In this episode of The Purpose-Focused Advisor, Rob Brown talks with John Richardson of Capital Planning Group, a financial planner with nearly 20 years of experience. John is also an active leader in the National Association of Insurance and Financial Advisors (NAIFA). John shares his passion for intentional living, servant leadership, and building authentic relationships in both life and business. He explains how being purpose-focused can elevate financial advising, making it more impactful for clients as well as more personally fulfilling. You’ll be inspired by John’s strategies for staying present, delegating tasks, and balancing business with personal growth. His approach, grounded in faith, authenticity, and service, offers a fresh take on success.
Key Takeaways:
- Understanding and living out your purpose leads to greater productivity and impact because you’re consistently working on the things that matter most to you and your clients.
- Being fully present in each moment, whether with clients, family, or during personal time, allows you to make the most of every interaction and deepen relationships.
- Authenticity in financial advising helps build trust and encourages clients to open up about their personal and financial goals, fostering long-term, meaningful partnerships.
- Using color-coded time blocking not only organizes your schedule but also ensures your priorities align with your values, helping you stay focused on what truly matters.
- Delegating non-core tasks allows you to focus on your strengths and the areas where you add the most value, ultimately improving client relationships and business outcomes.
John Richardson: “I constantly try to attract people who are just as enthusiastic about life as I am, because life is better when we do it together. We’re not called to do life alone.”
Rob Brown: “When you have greater purpose, you end up with greater productivity. Your results accelerate because you’re always working around the things that are really important to you.”
About John Richardson: John D. Richardson has been providing sound financial advice for his clients since 2005. The primary focus of John’s financial planning and investment advisory business is helping people align their financial decisions with their values and financial truth so that they can live their best life. John is an active leader with the National Association of Insurance and Financial Advisors (NAIFA). John, his wife Kelly, and their fun-loving rescue dog Piper live in Brentwood, TN. For fun, John enjoys playing table-top strategy board games.
Connect with John Richardson:
Email: JohnRichardson@FinancialGuide.com
LinkedIn: https://www.linkedin.com/in/johnrichardsonnashville/
Episode References:
Connect with Rob Brown & Phil Calandra:
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