82 episodes

The Purpose Focused Advisor," a podcast for financial planners, advisors and RIAs aimed at merging professional growth with personal fulfillment. Hosts Rob Brown and Phil Calandra, founders of Truest Fan Coaching, bring insights from industry leaders on finding purpose, driving success, and overcoming challenges.

This podcast isn't just about strategies; it's a community focused on helping you be your best and bring out the best in others. Whether it's the motivation behind your business or practical tips for thriving in life, each episode offers valuable takeaways.

Join us at "The Purpose Focused Advisor" to transform your career and life with purpose-driven success. Subscribe now and start your journey to greater impact and continuing success.

The Purpose Focused Advisor Rob Brown and Phil Calandra

    • Business

The Purpose Focused Advisor," a podcast for financial planners, advisors and RIAs aimed at merging professional growth with personal fulfillment. Hosts Rob Brown and Phil Calandra, founders of Truest Fan Coaching, bring insights from industry leaders on finding purpose, driving success, and overcoming challenges.

This podcast isn't just about strategies; it's a community focused on helping you be your best and bring out the best in others. Whether it's the motivation behind your business or practical tips for thriving in life, each episode offers valuable takeaways.

Join us at "The Purpose Focused Advisor" to transform your career and life with purpose-driven success. Subscribe now and start your journey to greater impact and continuing success.

    The Power of Personal Stories in Growing a Successful Financial Planning Practice

    The Power of Personal Stories in Growing a Successful Financial Planning Practice

    In today's episode, I sit down with Tess Rowland, who shares her inspiring journey to becoming a fee-only financial advisor. With a non-traditional background in nursing, Tess explains how her long career in healthcare has shaped her client approach and helped her build strong relationships with the right clients. We also discuss effective strategies for client engagement, growing a financial planning practice, and the importance of promoting referrals. Tess offers invaluable insights, so tune in for a great conversation.

    In this episode, Rob and Tess explore:
    How your personal story influence your financial planning careerContinuous learning is powerful for strengthening business and client relationships.Empowering women to understand and engage in financial conversationsHow simply letting people know you’re open for more business leads to meaningful referrals.Planning for succession should begin earlier than you might think to protect your business and clients
    Key Takeaways: 
    Many women change advisors after their spouse passes because they haven't built a connection with their current advisor.Client relationships should be mutually beneficial.Not all clients will be the right fit for you. It's important to respect your expertise and know when to refer clients elsewhere.Most of your best new clients will come from introductions, especially from satisfied clients. 
    “The world is a better place when we learn and understand people and gain more knowledge.” – Tess Rowland 

    About Tess Rowland: Tess Rowland is a dedicated financial advisor with a mission to help individuals achieve financial security. As the founder of T Rowland Financial Services, Tess brings a wealth of experience to her clients, offering fee-only financial planning and advisory services. She transitioned from a career as a Registered Nurse to accounting, becoming a CPA before embracing her role as a financial advisor. Tess's background in critical care and accounting uniquely positions her to build trusted relationships and guide clients towards their financial goals. Outside of work, Tess enjoys family time, golf, hiking, yoga, and gardening.

    Connect with Tess Rowland: 
    Website: https://www.tessrfinancialservices.com/ 
    LinkedIn: https://www.linkedin.com/in/theresa-rowland-6877b097/ 

    Episode References:
    The Truest Fan MastermindGarrett Planning Network: https://www.garrettplanningnetwork.com/ The Clark Howard Podcast: https://clark.com/podcasts/ 

    Connect with Rob Brown & Phil Calandra:
    Website: http://truestfan.com/ 
    Facebook: https://www.facebook.com/truestfan  
    LinkedIn: https://www.linkedin.com/in/truestfan/ 
    YouTube: https://www.youtube.com/@truestfancoaching
    LinkedIn Group: https://www.linkedin.com/groups/8496989/ 
    Facebook Group: https://www.facebook.com/groups/truestfan

    • 30 min
    Mid-Year Strategies to Strengthen Your Advisory Practice

    Mid-Year Strategies to Strengthen Your Advisory Practice

    In this episode, Rob takes the hot seat as he and Phil dive deep into what financial advisors should be focusing on as we head into the second half of the year. They discuss practical strategies for managing client relationships, growing business more intentionally, handling the stress brought on by current news cycles, and staying proactive in your advisory practice.
     
    Rob and Phil cover:
    Handling the stresses that cannot be controlled and focusing on what can be controlled. The importance of reviewing your Truest Fan Action Plan during mid-year evaluations.Being proactive, not just reactive, during your mid-year review.Common pitfalls to avoid during a mid-year review.
    Key Takeaways: 
    Review your big dreams and vision to ensure your strategy for the second half of the year aligns with what truly matters to you.Have a coach or mentor review your strategy to keep you accountable for your commitments.Continue with what’s working, eliminate what isn’t, and maintain your plan to ensure steady progress.Break your plans down into manageable action steps. Avoid taking on more than you can handle. 
    “When you have an action plan, and you look at it every day, and as you're planning your day, you're saying, ‘Have I set aside time to work on those things that I said I was going to work on that are going to lead me to my most important goals?’ it allows you to say no to the other stuff and allows you to put those other distractions aside.” – Rob Brown

    Episode References:
    The Truest Fan Mastermind

    Connect with Rob Brown & Phil Calandra:
    Website: http://truestfan.com/ 
    Facebook: https://www.facebook.com/truestfan  
    LinkedIn: https://www.linkedin.com/in/truestfan/ 
    YouTube: https://www.youtube.com/@truestfancoaching
    LinkedIn Group: https://www.linkedin.com/groups/8496989/ 
    Facebook Group: https://www.facebook.com/groups/truestfan

    • 18 min
    The Lasting Impact of Professional Financial Planning

    The Lasting Impact of Professional Financial Planning

    Today, Rob and Phil explore how financial advisors make significant, lasting impacts on their clients' lives and in their communities. They discuss the importance of developing signature processes, prioritizing client needs, fostering trust, and truly valuing each client to enhance both the positive influence on clients and the growth of their practice.
     
    In this episode, Rob and Phil delve into:
    The value of implementing a signature solution that demonstrates how you serve clients.Treating each client as unique, even while following a consistent process.Regularly evaluating and refining your process to ensure it works effectively.Eliminating distractions to stay focused on your core mission.
    Key Takeaways: 
    Success comes from working with clients who are the right fit for you, rather than trying to fit every client.While clients may share similarities, each one should feel seen and understood as an individual.Proper financial planning focuses on understanding a client’s lifestyle and goals, not just prediction and forecasting.Never take for granted the impact you have on your clients' lives.Root for your client’s success—they need your support now more than ever. 
    “We are in a business of doing and a business of learning. I've always believed that. And the advisors that can continue to learn and continue to explore, are ultimately going to have a much more elegant life, they're going to enjoy and have that passion fueled for them.” – Phil Calandra

    Episode References:
    The Truest Fan Mastermind

    Connect with Rob Brown & Phil Calandra:
    Website: http://truestfan.com/ 
    Facebook: https://www.facebook.com/truestfan  
    LinkedIn: https://www.linkedin.com/in/truestfan/ 
    YouTube: https://www.youtube.com/@truestfancoaching
    LinkedIn Group: https://www.linkedin.com/groups/8496989/ 
    Facebook Group: https://www.facebook.com/groups/truestfan

    • 22 min
    John Stadtmueller: Why Purpose-Focused Advisors Finish First

    John Stadtmueller: Why Purpose-Focused Advisors Finish First

    Today we talk with John Stadtmueller, the Founder of Good Advisors Finish First, an independent network of financial advisors committed to pursuing better client outcomes as a community. John shares with us the four core values of the community, highlights the need for innovative thinking, open-mindedness, and a more collaborative approach in addressing industry needs, and gives an example of how a community approach to solving problems helps everyone grow and succeed. 
     
    In this episode, Rob, Phil, and John delve into:
    Focusing on being better for your clients. Why you should be radically open-minded. Communicating your value and your value proposition to your clients and potential clients. Pursuing better client outcomes as part of an advisor community. The two biggest mistakes that prevent advisors from being a great advisor. 
    Key Takeaways: 
    Keep your focus on the good. Your business is about more than just apologizing for the industry, it is about delivering value to your clients. Share openly with your peers. As an advisor, drive the conversation and bring in third parties when it makes sense. Advisors make huge differences in the communities they serve and in the causes they care about. Purpose-focused advisors give back. Learn from everyone, follow no one. There is no one right way to do things. You don’t have to give a choice - you can give your best advice.   
    “A huge miss that a lot of advisors have is just being open to saying ‘I don't know,’ because you're probably not going to know everything. You're not going to be an expert. A big thing that we all talk about is finding your niche and really owning who you are, and what you can deliver in terms of value, and then being open and willing to take help. Rather you're finding those resources that can help you deliver that better result for the clients rather than trying to scramble and pretend that you know everything.” – John Stadtmueller

    About John Stadtmueller: After a 20 year career in the financial services industry, predominantly in roles supporting financial advisors, John Stadtmueller created a movement to demonstrate “Good Advisors Finish First." Two years later, John doubled down on his passion to pursue this cause by leaving a comfortable job in Corporate America and began building the Good Advisors Finish First (GAFF) Community. GAFF now boasts over 150 members, from over 20 different B/Ds and RIAs, all committed to Pursuing Better Client Outcomes as a Community. EVERYONE is Invited however Seating is Limited to those who adhere to 4 Core Values: 1. Humility, 2. Abundance, 3. Reciprocity, 4. Pass the Torch.

    Connect with John Stadtmueller: 
    Website: https://goodadvisorsfinishfirst.com/ 
    Website: https://www.goodpeoplefinishfirst.com/ 
    LinkedIn: https://www.linkedin.com/in/johnstadtmueller/ 

    Episode References:
    The Truest Fan Mastermind

    Connect with Rob Brown & Phil Calandra:
    Website: http://truestfan.com/ 
    Facebook: https://www.facebook.com/truestfan  
    LinkedIn: https://www.linkedin.com/in/truestfan/ 
    YouTube: https://www.youtube.com/@truestfancoaching
    LinkedIn Group: https://www.linkedin.com/groups/8496989/ 
    Facebook Group: https://www.facebook.com/groups/truestfan

    • 32 min
    Zack Hubbard: Making Financial Planning Accessible for Everyone

    Zack Hubbard: Making Financial Planning Accessible for Everyone

    Today, Rob sits down with Zack Hubbard, Director of Financial Planning & Participant Engagement with Greenspring Advisors, to explore how to make financial planning more accessible for everyone. They discuss the importance of offering high-quality advice to all clients, tailored to their specific needs and circumstances. Zack shares how his firm maintains valuable communication with clients through age-based advice delivered via email, short videos, and other relationship-building touchpoints. This episode is packed with actionable advice you can start implementing right away. Don't miss this insightful conversation that can help you enhance your client relationships and service delivery.
     
    In this episode, Rob and Zack delve into:
    The importance of financial planning for everyone, not just the super-wealthy.The time commitment required for effective financial planning.How to grow your practice without eliminating smaller client relationships.Prioritizing the most significant areas of concern for clients.Connecting with clients in ways that are most meaningful and effective for them.
    Key Takeaways: 
    Building client relationships isn't always immediately profitable due to the initial effort required for comprehensive planning. Break the process into manageable pieces and prioritize the client's most pressing needs first.Many clients lack a complete understanding of their financial situation. Presenting their financial plan in stages can reduce overwhelm and strengthen your long-term relationship.Utilize age-based communication with your clients. Age-related triggers often provide easy, actionable advice that clients will likely find relevant and helpful. 
    “People want to be served the way that they want to be served and we can adjust our businesses to do that and serve more people.” – Zack Hubbard

    About Zack Hubbard: Zack is the Director of Financial Planning and Participant Engagement at Greenspring Advisors. As Director, Zack leads a team of financial planners that help our Private Wealth advisors deliver comprehensive financial plans to their clients and also deliver personalized planning and advice to the participants in the retirement plans that our corporate retirement advisors work with. Zack is focused on expanding access to financial planning to the masses.

    Connect with Zack Hubbard: 
    Website: https://greenspringadvisors.com/ 
    Email: zack.hubbard@greenspringadvisors.com 
    LinkedIn: https://www.linkedin.com/in/zack-hubbard/ 

    Episode References:
    The Truest Fan Mastermind

    Connect with Rob Brown & Phil Calandra:
    Website: http://truestfan.com/ 
    Facebook: https://www.facebook.com/truestfan  
    LinkedIn: https://www.linkedin.com/in/truestfan/ 
    YouTube: https://www.youtube.com/@truestfancoaching
    LinkedIn Group: https://www.linkedin.com/groups/8496989/ 
    Facebook Group: https://www.facebook.com/groups/truestfan

    • 35 min
    David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality

    David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality

    Today, we sit down with David Strege to explore how he and his partner successfully transitioned their firm to thrive beyond their tenure. David delves into the importance of letting go, serving others, and engaging in industry organizations. His insights offer invaluable takeaways for purpose-focused advisors at every career stage.  
     
    In this episode, Rob, Phil, and David delve into:
    The importance of succession planning and determining the ideal time to start crafting your plan… it’s sooner than you thinkUsing a two-advisor strategy for client meetingsPhilanthropy as part of the retirement planning conversationHow to “practice” your retirement before you actually retireAn insider's view of the future growth of the financial planning industryFostering increased public trust and confidence in financial professionals
    Key Takeaways: 
    Build your firm from the beginning with the end in mind. Understand what you want your firm to accomplish and work towards that every step of the way.You will get out of industry associations what you put into them.You should understand your client’s estate plan in order to appropriately compile a comprehensive financial plan. Part of wisdom comes from making decisions, letting go, and seeing how those decisions play out. Know what you’re going to do in retirement before you retire. You need to know what your purpose will be and what makes you come alive.  
    “We spend a lot of time on philanthropic giving, because life's not about things. You try to satisfy your soul or your personality with things, but it's really when you find using your gifts to serve others, that's when you come alive.” – David Strege

    About David Strege: David Strege serves clients as a Senior CERTIFIED FINANCIAL PLANNER™ practitioner at Syverson Strege in West Des Moines, Iowa. 

    David earned a degree in finance from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the CFP Board.  In 1987, he received the Chartered Financial Analyst® certification and earned the Certified Kingdom Advisor® designation in 2017.

    He has also served on the National Boards of the Financial Planning Association and of the National Endowment for Financial Education® (NEFE®), serving as Chairman in 2018. 

    David still competes nationally and internationally in Men’s indoor volleyball.

    Connect with David Strege: 
    Website: https://www.onlyworkforyou.com/ 
    LinkedIn: https://www.linkedin.com/in/david-strege-planner/ 

    Episode References:
    The Truest Fan Mastermind
    Connect with Rob Brown & Phil Calandra:
    Website: http://truestfan.com/ 
    Facebook: https://www.facebook.com/truestfan  
    LinkedIn: https://www.linkedin.com/in/truestfan/ 
    YouTube: https://www.youtube.com/@truestfancoaching
    LinkedIn Group: https://www.linkedin.com/groups/8496989/ 
    Facebook Group: https://www.facebook.com/groups/truestfan

    • 33 min

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