The Purpose Focused Advisor Rob Brown and Phil Calandra

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

In this episode, we explore common challenges in obtaining quality introductions for financial planners & advisors. Learn from "The Language of Referrals" by our guest, Bill Cates. Tailor your referral approach to different contexts & shift your mindset for successful interactions. Embrace a client-centric referral strategy.

In this episode, Rob, Phil, and Bill delve into:
The common challenges faced by financial planners and advisors when seeking high-quality introductions.Bill's latest book, "The Language of Referrals."Tailoring referral language to fit a specific context (like distinguishing between introductions and referrals).The importance of changing your mindset and shedding limiting beliefs in the context of introductions and referrals cannot be overstated.How to adopt a client-centric strategy for handling referrals.
Key Takeaways: 
Referrals are the most time-effective way for financial advisors to build their business and they're free.Referrals and introductions rely on borrowed trust until you can earn your own trust with that new client.You need to maximize client engagement to get more unsolicited referrals and introductions.Don’t be afraid to meet with a referral to see if they qualify as the right fit for you. Very few advisors will ever turn down their right-fit client. Financial advisors, make sure you understand the value that you are bringing to those you serve. You’re on an important mission. 
“There’s no true substitute for asking for specific introductions, especially if you are looking to grow your business in a specific direction with your Right-Fit Client.” – Bill Cates 

Connect with Bill Cates: 
The Language of Referrals: https://referralcoach.com/language-of-referrals/
Website: https://referralcoach.com/ 
Resources: https://referralcoach.com/resources 
Email: Bill@referralcoach.com  
LinkedIn: https://www.linkedin.com/in/billcates/ 
YouTube: https://www.youtube.com/user/ReferralCoach 
Twitter: https://twitter.com/Bill_Cates 
Facebook: https://www.facebook.com/ReferralCoach 

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

In this episode Rob, Phil, and Steve discuss:
How Steve differentiates himself as both an attorney and a financial advisor. Building a networking partnership that works and isn’t lopsided.  Making it clear what you’re looking for with referrals. Key steps to building a more purpose-focused RIA.
Key Takeaways: 
The importance of building a repeatable Game Plan for your clients.Networking partners are all about the person, not about the industry. You want to partner with someone who sees value in giving referrals, not just receiving them. Marketing a niche is defining what you’re best at. This will encourage people to refer to you because they know exactly what you do best. Stop doing the things you don’t want to do. Find a way to delegate those things to someone in your team or an outsourced person.  
“Focus on all the people in your firm around you. Because with the right people, anything's possible, but with the wrong people nothing is possible.” – Steve Taylor

About Steve Taylor: After nearly two decades in the legal and financial services industry, I took the true step towards independence and made Merited Wealth, LLC, a Registered Investment Advisor, in 2019. My passion is to help the busy entrepreneurs and executives simplify and coordinate their financial lives to allow them to most effectively move forward with their growth with all aspects being addressed. I made the conscious decision for my business to be my own and not affiliated with a large bank, brokerage firm or insurance company to truly be able to “walk the walk and talk the talk” which sets me apart from the employees of those large institutions who are told exactly what they can and cannot do and the limited scope of investment solutions they can offer. I am married to my fabulous, tremendous star of my life, Susie. I am blessed with two wonderful kids, Jaedon and Mason.

Episode References:
Truest Fan Mastermind and Coaching
Connect with Steve Taylor: 
Website: https://www.meritedwealth.com/ 
Email: sat@meritedwealth.com 
Twitter: https://twitter.com/satwealthman 
LinkedIn: https://www.linkedin.com/in/satwm/ 
LinkedIn: https://www.linkedin.com/company/meritedwealth/ 
YouTube: https://www.youtube.com/@meritedwealth4103 
Facebook: https://www.facebook.com/profile.php?id=100090138570648 


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

In this episode, Rob, Phil, and Phil discuss:
How Phil reinvented his career around financial and life planning. Why life planning can be more impactful than solely financial planning. Choosing your niche and understanding your why. Phil’s nine-step process to informed success. 
Key Takeaways: 
To lead a more fulfilling life, aligning our resources (time, energy, attention, and money) with our values is paramount.Considering the future involves more than just financial objectives; your purpose and values hold the power to impact lives significantly.When identifying your niche, examine your existing clientele and those you enjoy working with the most. Then, assess how these clients align with your core purpose.When considering merging firms or bringing in a new partner, it's crucial to align values and goals for a successful partnership. 
“I work with women facing new beginnings. There’s a change happening, and they don’t know what comes next, so the life planning process really fits well because one of the things that it does is it helps you to identify those things that are most important to you.” – Phil Weiss

About Phil Weiss: Phil Weiss started his financial services career in 1987 as a tax professional working for Deloitte & Touche. For the past 25+ years, he has worked extensively in the areas of personal finance and investment management. In addition to being both a CFA charter holder and a CPA, Phil is also a Registered Life Planner®.

Phil focuses his Registered Investment Advisor (RIA) business on providing financial planning, personal finance, and investment management services and education to women facing new beginnings.
Phil has served as a featured media spokesperson and has written weekly commentary on investment- and income tax-related topics.  He continues to blog regularly for Apprise.

Episode References:
The Truest Fan MastermindThe Partnership Charter by David GageShift Conference: https://www.humanfirst.live/ 
Connect with Phil Weiss: 
Website: https://apprisewealth.com/ 
Free Ebook: https://apprisewealth.com/ebook 
Blog: https://apprisewealth.com/blog/ 
LinkedIn: https://www.linkedin.com/in/philip-weiss/
Facebook: https://www.facebook.com/AppriseWealth/  


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

Welcome to the new and exciting launch of The Purpose-Focused Advisor, a podcast for financial planners, advisors, and RIAs aimed at merging professional growth with personal fulfillment. 

Having hosted the Truest Fan Podcast for the past 2 years, Hosts Rob Brown and Phil Calandra asked how they could make the podcast better, more actionable, and full of more meaningful ideas to help you, the listener, succeed more in life and business. On The Purpose-Focused Advisor, you will hear from some amazing guests, successful financial planners, financial advisors, and RIAs in a new format. 

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.

In this episode, Rob and Phil discuss:
Pivoting the Podcast for GrowthIntroducing the Purpose-Focused Advisor PodcastThe Purpose-Driven Financial AdvisorBlueprints for Success in Financial AdvisingOvercoming Obstacles to Reach Peak PerformanceBridging the Gap to Your Ideal Business
Key Takeaways: 
The revamped podcast will feature interviews with successful financial advisors who have built their businesses on the foundation of making a positive impact on their communities and families, rather than solely focusing on transactions and making money.By learning from these successful advisors' blueprints for success, listeners can avoid reinventing the wheel and propel their practices forward more effectively.Advisors face common obstacles on their journey to peak performance. Learning from the experiences of others can help overcome these challenges. Assess where your business is today, envision where you want it to be in the future, and identify the knowledge and information needed to bridge that gap. 
“It's not about the money alone. It can't ever be. Money is just a tool. Money is not the end. It’s a means behind the meaning.” – 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/ 
LinkedIn Group: https://www.linkedin.com/groups/8496989/ 

We've started the year off strong! Some of us are doing really well, while others are gaining momentum. And unfortunately, some of us may already feel like we're falling behind.

No matter where you are right now, we all want 2024 to be an amazing year—a year where we not only achieve our goals, but surpass them. Get ready for this episode, because it's packed with important insights to make it happen.
This week on The Truest Fan Blueprint, Rob Brown and Phil Calandra dive deep into the common feeling of falling behind on our goals. They reveal the main culprits that cause our aspirations to stall, and most importantly, they share their battle-tested planning strategy to get back on track.

Rob explains why the traditional 12-month goal-setting approach often backfires. It turns out we tend to overestimate what we can accomplish and our tasks can seem overwhelming, even when we’re just 30 days into a new year. But he offers a solution. Phil emphasizes the power of continuous action, instead of just reacting to situations. By implementing The Truest Fan Action Plan (TFAP), we can gain the clarity we need to overcome procrastination and achieve our goals with enthusiasm.

The key takeaway for anyone feeling like they're playing catch-up? Focus on making small progress through disciplined action, rather than searching for quick fixes. By letting go of the expectation of overnight success, we position ourselves to not only achieve but even exceed our wildest dreams.

In this week's episode, Rob and Phil shed light on some important topics:

The value of 12-month goals and 90-day sprints in crafting a solid business planHow embracing small progress can help us avoid feeling stagnant and trapped in the pursuit of our dreams
Get ready, because this episode is about to inspire and motivate you. Buckle up and let's make 2024 our most epic year yet.

Show Highlights:

Why do people often feel like they are constantly lagging behind on their goals year after year?  [02:06]The value of breaking down your 12-month goals into 90-day sprints [04:37]Unveiling the path to achieving your goals: The art of orchestrating a series of actions. [09:20]Things to take action on today to ensure you achieve your goals by the end of the year [11:10]Resources
The Truest Fan Roundtable 
Connect with Phil Calandra:
Website - http://truestfan.com/ 
Facebook -https://www.facebook.com/truestfan   
LinkedIn -  https://www.linkedin.com/groups/8496989/

Connect with Rob Brown:
Website: http://truestfan.com/ Connect on Facebook https://www.facebook.com/truestfan 
Connect on LinkedIn https://www.linkedin.com/in/truestfan/