Discover how high-achieving financial advisors enjoy greater purpose, profits and freedom!
Accomplish Your Most Cherished Goals This Year and Beyond
Most People Would Say You’ve Already Accomplished Plenty
After all, you have a successful career, a comfortable lifestyle, and a happy home.
Yet you can’t help feeling there must be something more – a higher level of success, a deeper sense of purpose, a bigger impact to be made – if only you knew how to take things to that next level.
But that’s the problem in a nutshell. You don’t know how.
You’ve reached a milestone where just doing what you already do is keeping you too busy to find the way forward.
Comparing your achievements to those of others (and trying to figure out how they get to do it all) only leaves you feeling overwhelmed, stressed, distracted, and unsatisfied.
So you’re wondering, “Is this it for me, or can I go further?”
You don’t want to lose any of the success you’ve already earned, so you’re a little wary of making big, dramatic decisions in case something goes wrong. At the same time, you know you’ll need to make decisions and take action if you want to generate meaningful change.
Ultimately, the cause of the problem is super-simple:
And this is completely normal. In fact, it’s the way all growth and development works.
Questioning if there could be more to life means you’re ready for there to be more. The higher you climb, the more you can see and the more you realize just how much further you could go.
But what got you here won’t get you there, so it’s time to take a different approach than those you’ve applied so far.
Next Level Success Begins with a Clear Path to a Specific Destination
To reach the next level of success, you must first get clear on what you really want to achieve. You can’t take the right steps until you establish what direction you want to go!
So if you’d like to experience greater purpose and make a bigger impact in the world, what will that look like?
Once you identify your biggest dreams and your most meaningful goals, you can map out your path to turn those goals into reality.
The process of realizing your next-level goals is a little different for everyone, but there are key commonalities for everybody who’s reached this stage in their life and career.
Chances are, you’ll need to strategize how to get the most out of your time and energy. That may mean…
… revamping your strategic plan so you actually accomplish what’s most important to you
… eliminating the head trash that’s keeping you from being you absolute best self
… delivering an extraordinary level of service to your most ideal clients
… building a powerful team so you’re not trying to do everything yourself
… elevating your marketing with new and improved systems to bring in AUM and recurring revenues
… transition from just running your business to leading with greater purpose and impact
… creating a robust succession strategy to secure the enduring success and legacy of your business
… or all of the above and more.
With the right strategy in place, you can create more time freedom and personal autonomy while scaling your business success and having greater impact on the people and causes you care about.
You’ll generate more wealth along the way, but that’s almost incidental.
The real point is to live intentionally and enjoyably, knowing that your actions create a worthwhile difference in the world. And the right strategy makes all of this much easier to accomplish than you might expect!
We’ve done it ourselves, and we’ve taught financial advisors, financial planners, registered investment advisors, and business leaders to do it too. Our books, in person events, and private coaching have been the catalyst for hundreds of advisors to earn more and focus on what’s important to reach their goals.
A few words from my private coaching clients...
Matt Ross, Ross Financial
Ron Dickinson, Dickinson Investments
Michael Lutz, Legacy Financial
Introducing Truest Fan Coaching for High Achieving Financial Advisors
Our clients are a handpicked group of high-achieving professionals seeking to breakthrough to new levels of success.
We only accept new members after we’ve had a chance to speak with you to be sure we’re a good fit for each other.
Our programs are not just about growing for the sake of growth, they’re about creating meaningful connections and supporting each other in reaching cherished goals.
We have a diverse group of clients from different industry segments and backgrounds, providing a valuable opportunity for cross-collaboration and learning.
Each client brings unique skills, knowledge, and expertise to the table, making our coaching programs truly dynamic and insightful.
Through regular meetings, workshops, coaching sessions and events, we foster an environment of growth and development for all members.
But it’s not just about business – we also prioritize personal growth and well-being.
Our work together is based upon a proven framework we and our clients have used to guide our steps and build a path from our previous plateaus to our next-level goals.
We developed this framework based on more than 60 years of combined industry expertise, plus the insights gained from our work as executive coaches to other financial professionals.
And after confirming that it works like a charm, we created coaching program that optimize the way the framework is applied and acted upon.
This is an action-packed, value-driven program for financial planners, financial advisors, RIAs, and business leaders who want to move beyond simple business success and income, towards a higher sense of purpose and freedom.
It’s for high-achieving professionals like you looking to build businesses of significance and impact.
Through expert coaching and mentoring, we will take you step by step from where you stand today to…
… visualizing your biggest dreams,
… clarifying your true purpose,
… accomplishing your most cherished goals,
… overcoming your greatest roadblocks,
… mapping out your success plan for the next 90-days, year and beyond, and
… building a business and life of significance and impact.
And it all begins with a personalized 1-to-1 introductory strategy session, designed to provide you with valuable insights and guidance on how we can become your partner in success.
Whether we mutually decide to work together or not, you’ll walk away with new ideas for leveling up. We will not waste your time.
Just click any of the ‘Apply Today’ buttons on this page to get started.
Here's how our programs work...
#1 - Private, High Impact Strategy Session
Every new coaching client gets started with a private strategy session. We'll dive deep into your business. We'll discuss your biggest dreams and greatest challenges. Crafting a roadmap that outlines your journey to success. And outlining the best way for you to maximize your membership.
#2 - Twice Monthly Roundtable Sessions
Roundtable sessions are held twice a month. You will have time to share successes, present challenges you’re facing and collaborate with coaches and peers. All sessions are recorded in case you're unable to attend. Here's how you will benefit...
... get direct feedback from your coaches,
... draw wisdom from the’ experiences of other top performers,
... make vital connections,
... discover breakthrough ideas
... develop accountability, and
... decompress to renew your energy.
And remember, we have a highly curated membership, only serious professionals like you will be in the room. You will need to bring your "A" game.
#3 - Rapid Response Coaching
You can't always control when great ideas, new challenges or nagging questions will come into our minds, so we offer rapid response coaching. We'll be your behind the scenes secret weapon whenever you need help or encouragement. Use our online coaching portal to send us your questions or challenges and we'll respond with personal feedback via video, audio or text within 24 hours. This allows you to learn and grow on your own time, without the hassle of scheduling calls or meetings.
#4 - Private Executive Coaching (Optional)
Every month, you'll be able to schedule a 90 minute call with me and my team. Our first call will be a discovery and strategic planning session. Before the call, you will complete a Big Dreams Assessment. If you want personal guidance through this process, we're here to help and we can do supplemental calls. Future calls can be shorter, depending on your needs. Plus, in between our monthly calls you'll gain access to unlimited Laser Coaching, fifteen live minute coaching sessions that you can schedule on an as needed.
#5 - Truest Fan Success Accelerator
Our core training is a comprehensive, self-paced program that offers a blend of strategic planning, actionable insights, and personal growth strategies. We'll introduce you to our 90-day planning cycle, undoubtedly part of our secret sauce for helping our clients get on track and stay on track for achieving your most audacious goals without the risk of owhelm and overload.
#6 - The All New Truest Fan Blueprint Book
The Truest Fan Blueprint is a transformative guide for financial advisors that offers a structured framework to achieve their most cherished goals. By focusing on purposeful actions and eliminating distractions, the book helps readers prioritize what truly matters in both their personal and professional lives. With proven strategies and actionable insights, it empowers advisors to unlock their full potential and create lasting success and fulfillment.
#7 - Truest Fan Online Library
Our online library (currently being curated) will an filled with the collective wisdom and practical tools from our past courses, training programs, and exclusive content developed for our private clients. It offers a treasure trove of frameworks, strategies, and insider tips designed to empower financial advisors with the knowledge and resources needed to excel.
“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’s True Transformation Worth?
When you start taking action with a solid game plan to accomplish your most cherished goals, your business and your life will change considerably…
- You feel re-energized, fully present, and free from stress, allowing you to focus on your highest-impact actions each day.
- You’re working with a dream team who are loyal, engaged, and know exactly how to make the most of their rolesct actions each day.
- You no longer worry about making mistakes, because you’re confident in your decisions and your ability to take effective, practical action.
- You’re so focused on making your greatest aspirations a reality, you can’t remember when you last compared your success to the success of others.
- You receive more recognition in business, enjoy more fulfilling relationships with friends and family, and explore new opportunities with joy in your heart.
- You feel secure and confident that your business will run smoothly without you whenever you decide to take a break, step back from direct leadership, or retire.
- You know that you’re living with purpose and making an ever-increasing impact on the world.henever you decide to take a break, step back from direct leadership, or retire.
- Your clients and your team have become your truest fans, supporting you to climb to the next level not only once, but time after time.
“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.”
It's time to move ahead...
The biggest cost you could incur at this point is the cost of doing nothing. Because if you do nothing new, then nothing will change.
But if you step up to the plate and take practical steps to generate transformation, then the value you can realize is virtually limitless.
Let’s choose the right membership for you.
OPTION 1: Coaching Cohorts
- Private, High Impact Strategy Session
- Twice Monthly Roundtable Sessions
- Rapid Response Coaching
- Truest Fan Success Accelerator
- The All New Truest Fan Blueprint Book
- Access to the Truest Fan Course Library
OPTION 2: Add Private Executive Coaching
- All the Benefits of the Roundatable Coaching Cohorts
- Plus Monthly Private Coaching Sessions
- Unlimited Laser Coaching
OPTION 3: 90-Day, Fast Action Roundtable
- Truest Fan Success Accelerator
- The All New Truest Fan Blueprint Book
- Bi-Weekly Roundtable for 90-Days
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.
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!
More than theory, real impact and real results
Our clients really appreciate our work because we’ve been in your shoes. We’re not outside experts.
We’ve been in the trenches with our our successful practices. And now, we continue to get our hands dirty alongside high performing financial professionals just like you.
Our deep understanding of the financial service industry isn’t just theoretical; it’s practical and personalized. It might sound bold, but we’ve yet to come across a challenge we haven’t seen (and tackled) before.
In the past year alone, we’ve rolled up our sleeves and helped our clients achieve some pretty impressive milestones. Here’s a sneak peek at what we’ve been up to:
Record Years for AUM, Recurring Revenues and Profits. Our clients have record years every year because they’re focused on what’s most important to them.
Upleveling Client Segments and Service Models: Innovating the way our clients serve their clients, setting new standards in client growth and satisfaction.
Building Dream Teams: Forming new organizational structure, hiring key team members, and building dream teams that drive forward momentum.
Developing and Implementing New Marketing Strategies: Crafting messages that resonate and connect with ideal clients.
Optimizing Websites and Social Media: Sharpening online presence to reflect the quality and professionalism of our clients’ services.
Writing a Book:Transforming expertise into pages that inspire, educate and build new business.
Creating Highly Focused Niche Markets: Carving out specializations that set our clients apart from the competition.
Formulating Internal Succession Plans: Ensuring the legacy and longevity of our clients’ practices.
Evaluating Merger and Acquisition Opportunities: Navigating the complexities of growing through strategic partnerships and acquisitions.
Resolving Conflicts: Smoothing out internal and external disputes to foster a stronger work environment.
Developing and Implementing Leadership Strategies: Elevating our clients from great advisors to exceptional leaders.
For us, it’s not just about answering questions; it’s about actively participating in the success stories of the advisors we serve.
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 coaching programs begin upon joining. You’ll get instant access to our membership website with the core course as well as our Rapid Response coaching. An email will guide you to schedule your initial strategy session. Additionally, you’ll receive info on live roundtable calls.
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, Phil Calandra