Executive Leadership Coaching for Financial Advisors:
Empowering You to Build Thriving, Purpose-Focused Businesses with Clarity, Freedom, and Increased Profits
Empowering Purpose-Focused Growth
Truest Fan Executive Leadership Coaching is designed for high-achieving financial advisors and team leaders ready to take their business to the next level. With our Truest Fan Blueprint, we offer a results-driven path to greater clarity, profitability, and sustainable growth. Our structured, empowering approach helps you focus on what truly matters—transforming your goals into actionable steps that lead to a thriving, purpose-focused business. By partnering with us, you’ll gain the clarity, freedom, and fulfillment you need to balance financial success with personal growth.
For High Achieving Advisors Ready to
Achieve a New Level of Success
This program is designed for ambitious financial planners, advisors, and RIA leaders who want to elevate your practice—whether you’re working independently or managing a team. It’s ideal for those looking to move from feeling scattered and overwhelmed to leading with clarity and confidence. If you’re committed to scaling your business while staying aligned with your core values, this coaching experience provides the strategic direction, accountability, insights and proven tactics needed to achieve meaningful and sustainable growth.
“I feel a lot better about where I stand today as well as where I’m going to be in the future… I’m accomplishing what I want; I’m on the path that I want to be on.”
“What I was hoping to accomplish was growth and a return on my investment. However, I feel like the greatest benefit is something I was not trying to seek out. Not to sound too much like a credit card commercial, it’s priceless the ROI that I’ve seen [in] organization and direction and implementation of things that I want to accomplish.”
Here's how our program works...
Pillar #1 - Personal Discovery Session
Our journey starts with a 1-to-1 introductory discovery session—a valuable opportunity to gain insights and clarity on your next steps. In this session, we’ll explore your vision, challenges, and goals to see if this program is the right fit for your growth. Regardless of whether we move forward together, you’ll leave with actionable ideas to elevate your path forward. It’s a session designed to make the most of your time and provide genuine value. Click any of the ‘Get Started Now’ buttons on this page to schedule your session and take the first step toward strategic growth.
Pillar #2 - Develop Your Truest Fan Blueprint
This 90-minute strategy session is where we’ll begin to create your personalized Truest Fan Blueprint. It’s not just about planning—it’s about designing a strategic roadmap that brings clarity, focus, and actionable steps to your business. This blueprint eliminates the guesswork by zeroing in on your key leverage points, ensuring each action aligns with your purpose and your long-term vision. With this, you’ll be primed to achieve meaningful results faster, with a clear path forward.
Pillar #3 - Monthly Executive Coaching Sessions
Each month, you’ll engage in a dedicated 90-minute executive coaching session, with the option to split it into two shorter sessions if that suits you better. These sessions offer ongoing, personalized support, helping you refine your strategy, tackle challenges, and keep your momentum strong. Through a tailored approach, we’ll keep your Truest Fan Blueprint aligned with your current needs, adapting as you grow to ensure consistent progress toward your goals.
Pillar #4 - Rapid Response Coaching
Great ideas, unexpected challenges, or pressing questions don’t always wait for scheduled sessions. That’s why we offer rapid response coaching—your on-demand, behind-the-scenes support. Through our online coaching portal, you can reach out anytime with questions or concerns, and receive tailored feedback via video, audio, or text within 24 hours. This flexible support empowers you to keep moving forward and address issues as they arise, all without the need to schedule additional calls.
Pillar #5 - Monthly Advisor Roundtables
Connect each month with a group of like-minded advisors in a growth-focused roundtable. These sessions go beyond idea-sharing—they’re interactive workshops designed to build accountability, spark innovation, and foster a supportive network of peers. Through collaborative problem-solving and peer-to-peer learning, you’ll walk away with actionable strategies and insights that help you make meaningful progress toward your goals.
“Truest Fan Coaching has profoundly impacted my professional and personal life. Rob's blueprint provided a clear, structured framework that helped me focus on my highest priorities and achieve my goals."”
“Rob's coaching has been invaluable. His systematic approach to focusing on what truly matters has significantly improved my business performance and personal well-being. We couldn't be where we are without him.”
More than theory, real impact and real results
Our clients value our work because we’ve been in their shoes. We’re not just outside experts; we’ve successfully run our own practices and now work alongside high-performing financial professionals like you.
Our deep understanding of the financial services industry is both practical and personalized. We’ve yet to encounter a challenge we haven’t seen and tackled before.
Here’s what our clients have accomplished…
… Record years for AUM, recurring revenues, and profits
… Upleveling client segments and service models to to deliver even more exceptional client care
… Building dream teams that love working together to achieve important goals
… Developing and implementing new marketing strategies that attract their most ideal clients
… Formulating succession plans that turn their businesses into legacies
… Evaluating merger and acquisition opportunities that lead to meteoric growth
… Developing and implementing leadership strategies that turn practices into enduring businesses
For us, it’s not just about answering questions; it’s about actively participating in the success stories of the advisors we serve.
A few words from my private coaching clients...
Matt Ross, Ross Financial
Ron Dickinson, Dickinson Investments
Michael Lutz, Legacy Financial
Who will guide you on your journey?
We’re Rob Brown and Phil Calandra, the driving forces behind Truest Fan Coaching. Our partnership is more than just a collaboration; it’s a powerful fusion of experience, passion, and a shared commitment to empowering financial advisors and business professionals to lead purpose-focused lives of significance and impact.
Rob’s journey has taken him from a high achieving advisor to becoming a sought-after mentor for hundreds of other advisors in his executive leadership roles. Now, as a coach to some of the industry’s top advisors, his ability to transform his insights into actionable strategies has been the cornerstone of Truest Fan Coaching.
Phil’s story is a testament to the program’s transformative power. As one of Rob’s star students, he not only doubled his business in just over three years, he also built a more cohesive and purpose-driven team. Known among his peers for his coaching skills, Phil has a leader’s heart.
Our collaboration is rooted in a shared vision: to be ‘Truest Fans’ for our clients. This means being more than just coaches. We’re committed cheerleaders who go the extra mile., We blend proven strategies with inspirational guidance.
“Rob’s approach has not only helped me grow my business but also align my practice with my personal values and style, creating a more fulfilling professional journey."
“Implementing the Truest Fan Blueprint under Rob's mentorship has been one of the best decisions for my career. The focus on prioritizing key tasks and eliminating distractions has boosted my efficiency and satisfaction. My practice has never grown faster.”
Why "Truest Fan?"
“Truest Fan Coaching” got its name from Rob’s second book, Truest Fan: Live, Love & Lead with Purpose & Impact. But the name isn’t just a title; it’s our philosophy. It’s about being the biggest cheerleader for ourselves and those around us.
When we fully believe in our abilities and dedicate ourselves to serving others wholeheartedly, we’re not just making strides in our lives; we’re impacting the world around us one step at a time.
At Truest Fan Coaching, this belief is at the heart of everything we do. We’re here to encourage you, to believe in you when you might not even believe in yourself, and to guide you as you serve others with your unique talents. It’s about strengthening the bonds with those who matter most: your family, friends, team members and clients.
We’re committed to helping you be your best and cheering you on every step of the way!
Why "Truest Fan"?
“Truest Fan Coaching” got its name from a book Rob wrote, Truest Fan: Live, Love & Lead with Purpose & Impact. But the name isn’t just a title; it’s our philosophy. It’s about being the biggest cheerleader for ourselves and those around us.
When we fully believe in our abilities and dedicate ourselves to serving others wholeheartedly, we’re not just making strides in our lives; we’re impacting the world around us one step at a time.
At Truest Fan Coaching, this belief is at the heart of everything we do. We’re here to encourage you, to believe in you when you might not even believe in yourself, and to guide you as you serve others with your unique talents. It’s about strengthening the bonds with those who matter most: your family, friends, team members and clients.
We’re committed to helping you be your best and cheering you on every step of the way!
Frequently Asked Questions
Q: When does it start?
A: Our executive coaching programs start immediately upon joining. We’ll schedule your High-Impact Strategy Session right away. Within 24 hours of joining, you’ll receive an email with information about live roundtable calls and other member details.
Q: What if my business is just me, with no team to lead?
A: Then we’ll work on two fronts: first, ensuring that you have the clear goals and strategy you need to achieve the life and business you truly want, and second, building a great team if that turns out to be one of your goals.
Q: What if I’m not sure what my goals ought to be?
A: No problem! That’s one of the first things we’ll work on. If you don’t have any idea what goals you want to accomplish, we’ll help you figure that out. Or if you only have a vague sense of your goals, we’ll work together to make them crystal clear and concrete.
Q: How do I know this will work for me?
A: The framework and methods we will share with you during this program are universal in nature; they will work for anyone who understands them and applies them properly. Hundreds of our clients have used these same approaches to great effect, so you can be confident that they will work for you too.
The decision is yours...
The life of significance, purpose, impact and freedom that you want *is* within your reach. All you need is a little guidance from industry experts to help you achieve it! So the sooner you take action to get started on that path, the sooner you can enjoy accomplishing your biggest goals and making a genuine impact in the world.
Step up to the plate today!
Rob Brown