Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach
0.75x 1x 1.25x 1.5x 2x 0:000:47:43 Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra talk with Tyson Ray and Kim Cochenour from FORM […]
Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact
0.75x 1x 1.25x 1.5x 2x 0:000:36:17 Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob Brown sits down with Duncan MacPherson, a renowned industry leader, coach, and speaker. […]
Alex Neri: Accelerate Your Practice with a Growth Focused Mindset
0.75x 1x 1.25x 1.5x 2x 0:000:38:50 Alex Neri: Accelerate Your Practice with a Growth Focused Mindset Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob Brown sits down with Alex Neri, CFP, ChFC, RICP, Advisor with SixPoint Financial Partners, and host […]
Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement
0.75x 1x 1.25x 1.5x 2x 0:000:29:36 Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode, Rob Schultz, a Certified Financial Planner with NWF Financial Advisory Group and a specialist in working with physicians, shares […]
Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale
0.75x 1x 1.25x 1.5x 2x 0:000:26:08 Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob and Phil are joined by Jeff Concepcion, founder and CEO of Stratos Wealth Partners. Jeff […]
David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach
0.75x 1x 1.25x 1.5x 2x 0:000:31:02 David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this engaging episode of the Purpose-Focused Advisor, Rob reconnects with David Brown, a seasoned financial professional on the Business Development team at […]
Brad Williams: Transforming Financial Advice with Dynamic Client Engagement
0.75x 1x 1.25x 1.5x 2x 0:000:36:03 Brad Williams: Transforming Financial Advice with Dynamic Client Engagement Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode, Rob sits down with Brad Williams, a financial advisor who transitioned from a bank setting to launching an independent firm, Highlands Wealth […]
Chris Flis: Fighter Jet Lessons for Financial Planners
0.75x 1x 1.25x 1.5x 2x 0:000:26:13 Chris Flis: Fighter Jet Lessons for Financial Planners Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, we chat with Chris Flis, founder of Resilient Asset Management. Chris shares his unique journey from flying F-18s for […]
The Power of Personal Stories in Growing a Successful Financial Planning Practice
0.75x 1x 1.25x 1.5x 2x 0:000:30:53 The Power of Personal Stories in Growing a Successful Financial Planning Practice Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn today’s episode, I sit down with Tess Rowland, who shares her inspiring journey to becoming a fee-only financial advisor. With a […]
Mid-Year Strategies to Strengthen Your Advisory Practice
0.75x 1x 1.25x 1.5x 2x 0:000:18:48 Mid-Year Strategies to Strengthen Your Advisory Practice Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode, Rob takes the hot seat as he and Phil dive deep into what financial advisors should be focusing on as we head into the […]