The Purpose Focused Advisor Por arte de portada

The Purpose Focused Advisor

De: Rob Brown and Phil Calandra
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  • Resumen

  • The Purpose Focused Advisor," a podcast for financial planners, advisors and RIAs aimed at merging professional growth with personal fulfillment. Hosts Rob Brown and Phil Calandra, founders of Truest Fan Coaching, bring insights from industry leaders on finding purpose, driving success, and overcoming challenges.


    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.
    Rob Brown © 2024
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Episodios
  • Michael DeLon: Build Your Credibility by Telling Your Authentic Story

    Michael DeLon: Build Your Credibility by Telling Your Authentic Story
    May 30 2024
    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 DeLonAbout 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:The Truest Fan MastermindRetire on Purpose by Alynn GodfroyConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan
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    36 m
  • Eric Brotman: Building Your Firm for Success Beyond You

    Eric Brotman: Building Your Firm for Success Beyond You
    May 23 2024
    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 BrotmanAbout 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/ X: https://x.com/brotmanplanning Book: https://brotmanmedia.com/books/ Podcast: https://brotmanmedia.com/podcasts/ Episode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan
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    36 m
  • John Browning: Asking “Why” To Help Your Clients Live Their Best Lives

    John Browning: Asking “Why” To Help Your Clients Live Their Best Lives
    May 16 2024
    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 BrowningAbout 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.comLinkedIn: linkedin.com/in/johnbrowningfinancialsolutionsFacebook: facebook.com/GuardianrockBook: Build a Life, Not a Portfolio: A Guide to Your Financial Future Base on Your Personal ValuesBuilding Your Life Podcast: guardianrockwealth.com/podcastYouTube: youtube.com/channel/UCfi9tzGPUqbqrJUPte_53aAConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan
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    37 m
Liderazgo Economía Éxito Personal
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