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:

Website: http://truestfan.com/

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

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

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

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:

Website: http://truestfan.com/

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

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

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

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:

Website: http://truestfan.com/

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

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

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

• 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

• 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]

• 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

• 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]

• 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

• 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]

• 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

• 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]