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 personal fulfillment.  Having hosted the Truest Fan Podcast for the past 2 years, Hosts Rob Brown and Phil Calandra asked how they could make the podcast better, more actionable, and […]

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.

7 Shifts That Change Everything

For Advisors Who Want to Grow AUM, Show Up Where It Matters Most, and Serve with Purpose