Blog
Steve Taylor: Forging Meaningful Connections and Cultivating a Winning Team
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
Phil Weiss: Life Planning to Help Clients Thrive
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.
Welcome to the Purposed Focused Advisor
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
Building a Legacy of Growth & Purpose
The PGA Tour posted this quote on social media after Max Homa’s brush with a Masters green jacket. I absolutely love it. And not just
Breaking Through Capacity Roadblocks: A Productivity Framework for Financial Advisors
Discover how overcoming capacity roadblocks can propel financial advisors towards greater efficiency and business growth. In the competitive world of financial planning and investment management,
Align and Thrive: Unleashing the Power to Achieve Your Goals
In this week’s episode of The Truest Fan Blueprint, Rob Brown and Phil Calandra dive deep into the common feeling of falling behind on our goals. They reveal the main culprits that cause our aspirations to stall, and most importantly, they share their battle-tested planning strategy to get back on track.
The Simplicity Trap: Unraveling the Illusion of Easy
In this week’s installment of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra delve into the fundamental distinction between simplicity and ease.
Embrace Comparison: Unleashing Growth Instead of Stealing Joy
In this impactful episode of The Truest Fan Blueprint, Rob Brown and Phil Calandra have a meaningful discussion on how comparison can be a tool for growth instead of something that robs you of joy.
Mastering Your Success Habits: Streamlining, Delegating, and Focusing for Optimal Results
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 maintaining routines and rituals that truly help you reach your goals.
Unleash the Power of Surrounding Yourself with Your Truest Fans
In this episode of The Truest Fan Blueprint, your hosts, Rob Brown and Phil Calandra, talk about the transformative power of surrounding yourself with individuals who actively support and root for your success.
Unleash Your Potential: Harnessing the Power of Mentorship
In this episode of The Truest Fan Blueprint, your hosts, Rob Brown and Phil Calandra, dive into the significance of having a mentor or coach.
Discover the 4 Key Steps to Make Next Year Your Best Ever
In this episode of The Truest Fan Blueprint, your hosts, Rob Brown and Phil Calandra, share their excitement for the planning season.