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Financial Advisors Live Event

Morgan Nichols: Leading with Values to Create an Intentional Legacy

0.75x 1x 1.25x 1.5x 2x 0:000:33:44 Morgan Nichols: Leading with Values to Create an Intentional Legacy Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicWealth fades, but the impact of living by your values can ripple for generations. In this episode of The Purpose-Focused Advisor, I’m joined by […]

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, […]

You Were Made for More: The Blueprint to Help You Stop Drifting and Start Living with Purpose

0.75x 1x 1.25x 1.5x 2x 0:000:14:22 You Were Made for More: The Blueprint to Help You Stop Drifting and Start Living with Purpose Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIt’s launch week! Rob Brown returns with a solo episode to share the heart behind his new […]

Daniel Yoo: How AI Frees You to Be the Advisor Your Clients Deserve

0.75x 1x 1.25x 1.5x 2x 0:000:31:14 Daniel Yoo: How AI Frees You to Be the Advisor Your Clients Deserve 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 a former advisor turned innovator who understands both sides of the […]

Robin John: What It Really Means to Be a Good Investor

0.75x 1x 1.25x 1.5x 2x 0:000:42:30 Robin John: What It Really Means to Be a Good Investor Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicWhat does it look like to love your neighbor through your investments?   In this episode of The Purpose-Focused Advisor, I’m joined by […]

David Bahnsen: What Advisors Need to Rethink About Work, Purpose, and Retirement

0.75x 1x 1.25x 1.5x 2x 0:000:41:36 David Bahnsen: What Advisors Need to Rethink About Work, Purpose, and Retirement Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicWhat if work isn’t something to escape, but a core part of your purpose? Top 100 Barron’s Advisor and CIO of The […]

Michael Thaler: Transforming Client Conversations with Purpose

0.75x 1x 1.25x 1.5x 2x 0:000:37:44 Michael Thaler: Transforming Client Conversations with Purpose 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 Michael Thaler—an industry leader who built and led a $2B wealth management firm over 33 years before […]

Mike Young: The One Investment Strategy That Impacts Everything

0.75x 1x 1.25x 1.5x 2x 0:000:39:41 Mike Young: The One Investment Strategy That Impacts Everything Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicThis episode is a departure from the norm, but one I believe is too important not to share. Recently, I met Mike Young, founder of […]

Adam Koós: The Hidden Fuel Behind Explosive Practice Growth

0.75x 1x 1.25x 1.5x 2x 0:000:33:41 Adam Koós: The Hidden Fuel Behind Explosive Practice Growth Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this powerful episode, Rob Brown welcomes Adam Koós, founder of Libertas Wealth Management, a nationally recognized advisor and a coach to advisors, who has […]

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