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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.
Building a Legacy of Growth & Purpose
The PGA Tour posted this quote on social media after Max Homa’s brush with a Masters green jacket. I absolutely love it. And not just
Serving Others Is Essential For Getting What You Really Want (Featuring Casey Lang)
For today’s guest on the Truest Fan Podcast, Casey Lang of Lang Financial, it’s an essential step for growing and succeeding. During this episode, Casey and I discuss the importance of having a clear mental snapshot of what you believe your future will look like.
Keep Looking Forward And Don’t Look Back (Featuring Phil Weiss)
In the latest episode of the Truest Fan Podcast, my guest, Phil Weiss, Founder of Apprise Wealth Management, talks about the importance of removing our blinders and focusing on our future. How our big dreams can play a huge part in our ongoing success.
Breaking Through Capacity Roadblocks: A Productivity Framework for Financial Advisors
Discover how overcoming capacity roadblocks can propel financial advisors towards greater efficiency and business growth. In the competitive world of financial planning and investment management,
Will You REALLY Accomplish Your Goals This Year?
You can’t just write your goals and hope that they will magically come true. To accomplish goals, you need a plan with specific, measurable action steps. This way you know what you need to do each day to actually achieve your targets. When you focus time on developing action plans, you stop daydreaming about what could be possible. You procrastinate less and get time back in your day. Ultimately, you achieve the things that matter most to you.
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.
The Simplicity Trap: Unraveling the Illusion of Easy
In this week’s installment of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra delve into the fundamental distinction between simplicity and ease.
Embrace Comparison: Unleashing Growth Instead of Stealing Joy
In this impactful episode of The Truest Fan Blueprint, Rob Brown and Phil Calandra have a meaningful discussion on how comparison can be a tool for growth instead of something that robs you of joy.
Mastering Your Success Habits: Streamlining, Delegating, and Focusing for Optimal Results
Join us for an exciting episode of The Truest Fan Blueprint with Rob Brown and Phil Calandra. Explore the power of success habits in business and life. Learn from their experiences and client interactions as they reveal the secrets to maintaining routines and rituals that truly help you reach your goals.
Unleash the Power of Surrounding Yourself with Your Truest Fans
In this episode of The Truest Fan Blueprint, your hosts, Rob Brown and Phil Calandra, talk about the transformative power of surrounding yourself with individuals who actively support and root for your success.
Unleash Your Potential: Harnessing the Power of Mentorship
In this episode of The Truest Fan Blueprint, your hosts, Rob Brown and Phil Calandra, dive into the significance of having a mentor or coach.