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Rob Brown
The Purpose Focused AdvisorEpisodes
Rob Brown
The Purpose Focused Advisor
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Episodes of The Purpose Focused Advisor
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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
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-qual
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. H
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. Lear
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 fo
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 uniquel
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
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 you
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.
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-
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 year
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 amazin
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 di
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
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 maintaini
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 en
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
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 yea
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
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 suc
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
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
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 questio
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 gr
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 ge
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