78 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.

    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
    Joe Bertilson: Sharing Generosity with Your Clients

    Joe Bertilson: Sharing Generosity with Your Clients

    In this episode, Joe Bertilson shares his journey from his affiliation with a major investment firm to founding Cedrus Wealth Group. Discover how Joe has integrated faith, generosity, and mentorship to build a purpose-driven advisory firm. Learn about the importance of asking clients about their charitable inclinations, fostering a culture of giving, and creating a lasting impact in the community. Joe's story is an inspiring example of how financial advisors can blend personal values with professional success.
     
    In this episode, Rob, Phil, and Joe delve into:
    The importance of integrating generosity into financial planning.Strategies for asking clients about their charitable inclinations.Building a firm culture focused on mentorship and community impact.Creating a ripple effect of generosity through client engagement and community involvement.How to leverage personal values to enhance client relationships and business growth.
    Key Takeaways: 
    It’s great to listen to other’s feedback, but you can accomplish so much more by staying in your lane with what you uniquely do best. Ask all of your clients “Are you charitably inclined?” Regardless of the answer, it opens the conversation. People hate taxes but love their charities. Many want to give more but don’t know the best way to go about it in their financial plans. Generosity has a way of rippling out, spreading widely, and affecting more people. Keep the conversation going.  
    “My challenge to advisors was, if your vision is to provide for your family, then your vision is too small. We have the capacity and the capability to bless a lot more people if we put in the effort.” – Joe Bertilson

    Connect with Joe Bertilson: 
    Website: https://cedruswealthgroup.com/ 
    Email: joe@cedruswg.com 
    LinkedIn: https://www.linkedin.com/in/joe-bertilson-a578881b 

    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
    Michael DeLon: Build Your Credibility by Telling Your Authentic Story

    Michael DeLon: Build Your Credibility by Telling Your Authentic Story

    Today, we dive into a fascinating conversation with Michael DeLon, The Credibility Coach. Discover how he empowers financial advisors to share their impact and their stories. You grasp your significance. You comprehend the value of your work for your clients. Yet, finding the right words to resonate with your audience, especially new connections, can be a challenge. Michael reveals the secrets to writing a book that accelerates your marketing, referrals, and business growth - all by staying true to yourself!
     
    In this episode, Rob and Michael delve into:
    How writing a book can help you create credibility in your business. The ties between books, marketing, and business growth. Creating a book in under 24 hours of your time. Speaking your book and developing the intellectual property behind the book. 
    Key Takeaways: 
    Mail potential clients and connections a copy of your book before your scheduled meeting. It builds trust and helps to lower barriers. Books are a one-on-one connection between you, as the author, and the reader.You have your signature solution, your signature message, that is clear and compelling. That is what you write your book about and what draws people to you. Your best referrals run in the same circles as your best clients. Using a book as a handout for your clients to give to those friends is a great way of bringing in referrals from your existing clients.  
    “When you create a book and you put your story and your thoughts and your successes in that book, people bond with you, they get to trust you, and they're willing to take that next step of finally meeting with you.” – Michael DeLon

    About Michael DeLon: Michael DeLon creates credibility. As the president of Paperback Expert, he helps business owners publish a book that positions them as the expert in their field.

    Business owners seek out Michael to clarify their brand strategy, make them bestselling authors, and set up their profitable podcast. They use his Credibility Marketing strategies to gain more clients, get more referrals, and grow their revenue.

    Michael is the author of On Marketing, a #1 Amazon Best-Selling author, and the Creator of The Credibility Game Plan. Since 2013, he has worked with business owners across the United States and internationally to establish and market their credibility.

    Michael is the husband of one and father of four. He’s a committed follower of Jesus Christ who is deeply involved in his church. You can normally find Michael investing time with his family, reading a great book, or facilitating growth in the lives of those around him.

    Connect with Michael DeLon: 
    Website: https://paperbackexpert.com/ 
    LinkedIn: https://www.linkedin.com/in/michaeldelon/ 
    Facebook: https://www.facebook.com/PaperbackExpert 
    On Marketing Book: https://paperbackexpert.com/onmarketing/ 
    Experts Speak Podcast: https://paperbackexpert.com/interviews/# 

    Episode References:
    The Truest Fan MastermindRetire on Purpose by Alynn Godfroy

    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
    Eric Brotman: Building Your Firm for Success Beyond You

    Eric Brotman: Building Your Firm for Success Beyond You

    This episode explores some of the intricacies of succession planning and the idea of graduating rather than retiring. Our guest, Eric Brotman, CEO of BFG Financial Advisors in Baltimore, sheds light on intentionally structuring his firm uniquely from the start. By recruiting the right talent and creating plans for equity partnerships, the firm has surpassed expectations in its market reach and achievements.
     
    In this episode, Rob, Phil, and Eric delve into:
    Building your firm successfully with young advisors. Selling equity to your team to help with your succession planning. Why most financial advisors are not planning for the future. A peek into the new edition of Eric’s Book, Don’t Retire…Graduate!.
    Key Takeaways: 
    It’s better to educate and invest in your team and have them leave than to not educate them and have them stay.Bring in junior advisors who are much younger than you. Your team should be staggered over ages for a successful transition and for your future retirement to be successful. You need the right mentors and coaches, in any industry, to know the right tools for the right job. This is no different in the financial advising and planning industry. Retirement should not be the absence of work, but rather, the absence of the need to work. Retirement is not the end of your life, it’s the start of a different chapter.  
    “What I am doing in every conceivable way is trying to take care of everyone here whose skin is in the game. And if I do that, and it doesn't require private equity, everyone here will not only benefit, but it will feather their nest for a generation.” – Eric Brotman

    About Eric Brotman:  Eric D. Brotman, CEO of BFG Financial Advisors, started his financial planning career in 1994 in Baltimore. He holds a BA from the University of Pennsylvania, a Master's in Financial Services, and multiple financial certifications. Eric founded Brotman Financial Group, Brotman Consulting Group, and Brotman Media Group. He's served on numerous boards, including the Maryland State Retirement & Pension System, hosted the Don’t Retire… Graduate! podcast, authored the award-winning book, Don’t Retire… Graduate!, and has contributed regularly to Forbes.com and WBAL TV.

    Connect with Eric Brotman: 
    Website: https://bfgfa.com/ 
    Website: https://brotmanconsultinggroup.com/
    Website: https://brotmanmedia.com/ 
    LinkedIn: https://www.linkedin.com/in/ebrotman/ 
    X: https://x.com/brotmanplanning 
    Book: https://brotmanmedia.com/books/ 
    Podcast: https://brotmanmedia.com/podcasts/ 

    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

    • 36 min
    John Browning: Asking “Why” To Help Your Clients Live Their Best Lives

    John Browning: Asking “Why” To Help Your Clients Live Their Best Lives

    This week's episode focuses on an important concept: wealth management isn't just about managing portfolios—it's about shaping lives. Tune in as we follow John Browning's journey through his diverse roles in the wealth and portfolio management industry. Learn from John's invaluable insights on building lasting relationships with clients.
     
    In this episode, Rob, Phil, and John talk about:
    John’s professional journey from some of the biggest firms on Wall Street to building his own firm, Guardian Rock Wealth.John’s book - Build a Life, Not a Portfolio.Why you should ask “why” when working with your clients as a wealth manager.Advice to people working with financial advisors to know if their advisor is the right fit for them.
    Key Takeaways:
    Your portfolio should be built to fit your life, not the other way around.Money is a tool. It can be used to benefit your life, or it can be used for destruction. Everyone has different needs and values and different ideas of what the best life lived may be.Beware of becoming a poor rich person. More money and more stuff don’t bring you happiness and fulfillment.There are great financial advisors out there. You want to pay attention to what they say and select your advisor carefully. 
    “There's a chapter in my book called “The Snowflake Theory,” dedicated to trying to get people to understand we all look through our own lens from our own perspective…You really need to concentrate on being open to that and letting people decide for themselves what their best life is.” – John Browning

    About John Browning: John serves as the Chief Executive Officer for Guardian Rock Wealth and is the Amazon best-selling author of the book “Build a Life, not a Portfolio: A Guide to Your Financial Future Based on Your Personal Values,” which can be found on Amazon or by contacting Guardian Rock Wealth for a free copy. You can get to know John more by listening to his weekly “Building Your Life Podcast.”

    Connect with John Browning:
    Website: guardianrockwealth.comLinkedIn: linkedin.com/in/johnbrowningfinancialsolutionsFacebook: facebook.com/GuardianrockBook: Build a Life, Not a Portfolio: A Guide to Your Financial Future Base on Your Personal ValuesBuilding Your Life Podcast: guardianrockwealth.com/podcastYouTube: youtube.com/channel/UCfi9tzGPUqbqrJUPte_53aA

    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

    • 37 min

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