Advocacy can take many forms, from personal conversations to social media campaigns to networking in your community. But no matter the strategy, the keys to successful advocacy are planning and consistency. You must regularly share your message. And you need to let your advocates know that you’re looking for new opportunities.
In its simplest form, advocacy is a process for turning clients, centers of influence (COIs) and other influencers into promoters of you and your business. Advocacy, done well, leads to a more steady flow of referrals and introductions.

As a business leader, you may not always be the one handling client inquiries and concerns – that’s where your team comes in. So, when they feel overwhelmed by these challenges, it’s up to you to step up and provide strong leadership.
Remember, your team’s reaction to challenging times is heavily influenced by how you respond.
When you appreciate and value your team, it motivates them to do their best and work towards achieving success. That’s why practices like daily scrums and leadership by walking around can make a big difference in strengthening teamwork and overall business operations.

A signature solution is not a product or a service or the technology you use, it’s the way you help your client overcome their challenges and achieve their most cherished goals.
Think of it as a highly tailored roadmap that takes your clients from where they are today to where they want to be in the future.
In this week’s episode, our Chief Growth Architects, Rob Brown and Phil Calandra, dive into the importance of creating a signature solution.
They’ll also discuss how you can differentiate yourself from the competition and overcome one of the biggest problems financial advisors face today.

In the latest episode of the Truest Fan podcast, co-hosts Rob Brown and Phil Calandra discuss the importance of recovery time for business people. They delve into whether grinding is a good or bad thing, highlighting the need for balance and taking breaks to avoid burnout.
The hosts also discuss why quantity is not leverage-able and the importance of building recovery time into daily routines. They encourage listeners to take mid-day breaks to recover and offer tips on how to get away from the desk, including taking walks or engaging in other physical activities.

Building a business that can run without you while you maintain control is something most entrepreneurs and financial advisors should strive for – but it can oftentimes feel like a daunting task. There is no one-size-fits-all formula and the journey towards having a self-sustaining business often comes with plenty of bumps in the road. However, it’s possible.
In this episode, host, Rob Brown, and guest, Casey Lang, talk about how you can start making progress towards building an independent, profitable business that doesn’t rely solely on your day-to-day involvement. In fact businesses are stronger when you have the right team in place to serve your clients and keep things running smoothly. You, as the owner, get to spend your time where it matters most.

Leadership isn’t something that comes easily – it requires commitment and dedication. However, every journey of personal development begins with taking responsibility for your own growth.
In this episode Rob Brown and Phil Calandra delve into the ways in which individuals at all levels of a team can exhibit leadership and how this can lead to impressive achievements, both big and small. By tapping into your own inner leader, you can overcome common obstacles and drive meaningful change and growth in your business and life.
Of course, If you’re ready to take the first step towards becoming a successful leader, then let’s get started! Tune in and learn how to unleash your inner leader.

At Truest Fan, we have a term for success routines that we call “home run habits.” These are the habits that keep us on track towards our most important goals and help us turn our ideas into action. By implementing home run habits, we can reduce overload and make the journey towards success more enjoyable.

Listen as co-hosts Rob Brown and Phil Calandra share how simple and sustainable habits can make all the difference between achieving your goals and not achieving them. These habits can be the key to having fun with what you’re doing and moving at a faster, more exciting pace.

In this episode of the Truest Fan podcast, hosts Rob Brown and Phil Calandra discuss the importance of sprinting in achieving your goals. They explain that many people get stuck in a limbo when trying to figure out what to do next, which can hinder their progress.

The hosts walk listeners through the process of sprinting and provide tips on how to maintain focus and achieve desired outcomes. They also introduce their Truest Fan Action Plan framework, which helps clients set and achieve their goals through actionable steps taken at specific times

Financial advisors are not always measured by their credentials, they are evaluated by the kind of human being that they are. If you truly want to make an impact, it’s important to understand that living and leading with integrity and value is critical. However, in today’s world, it’s a challenge to look for someone who’s willing to understand what people value most, who’s willing to listen, and someone who really cares about being part of the solution to problems. When people recognize that someone genuinely cares about them, it becomes easier to guide them toward the right path. Taking the time to ask questions and dig deeper encourages a nurturing relationship filled with value and support even through the most trying and difficult moments in life. 

Sometimes happiness seems elusive. We struggle to find fulfillment. Our business goals feel out of reach. One great path to all three is committing to helping others. When you focus on others instead of yourself, you open up opportunities for growth and change that you may have never thought possible. During this episode, Doug walks us through how serving others can increase your relationship capital. Indeed, from mentorship to networking and even just lending a helping hand, paying it forward has unseen benefits that can help you succeed like never before.

You can’t just write your goals and hope that they will magically come true. To accomplish goals, you need a plan with specific, measurable action steps. This way you know what you need to do each day to actually achieve your targets. When you focus time on developing action plans, you stop daydreaming about what could be possible. You procrastinate less and get time back in your day. Ultimately, you achieve the things that matter most to you.

The first step to creating meaningful goals, scaling impact and achieving success is dreaming big. Acknowledging and empowering what is possible will lead to greater heights in both personal and professional endeavors. This is true if you’re thinking about the year ahead or the rest of your life. You must start with your biggest dreams.