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 […]
Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement
0.75x 1x 1.25x 1.5x 2x 0:000:29:36 Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode, Rob Schultz, a Certified Financial Planner with NWF Financial Advisory Group and a specialist in working with physicians, shares […]
Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale
0.75x 1x 1.25x 1.5x 2x 0:000:26:08 Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob and Phil are joined by Jeff Concepcion, founder and CEO of Stratos Wealth Partners. Jeff […]
David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach
0.75x 1x 1.25x 1.5x 2x 0:000:31:02 David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this engaging episode of the Purpose-Focused Advisor, Rob reconnects with David Brown, a seasoned financial professional on the Business Development team at […]
Brad Williams: Transforming Financial Advice with Dynamic Client Engagement
0.75x 1x 1.25x 1.5x 2x 0:000:36:03 Brad Williams: Transforming Financial Advice with Dynamic Client Engagement Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode, Rob sits down with Brad Williams, a financial advisor who transitioned from a bank setting to launching an independent firm, Highlands Wealth […]
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 […]