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 […]

Will You REALLY Accomplish Your Goals This Year?

Will You REALLY Accomplish Your Goals This Year? (Hosted by Rob Brown and Phil Calandra)

You can’t just write your goals and hope that they will magically come true. To accomplish goals, you need a plan with specific, measurable action steps. This way you know what you need to do each day to actually achieve your targets. When you focus time on developing action plans, you stop daydreaming about what could be possible. You procrastinate less and get time back in your day. Ultimately, you achieve the things that matter most to you.

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.