An hour can make a huge difference

I used to think working harder and making more money were the only keys to success. I ranked in the top tier of all advisors in my firm. I brought in more new business than peers who had been in business 5, 10, and even 20 years longer than me. Plus, I was bringing in […]

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.

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, overcoming capacity roadblocks is a common challenge. Many advisors find themselves at a crossroads, trying to ‘grind it out’ amidst a sea of day-to-day tasks, losing sight of growth, team […]

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.