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Financial Advisors Live Event

Truest Fan

Coming in August 2025

Book Reviews

Working with Rob has given me the clarity and confidence to lead through a major transition. As I’ve grown my firm by acquiring other practices, I’ve leaned on his guidance to align my leadership with my faith. It’s not just about building a bigger business, it’s about building it the right way.

7 Shifts That Change Everything

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