7 Shifts that Change Everything

7 Shifts to Becoming a Purpose-Focused Advisor

Cut Through the Noise. Take Back Control. Build the Business You Were Created to Lead.

“This guide shows you how to grow on purpose without the worn-out playbook of industry stereotypes.

After 30+ years in the industry—as an advisor, executive, and now coach—I’ve seen too many great leaders burn out chasing a broken definition of success. This free guide reveals the 7 shifts that can help you realign your business with what matters most—without slowing down your growth."

Stop chasing AUM as the finish line—and start building a business defined by impact, influence, and legacy
Trade hustle for healthy leadership rhythm—so you can show up energized, present, and effective where it matters most
Align your growth strategy with your deeper calling—not just compliance metrics or firm valuations
Lead with purpose that flows through your work, your team, and every client relationship you steward

“After 30+ years in the industry—as an advisor, executive, and now coach—I’ve seen too many great leaders burn out chasing a broken definition of success. This free guide reveals the 7 shifts that can help you realign your business with what matters most—without slowing down your growth.”

Working with Rob isn’t just about business—it’s about building something meaningful. I’ve had coaches before, but Rob’s approach is different. He helps you see the bigger picture and make decisions that align with your values, not just your bottom line.”

Casey, a Forbes-ranked advisor

Client Testimonials

“I treat Rob as my chairman of the board...me as the CEO and lead advisor of an RIA. It’s good to have a seasoned veteran to constantly challenge my thinking and the ideas that I’m exploring. We’ve had a ton of success together.

Rob is very, very knowledgeable about the industry. And I have a little joke with Rob lately, it goes like this, “You’re right again.” I’ll argue with him as I think something through and he’ll gently come back and say, do this, do this. Keeping our business on track. Rob is a big part of our success.

You tell him what you want to be...he’ll be able to tell you what works and what doesn’t work… Cut out the trial and error. We have now doubled our business since working with Rob."

What I was hoping to accomplish was growth and a return on my investment. However, I feel like the greatest benefit is something I was not trying to seek out. Not to sound too much like a credit card commercial, it’s priceless the ROI that I’ve seen [in] organization and direction and implementation of things that I want to accomplish.

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7 Shifts to Becoming a Purpose-Focused Advisor

Cut Through the Noise. Take Back Control. Build the Business You Were Created to Lead.

Client Testimonials

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