE is Invited however Seating is Limited to those who adhere to 4 Core Values: 1. Humility, 2. Abundance, 3. Reciprocity, 4. Pass the Torch.

Connect with John Stadtmueller:

Website: https://goodadvisorsfinishfirst.com/

Website: https://www.goodpeoplefinishfirst.com/

LinkedIn: https://www.linkedin.com/in/johnstadtmueller/

Episode References:

The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

Zack Hubbard: Making Financial Planning Accessible for Everyone

Thu, 20 Jun 2024 10:00:00 GMT

Today, Rob sits down with Zack Hubbard, Director of Financial Planning & Participant Engagement with Greenspring Advisors, to explore how to make financial planning more accessible for everyone. They discuss the importance of offering high-quality advice to all clients, tailored to their specific needs and circumstances. Zack shares how his firm maintains valuable communication with clients through age-based advice delivered via email, short videos, and other relationship-building touchpoints. This episode is packed with actionable advice you can start implementing right away. Don't miss this insightful conversation that can help you enhance your client relationships and service delivery.

In this episode, Rob and Zack delve into:

The importance of financial planning for everyone, not just the super-wealthy.
The time commitment required for effective financial planning.
How to grow your practice without eliminating smaller client relationships.
Prioritizing the most significant areas of concern for clients.
Connecting with clients in ways that are most meaningful and effective for them.

Key Takeaways:

Building client relationships isn't always immediately profitable due to the initial effort required for comprehensive planning. Break the process into manageable pieces and prioritize the client's most pressing needs first.
Many clients lack a complete understanding of their financial situation. Presenting their financial plan in stages can reduce overwhelm and strengthen your long-term relationship.
Utilize age-based communication with your clients. Age-related triggers often provide easy, actionable advice that clients will likely find relevant and helpful.

“People want to be served the way that they want to be served and we can adjust our businesses to do that and serve more people.” – Zack Hubbard

About Zack Hubbard: Zack is the Director of Financial Planning and Participant Engagement at Greenspring Advisors. As Director, Zack leads a team of financial planners that help our Private Wealth advisors deliver comprehensive financial plans to their clients and also deliver personalized planning and advice to the participants in the retirement plans that our corporate retirement advisors work with. Zack is focused on expanding access to financial planning to the masses.

Connect with Zack Hubbard:

Website: https://greenspringadvisors.com/

Email: zack.hubbard@greenspringadvisors.com

LinkedIn: https://www.linkedin.com/in/zack-hubbard/

Episode References:

The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality

Thu, 13 Jun 2024 10:00:00 GMT

Today, we sit down with David Strege to explore how he and his partner successfully transitioned their firm to thrive beyond their tenure. David delves into the importance of letting go, serving others, and engaging in industry organizations. His insights offer invaluable takeaways for purpose-focused advisors at every career stage.

In this episode, Rob, Phil, and David delve into:

The importance of succession planning and determining the ideal time to start crafting your plan… it’s sooner than you think
Using a two-advisor strategy for client meetings
Philanthropy as part of the retirement planning conversation
How to “practice” your retirement before you actually retire
An insider's view of the future growth of the financial planning industry
Fostering increased public trust and confidence in financial professionals

Key Takeaways:

Build your firm from the beginning with the end in mind. Understand what you want your firm to accomplish and work towards that every step of the way.
You will get out of industry associations what you put into them.
You should understand your client’s estate plan in order to appropriately compile a comprehensive financial plan.
Part of wisdom comes from making decisions, letting go, and seeing how those decisions play out.
Know what you’re going to do in retirement before you retire. You need to know what your purpose will be and what makes you come alive.

“We spend a lot of time on philanthropic giving, because life's not about things. You try to satisfy your soul or your personality with things, but it's really when you find using your gifts to serve others, that's when you come alive.” – David Strege

About David Strege: David Strege serves clients as a Senior CERTIFIED FINANCIAL PLANNER™ practitioner at Syverson Strege in West Des Moines, Iowa.

David earned a degree in finance from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the CFP Board. In 1987, he received the Chartered Financial Analyst® certification and earned the Certified Kingdom Advisor® designation in 2017.

He has also served on the National Boards of the Financial Planning Association and of the National Endowment for Financial Education® (NEFE®), serving as Chairman in 2018.

David still competes nationally and internationally in Men’s indoor volleyball.

Connect with David Strege:

Website: https://www.onlyworkforyou.com/

LinkedIn: https://www.linkedin.com/in/david-strege-planner/

Episode References:

The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

Joe Bertilson: Sharing Generosity with Your Clients

Thu, 06 Jun 2024 10:00:00 GMT

In this episode, Joe Bertilson shares his journey from his affiliation with a major investment firm to founding Cedrus Wealth Group. Discover how Joe has integrated faith, generosity, and mentorship to build a purpose-driven advisory firm. Learn about the importance of asking clients about their charitable inclinations, fostering a culture of giving, and creating a lasting impact in the community. Joe's story is an inspiring example of how financial advisors can blend personal values with professional success.

In this episode, Rob, Phil, and Joe delve into:

The importance of integrating generosity into financial planning.
Strategies for asking clients about their charitable inclinations.
Building a firm culture focused on mentorship and community impact.
Creating a ripple effect of generosity through client engagement and community involvement.
How to leverage personal values to enhance client relationships and business growth.

Key Takeaways:

It’s great to listen to other’s feedback, but you can accomplish so much more by staying in your lane with what you uniquely do best.
Ask all of your clients “Are you charitably inclined?” Regardless of the answer, it opens the conversation.
People hate taxes but love their charities. Many want to give more but don’t know the best way to go about it in their financial plans.
Generosity has a way of rippling out, spreading widely, and affecting more people. Keep the conversation going.

“My challenge to advisors was, if your vision is to provide for your family, then your vision is too small. We have the capacity and the capability to bless a lot more people if we put in the effort.” – Joe Bertilson

Connect with Joe Bertilson:

Website: https://cedruswealthgroup.com/

Email: joe@cedruswg.com

LinkedIn: https://www.linkedin.com/in/joe-bertilson-a578881b

Episode References:

The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

Michael DeLon: Build Your Credibility by Telling Your Authentic Story

Thu, 30 May 2024 10:00:00 GMT

Today, we dive into a fascinating conversation with Michael DeLon, The Credibility Coach. Discover how he empowers financial advisors to share their impact and their stories. You grasp your significance. You comprehend the value of your work for your clients. Yet, finding the right words to resonate with your audience, especially new connections, can be a challenge. Michael reveals the secrets to writing a book that accelerates your marketing, referrals, and business growth - all by staying true to yourself!

In this episode, Rob and Michael delve into:

How writing a book can help you create credibility in your business.
The ties between books, marketing, and business growth.
Creating a book in under 24 hours of your time.
Speaking your book and developing the intellectual property behind the book.

Key Takeaways:

Mail potential clients and connections a copy of your book before your scheduled meeting. It builds trust and helps to lower barriers.
Books are a one-on-one connection between you, as the author, and the reader.
You have your signature solution, your signature message, that is clear and compelling. That is what you write your book about and what draws people to you.
Your best referrals run in the same circles as your best clients. Using a book as a handout for your clients to give to those friends is a great way of bringing in referrals from your existing clients.

“When you create a book and you put your story and your thoughts and your successes in that book, people bond with you, they get to trust you, and they're willing to take that next step of finally meeting with you.” – Michael DeLon

About Michael DeLon: Michael DeLon creates credibility. As the president of Paperback Expert, he helps business owners publish a book that positions them as the expert in their field.

Business owners seek out Michael to clarify their brand strategy, make them bestselling authors, and set up their profitable podcast. They use his Credibility Marketing strategies to gain more clients, get more referrals, and grow their revenue.

Michael is the author of On Marketing, a #1 Amazon Best-Selling author, and the Creator of The Credibility Game Plan. Since 2013, he has worked with business owners across the United States and internationally to establish and market their credibility.

Michael is the husband of one and father of four. He’s a committed follower of Jesus Christ who is deeply involved in his church. You can normally find Michael investing time with his family, reading a great book, or facilitating growth in the lives of those around him.

Connect with Michael DeLon:

Website: https://paperbackexpert.com/

LinkedIn: https://www.linkedin.com/in/michaeldelon/

Facebook: https://www.facebook.com/PaperbackExpert

On Marketing Book: https://paperbackexpert.com/onmarketing/

Experts Speak Podcast: https://paperbackexpert.com/interviews/#

Episode References:

Connect with Rob Brown & Phil Calandra:

X: https://x.com/brotmanplanning

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

Eric Brotman: Building Your Firm for Success Beyond You

Thu, 23 May 2024 10:00:00 GMT

This episode explores some of the intricacies of succession planning and the idea of graduating rather than retiring. Our guest, Eric Brotman, CEO of BFG Financial Advisors in Baltimore, sheds light on intentionally structuring his firm uniquely from the start. By recruiting the right talent and creating plans for equity partnerships, the firm has surpassed expectations in its market reach and achievements.

In this episode, Rob, Phil, and Eric delve into:

Building your firm successfully with young advisors.
Selling equity to your team to help with your succession planning.
Why most financial advisors are not planning for the future.
A peek into the new edition of Eric’s Book, Don’t Retire…Graduate!.

Key Takeaways:

It’s better to educate and invest in your team and have them leave than to not educate them and have them stay.
Bring in junior advisors who are much younger than you. Your team should be staggered over ages for a successful transition and for your future retirement to be successful.
You need the right mentors and coaches, in any industry, to know the right tools for the right job. This is no different in the financial advising and planning industry.
Retirement should not be the absence of work, but rather, the absence of the need to work. Retirement is not the end of your life, it’s the start of a different chapter.

“What I am doing in every conceivable way is trying to take care of everyone here whose skin is in the game. And if I do that, and it doesn't require private equity, everyone here will not only benefit, but it will feather their nest for a generation.” – Eric Brotman

About Eric Brotman: Eric D. Brotman, CEO of BFG Financial Advisors, started his financial planning career in 1994 in Baltimore. He holds a BA from the University of Pennsylvania, a Master's in Financial Services, and multiple financial certifications. Eric founded Brotman Financial Group, Brotman Consulting Group, and Brotman Media Group. He's served on numerous boards, including the Maryland State Retirement & Pension System, hosted the Don’t Retire… Graduate! podcast, authored the award-winning book, Don’t Retire… Graduate!, and has contributed regularly to Forbes.com and WBAL TV.

Connect with Eric Brotman:

Website: https://bfgfa.com/

Website: https://brotmanconsultinggroup.com/

Website: https://brotmanmedia.com/

LinkedIn: https://www.linkedin.com/in/ebrotman/

Book: https://brotmanmedia.com/books/

Podcast: https://brotmanmedia.com/podcasts/

Episode References:

The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

John Browning: Asking “Why” To Help Your Clients Live Their Best Lives

Thu, 16 May 2024 10:00:00 GMT

This week's episode focuses on an important concept: wealth management isn't just about managing portfolios—it's about shaping lives. Tune in as we follow John Browning's journey through his diverse roles in the wealth and portfolio management industry. Learn from John's invaluable insights on building lasting relationships with clients.

In this episode, Rob, Phil, and John talk about:

John’s professional journey from some of the biggest firms on Wall Street to building his own firm, Guardian Rock Wealth.
John’s book - Build a Life, Not a Portfolio.
Why you should ask “why” when working with your clients as a wealth manager.
Advice to people working with financial advisors to know if their advisor is the right fit for them.

Key Takeaways:

Your portfolio should be built to fit your life, not the other way around.
Money is a tool. It can be used to benefit your life, or it can be used for destruction. Everyone has different needs and values and different ideas of what the best life lived may be.
Beware of becoming a poor rich person. More money and more stuff don’t bring you happiness and fulfillment.
There are great financial advisors out there. You want to pay attention to what they say and select your advisor carefully.

“There's a chapter in my book called “The Snowflake Theory,” dedicated to trying to get people to understand we all look through our own lens from our own perspective…You really need to concentrate on being open to that and letting people decide for themselves what their best life is.” – John Browning

About John Browning: John serves as the Chief Executive Officer for Guardian Rock Wealth and is the Amazon best-selling author of the book “Build a Life, not a Portfolio: A Guide to Your Financial Future Based on Your Personal Values,” which can be found on Amazon or by contacting Guardian Rock Wealth for a free copy. You can get to know John more by listening to his weekly “Building Your Life Podcast.”

Connect with John Browning:

Website: guardianrockwealth.com
LinkedIn: linkedin.com/in/johnbrowningfinancialsolutions
Facebook: facebook.com/Guardianrock
Book: Build a Life, Not a Portfolio: A Guide to Your Financial Future Base on Your Personal Values
Building Your Life Podcast: guardianrockwealth.com/podcast
YouTube: youtube.com/channel/UCfi9tzGPUqbqrJUPte_53aA

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

Bill Cates: The Language of Referrals with The OG Referral Coach

Thu, 09 May 2024 10:00:00 GMT

In this episode, we explore common challenges in obtaining quality introductions for financial planners & advisors. Learn from "The Language of Referrals" by our guest, Bill Cates. Tailor your referral approach to different contexts & shift your mindset for successful interactions. Embrace a client-centric referral strategy.

In this episode, Rob, Phil, and Bill delve into:

The common challenges faced by financial planners and advisors when seeking high-quality introductions.
Bill's latest book, "The Language of Referrals."
Tailoring referral language to fit a specific context (like distinguishing between introductions and referrals).
The importance of changing your mindset and shedding limiting beliefs in the context of introductions and referrals cannot be overstated.
How to adopt a client-centric strategy for handling referrals.

Key Takeaways:

Referrals are the most time-effective way for financial advisors to build their business and they're free.
Referrals and introductions rely on borrowed trust until you can earn your own trust with that new client.
You need to maximize client engagement to get more unsolicited referrals and introductions.
Don’t be afraid to meet with a referral to see if they qualify as the right fit for you. Very few advisors will ever turn down their right-fit client.
Financial advisors, make sure you understand the value that you are bringing to those you serve. You’re on an important mission.

“There’s no true substitute for asking for specific introductions, especially if you are looking to grow your business in a specific direction with your Right-Fit Client.” – Bill Cates

Connect with Bill Cates:

The Language of Referrals: https://referralcoach.com/language-of-referrals/

Website: https://referralcoach.com/

Resources: https://referralcoach.com/resources

Email: Bill@referralcoach.com

LinkedIn: https://www.linkedin.com/in/billcates/

YouTube: https://www.youtube.com/user/ReferralCoach

Twitter: https://twitter.com/Bill_Cates

Facebook: https://www.facebook.com/ReferralCoach

Episode References:

The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

Steve Taylor: Forging Meaningful Connections and Cultivating a Winning Team

Thu, 02 May 2024 10:00:00 GMT

In this episode Rob, Phil, and Steve discuss:

How Steve differentiates himself as both an attorney and a financial advisor.
Building a networking partnership that works and isn’t lopsided.
Making it clear what you’re looking for with referrals.
Key steps to building a more purpose-focused RIA.

Key Takeaways:

The importance of building a repeatable Game Plan for your clients.
Networking partners are all about the person, not about the industry. You want to partner with someone who sees value in giving referrals, not just receiving them.
Marketing a niche is defining what you’re best at. This will encourage people to refer to you because they know exactly what you do best.
Stop doing the things you don’t want to do. Find a way to delegate those things to someone in your team or an outsourced person.

“Focus on all the people in your firm around you. Because with the right people, anything's possible, but with the wrong people nothing is possible.” – Steve Taylor

About Steve Taylor: After nearly two decades in the legal and financial services industry, I took the true step towards independence and made Merited Wealth, LLC, a Registered Investment Advisor, in 2019. My passion is to help the busy entrepreneurs and executives simplify and coordinate their financial lives to allow them to most effectively move forward with their growth with all aspects being addressed. I made the conscious decision for my business to be my own and not affiliated with a large bank, brokerage firm or insurance company to truly be able to “walk the walk and talk the talk” which sets me apart from the employees of those large institutions who are told exactly what they can and cannot do and the limited scope of investment solutions they can offer. I am married to my fabulous, tremendous star of my life, Susie. I am blessed with two wonderful kids, Jaedon and Mason.

Episode References:

Truest Fan Mastermind and Coaching

Connect with Steve Taylor:

Website: https://www.meritedwealth.com/

Email: sat@meritedwealth.com

Twitter: https://twitter.com/satwealthman

LinkedIn: https://www.linkedin.com/in/satwm/

LinkedIn: https://www.linkedin.com/company/meritedwealth/

YouTube: https://www.youtube.com/@meritedwealth4103

Facebook: https://www.facebook.com/profile.php?id=100090138570648

Connect with Rob Brown & Phil Calandra:

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Phil Weiss: Life Planning to Help Clients Thrive

Thu, 25 Apr 2024 10:00:00 GMT

In this episode, Rob, Phil, and Phil discuss:

How Phil reinvented his career around financial and life planning.
Why life planning can be more impactful than solely financial planning.
Choosing your niche and understanding your why.
Phil’s nine-step process to informed success.

Key Takeaways:

To lead a more fulfilling life, aligning our resources (time, energy, attention, and money) with our values is paramount.
Considering the future involves more than just financial objectives; your purpose and values hold the power to impact lives significantly.
When identifying your niche, examine your existing clientele and those you enjoy working with the most. Then, assess how these clients align with your core purpose.
When considering merging firms or bringing in a new partner, it's crucial to align values and goals for a successful partnership.

“I work with women facing new beginnings. There’s a change happening, and they don’t know what comes next, so the life planning process really fits well because one of the things that it does is it helps you to identify those things that are most important to you.” – Phil Weiss

About Phil Weiss: Phil Weiss started his financial services career in 1987 as a tax professional working for Deloitte & Touche. For the past 25+ years, he has worked extensively in the areas of personal finance and investment management. In addition to being both a CFA charter holder and a CPA, Phil is also a Registered Life Planner®.

Phil focuses his Registered Investment Advisor (RIA) business on providing financial planning, personal finance, and investment management services and education to women facing new beginnings.

Phil has served as a featured media spokesperson and has written weekly commentary on investment- and income tax-related topics. He continues to blog regularly for Apprise.

Episode References:

The Truest Fan Mastermind
The Partnership Charter by David Gage
Shift Conference: https://www.humanfirst.live/

Connect with Phil Weiss:

Website: https://apprisewealth.com/

Free Ebook: https://apprisewealth.com/ebook

Blog: https://apprisewealth.com/blog/

LinkedIn: https://www.linkedin.com/in/philip-weiss/

Facebook: https://www.facebook.com/AppriseWealth/

Connect with Rob Brown & Phil Calandra:

LinkedIn Group: https://www.linkedin.com/groups/8496989/

069: Welcome to The Purpose-Focused Advisor!

Thu, 18 Apr 2024 10:00:00 GMT

Welcome to the new and exciting launch of The Purpose-Focused Advisor, a podcast for financial planners, advisors, and RIAs aimed at merging professional growth with personal fulfillment.

Having hosted the Truest Fan Podcast for the past 2 years, Hosts Rob Brown and Phil Calandra asked how they could make the podcast better, more actionable, and full of more meaningful ideas to help you, the listener, succeed more in life and business. On The Purpose-Focused Advisor, you will hear from some amazing guests, successful financial planners, financial advisors, and RIAs in a new format.

This podcast isn't just about strategies; it's a community focused on helping you be your best and bring out the best in others. Whether it's the motivation behind your business or practical tips for thriving in life, each episode offers valuable takeaways.

Join us at The Purpose-Focused Advisor to transform your career and life with purpose-driven success. Subscribe now and start your journey to greater impact and continuing success.

In this episode, Rob and Phil discuss:

Pivoting the Podcast for Growth
Introducing the Purpose-Focused Advisor Podcast
The Purpose-Driven Financial Advisor
Blueprints for Success in Financial Advising
Overcoming Obstacles to Reach Peak Performance
Bridging the Gap to Your Ideal Business

Key Takeaways:

The revamped podcast will feature interviews with successful financial advisors who have built their businesses on the foundation of making a positive impact on their communities and families, rather than solely focusing on transactions and making money.
By learning from these successful advisors' blueprints for success, listeners can avoid reinventing the wheel and propel their practices forward more effectively.
Advisors face common obstacles on their journey to peak performance. Learning from the experiences of others can help overcome these challenges.
Assess where your business is today, envision where you want it to be in the future, and identify the knowledge and information needed to bridge that gap.

“It's not about the money alone. It can't ever be. Money is just a tool. Money is not the end. It’s a means behind the meaning.” – Phil Calandra

Episode References:

The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

LinkedIn Group: https://www.linkedin.com/groups/8496989/

068: Align and Thrive: Unleashing the Power to Achieve Your Goals

Thu, 01 Feb 2024 16:00:00 GMT

We've started the year off strong! Some of us are doing really well, while others are gaining momentum. And unfortunately, some of us may already feel like we're falling behind.

No matter where you are right now, we all want 2024 to be an amazing year—a year where we not only achieve our goals, but surpass them. Get ready for this episode, because it's packed with important insights to make it happen.

This week on The Truest Fan Blueprint, Rob Brown and Phil Calandra dive deep into the common feeling of falling behind on our goals. They reveal the main culprits that cause our aspirations to stall, and most importantly, they share their battle-tested planning strategy to get back on track.

Rob explains why the traditional 12-month goal-setting approach often backfires. It turns out we tend to overestimate what we can accomplish and our tasks can seem overwhelming, even when we’re just 30 days into a new year. But he offers a solution. Phil emphasizes the power of continuous action, instead of just reacting to situations. By implementing The Truest Fan Action Plan (TFAP), we can gain the clarity we need to overcome procrastination and achieve our goals with enthusiasm.

The key takeaway for anyone feeling like they're playing catch-up? Focus on making small progress through disciplined action, rather than searching for quick fixes. By letting go of the expectation of overnight success, we position ourselves to not only achieve but even exceed our wildest dreams.

In this week's episode, Rob and Phil shed light on some important topics:

The value of 12-month goals and 90-day sprints in crafting a solid business plan
How embracing small progress can help us avoid feeling stagnant and trapped in the pursuit of our dreams

Get ready, because this episode is about to inspire and motivate you. Buckle up and let's make 2024 our most epic year yet.

Show Highlights:

Why do people often feel like they are constantly lagging behind on their goals year after year? [02:06]
The value of breaking down your 12-month goals into 90-day sprints [04:37]
Unveiling the path to achieving your goals: The art of orchestrating a series of actions. [09:20]
Things to take action on today to ensure you achieve your goals by the end of the year [11:10]

Resources

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:

Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

067: The Simplicity Trap: Unraveling the Illusion of Easy

Thu, 25 Jan 2024 10:00:00 GMT

If you believe that simplifying something automatically makes it easy, then you absolutely need to catch this latest episode!

In this week's installment of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra delve into the fundamental distinction between simplicity and ease. They shed light on why these concepts often get mixed up and stress that while streamlining processes is crucial for achieving success, it doesn't eliminate the requirement for hard work.

Drawing on examples like investing, weight loss, and marathon training, Rob and Phil illustrate how identifying simple systems and steps can be a straightforward process, but carrying them out demands discipline. They recount the tale of a financial advisor who grappled with client referrals until devising a very basic routine for initiating referral conversations during client reviews. Although it felt uncomfortable at first, adhering to this simple system for just 90 days yielded more referrals than ever.

Rob and Phil emphasize that our human tendencies toward shortcuts frequently sabotages our ability to stick to simple frameworks. However, by accepting that simple does not always mean easy, we can better set ourselves up for success.

Remember, even simple and well-thought-out strategies will demand effort. But by avoiding unnecessary complexity, we can almost always achieve more favorable results.

In this week's episode, Rob and Phil shed light on the following topics:

The difference between simple and easy
Two important steps for simplifying your routines in business and life
The simplicity of discipline: acting on your goals and sticking to the plan

Show Highlights:

Why simple and easy aren’t the same thing [02:07]
Why it’s important to simplify your business yet recognize that this doesn’t mean things are always going to be easy [05:47]
Two steps to simplify your business while recognizing that it will still involve hard work and discipline [6:48]
The danger in being careless when looking for the path of least resistance [09:47]
The simplicity of discipline [11:55]

Resources

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

066: Embrace Comparison: Unleashing Growth Instead of Stealing Joy

Thu, 18 Jan 2024 10:00:00 GMT

Do you often compare your achievements with others? Do these comparisons motivate you to improve or do they leave you feeling defeated, demotivated, or even envious? If you relate to these questions, you are in the right place!

In this impactful episode of The Truest Fan Blueprint, Rob Brown and Phil Calandra have a meaningful discussion on how comparison can be a tool for growth instead of something that robs you of joy.

They give the example of a junior advisor teaming up with a senior advisor and how the junior advisor might begin desiring what the senior advisor has accomplished throughout their extensive career. Rob and Phil stress the significance of establishing appropriate expectations and benchmarks, ensuring that the junior advisor remains focused on their own developmental journey instead of making unfair and irrational comparisons.

The key lies in effective coaching and mentoring. A skilled coach or mentor can help both partners avoid common mistakes, cultivate strategic habits, and achieve their goals quicker and genuinely.

According to Rob and Phil, the primary goals of a business owner may extend beyond money or status. Instead, they may seek freedom and fulfillment through purpose-driven work. By avoiding comparison traps and designing a personalized roadmap to success, it is possible to flourish in business and live life on your own terms.

Don't miss out on the practical insights Rob and Phil share about mindset, benchmarking, and what truly drives sustainable achievement.

In this week's episode, Rob and Phil shed light on the following topics:

Comparison as the thief of joy and as a great growth tool in business
Why business owners need a coach or a mentor
Why a positive mindset is vital to achieving your goals faster
The value of setting purpose-focused goals in business and life

Show Highlights:

Is comparison a good thing or a bad thing? [01:33]
How to make comparison a good thing: The essence of coaching and mentoring [07:05]
Phil’s Eight Killer Mistakes strategy [10:26]
Rob’s strategy for closing the gap between points A and B [11:24]
How shifting to a more positive mindset and setting your true goals can help you progress faster [12:39]
Actionable steps for listeners [16:48]

Resources

Truest Fan Coaching YouTube Channel

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

065: Mastering Your Success Habits: Streamlining, Delegating, and Focusing for Optimal Results

Thu, 11 Jan 2024 10:00:00 GMT

Join us for an exciting episode of The Truest Fan Blueprint with Rob Brown and Phil Calandra. Explore the power of success habits in business and life. Learn from their experiences and client interactions as they reveal the secrets to maintaining routines and rituals that truly help you reach your goals.

Discover the significance of self-discipline when dealing with complexity and our tendency to abandon effective strategies. Rob and Phil will provide insights on how delegation can revolutionize your routines, enabling you to focus on essential aspects of your business.

And that's not all! They'll emphasize the importance of simplicity, the game-changing power of daily planning and time audits, and how cutting out unnecessary tasks can streamline your routines and help you prioritize like a pro.

Discover the difference makers in your daily routines and unlock the immense potential of effective success habits in both business and life. This episode is filled with priceless insights and strategies. Don't miss out!

In this week's episode, Rob and Phil shed light on the following topics:

Two techniques you can utilize to get more things done in less time
Why we stop doing things that work
The value of sticking to a routine that works for you
The importance of delegation
Why you should consider doing a time audit
The importance of eliminating distractions

Show Highlights:

Focus Five [02:27]
Time Blocks [02:53]
Why do we stop doing things that work? [04:08]
The negative effects of getting out of a routine that works for you [07:54]
The value of delegating tasks [12:00]
The value of a time audit [13:31]
The Kiss Method [14:53]
The elimination strategy [16:10]

Resources

Stephen Covey First Things First Principle

The Truest Fan Roundtable 2-Week Free Trial

Quotes

"Once a routine transforms into a habit, it becomes ingrained in your discipline, eliminating the need for constant motivation." - Phil Calandra

“Why do we often abandon what's working well? Perhaps it's our inherent human nature. We tend to react rather than proactively execute our plans.” - Phil Calandra

“When you skip your routine for two or three days, for any reason, getting back into it on the third or fourth day becomes more challenging.” - Rob Brown

“Successful individuals have discovered that a key factor in their achievements lies in cultivating an immense amount of discipline.” - Phil Calandra

“To prioritize what truly matters, it is imperative to eliminate distractions that divert your attention.” - Rob Brown

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

064: Unleash the Power of Surrounding Yourself with Your Truest Fans

Thu, 04 Jan 2024 10:00:00 GMT

In this episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra talk about the transformative power of surrounding yourself with individuals who actively support and root for your success. They discuss the impact of a positive environment in taking ownership of your business and life, and how this can influence your relationships and mindset.

Rob and Phil go on to explore the challenges posed by negative environments and remind us that we can take control of our reactions and perspectives. They encourage us to assess our social circles, identify genuine supporters, and actively engage in positive conversations to strengthen these relationships.

Identifying your truest fans and exerting conscious effort toward becoming other people’s truest fans may be the best thing you can do for yourself and others. This episode provides helpful insights for those keen on choosing optimism and creating a supportive, encouraging environment for themselves and the people around them.

In this week's episode, Rob and Phil shed light on the following topics:

The amazing benefits of surrounding yourself with people who root for your success
The potential impacts of negativity
The allure of bad news: understanding its selling power
True friends are those who want nothing but the best for you

Show Highlights:

Why it’s important to surround yourself with the right people [03:14]
Negativity vs. optimism [07:00]
The oldest axiom in media [11:09]
The definition of a friend [12:56]
This episode’s two action points [15:19]

Resources
The Truest Fan Roundtable

Quotes

"To succeed in your business and find happiness, it's important to surround yourself with a supportive group of people who uplift and root for your success. Without them, it can be challenging to take full ownership of your business and life." - Phil Calandra

“When you stay focused on your goals and have people supporting your success, you'll reach them more quickly.” - Rob Brown

“True friends are the ones who genuinely want nothing but the absolute best for you!” - Rob Brown

“As we approach 2024, the power of choice lies in your hands. You have the option to embrace optimism or succumb to pessimism. Remember, true realism is found in the realm of optimism. Choose optimism and unlock the door to a brighter future.” - Phil Calandra

Connect with Phil Calandra:
Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:
Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

063: Unleash Your Potential: Harnessing the Power of Mentorship

Thu, 21 Dec 2023 10:00:00 GMT

Join us for an exciting episode of The Truest Fan Blueprint, where Rob Brown and Phil Calandra dive into the significance of having a mentor or coach. Get ready for some amazing insights and personal stories, showcasing the game-changing power of having someone by your side in both your professional and personal journeys.

Rob and Phil stress the value of an external perspective in overcoming challenges and reaching your full potential. They draw parallels to elite athletes like LeBron James and Michael Phelps, who have thrived with the guidance of their coaches.

They also explore the coach's role as a cheerleader, someone who identifies untapped potential and helps bring it to the forefront.

This episode is an eye-opener, especially for those considering a coach or mentor. If you appreciate the idea of having someone rooting for your success, this episode will guide you on the right path.

In this week's episode, Rob and Phil shed light on the following topics:

How a coach or mentor can help you see blind spots and navigate challenges
How a coach can be an agent of change by helping you move to the next level
Your coach as your biggest cheerleader

Show Highlights:

Why having a coach or mentor is important [01:30]
Embracing accountability and becoming a catalyst for change. [03:20]
Why even elite athletes have coaches to help them [04:35]
Bob Proctor’s impactful quote and how coaches can help you reach your full potential [09:10]
The value of having your coach as your biggest cheerleader [12:04]
Here are the two action items for this episode. [16:11]

Resources
Bob Proctor
The Truest Fan Roundtable

Quotes

"I've always believed in the power of having a mentor, a coach by your side. Why? Because we all have our blind spots, those things we just can't quite see. Having someone there to guide us through those unknown territories, to shed light on what's hidden, can truly make a world of difference." - Phil Calandra

“You want someone who's your biggest cheerleader, always rooting for you. They can help you see beyond mistakes you might make, and support you in overcoming challenges that come your way.” - Rob Brown

“As coaches, there's nothing more exhilarating than witnessing our clients, the people we deeply care about and who genuinely care about us, triumph and thrive.” - Rob Brown

Connect with Phil Calandra:
Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:
Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

062: Discover the 4 Key Steps to Make Next Year Your Best Ever

Thu, 14 Dec 2023 10:00:00 GMT

In this episode of The Truest Fan Blueprint, your hosts, Rob Brown and Phil Calandra, share their excitement for the planning season. They'll give you some valuable lessons and experiences they've gained from helping clients prepare for the year ahead. Plus, they'll reveal four essential steps to help you achieve your best year ever.

They stress how important it is to start with your big dream. Rob and Phil also remind us that goal-setting is an ongoing process that requires genuine commitment and clearly articulated action steps. And they emphasize the significance of simplifying and breaking down your goals into smaller, more manageable milestones that align with your overarching dream.

So, tune in and get ready to discover how you can enjoy "your best year ever" in both business and life. You'll also learn about an opportunity to access a new transformative coaching program that can propel you toward your goals.

In this week's episode, Rob and Phil touch on the following topics:

To achieve your most cherished goals, you need proactive thinking and proper planning.
Four important steps to make your planning come alive.
The key is to change your mindset and fully commit to an actionable plan that drives you towards success.

Show Highlights:

The dream big framework [02:50]
The value of mapping out a clear action plan while always keeping your end goals in mind [05:19]
Four steps in achieving your most cherished goals [08:14]
Breaking your goals down into smaller steps [10:05]
Why there should be a shift in your mindset and a solid commitment to action [10:52]
Leveraging the momentum that will carry you through to your best year ever [11:58]

Resources

Stephen Covey

Quotes

"Effective goal-setting requires more than just exercises or activities. The key lies in proactively crafting plans and implementing structured processes to ensure success." - Phil Calandra

"It's absolutely fine for your destination to change and evolve over time. Effective planning enables you to embrace its ever-changing nature wholeheartedly." - Phil Calandra

"Look at a football game — the team with the momentum usually comes out on top because that momentum keeps building and driving them forward.” - Phil Calandra

“We believe that each year should be better than the previous one, making it your best year ever.” - Rob Brown

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

061: Encore Episode: Finish Line Focus: Master the Final Stretch to End 2023 Like a Champion

Thu, 07 Dec 2023 10:00:00 GMT

In this special encore episode, hosts Rob Brown and Phil Calandra review a previous episode and explore the idea of finishing 2023 with strength to start an even more successful 2024.

As we near the new year, it's crucial to build momentum and position yourself for success in achieving your goals. This episode offers valuable reflections and practical advice that listeners shouldn't miss.

In this week's episode, Rob and Phil discuss the following crucial topics:

The Importance of Reviewing Your Your Annual Goals
Recognizing Momentum and Leveraging a Positive Mindset
The Truest Fan Action Plan: A Practical Framework for Identifying Priorities
Understanding Your Sphere of Control: Why It Matters
Why Simplifying Your Action Steps is Crucial

Keep an eye out for an exciting new offering for the Truest Fan community! It will take listeners to new heights in 2024.

Show Highlights:

The value of checking in on yearly goals [02:12]
The importance of acknowledging momentum and having the right mindset [03:50]
The Truest Fan Action Plan - what is it and how it helps execute the right process [05:25]
The three D's to help you get you back on track [08:47]
The critical impact of understanding what you can control [12:00]
Why it's advantageous to keep the process and action steps simple [15:18]
The benefit of creating a simple, focused action plan [17:48]

Resources
TRUEST FAN BLUEPRINT

TRUEST FAN ACTION PLAN (TFAP)

The Truest Fan Blueprint Episode 48: The Inevitability of Life’s Roadblocks and How to Overcome Them

The Truest Fan Blueprint Episode 49:Success Habit: The Impact of Everyday Learning

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

060: The Power of Letting Go: A Leader’s Guide to Effective Delegation

Thu, 30 Nov 2023 10:00:00 GMT

In today's episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra cut straight to the heart of effective leadership: it's all about smart delegation. Forget the old idea of leaders micromanaging every detail. Real leadership success comes from empowering your team through strategic task delegation.

This isn't about taking a step back. Instead, it’s a smart move for leaders to entrust tasks to the most capable hands, allowing each team member to shine in their area of expertise.

We'll guide you through how to identify the best person for each role, create a strong team culture, and why letting go can actually elevate your leadership.

If you're ready to transform your leadership approach and get the most out of your team, this episode is for you. Tune in now for key insights into becoming a more effective and empowering leader.

In this week's episode, Rob and Phil shed light on the following topics:

Understanding the Importance of Delegation and Trusting in Team Excellence
Effective Leadership through Delegation vs. the Pitfalls of Micromanagement
Key Elements for Successful Delegation: Clear Vision, Strong Culture, and Choosing the Right Team
Recognizing and Valuing Each Team Member's Unique Skills and Strengths
Implementing Daily Scrums or Stand-Up Meetings for Better Delegation and Communication

Show Highlights:

The importance of delegation and trusting others to do their best work [02:49]
Differentiating leaders who delegate and managers who micromanage [04:19]
The role of vision, culture, and identifying the right people in effective delegation [06:37]
The benefits of recognizing and appreciating the unique talents and strengths of team members [11:51]
Action Item: Daily Scrum or stand-up meeting as a delegation and communication tool [17:45]

059: Saying Yes to Less: The Art of Saying No

Thu, 16 Nov 2023 10:00:00 GMT

The common belief is that saying "yes" to every chance we get is essential, but there's a significant impact in learning to say "no." In this episode, hosts Rob Brown and Phil Calandra discuss the often overlooked power of saying "no," and how it can positively change your life and business.

Many entrepreneurs and business leaders struggle with the urge to accept every opportunity, driven by fear of missing out or in the pursuit of growth. This can lead to taking on too much and to overload, resulting in poor performance.

Saying "no" isn't about permanently turning down opportunities. It's more about recognizing when something isn't right for the moment or when other priorities need your attention.

Mastering the art of saying "no" involves being thoughtful about your choices. It means knowing what's most important, staying focused, and making decisions that align with your long-term objectives. In a culture that often values saying "yes," understanding the strength in saying "no" can be empowering.

In this week's episode, Rob and Phil shed light on the following topics:

The Decision Dilemma: Navigating the Challenge of Rejecting New Opportunities
The Multitasking Myth: Understanding Its Impact on Performance
The Cost of 'Yes': How Desperation and Financial Motives Can Backfire
Focused Action Plan: Commit to Tackling 2-3 Essential Tasks Effectively

Show Highlights:

The difficulty of saying "no" for entrepreneurs and business leaders [01:55]
The trap of trying to multitask and its impact on performance [02:49]
The consequences of saying "yes" out of desperation or financial goals [07:40]
Action Item: Commit to doing 2 to 3 things on your priority list [13:15]

Resources

Truest Fan Action Plan (TFAP)

Quotes

"If you don't say no to clients who don't fit your business, that's going to limit the number of clients who do fit your business." -Phil Calandra

“No doesn't mean it's an activity that we shouldn't engage in, or that we shouldn't put into motion. It means it's not going to become the priority or the focus for this particular sprint or timeframe." -Phil Calandra

"The truth about no is it doesn't have to mean no, not ever. It might just mean no, not now." -Rob Brown

"It's okay to say no to important things. Just don't say no to the most important things that are going to move the needle the most right now." -Rob Brown

"What you don't do determines what you can do." -Tim Ferris

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Creating the Ultimate Client Connection

Thu, 09 Nov 2023 10:00:00 GMT

Financial advisors and business owners often struggle to maintain high-quality service and communication with clients, especially as methods of communication evolve and client expectations change. Maintaining strong client relationships is more complex but also more crucial than ever.

Join hosts Rob Brown and Phil Calandra as they explore the art of delivering an extraordinary client experience in this episode. They highlight the importance of customizing your communication strategy to establish genuine connections with clients. Additionally, they provide a practical framework to help you take actionable steps towards enhancing your client experience.

Join us for a deep dive into the importance of consistent and client-focused communication strategies. Listen to learn how to foster enduring client relationships, become their go-to resource, and perfect the art of delivering an exceptional client experience.

In this week's episode, Rob and Phil shed light on the following topics:

Enhancing Client Loyalty with a Clear Value Proposition
The Critical Role of Consistent Client Communication
Building Trust as a Go-To Expert
Taking Proactive Steps to Grow Beyond the Status Quo
Implementing a Systematic Approach to Client Interaction

Show Highlights:

The influence of communication and clear value proposition on client retention [02:16]
The value of consistent communication [05:46]
How to become the client's first call when problems or questions arise [11:15]
Action Item: Focus on cadence and methodology not just on content [14:10]

Resources

Delivering The Ultimate Client Experience

Nick Murray

Quotes

"Your client care routine will become your best marketing tool." -Rob Brown

"Create a communication calendar and establish a consistent routine to regularly engage with your clients." -Rob Brown

"Studies show that the number one reason that clients leave an advisory practice is not the performance of the portfolio but the lack of communication." -Phil Calandra

"A value proposition is simply the concise message of who you are, what you do, how you do it, and why the price that you charge for it far exceeds the benefit or the value that client is going to receive." -Phil Calandra

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Success Leaves Clues

Thu, 02 Nov 2023 09:00:00 GMT

In today's episode of The Truest Fan Blueprint, Rob Brown and Phil Calandra dive into an engaging discussion on the abundance of information and clues left behind by those who have triumphed in various areas of life and yet, the age-old question lingers: why do some succeed while others remain in the shadows of fear and anxiety?

The conversation revolves around the core question: why do some people hesitate to ask for help? The usual answer to this uncovers a myriad of factors - ego, fear of the truth, and a reluctance to accept help, which conspire to keep individuals from unlocking their full potential.

Get ready to explore the hidden roadblocks to success and take the crucial first step toward uncovering our unique path to accomplishment. With the wisdom shared in this episode, listeners are empowered to overcome their fears, embrace their dreams, and discover the patterns that can lead them to a brighter, more successful future.

In this week's episode, Rob and Phil shed light on the following topics:

The Human Tendency to Await Bad Things to Happen
How Negativity and Fear Influence Success
The Advantages of Putting Your Goals and Dreams on Paper
Embracing Action and Stepping Beyond Your Comfort Zone
Action Item: Discovering Barriers Preventing Your Progress

Show Highlights:

Why some people wait for bad things to happen [02:50]
The impact of negativity and fear on success [06:08]
The benefits of writing down goals and dreams [10:13]
The importance of taking action and moving out of the comfort zone [11:16]
Action Item: What is keeping you from moving forward? [15:06]

Dreaming: The Key to Setting the Stage for Success

Thu, 26 Oct 2023 09:00:00 GMT

Dreaming isn't just about the vivid visions we have when we sleep. It's about using our conscious minds to envision a brighter future. Often overlooked in our busy lives, dreams can be a catalyst for innovation, problem-solving, and personal growth.

Join hosts Rob and Phil on The Truest Fan Blueprint as they discuss the importance of dreaming. They explore how tapping into your dreams can shape your journey and uncover incredible opportunities.

In a world focused on short-term goals, it's crucial to remember that dreams matter deeply. As you prepare to build your plans for the year ahead, let this episode ignite a fire within you to dream big, challenge the status quo, and redefine your goals. Allow this conversation to guide you towards a future defined by your true passions and extraordinary dreams.

In this week's episode, Rob and Phil shed light on the following topics:

Unlocking Boundless Potential: The Significance and Impact of Dreaming
Harnessing the Cognitive Power of Dreaming for Goal Setting and Innovation
Dreaming: Empowering Problem-Solving and Building Resilience
Unveiling Life's True Purpose Through the Art of Dreaming
Dreaming Big: An Important Prelude to Setting Worthwhile Goals

Show Highlights:

The importance of dreaming [01:55]
The significance of cognitive dreaming for goal setting and innovation [03:40]
The impact of dreaming in problem-solving and resilience [08:33]
How dreaming helps individuals find their purpose in life [11:23]
Action Step: Dream Big before going into Goal-Setting [13:48]

Download the Dream Big Framework Slides: truestfan.com/dreambigframeworkslides

How to Clarify Your Goals, Not Just Set Them

Thu, 19 Oct 2023 09:00:00 GMT

We often hear phrases like "set high goals" and "chase your dreams," but we often overlook the crucial step of clarifying our goals, making them tangible. Amidst the abundance of motivational quotes, the true essence of achieving goals often gets lost in the noise.

In this episode, Rob and Phil discuss the importance of clarifying goals instead of merely setting them. This journey of self-discovery begins with writing down your goals. However, the true magic happens when you infuse these objectives with meaning, purpose, and a clear vision of what success entails.

Fed up with goals that fizzle out? Rob and Phil's relatable anecdotes show how clarifying your goals can transform them from vague aspirations to inspiring objectives.

In this week's episode, Rob and Phil shed light on the following crucial topics:

Challenges with Effective Goal Setting for Some Individuals
The Importance of Goal Clarity
Practical Steps for Achieving Goal Clarity

Show Highlights:

Why goal setting is sometimes ineffective [02:25]
The significance of clarifying goals [03:40]
Practical action item to clarify goals [13:48]

Download the Truest Fan Action Plan - https://truestfancoaching.com/claim-free-action-plan-page

Motivation vs. Discipline: Unveiling the Path to Lasting Success

Thu, 12 Oct 2023 09:00:00 GMT

When starting a new fitness routine or venturing into a business endeavor, the initial surge of excitement and motivation propels us forward. But what happens when that initial thrill fades away?

Join Phil and Rob in this episode of The Truest Fan Blueprint as they delve into the captivating world of human behavior and personal growth, discussing motivation and discipline as they relate to long-term success.

While motivation appears alluring at the beginning, it often wavers and proves to be transient. Relying solely on motivation can lead to disappointment and failure. On the other hand discipline, though it may sound self-limiting, provides repetitive actions that create resilience and can truly transform lives.

Are you relying on fleeting motivation or embracing the power of discipline to achieve your most cherished goals? Don't miss out on this great conversation that will inspire you and empower you to take action. Helping you understand how to nurture the discipline necessary for lasting success.

In this week's episode, Rob and Phil shed light on the following crucial topics:

Unlocking Success: Grasping the Contrast Between Motivation and Discipline
Common Challenges in Sustaining Discipline and Dedication
The Significance of Discipline in Attaining Lasting Success

Show Highlights:

The importance of understanding the difference between motivation and discipline [02:23]
The usual struggles in maintaining discipline and commitment [06:49]
The value of discipline in achieving long-term success [09:38]

Download the Truest Fan Action Plan - https://truestfancoaching.com/claim-free-action-plan-page

Unleashing Passion & Potential: A Framework for Building Winning Teams

Thu, 05 Oct 2023 09:00:00 GMT

Are you confident that you have the right people in the right roles within your company? Building cohesive teams that complement each other's strengths is crucial, yet many leaders struggle with this challenge.

In today's episode, hosts Rob Brown and Phil Calandra explore an insightful framework from one of their favorite authors that not only helps to develop better leaders but also assess potential team members. It revolves around three key factors: "get it, want it, and the capacity to make it happen."

As experienced business coaches and leaders of their own ventures, Rob and Phil have witnessed the repercussions of mismatched teams, where disengaged members drain momentum and disrupt progress. They delve into the three essential ingredients for fostering unified teams: understanding the vision, intrinsic motivation, and the ability to execute. They further illustrate these concepts with real-life examples of hiring mistakes that could have been avoided by assessing these attributes from the start.

A significant insight from their discussion is that while skills can be taught, passion is more challenging to instill. Leaders often overlook valuable team members working behind the scenes who deeply believe in the company's mission. Sometimes, the intrinsic drive for the work itself outweighs monetary compensation.

Overall, this episode offers valuable guidance for building and nurturing exceptional teams, ensuring your organization's long-term success.

In this week's episode, Rob and Phil shed light on the following crucial topics:

Teamwork: Understanding, desiring, and having the capacity to achieve it
The importance of genuine motivation in team roles beyond financial incentives
Finding motivation during challenging times: The strength of wanting something for the right reasons
Applying the principles: Creating teams and personal growth

Gain insights to develop your own hiring framework and drive company success. This engaging discussion will resonate with leaders looking to foster cohesive, dedicated teams and redefine the essence of finding the right talent.

Show Highlights:

The alignment between team members on getting it, wanting it, and having the capacity to do it [01:59]
The importance of team members really wanting their roles and not just doing it for the money [06:11]
Wanting something for the right reasons helps motivate through difficult times [11:20]
Applying these principles when building your team or developing yourself [12:33]

Download the Truest Fan Action Plan - https://truestfancoaching.com/claim-free-action-plan-page

Beyond Doubt: Master Decision Making and Chase Your Dreams

Thu, 28 Sep 2023 09:00:00 GMT

Do you ever feel the desire to chase a dream or goal, but something holds you back? Have you ever felt frozen when you're trying to make a big decision? You believe you need to wait for the perfect moment, overthinking, and unable to act?

In this episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra discuss why we often struggle with decision-making and get stuck in overanalyzing. They debunk the idea of waiting for the absolutely perfect conditions and shed light on how fear and overthinking can keep us from moving forward.

Rob and Phil also reveal the missing ingredient for igniting action - dreaming big. If you're tired of waiting for the stars to align before pursuing your ambitions, this episode could be your catalyst. Tune in to discover the inspiration, mindset shifts, and practical tips to move from analysis paralysis to taking meaningful action.

Don't let inaction define your journey; choose to move forward.

In this week's episode, Rob and Phil shed light on the following crucial topics:

The Challenge of Making Definitive Choices, Even When They're the Right Ones
The Impact of Waiting for Ideal Conditions on Decision-Making
The Influence of Fear on Initiating First Steps and Pursuing Ambitious Dreams
Overcoming Decision Paralysis: Understanding Barriers and Finding Solutions

Don't wait for the storms to pass. Start working towards your biggest dreams. Take action. Push play, even when uncertain or afraid.

Show Highlights:

Why it's difficult to make decisions even if it's the right thing to do [01:55]
The consequences of always waiting for ideal conditions before making decisions [03:30]
How fear impacts people from taking the first steps and having big dreams [06:15]
What keeps people from making decisions and how to break away from this [11:52]

Download the Truest Fan Action Plan - https://truestfancoaching.com/claim-free-action-plan-page

The Danger of Comfort Zones

Thu, 21 Sep 2023 09:00:00 GMT

We're all familiar with that feeling when we become too complacent and comfortable in life. Whether it's in our careers, relationships, or personal growth, there comes a time when we're just going through the motions. The motivation and drive that once propelled us forward have now hit a plateau.

In this episode, hosts Rob Brown and Phil Calandra delve into the concept that staying stagnant in our comfort zones leads to a lack of fulfilment and inhibits our personal growth. They also share practical strategies on how to break free from these patterns.

As the saying goes, "A comfort zone is a beautiful place, but nothing ever grows there." While comfort provides a sense of safety and convenience, it also hinders us from venturing beyond our boundaries and achieving greatness.

Tune in to gain valuable insights from Rob and Phil on how to infuse your life with adventure again. Discover how daring to dream big and engaging in thoughtful planning for future experiences can reignite your motivation. Remember, embracing discomfort is vital for personal growth. So, are you ready to challenge the dream-killer known as comfort?

In this week's episode, Rob and Phil shed light on the following crucial topics:

Why Achieving Success Often Leads to Falling into Comfort Zones
Expanding Beyond Your Comfort Zone to Achieve Your Dreams
Daring to Dream Big: The First Step Toward Breaking Out of Your Comfort Zone
Unlocking Your Full Potential: Breaking Free from the Constraints of Comfort Zones
The Significance of Embracing Adventure and Stepping Beyond Your Comfort Zone
Overcoming Comfort Zones: Unveiling the Psychological Barriers
Strategies for Breaking Free from Your Comfort Zone

Venturing beyond the confines of our comfort zone can take us on a transformative journey, unveiling personal growth, untapped potential, and newfound strengths. While security may reside in the familiar, true change blossoms when we dare to take that leap into the unknown.

Show Highlights:

Why it's easy to fall into comfort zones after achieving some success [02:40]
Overcoming the comfort zone to achieve evolving dreams [05:18]
Dreaming big as the first step to get out of your comfort zone [06:40]
How comfort zones limit what you're able to do in other areas [10:25]
The importance of adventure and getting outside your comfort zone [12:20]
Understanding that comfort zone is a psychological state you have to break out of [14:58]
Tips to get out of your comfort zone [15:26]

Download the Truest Fan Actio Plan - https://truestfancoaching.com/claim-free-action-plan-page.

Finish Line Focus: Master the Final Stretch to End 2023 Like a Champion

Thu, 14 Sep 2023 09:00:00 GMT

Feeling like you're falling behind, right on track, or crushing your goals like a pro? No matter where you stand, it's not time to relax just yet. The final part of the race often determines the outcome, and we have just what you need to finish 2023 with a bang.

Tune in to the newest episode of The Truest Fan Podcast! Join hosts Rob Brown and Phil Calandra as they reveal proven strategies to help you make this year your best yet.

Feeling like you're slipping behind? No worries. We have hacks to help you boost your performance and get you back in the race.

On track with your goals? Fantastic. Discover how to maintain your momentum and maybe even speed up to reach the finish line ahead of schedule.

Already smashing your goals? Amazing. We'll show you how to level up and add some extra sparkle to an already great year.

And that's not all. We share the Truest Fan Action Plan—a roadmap to help you achieve big wins in the home stretch. Implement these tweaks now, and you won't just cross the finish line; you'll soar past it!

Regardless of your current pace, let's make the final stretch of 2023 a victory lap. Join us and make this year your best one yet!

In this week's episode, Rob and Phil shed light on the following crucial topics:

The Importance of Checking in on Your Annual Goals Before it’s Too Late
Fostering Success: Recognizing Momentum and Leveraging a Positive Mindset
The Truest Fan Action Plan: A Great Framework for Determining What Will Matter Most
The Importance of Grasping Your Sphere of Control
Why Simplifying Your Action Steps is Crucial

Get ready to make the fourth quarter of 2023 a victory lap, whether you're facing challenges or achieving great things. This episode is your compass, providing practical strategies to realign your path and conclude the year on a triumphant note. Refine your action plan, confidently reclaim momentum, and pave your way to success.

Show Highlights:

The value of checking in on yearly goals [02:12]
The importance of acknowledging momentum and having the right mindset [03:50]
The Truest Fan Action Plan - what is it and how it helps execute the right process [05:25]
The three D's to help you get you back on track [08:47]
The critical impact of understanding what you can control [12:00]
Why it's advantageous to keep the process and action steps simple [15:18]
The benefit of creating a simple, focused action plan [17:48]

Success Habit: The Impact of Everyday Learning

Thu, 07 Sep 2023 09:00:00 GMT

In a world full of digital distractions, it's challenging to develop and stick with success habits that lead to greater levels of transformation and accomplishment. However, a simple routine like reading just 10 pages a day can lead to significant personal growth.

In this episode of Truest Fan Blueprint, hosts Phil Calandra and Rob Brown discuss the importance of daily reading as a cornerstone habit for success. They also recommend several timeless books that have personally impacted them throughout their careers.

Given constant digital interruptions, setting aside specific time for focused reading is crucial. As this practice becomes a regular part of your daily routine, it evolves into a success habit that can offer increasingly significant benefits over time.

In this week's episode, Rob and Phil shed light on the following crucial topics:

Cultivating a Daily Reading Habit: Your Key to Success
Challenges in Modern-day Reading: Digital Distractions
Gaining Wisdom Through Books: Learning from Others' Experiences and Avoiding Costly Errors
Effective Strategies for Enhancing Reading Retention

Reading is one of the most neglected yet effective success habits out there. It's a proven strategy showcasing that personal growth doesn't come from tricks but from small consistent actions.

Show Highlights:

Phil's and Rob’s daily reading routine [04:30]
Why reading has become difficult with all the digital distractions [07:15]
How books allow you to learn from others' experiences and avoid costly mistakes [09:00]
Different techniques for retaining what you read [11:09]

Resources
TRUEST FAN BLUEPRINT
Truest Fan: Live, Love, and Lead with Purpose and Impact

Think and Grow Rich

Outwitting the Devil: The Secrets to Freedom and Success

Life is Not a Game of Perfect: Finding Your Real Talent and Making It Work for You

The Magic of Thinking Big

The One Minute Manager

Gung Ho! Turn On the People in Any Organization

The Richest Man in Babylon

OASIS AI

Quotes

"Pick one book and start reading 10 pages a day. If you start that success habit, you will get closer to where you want to go." -Rob Brown

"If you're committed to reading 10 or 20 pages a day, it becomes part of your routine, then it has a real natural way of building yourself and being something meaningful." -Rob Brown

"Not everybody has the same path or trajectory that you have. But if you develop your skills in an experiential way, it becomes a very powerful weapon." -Phil Calandra

"If you're going to obtain a level of success there are certain habits that need to be present. It doesn't matter what your endeavour or chosen field is, there are certain success habits that are just repeatable over and over." -Phil Calandra

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

The Inevitability of Life’s Roadblocks and How to Overcome Them

Thu, 31 Aug 2023 09:00:00 GMT

Professionals and business owners are bound to encounter roadblocks and obstacles during their entrepreneurial journeys. While it is impossible to completely avoid these challenges, we have the power to dictate our response. Developing resilience and adopting a systematic approach are crucial in transforming roadblocks into stepping stones rather than stumbling blocks. This enables us to navigate the path to success with grace and determination.

In this episode of the Truest Fan Blueprint, hosts Rob Brown and Phil Calandra discuss the inevitability of life's roadblocks and how to overcome them.

When we encounter an obstacle, our natural reaction may be to barrel straight through it without much thought. However, as we gain experience and wisdom, we learn that taking a step back to assess the situation often leads to better solutions. Not every roadblock needs to be confronted head-on at the moment.

In this week's episode, Rob and Phil shed light on the following crucial topics:

Navigating Inevitable Roadblocks: Strategies for Success
Harnessing a Positive Mindset: A Key to Overcoming Roadblocks
Thriving Amidst Uncontrollable Roadblocks
Gradual Triumph: Addressing Roadblocks One by One

With the right mindset and systems, you can turn obstacles into catalysts for innovation and improvement. Though the road may be rocky at times, creating structured plans and breaking large problems into smaller steps can help us address roadblocks.

Show Highlights:

The inevitability of roadblocks and how to address them [02:59]
The importance of having a positive mindset to overcome roadblocks [04:30]
How to deal with roadblocks you can't control [05:30]
Categorising roadblocks as obstacles and threats [08:51]
The impact of failed approaches towards roadblocks [14:55]
Why it's best to address roadblocks one at a time [17:17]

Resources
TRUEST FAN ACTION PLAN (TFAP)
TRUEST FAN BLUEPRINT
Truest Fan: Live, Love, and Lead with Purpose and Impact

Quotes

"You need to rely on a positive mindset, clear out the head trash, and get very focused. So when the roadblock presents itself, you have a positive attitude and the belief that anything is possible and you can overcome it." -Phil Calandra

"Experience is the best teacher, it's just so damn expensive." -Phil Calandra

"As I've matured and have a little bit more wisdom, I've learned that when you see a roadblock, you don't always have to charge through, sometimes you can step back and think about it." -Rob Brown

"Write your roadblocks down, and then decide how you're going to deal with them one at a time. That's a great way to move forward and get better performance in your life and in your business." -Rob Brown

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Choose Enthusiasm: Ignite Change from Within

Thu, 24 Aug 2023 09:00:00 GMT

Your best days usually start when you wake up feeling excited. This ray of positivity affects how you go about your day - the actions and decisions you take and how you interact with others. This excitement often stems from enthusiasm - a feeling that inspires you to be authentically who you are.

In this episode of the Truest Fan Blueprint, Rob Brown and Phil Calandra talk about choosing enthusiasm and igniting change from within. Like any daily decision, being enthusiastic is a conscious choice.

When you feel enthusiastic about something, you also become more intentional and passionate about it. And this leads you on a path of discovering what really fuels your soul and how to become the truest fan of your own self.

In this week's episode, Rob and Phil shed light on the following crucial topics:

Day-to-Day Enthusiasm: How to Position Positive Energy in Your Daily Interactions
Authentic Enthusiasm: Figuring Out How to Be a Better Version of Yourself
Fueling Your Purpose: The Influence of Enthusiasm on Your Actions and Decisions
Two Lessons to Being a Truest Fan: Self-Belief and The Power of Simple Gestures

When you ignite change from within through enthusiasm, you become aware of what motivates you to become the best version of yourself, you acknowledge your impact on others and you learn to live out your passions.

Show Highlights:

The effects of being enthusiastic [01:45]
Showcasing authenticity through enthusiasm and passion [02:40]
How enthusiasm impacts our actions and decisions [05:45]
The significance of self-belief and simple gestures that impact other people [09:00]

Resources
Truest Fan: Live, Love, and Lead with Purpose and Impact

Quotes

"If I choose to be enthusiastic, upbeat, and excited, my days, the work I do with my clients, and the relationships I have with my family are better." -Rob Brown

"To be a truest fan, you need to believe in yourself and to believe in yourself, you need to be enthusiastic about who you are." -Rob Brown

"A big part of success is understanding what really fuels you and what generates you to be the best version of yourself." -Phil Calandra

"You're impacting people every single day and in every single way that you interact." -Phil Calandra

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Shifting Perspectives: Decoding the Fear of Change

Thu, 17 Aug 2023 09:00:00 GMT

Change is constant, in both personal and professional life. It signifies growth, propelling us forward. Yet, many fear change and are hesitant to embrace it.

In this episode of the Truest Fan Blueprint podcast, hosts Rob Brown and Phil Calandra explore the topic of shifting perspectives: decoding the fear of change. It's common for us to cling to what's familiar and resist change because it brings discomfort and uncertainty.

Fear can paralyse and convince us that comfort is always better than the potential rewards of transformation. But letting fear dominate inhibits our ability to explore new horizons and embrace opportunities.

In this week's episode, Rob and Phil shed light on the following crucial topics:

The Inhibiting Power of Fear on Change: How Fear Acts as a Barrier to Stepping Out of the Comfort Zone
Harnessing a Mindset for Change: Motivation, Discipline, and Persistence
Navigating Change: The Subtle Influence of Altered Social Media Habits
Embracing Realistic Change: Not Everything Can Be Changed At Once

Recognizing the influence of fear on our personal growth and our capacity for change allows us to break free from its grip. This acknowledgment empowers us to embrace change as a gradual journey towards unearthing our untapped potential.

Show Highlights:

How fear impedes change [02:03]
The benefits of mindset shift around change [02:55]
The impact of small changes in our social media habits [07:25]
Why it's hard to change everything all at once [10:10]

Quotes

"It's important to realise that the changes we seek are often not as overwhelming as we perceive them to be.." -Rob Brown

"To really accomplish important things, you almost always have to go through a period of discomfort, pain, or adjustment." -Rob Brown

"There's nothing more persistent than change. It's coming at us in every aspect of our lives. So why do we resist it?" -Phil Calandra

"We don't want to get uncomfortable and that's what prevents people from embracing and going through change." -Phil Calandra

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Financial Advisor Edition: The 80-20 Analysis for Targeting Your Ultimate Clients

Thu, 10 Aug 2023 09:00:00 GMT

Attracting the right clients is crucial for business growth. However, identifying these ultimate clients can be a challenging task. It requires careful assessment of your existing client base to understand who you truly enjoy serving the most.

In today’s episode of The Truest Fan Blueprint podcast, hosts Rob Brown and Phil Calandra shed light on the power of the 80-20 Analysis in targeting ultimate clients. For financial advisors aiming to propel their business growth, conducting this analysis is not just an option; it’s a necessity.

By dedicating time to analyze your client base, you can uncover hidden gems and key characteristics of clients that truly drive your business forward. These are your ultimate clients. Armed with the insights from the 80-20 Analysis, you can make informed decisions on where to invest your time, energy, and resources, ensuring that you deliver exceptional value to the right people.

In this week's episode, Rob and Phil shed light on the following crucial topics:

Strategic Asset Building: Exploring the Influence of 80-20 Analysis on Business Growth
Choosing the Perfect Match: The Significance of Qualifying Prospects in Finding Your Ideal Clients
Precision in Partnership: Unveiling the Importance of Defining Clients that Thrive with Your Business
Unleashing the Power of 80-20 Analysis: Identifying Key Clients for Maximum Business Impact

The 80-20 analysis rescues you from the misguided notion that more is always better for your business. By employing this strategic approach, you can concentrate on the smaller percentage that generates the most revenue, leading to improved efficiency and greater satisfaction for your valued clients.

Show Highlights:

The importance of 80-20 analysis in growing you assets under management (AUM) [02:20]
Why you need to qualify prospects before working with them [03:20]
Getting clear on the clients that work best for you and your business [04:40]
The impact of 80-20 analysis in figuring out ultimate clients [09:22]

Resources

The Truest Fan Blueprint episode 044: Financial Advisor Edition: Four Key Steps to Accelerate Assets Under Management Growth

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Financial Advisor Edition: Four Key Steps to Accelerate Assets Under Management Growth

Thu, 03 Aug 2023 13:00:00 GMT

Welcome to another insightful episode of the Truest Fan Blueprint podcast, where we are committed to empowering you with actionable insights to elevate both your personal and professional life.

Join your hosts, Rob Brown and Phil Calandra, as they delve into the world of financial planning and investment management and unveil the four key steps that hold the power to turbocharge the growth of your assets under management (AUM). As a financial professional, you know that managing and expanding assets is the cornerstone of your success in the industry.

In recent years, volatile financial markets have had a profound impact on asset levels, leaving many financial advisors struggling to attract new business. Even with this year's market rebound, asset levels in numerous practices remain stagnant, barely surpassing levels from years ago.

In this week's episode, Rob and Phil shed light on the following crucial topics:

The value of identifying your ultimate client: Learn how understanding your ideal client can fuel your growth and build lasting relationships.
How to stand out from your competitors using your Signature Solutions: Discover innovative ways to differentiate yourself in a crowded marketplace.
The impact of marketing from the inside and out: Uncover the importance of internal and external marketing strategies in expanding your AUM.
Understanding strategies that provide the ultimate client experience: Elevate your client service game and create a truly remarkable experience that fosters loyalty and referrals.

Whether you're a seasoned financial advisor or just starting in the industry, this episode is packed with invaluable insights that will help you take your AUM growth to new heights. Tune in now and unlock the secrets to becoming a true asset management champion!

Show Highlights:

What to expect with the Truest Fan Blueprint podcast [02:25]
Four key steps to accelerating your Assets Under Management [05:08]
The value of identifying your ultimate client [09:20]
How to stand out from your competitors by using your Signature Solutions [17:50]
The impact of marketing from the inside and out [21:55]
Understanding strategies that provide the ultimate client experience [28:15]

Resources

Truest Fan episode 039 Differentiate Your Practice with Your Signature Solution

Connect with Phil Calandra:

Website - http://truestfan.com/

Facebook -https://www.facebook.com/truestfan

LinkedIn - https://www.linkedin.com/groups/8496989/

Connect with Robb Brown:

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

The Common Thread: AI, Giving, and Marketing (Featuring Joe Apfelbaum)

Thu, 20 Jul 2023 13:00:00 GMT

Join us for an engaging episode as we delve into the incredible story of Joe Apfelbaum, the CEO & Founder of Ajax Union, a renowned B2B Digital Marketing Agency based in Brooklyn. Joe is a seasoned business strategist, LinkedIn expert, and Certified Google Trainer, bringing a wealth of knowledge to our discussion.

In this episode, we explore the surprising connection between AI and networking, unveiling the key pillars of AI-driven networking and its revolutionary impact on connectivity.

Discover Joe's transformative journey as he shares his belief that living is giving, which has shaped his life and philosophy, at [01:20]. We also uncover the turning point in Joe's life, a defining moment that propelled him towards personal growth, at [04:38].

Learn the importance of seeking help from others for personal and professional development, as Joe emphasizes at [07:05]. Collaboration and support play a vital role in achieving success.

At [10:09], we explore how businesses can leverage artificial intelligence to drive growth and success in today's competitive landscape. Uncover the transformative potential of AI in business development and marketing strategies.

Gain valuable insights on how to smartly respond to client push backs at [14:19]. Equip yourself with effective strategies to navigate challenging client situations with confidence.

Is LinkedIn still an effective platform for professionals? Find out at [16:02] as we discuss the platform's current relevance as a networking and career advancement tool.

In the final segment, we emphasize the importance of clarity and purpose. Joe highlights the significance of knowing exactly where you want to go at [19:35] and how it can guide you towards achieving your goals.

Join us for an enlightening conversation with Joe Apfelbaum, where we uncover the surprising connection between AI and networking, gain valuable marketing insights, and unlock the power of giving. This episode is filled with practical advice and inspiring anecdotes that will leave you motivated and empowered.

Show Highlights:

Why does Joe consider that living is giving [01:20]
The turning point in Joe’s life [04:38]
The importance of getting help from others [07:05]
Leveraging AI for business development and marketing [10:09]
How to smartly respond to client push backs [14:19]
Does LinkedIn still work? [16:02]
The importance of knowing exactly where you want to go [19:35]

Connect with Joe Apfelbaum:

Joe’s AI Course: https://learn.evyrgreen.com/a/2147529042/NYcwyPR6

Website - https://joeapfelbaum.com/

LinkedIn - http://linkedin.com/in/joeapfelbaum

Facebook - https://www.facebook.com/joeapfelbaum

Instagram - http://instagram.com/joeapfelbaum

Twitter - https://twitter.com/joeapfelbaum

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

Build a Networking Mindset and Expand Your Sphere of Influence (Featuring Michael Goldberg)

Thu, 06 Jul 2023 09:30:00 GMT

Networking and creating connections are paramount for success in the competitive world of business. Embracing a networking mindset helps you uncovers new opportunities and enhances your influence.

Listen to the latest episode of the Truest Fan Podcast, where we delve into the significance of connections and why focusing on what you can give should come before thinking about what you might get. Our guest, Michael Goldberg, founder of Knock Out Networking and THE Networking Group, shares expert insights on networking strategies that have helped countless clients uncover prospects, cultivate referrals, and develop new business opportunities.

During this episode, we explore how adopting a networking mindset will help empower you to accomplish your most important goals. We also share practical ways to enhance your networking skills, including Michael's Four Dimensions of Networking and Daily Fight Plan. These strategies cultivate valuable relationships that fuel business growth.

Expanding your influence presents countless opportunities. By nurturing lasting connections, you can attract new clients, forge strategic partnerships, and pave your path to success in business and beyond.

Join us as we explore the profound impact of a networking mindset on enhancing your influence, attracting clients, and ultimately driving your success.

Show Highlights:

Learnings from being a sports fan and how it can be applied to real-life [03:05]
Michael's boxing journey and its relevance to his professional speaking and coaching career [05:42]
The impact of networking in business and relationships [11:07]
How to start being a great networker [14:20]
The value of having a networking mindset and understanding how to best serve potential clients [17:07]
The Four Dimensions of Networking [22:50]
How Michael's Daily Fight Plan can help you hit business goals [24:20]

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Michael Goldberg
Website: https://knockoutnetworking.com/
Connect on Facebook https://www.facebook.com/KnockOutNetworking
Connect on LinkedIn https://www.linkedin.com/in/megoldberg/

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

The Power of Advocacy (Hosted by Rob Brown and Phil Calandra)

Thu, 27 Apr 2023 13:30:00 GMT

In this week's episode of the Truest Fan Podcast, our Chief Growth Architects, Rob Brown and Phil Calandra, are here to discuss the power of advocacy. In its simplest form, advocacy is a process for turning clients, centers of influence (COIs) and other influencers into promoters of you and your business. Advocacy, done well, leads to a more steady flow of referrals and introductions.

Advocacy can take many forms, from personal conversations to social media campaigns to networking in your community. But no matter the strategy, the keys to successful advocacy are planning and consistency. You must regularly share your message. And you need to let your advocates know that you’re looking for new opportunities.

During their conversation, Rob and Phil share their insights on the most effective ways to amplify your advocacy efforts, including building strong partnerships and collaborations, utilizing social media platforms, and crafting compelling stories.

Whether you're a seasoned advisor or just getting started, this episode is a must-listen. Join us as we explore the power of amplifying your message to create a steady stream of referrals and introductions.

Show Highlights:

The importance of hitting your numbers in Q1 [02:18]
A client’s story on how to prepare for the next sprint [04:20]
How to properly promote your advocacy [07:18]
Regular conversations - why you should invest in it [10:36]
The importance of client consistency in acquisition [13:59]
How to be consistent with your communication [15:30]

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Phil Calandra
Connect on LinkedIn https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

Inspiring Your Team through the Power of Leadership (Hosted by Rob Brown and Phil Calandra)

Thu, 13 Apr 2023 13:00:00 GMT

The latest episode of the Truest Fan Podcast is all about the importance of great leadership when it comes to building a successful team. Co-hosts Rob Brown and Phil Calandra share their insights on this topic, which was inspired by a listener's inquiry on how to improve team performance.

In today's world, with everything that's going on around us, there’s an unusual amount of tension and uneasiness. So it's crucial to assess how these factors are affecting your team members. As a business leader, you may not always be the one handling client inquiries and concerns - that's where your team comes in. So, when they feel overwhelmed by these challenges, it's up to you to step up and provide strong leadership.

Remember, your team's reaction to challenging times is heavily influenced by how you respond. When you appreciate and value your team, it motivates them to do their best and work towards achieving success. That's why practices like daily scrums and leadership by walking around can make a big difference in strengthening teamwork and overall business operations.

Podcast highlights the importance of regularly recognizing team members, the impact of steady leadership, and the benefits of implementing daily routines for fostering better teamwork. So, give it a listen and take away some valuable insights on how to lead your team to success!

Show Highlights:

Why it's important to understand your team's response to difficult times [01:50]
The value of leadership by walking around [05:20]
The impact of great leadership and appreciating each team member [08:20]
Daily Scrum and how it strengthens teamwork [11:45]

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Phil Calandra
Connect on LinkedIn https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

Differentiate Your Practice with Your Signature Solution (Hosted by Rob Brown and Phil Calandra)

Thu, 23 Mar 2023 13:30:00 GMT

In this week's episode of the Truest Fan Podcast, our Chief Growth Architects, Rob Brown and Phil Calandra, dive into the importance of creating a signature solution. Think of it as a highly tailored roadmap that takes your clients from where they are today to where they want to be in the future. A signature solution is not a product or a service or the technology you use, it’s the way you help your client overcome their challenges and achieve their most cherished goals.

We'll share how a signature solution can help you differentiate yourself from the competition and overcome one of the biggest problems financial advisors face today. We'll also dive into why look-alike messaging can be a problem and how to build trust through consistency.

Whether you're a seasoned financial advisor or just starting out, this episode offers valuable insights and actionable advice on how to strengthen your value proposition and stand out from the crowd. You’ll be fully prepared to create your own signature solution and take your business to the next level of success.

Show Highlights:

The biggest problem financial advisors face today [02:05]
How to stand out from the crowd [03:30]
Why look-alike messages are a problem [05:03]
The top basis of a good relationship [06:12]
The importance of consistency in business [07:24]
Why should you build trust with a prospective client [08:57]
How to create the right messaging for your brand [11:57]

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Phil Calandra
Connect on LinkedIn https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

The Importance of Recovery Time (Hosted by Rob Brown and Phil Calandra)

Thu, 16 Mar 2023 13:30:00 GMT

In the latest episode of the Truest Fan podcast, co-hosts Rob Brown and Phil Calandra discuss the importance of recovery time for business people. They delve into whether grinding is a good or bad thing, highlighting the need for balance and taking breaks to avoid burnout. The hosts also discuss why quantity is not leverageable and the importance of building recovery time into daily routines. They encourage listeners to take mid-day breaks to recover and offer tips on how to get away from the desk, including taking walks or engaging in other physical activities. Additionally, the hosts explain why taking breaks in between sprints is essential and offer advice on how to properly plan out a schedule that includes recovery time. By prioritizing recovery time, listeners can take care of themselves and achieve their business goals. Tune in to the episode for more insights on how to make recovery time a part of your ongoing routines.

Show Highlights:

Is grinding a good or a bad thing? [01:21]
Why quantity is not leverageable [03:01]
The importance of building in recovery [04:19]
Taking a mid-day break to recover [06:53]
How to get away from your desk [07:59]
Why should you take a break in between sprints [09:48]
How to properly plan out your schedule [14:50]

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Phil Calandra
Connect on LinkedIn https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

Building a Business That Can Run Without You (Featuring Casey Lang)

Thu, 09 Mar 2023 14:30:00 GMT

Building a business that can run without you while you maintain control is something most entrepreneurs and financial advisors should strive for – but it can oftentimes feel like a daunting task. There is no one-size-fits-all formula and the journey towards having a self-sustaining business often comes with plenty of bumps in the road. However, it’s possible.

In this episode, host, Rob Brown, and guest, Casey Lang, talk about how you can start making progress towards building an independent, profitable business that doesn’t rely solely on your day-to-day involvement. In fact businesses are stronger when you have the right team in place to serve your clients and keep things running smoothly. You, as the owner, get to spend your time where it matters most.

According to Casey, building a business that can run without you requires hard work and dedication, but it doesn't have to be a cumbersome process. He believes the key to success lies in having the right systems in place and investing the necessary time to make it happen. And these decisions are important whether you’re thinking about selling your business now or plan to stick around for years to come.

Show Highlights:

Are you ready to sell your business? [03:03]
The emotional side of financial stability [04:26]
Creating a succession plan for your business [07:12]
How to figure out your lifestyle expenses [11:17]
Where to spend your time after retirement [18:11]
Why retirement doesn’t have to be all or none [20:57]
The basics of building a business that can run without you [23:00]

Important Links:

Casey’s Previous Episode - Listen now!
Casey's website: http://www.caseylang-nm.com/

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Casey
Casey on LinkedIn: https://www.linkedin.com/in/caseylang-nm/
Casey on Facebook: https://www.facebook.com/LangFinancialWV

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

Lean Into Leadership (Hosted by Rob Brown and Phil Calandra)

Thu, 02 Mar 2023 14:30:00 GMT

In this episode of the Truest Fan podcast, we explore the topic of leadership - a crucial yet often challenging aspect of any successful team. While we often celebrate the leadership qualities of influential figures, we rarely acknowledge the everyday acts of resourcefulness and empowerment that demonstrate leadership within an organization.

Co-hosts Rob Brown and Phil Calandra delve into the ways in which individuals at all levels of a team can exhibit leadership and how this can lead to impressive achievements, both big and small. By tapping into your own inner leader, you can overcome common obstacles and drive meaningful change and growth in your business and life.

Of course, leadership isn't something that comes easily - it requires commitment and dedication. However, every journey of personal development begins with taking responsibility for your own growth. If you're ready to take the first step towards becoming a successful leader, then let's get started! Tune in and learn how to unleash your inner leader.

Show Highlights:

What is intentional leadership? [01:24]
The 3Ds of leadership [02:48]
The importance of leadership in building your team [04:22]
Why should you have a good team culture [07:42]
Are leaders required to make decisions? [09:07]

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Phil Calandra
Connect on LinkedIn https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

Sustainable Success: The Power of Home Run Habits (Hosted by Rob Brown and Phil Calandra)

Thu, 23 Feb 2023 14:30:00 GMT

In this episode of the Truest Fan podcast, we explore the power of habits. Sometimes, we think the word habits only refers to our bad habits, or that implementing good habits is too difficult. But, in reality, habits are a crucial part of the success process.

At Truest Fan, we have a term for success routines that we call "home run habits." These are the habits that keep us on track towards our most important goals and help us turn our ideas into action. By implementing home run habits, we can reduce overload and make the journey towards success more enjoyable.

Listen as co-hosts Rob Brown and Phil Calandra share how simple and sustainable habits can make all the difference between achieving your goals and not achieving them. These habits can be the key to having fun with what you're doing and moving at a faster, more exciting pace.

Show Highlights:

Why it's important to pursue your passion [03:20]
The power of home run habits [05:00]
Utilizing your signature solutions to reinforce action steps [08:08]
The biggest challenges faced by financial advisors today [13:45]
How to streamline your workload to and make business more simple [20:03]

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Phil Calandra
Connect on LinkedIn https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

Sprinting to Success: Achieving Your Goals with Purpose (Hosted by Rob Brown and Phil Calandra)

Thu, 16 Feb 2023 14:30:00 GMT

In this episode of the Truest Fan podcast, hosts Rob Brown and Phil Calandra discuss the importance of sprinting in achieving your goals. They explain that many people get stuck in a limbo when trying to figure out what to do next, which can hinder their progress.

The hosts walk listeners through the process of sprinting and provide tips on how to maintain focus and achieve desired outcomes. They also introduce their Truest Fan Action Plan framework, which helps clients set and achieve their goals through actionable steps taken at specific times.

This episode is the third in a series on goal setting, so the hosts recommend listening to the previous two episodes before diving into this one. By breaking down actionable plans into shorter periods of time, the hosts emphasize that you can maintain focus, increase your confidence, and see better results.

Show Highlights:

Unleash Your Potential and Achieve Your Goals [02:28]
Harness the Power of Sprinting for Success [04:00]
Transform Your Dreams into Reality [06:12]
Focus on Your Goals and Leave Distractions Behind [09:13]
Take Bold Actions and Reach for the Stars [11:58]
Build a Strong Foundation for Your Business [14:13]

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Phil Calandra
Connect on LinkedIn https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

Leading with Value (Featuring John Thompson)

Thu, 09 Feb 2023 14:30:00 GMT

Getting to know someone on a deeper level gives a better understanding of how to help them in the most challenging times. When coaches lead with value, they become more compassionate towards the needs of others and the people around them. In this episode of the Truest Fan podcast, I share an inspiring chat with my friend and client John Thompson about the importance of leading with value.

John is a Private Wealth Advisor and owner of Congruent Wealth. For over 20 years, John has been an advisor to high-net-worth individuals and families for over 20 years, working with entrepreneurs and families on estate planning & asset protection, selling a business, investing liquidity, tax efficiency strategies, retirement income solutions and other objectives.

Coaches and advisors are not always measured by their credentials, they are evaluated by the kind of human being that they are. If you truly want to make an impact, it’s important to understand that living and leading with integrity and value is critical.

However, in today’s world, it’s a challenge to look for someone who’s willing to understand what people value most, who’s willing to listen, and someone who really cares about being part of the solution to problems.

When people recognize that someone genuinely cares about them, it becomes easier to guide them toward the right path. Taking the time to ask questions and dig deeper encourages a nurturing relationship filled with value and support even through the most trying and difficult moments in life.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Show Highlights:

[02:23] John's favorite football team
[02:48] Takeaways from being a Florida Gators fan through and through
[06:17] Why it's important to have supportive relationships in life
[09:15] The impact of leading with integrity and value
[16:35] The advantages of identifying the right clients for you and the business
[19:13] Three key relationships you need to have
[21:33] What it really means to be successful and happy
[27:45] What is an ideal client for John and how he helps them
[32:38] John's advice for people going through tough times

Start the 7-STEP "QUICK START" CHALLENGE

Connect with John Thompson:
Website -congruentwealth.com
LinkedIn - John Thompson
Email - info@congruentwealth.com

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

Amplify Your Relationship Capital By Serving Others (Featuring Doug Greathouse)

Fri, 03 Feb 2023 14:30:00 GMT

Sometimes happiness seems elusive. We struggle to find fulfillment. Our business goals feel out of reach. One great path to all three is committing to helping others. When you focus on others instead of yourself, you open up opportunities for growth and change that you may have never thought possible.

In this episode of the Truest Fan podcast, you'll meet Doug Greathouse, the CEO of SalesSite, a full-service digital marketing company. Doug is also the host of the Entrepreneur Journey podcast. He helps small to midsize businesses increase their revenue through strategic digital marketing.

During this episode, Doug walks us through how serving others can increase your relationship capital. Indeed, from mentorship to networking and even just lending a helping hand, paying it forward has unseen benefits that can help you succeed like never before.

Show Highlights:

[01:50] Doug's favorite baseball team
[02:59] The significance of being committed to excellence
[05:19] How helping others can help you get what you want in life
[14:47] Why it's crucial to continuously look for ways to add value to clients
[18:40] The impact of having opportunities to serve others
[21:30] Activities that build relationships and connections with others
[23:20] How Doug helps clients get more leads and sales

Connect with Doug Greathouse:

Website - https://salessite.com/
LinkedIn - https://www.linkedin.com/in/douggreathouse/
Facebook - https://www.facebook.com/DougGreathouse

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Will You REALLY Accomplish Your Goals This Year? (Hosted by Rob Brown and Phil Calandra)

Thu, 26 Jan 2023 14:30:00 GMT

Did you know that 80% of New Year resolutions fail by the second week of February and only 8% of people actually achieve the resolutions they made at the beginning of the year? These statistics don’t seem far-fetched since resolutions are often made during a time of intense peer and societal pressure. Too often, resolutions can be your interpretation of what you believe other people think you should achieve. They have nothing to do with what you really want to accomplish.

In this episode of the Truest Fan podcast, my partner, Phil Calandra, and I answer the question: “Will you REALLY accomplish your goals this year” This may seem like a silly question. But, in

reality, while many of us are good at setting goals, most of us are not good at actually achieving them.

You can’t just write your goals and hope that they will magically come true. To accomplish goals, you need a plan with specific, measurable action steps. This way you know what you need to do each day to actually achieve your targets.

When you focus time on developing action plans, you stop daydreaming about what could be possible. You procrastinate less and get time back in your day. Ultimately, you achieve the things that matter most to you.

Show Highlights:

[02:40] The importance of action steps in accomplishing goals
[06:35] Why you need to have a compelling reason for establishing goals
[12:30] The value of important activities on your calendar
[15:55] What an action step actually looks like

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

Connect with Phil Calandra:

Website -https://apellawealth.com/locations/atlanta-ga-ac
Facebook - https://www.facebook.com/ApellaATL
LinkedIn - https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Robb

Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Dream Big to Achieve Your Most Cherished Goals (hosted by Rob Brown and Phil Calandra)

Thu, 19 Jan 2023 14:00:00 GMT

The first step to creating meaningful goals, scaling impact and achieving success is dreaming big. Acknowledging and empowering what is possible will lead to greater heights in both personal and professional endeavors.This is true if you're thinking about the year ahead or the rest of your life. You must start with your biggest dreams.

In this episode of the Truest Fan podcast, we introduce an exciting new format for the Truest Fan Podcast. In addition to continuing to interview amazing guests, my new partner, Phil Calandra, and I will dig deeper into the Truest Fan Blueprint. Our blueprint can be your path to living and leading with purpose and impact. In this episode, we cover the first step in the blueprint, the importance of dreaming big.

Although we associate dreaming as a subconscious activity that we only do in our sleep, it can actually be a conscious action. This means that we engage in dreaming big while we are in our lucid state, while we’re looking ahead and considering the life we want to live and the people and circumstances we hope to impact. Dreaming big can help us make our businesses stronger and our relationships healthier.

It can be easier to succumb to a fearful mindset than to choose a mindset that encourages and explores growth and new adventures. To get started, you have to take action. Dream big, trust the process and you’ll achieve things you may have previously thought impossible.

Show Highlights:

[02:58] How can we dream big?

[06:17] Limiting factors that keep people from dreaming big

[09:50] Why most people are afraid to dream big

[15:52] The value of taking action and having the right mindset toward achieving dreams

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

Connect with Phil Calandra:

Website -https://apellawealth.com/locations/atlanta-ga-ac
Facebook - https://www.facebook.com/ApellaATL
LinkedIn - https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Robb

Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

The Importance of Staying Positive and Being Empathetic (Featuring James Mayer)

Thu, 05 Jan 2023 14:00:00 GMT

Sometimes life throws us curveballs. We begin to wonder if things could get any worse. Even though, deep down, we know they won’t. In this episode of the Truest Fan podcast, I share an amazing exchange of insights about the importance of staying positive and being empathetic with James Mayer.

James is the Manager of Huffman Mayer Paolo Wealth Management Group. With over 22 years of experience, James has had the privilege of being a trusted advisor and retirement planner to many Northeast Ohio families and institutions.

James explains that no matter what kind of circumstances you’re in, there’s always a positive aspect to consider. However, it’s up to you to look at it as a challenge or an opportunity. These experiences present an amazing chance to stay positive and be more empathetic toward others if you learn to acknowledge them.

In a world where it’s easier to recognise the negatives, it can be a challenge to see the good and be more helpful to others. Tune in as James shares his ideas and personal experiences on why being grateful and compassionate across all situations will improve your relationships.

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

Connect with James Mayer:

LinkedIn - James E. Mayer, Jr., CRPS, C(k)P

Connect with Robb

Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Make Your Marketing More Fun (Featuring Seth Greene)

Thu, 22 Dec 2022 14:00:00 GMT

Have you noticed that your marketing is a little off or you’re not getting your fair share of new business and opportunities? You might be trapped in a boring marketing process. In this episode of the Truest Fan podcast, I have a wonderful conversation about making your marketing fun with Seth Greene.

Seth is a best-selling author, podcast host, and founder of HowToFindMoneyForCollege.com. He has vast knowledge and experience in both marketing and the financial advice space.

For marketing to become truly effective, it’s necessary to create a great referral culture where clients naturally refer regularly and bring new people to your business. However, most advisors fail to make deeper connections and go straight into offering their products and services.

Finding out what matters most with your clients and taking advantage of this information sets your marketing on the right course. It keeps your marketing from becoming boring and transactional and transforms it into a fun conversation where clients feel that they’re valued.

Learn more about how you can make marketing less boring and better ways to build relationships with your target audience with Seth’s valuable tips and expertise, be sure to listen to the episode.

Show Highlights:

[02:32] Seth's favourite football team and what he learned from being a fan

[05:15] Why believing in yourself matters

[08:17] The number one mistake in marketing

[12:01] How did Seth end up writing best-selling marketing books

[14:30] How to create a referral culture

[21:02] The importance of looking different and making marketing fun

[26:35] The value of making sure your clients are your truest fans in building marketing

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

Connect with Seth Greene:

Website - https://marketdominationllc.com/
Facebook - https://www.facebook.com/MarketDominationLLC/
Podcast - Registered Investment Advisor Podcast
Book - The CULT Report: How To Grow Your Own CULT

Connect with Robb

Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Designed To Shine (Featuring Samantha Riley)

Thu, 15 Dec 2022 14:00:00 GMT

Each of us is wired very differently. We are meant to do different things and to be different people. In this episode of the Truest Fan podcast, I share a fascinating discussion with Samantha Riley about why you are designed to shine.

Samantha is the host of the Influence By Design podcast, a best-selling author, and an authority positioning strategist. She is an expert in bringing out the “diamond factor” in others so they’re aware of the qualities that make them stand out.

To help clients own their unique authority, Samantha uses Human Design, a modality that explains how you were built and designed to respond and interact with the world. Moreover, this helps people live a life that lights them up instead of succumbing to society’s pressures and expectations.

We’ve all got our own zone of genius and realizing that each one is designed to shine allows energy to flow in alignment with the right path, clients, and opportunities. Know more about how you can unapologetically lean into who you are and how you’re designed to shine by tuning in to the episode.

Show Highlights:

[02:02] What is Samantha a big fan of?

[02:48] How does being a sports fan translate into running a business and building relationships

[08:20] The best and worst piece of advice she received

[13:45] What is the Diamond Factor and how it helps you standout

[18:20] What it means to be an authority positioning strategist

[19:00] How does human design help bring authority positioning to life

[28:23] The impact of energy when working with different clients

[31:42] Who is an ideal client for Samantha

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

The Human Design Advantage: https://samanthariley.global/advantage/

Connect with Samantha Riley:

Website - https://samanthariley.global/
LinkedIn - https://www.linkedin.com/in/samriley/
Facebook - https://www.facebook.com/thesamriley
Instagram - https://www.instagram.com/thesamriley/
Twitter - https://twitter.com/TheSamRiley

Connect with Robb

Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Finding More Joy in Business and Life (Featuring Simon Severino)

Thu, 08 Dec 2022 14:00:00 GMT

Running a business can sometimes feel repetitive. Like you’re on a hamster wheel. Business leaders and their teams run the risk of becoming uninspired and de motivated. In this episode of the Truest Fan podcast, I share an interesting conversation with Simon Severino about how to find joy in life and business. How to make them more fun.

Simon is the Founder of Strategy Sprints, author, and global speaker. He created the Strategy Sprints method to help entrepreneurs scale faster and reach financial freedom.

When entrepreneurs create a business plan, they often look for processes that result in efficiency and repeatability. Most of them believe that businesses are only meant to solve problems which means the fun part of these processes is often taken for granted.

You may have an amazing process but when no one is doing it, it defeats the purpose. Learn more about how you can incorporate fun in business processes so you and your team feel motivated and geared toward important goals, be sure to listen to this episode.

Show Highlights:

[02:42] How being a triathlete helps shape the way Simon goes after important goals
[04:55] An inspirational message that helped shape Simon’s business and career
[07:27] How to make your Customer Relationship Management (CRM) activities fun?
[13:42] Two levels of preparing for business success
[15:55] The significance of real-time feedback and small loops
[20:15] What are Strategy Sprints and why they’re so important?
[25:37] Diving deep in Strategy Sprints in a 12-week period

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

Connect with Azul Terronez:

Simon’s Website - https://www.strategysprints.com/
Simon on LinkedIn - https://www.linkedin.com/in/simonseverino/
Simon's book: Strategy Sprints: 12 Ways to Accelerate Growth for an Agile Business

Connect with Robb

Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Why You Need To Leave Things Better Than The Way You Found Them (Featuring Azul Terronez)

Thu, 01 Dec 2022 14:00:00 GMT

You may think that subtle pieces of advice are just ordinary principles but they actually create the most impact in life. In this episode of the Truest Fan podcast, my guest, Azul Terronez, talks about why you need to leave things better than the way you found them - one of the greatest pieces of advice he has received.

Azul is the co-founder and one of the lead coaches of Authors Who Lead™, a company that helps leaders write bestselling books that people love.

Leaving things better the way you found them is a principle that can be applied across all areas of life. It’s a reminder that regardless of the situation, you have the power to make it better if you commit to it.

Although this advice sounds easy, it compels a challenging task - to take action and not take for granted what is within your capacity. This fascinating conversation with Azul serves valuable nuggets you can learn from plus he also shares expert tips on how to write a book, so don’t miss this episode!

Show Highlights:

[02:20] Azul's favourite baseball team

[05:53] The best advice that had the most impact on Azul

[14:05] Why everyone deserves a truest fan

[18:40] How to make a difference in our own simple ways

[21:55] The biggest mistake in writing a book

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

Connect with Azul Terronez:
Website - https://authorswholead.com/
LinkedIn - https://www.linkedin.com/in/azul-terronez/

Connect with Robb

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Never Go to Bed Angry (Featuring Beth Blecker)

Thu, 17 Nov 2022 14:00:00 GMT

We’ve all heard the saying, "never go to bed angry.” My guest today, Beth Blecker, learned thislesson from her father when she was a child. And though she admits she’s not perfect at it, Bethhas used thisage-old wisdom to remind herself not to hold grudges and to accept mistakes.She believes this advice has helped her build a terrific financial planning practice and anincredible life filled with family, friends and fun.

In this episode of the Truest Fanpodcast, you'll meetBeth, the CEOand co-founder of EasternPlanning, a fiduciary financial planning firm that provides clear and trusted financial guidance.Beth is the author of the bookIt's Not Just Money, It's Life. And, along with her son and businesspartner, Matthew Blecker, produces a podcast with the same name.

Given her years of experience and success in the industry, Beth also lays out some simple tipsthat anyone can follow to get their finances in order. According to Beth, you should not just savefor a rainy day. You must have fun along the way.

Show Highlights:
[04:11] Why you should not go to bed angry
[10:06] How to enjoy life without spending too much or too little
[18:32] Beth’s ultimate advice to young women who want to start a business
[28:08] Life is full of options and choices, choose wisely

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

Connect with Beth Blecker:
Website - https://easternplanning.com/
LinkedIn - https://www.linkedin.com/in/beth-blecker/

Connect with Robb