Jack Heintzelman: Bridging the Generational Gap in Financial Planning
0.75x 1x 1.25x 1.5x 2x 0:000:38:46 Jack Heintzelman: Bridging the Generational Gap in Financial Planning Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob talks with Jack Heintzelman, a NextGen financial planner from Boston Wealth Strategies. They explore Jack’s unique journey […]
Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice
0.75x 1x 1.25x 1.5x 2x 0:000:41:35 Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra sit down with Freeman Linde, a successful financial advisor, co-founder of […]
Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals
0.75x 1x 1.25x 1.5x 2x 0:000:27:43 Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob Brown sits down with Daniel Allgaier, the founder of Equity Compensation FP, to explore a fresh perspective on […]
Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach
0.75x 1x 1.25x 1.5x 2x 0:000:47:43 Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra talk with Tyson Ray and Kim Cochenour from FORM […]
Scorecard Call V2
Truly caring for your colleagues and clients grows your business. Create a culture of Truest Fans that propels you and others forward.
Business Optimization Scorecard
Business_Optimization_Scorecard
Scorecard Call
Truly caring for your colleagues and clients grows your business. Create a culture of Truest Fans that propels you and others forward.
Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact
0.75x 1x 1.25x 1.5x 2x 0:000:36:17 Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob Brown sits down with Duncan MacPherson, a renowned industry leader, coach, and speaker. […]
Sample Schedule a Call Page
Truly caring for your colleagues and clients grows your business. Create a culture of Truest Fans that propels you and others forward.
Alex Neri: Accelerate Your Practice with a Growth Focused Mindset
0.75x 1x 1.25x 1.5x 2x 0:000:38:50 Alex Neri: Accelerate Your Practice with a Growth Focused Mindset Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob Brown sits down with Alex Neri, CFP, ChFC, RICP, Advisor with SixPoint Financial Partners, and host […]