The Purpose Focused Advisor Podcast Por Rob Brown arte de portada

The Purpose Focused Advisor

The Purpose Focused Advisor

De: Rob Brown
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The Purpose Focused Advisor is a podcast for financial advisors, planners, and RIAs who want more than just business growth—they want their work to matter. Hosted by Rob Brown, founder of Truest Fan Coaching and creator of The Truest Fan Blueprint, the show dives into what it means to build a thriving advisory business while staying grounded in purpose, faith, and impact.

Each episode features candid insights, practical strategies, and real stories from top advisors and thought leaders. Whether you're refining your client experience, scaling your practice, or re-centering your life around what truly matters, this podcast will help you lead with clarity and conviction.


This isn't just another industry podcast. It’s a movement—toward more intentional leadership, deeper client relationships, and success that aligns with your values.


Subscribe today and start building the business—and life—you were meant for.

Rob Brown © 2024 Desarrollo Personal Economía Gestión y Liderazgo Liderazgo Éxito Personal
Episodios
  • Bill Cates: Unlocking the Hidden Heist of Money Beliefs

    Bill Cates: Unlocking the Hidden Heist of Money Beliefs
    Sep 25 2025
    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/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:Email: Robb@TruestFan.comWebsite: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/The Truest Fan Blueprint: https://truestfan.com/truest-fan-blueprint/
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    33 m
  • Leo Pusateri: Living Your Value with Confidence, Passion, and Speed

    Leo Pusateri: Living Your Value with Confidence, Passion, and Speed
    Sep 18 2025

    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:

    Email: Robb@TruestFan.com

    Website: http://truestfan.com/

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

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

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

    The Hidden Trap High-Performing Advisors Don’t See Coming
    Sep 11 2025

    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

    🔹 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:

    Email: Robb@TruestFan.com

    Website: http://truestfan.com/

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

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

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    12 m
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