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Financial Advisors Live Event

Seth Gasick: Why Advisors Can’t Ignore the Impact Conversation

0.75x 1x 1.25x 1.5x 2x 0:000:35:27 Seth Gasick: Why Advisors Can’t Ignore the Impact Conversation Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, I’m joined by Seth Gasick, Regional Vice President for the Southeast at Crossmark Global Investments.   We go […]

John Terry: Mastering the Mindset of Black Belt Leadership

0.75x 1x 1.25x 1.5x 2x 0:000:31:22 John Terry: Mastering the Mindset of Black Belt Leadership Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicWhat does it mean to master your craft—and yourself—in service of others?   In this episode of The Purpose-Focused Advisor, I’m joined by John Terry, […]

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 […]

John Stadtmueller: Why Purpose-Focused Advisors Finish First

0.75x 1x 1.25x 1.5x 2x 0:000:32:05 John Stadtmueller: Why Purpose-Focused Advisors Finish First Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicToday we talk with John Stadtmueller, the Founder of Good Advisors Finish First, an independent network of financial advisors committed to pursuing better client outcomes as a […]

David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality

0.75x 1x 1.25x 1.5x 2x 0:000:33:36 David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicToday, we sit down with David Strege to explore how he and his partner successfully transitioned their firm to thrive beyond their […]

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 […]

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 […]

063: Unleash Your Potential: Harnessing the Power of Mentorship

0.75x 1x 1.25x 1.5x 2x 0:000:18:19 063: Unleash Your Potential: Harnessing the Power of Mentorship Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicJoin us for an exciting episode of The Truest Fan Blueprint with Rob Brown and Phil Calandra. Explore the power of success habits in business […]

060: The Power of Letting Go: A Leader’s Guide to Effective Delegation

0.75x 1x 1.25x 1.5x 2x 0:000:21:47 060: The Power of Letting Go: A Leader’s Guide to Effective Delegation Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Truest Fan Blueprint, your hosts, Rob Brown and Phil Calandra, share their excitement for the planning season. […]

The 8 Shifts of a Purpose‑Focused Advisor

For Advisors Who Want to Grow AUM, Show Up Where It Matters Most, and Serve with Excellence

8 Shifts Guide