Chris Flis: Fighter Jet Lessons for Financial Planners
0.75x 1x 1.25x 1.5x 2x 0:000:26:13 Chris Flis: Fighter Jet Lessons for Financial Planners Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, we chat with Chris Flis, founder of Resilient Asset Management. Chris shares his unique journey from flying F-18s for […]
The Power of Personal Stories in Growing a Successful Financial Planning Practice
0.75x 1x 1.25x 1.5x 2x 0:000:30:53 The Power of Personal Stories in Growing a Successful Financial Planning Practice Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn today’s episode, I sit down with Tess Rowland, who shares her inspiring journey to becoming a fee-only financial advisor. With a […]
Mid-Year Strategies to Strengthen Your Advisory Practice
0.75x 1x 1.25x 1.5x 2x 0:000:18:48 Mid-Year Strategies to Strengthen Your Advisory Practice Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode, Rob takes the hot seat as he and Phil dive deep into what financial advisors should be focusing on as we head into the […]
The Lasting Impact of Professional Financial Planning
0.75x 1x 1.25x 1.5x 2x 0:000:22:24 The Lasting Impact of Professional Financial Planning Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicToday, Rob and Phil explore how financial advisors make significant, lasting impacts on their clients’ lives and in their communities. They discuss the importance of developing signature […]
John Stadtmueller: Why Purpose-Focused Advisors Finish First
0.75x 1x 1.25x 1.5x 2x 0:000:32:05 John Stadtmueller: Why Purpose-Focused Advisors Finish First Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicToday we talk with John Stadtmueller, the Founder of Good Advisors Finish First, an independent network of financial advisors committed to pursuing better client outcomes as a […]
Zack Hubbard: Making Financial Planning Accessible for Everyone
0.75x 1x 1.25x 1.5x 2x 0:000:35:34 Zack Hubbard: Making Financial Planning Accessible for Everyone Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicToday, Rob sits down with Zack Hubbard, Director of Financial Planning & Participant Engagement with Greenspring Advisors, to explore how to make financial planning more accessible […]
David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality
0.75x 1x 1.25x 1.5x 2x 0:000:33:36 David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicToday, we sit down with David Strege to explore how he and his partner successfully transitioned their firm to thrive beyond their […]
Joe Bertilson: Sharing Generosity with Your Clients
0.75x 1x 1.25x 1.5x 2x 0:000:32:13 Joe Bertilson: Sharing Generosity with Your Clients Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode, Joe Bertilson shares his journey from his affiliation with a major investment firm to founding Cedrus Wealth Group. Discover how Joe has integrated faith, […]
Michael DeLon: Build Your Credibility by Telling Your Authentic Story
0.75x 1x 1.25x 1.5x 2x 0:000:35:59 Michael DeLon: Build Your Credibility by Telling Your Authentic Story Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicToday, we dive into a fascinating conversation with Michael DeLon, The Credibility Coach. Discover how he empowers financial advisors to share their impact and […]
Eric Brotman: Building Your Firm for Success Beyond You
0.75x 1x 1.25x 1.5x 2x 0:000:36:03 Eric Brotman: Building Your Firm for Success Beyond You Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicThis episode explores some of the intricacies of succession planning and the idea of graduating rather than retiring. Our guest, Eric Brotman, CEO of BFG […]