Whit Lanier: Unlocking the Power of Client Reviews
0.75x 1x 1.25x 1.5x 2x 0:000:29:44 Whit Lanier: Unlocking the Power of Client Reviews 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 welcomes Whit Lanier, founder of Amplify Reviews, to discuss how financial advisors can leverage client testimonials […]
The Power of Gratitude in Life and Leadership
0.75x 1x 1.25x 1.5x 2x 0:000:28:34 The Power of Gratitude in Life and Leadership Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this heartfelt Thanksgiving special of The Purpose Focused Advisor, Rob Brown, and Phil Calandra discuss how gratitude can transform life and business. They highlight how […]
The Best Lessons from 99 Episodes of The Purpose-Focused Advisor
0.75x 1x 1.25x 1.5x 2x 0:000:30:57 The Best Lessons from 99 Episodes of The Purpose-Focused Advisor Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this milestone episode, Rob Brown and Phil Calandra reflect on 99 episodes of The Purpose-Focused Advisor, emphasizing the essential lessons that have helped […]
Kate Atwood, Zack Hubbard, and David Brown: Taking Financial Planning Beyond Numbers to Elevate the Client Experience
0.75x 1x 1.25x 1.5x 2x 0:000:46:54 Kate Atwood, Zack Hubbard, and David Brown: Taking Financial Planning Beyond Numbers to Elevate the Client Experience Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Zack Hubbard, Kate Atwood, and David Brown join Rob Brown […]
Kalli Fedusenko: Building a Brand That Resonates with Clients and Drives Growth
0.75x 1x 1.25x 1.5x 2x 0:000:34:30 Kalli Fedusenko: Building a Brand That Resonates with Clients and Drives Growth 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 Kalli Fedusenko, founder of The Kalli Collective, a digital marketing […]
John Richardson: Intentional Servant Leadership for Lasting Advisor Impact
0.75x 1x 1.25x 1.5x 2x 0:000:37:11 John Richardson: Intentional Servant Leadership for Lasting Advisor 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 talks with John Richardson of Capital Planning Group, a financial planner with nearly 20 years of […]
Knight Colman: Leading the Firm While Honoring the Founders’ Vision
0.75x 1x 1.25x 1.5x 2x 0:000:38:08 Knight Colman: Leading the Firm While Honoring the Founders’ Vision Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose Focused Advisor podcast, Rob Brown interviews Knight Colman, a second-generation partner at Colman Knight Advisory Group. They explore […]
Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships
0.75x 1x 1.25x 1.5x 2x 0:000:28:23 Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships 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 speaks with industry veteran Shawn Maloney about his client-centered approach to retirement planning. As the […]
Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams
0.75x 1x 1.25x 1.5x 2x 0:000:32:43 Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams 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 Matthew Gray, a NextGen financial planner from Larson Wealth […]
Jack Heintzelman: Bridging the Generational Gap in Financial Planning
0.75x 1x 1.25x 1.5x 2x 0:000:38:51 Jack Heintzelman: Bridging the Generational Gap in Financial Planning Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob talks with Jack Heintzelman, a NextGen financial planner from Boston Wealth Strategies. They explore Jack’s unique journey […]