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Financial Advisors Live Event

Lia Garvin: From Winging It to Winning, Building an Unstoppable Advisory Team

0.75x 1x 1.25x 1.5x 2x 0:000:43:33 Lia Garvin: From Winging It to Winning, Building an Unstoppable Advisory Team Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, we welcome Lia Garvin, the “Team Whisperer,” who helps business owners and financial advisors build […]

Brad Sparks: The Tech-Driven Future of Personalized Financial Advice

0.75x 1x 1.25x 1.5x 2x 0:000:34:50 Brad Sparks: The Tech-Driven Future of Personalized Financial Advice 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 financial advisor and entrepreneur Brad Sparks, who shares his journey from geophysics to […]

Paul G. McManus: Standing Out in a Crowded Marketplace with Authority Marketing

0.75x 1x 1.25x 1.5x 2x 0:000:40:45 Paul G. McManus: Standing Out in a Crowded Marketplace with Authority Marketing 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 Paul G. McManus, author of The Short Book Formula and host of […]

Cole Leonida – Baseball, Faith and Financial Generosity: A Winning Combination

0.75x 1x 1.25x 1.5x 2x 0:000:47:58 Cole Leonida – Baseball, Faith and Financial Generosity: A Winning Combination 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 former professional baseball player turned financial planner, Cole Leonida, for an inspiring conversation […]

Jackie Wilke: Building a Practice That Defines the Future of Financial Advice

0.75x 1x 1.25x 1.5x 2x 0:000:37:49 Jackie Wilke: Building a Practice That Defines the Future of Financial Advice 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 Jackie Wilke, Vice President and Advisor Consultant at First Trust. […]

Derek Mazzarella: Finding Your Unique Voice as a Financial Advisor

0.75x 1x 1.25x 1.5x 2x 0:000:36:31 Derek Mazzarella: Finding Your Unique Voice as a Financial Advisor 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 Derek Mazzarella, a Certified Financial Planner with Gateway Financial Partners and the […]

Arielle Minicozzi: Simplify, Automate, and Scale Your Advisory Practice

0.75x 1x 1.25x 1.5x 2x 0:000:37:58 Arielle Minicozzi: Simplify, Automate, and Scale Your Advisory Practice Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob welcomes Arielle Minicozzi, founder & CEO of Sphinx Automation, a virtual consulting firm specializing in helping financial […]

Nick Wolverton: How Generosity and Faith Shape Financial Advice

0.75x 1x 1.25x 1.5x 2x 0:000:36:09 Nick Wolverton: How Generosity and Faith Shape Financial Advice Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob sits down with Nick Wolverton, the owner of Peak Financial Management. Nick shares his inspiring journey from […]

Derek Notman: The Roles of Technology and Trust in Financial Advisor Success

0.75x 1x 1.25x 1.5x 2x 0:000:33:35 Derek Notman: The Roles of Technology and Trust in Financial Advisor Success Apple PodcastsGoogle PodcastsPlayer EmbedShare Leave a ReviewListen in a New WindowDownloadSoundCloudStitcherSubscribe on AndroidSubscribe via RSSSpotifyAmazon MusicIn this episode of The Purpose-Focused Advisor, Rob welcomes Derek Notman, a seasoned financial advisor, entrepreneur, and proud dad, who shares his […]

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