Eric Brotman: Building Your Firm for Success Beyond You

0.75x 1x 1.25x 1.5x 2x 0:000:36:03 Eric Brotman: Building Your Firm for Success Beyond You Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicThis episode explores some of the intricacies of succession planning and the idea of graduating rather than retiring. Our guest, Eric Brotman, CEO of BFG […]

John Browning: Asking “Why” To Help Your Clients Live Their Best Lives

0.75x 1x 1.25x 1.5x 2x 0:000:37:10 John Browning: Asking “Why” To Help Your Clients Live Their Best Lives Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicThis week’s episode focuses on an important concept: wealth management isn’t just about managing portfolios—it’s about shaping lives. Tune in as we […]

Bill Cates: The Language of Referrals with The OG Referral Coach

0.75x 1x 1.25x 1.5x 2x 0:000:35:53 Bill Cates: The Language of Referrals with The OG Referral Coach Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode, we explore common challenges in obtaining quality introductions for financial planners & advisors. Learn from “The Language of Referrals” by […]

Steve Taylor: Forging Meaningful Connections and Cultivating a Winning Team

In this episode Rob, Phil, and Steve discuss: How Steve differentiates himself as both an attorney and a financial advisor.  Building a networking partnership that works and isn’t lopsided.   Making it clear what you’re looking for with referrals.  Key steps to building a more purpose-focused RIA.   Key Takeaways:  The importance of building a repeatable […]

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 […]

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.