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 […]
Destructive Distractions Blocking Your Dreams
The most important lesson I learned early in life was to cheer and encourage my team. Even when the odds were long. You see, being a fan, and having others be your fan can carry you a long, long way.
This 79 Second Leadership Lesson Has Lasted a Lifetime
The most important lesson I learned early in life was to cheer and encourage my team. Even when the odds were long. You see, being a fan, and having others be your fan can carry you a long, long way.
Where is your time going?
What meeting, what relationship, what effort brings you closer to your goals? Let’s take a time inventory.
Dream Big: Your Greatest Goals Will Become a Reality
If you’re feeling like you need to start over again, and you have a good plan. Don’t give up just get focused, focused on shorter periods of time.
Beginning is Easy, Finishing is Tough
If you’re feeling like you need to start over again, and you have a good plan. Don’t give up just get focused, focused on shorter periods of time.
Moments of Grace Podcast
In this podcast, I talk with Dr. Jerome Butler of the Moments of Grace show.
Authors Who Lead
In this podcast, we talk about the book’s backstory. Hear a positive message about achieving worthwhile goals.
Entrepreneur Journey Podcast
Join us on the Entrepreneur Journey with Doug Greathouse