The Purpose Focused Advisor

著者： Rob Brown and Phil Calandra
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  • サマリー

  • 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.
    Rob Brown © 2024
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あらすじ・解説

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.
Rob Brown © 2024
リーダーシップ 個人的成功 経済学
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エピソード
  • Cole Leonida - Baseball, Faith and Financial Generosity: A Winning Combination

    Cole Leonida - Baseball, Faith and Financial Generosity: A Winning Combination
    2025/01/23
    In this episode of The Purpose-Focused Advisor, Rob Brown welcomes former professional baseball player turned financial planner, Cole Leonida, for an inspiring conversation about aligning purpose, faith, and financial planning. As a Certified Kingdom Advisor and private wealth advisor at John Moore Associates, Cole shares how his journey from the diamond to the desk has shaped his approach to serving clients with intentionality and authenticity. His dedication to fostering generosity is a testament to leading a purpose-focused practice.Key Takeaways:The Transition from Baseball to Financial Planning (01:18): Cole shares the challenges of redefining himself beyond "Cole the baseball player" and finding purpose in helping others as a financial planner.Authenticity in Client Relationships (11:44): "You can’t turn authenticity on and off. Being your true self attracts the right clients and builds stronger relationships."Generosity as a Core Metric (22:01): At JMA, generosity is a KPI. The firm celebrates helping clients give away millions of dollars annually to make an impact in their communities.Simple Questions to Spark Generosity (46:59): Cole’s game-changing questions—“What’s your giving strategy?” and “What are you passionate about?”—can transform client conversations.Intentionality in Life and Work (09:28): Cole emphasizes prioritizing physical, emotional, and spiritual health as the foundation for professional success. Cole Leonida: "I believe maintenance is a myth. You're either moving forward or moving backward; there’s no such thing as staying the same."Rob Brown: "When you live out your purpose and align your work with your values, you naturally attract the kind of clients who make your work more fulfilling."About Cole Leonida: Cole Leonida is a former professional baseball player turned financial planner in Scottsdale Arizona. He is a CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor, and Certified Kingdom Advisor. Cole is passionate about simplifying complex financial decisions by looking at the whole picture and serving our clients through a Biblical lens. He is always searching for ways to help clients utilize their wealth to make a meaningful impact on their communities. Prior to his career coaching people on their finances, Cole spent six years playing professional baseball and continues to have a lifelong love of the sport. Outside of the office, you’ll find him golfing, working out, and spending time with his wife and sons.Connect with Cole Leonida: Website: http://www.johnmoore.com/Email: cleonida@johnmoore.comLinkedIn: https://www.linkedin.com/in/cole-leonida/Kingdom Advisors: https://kingdomadvisors.com/National Christian Foundation: https://www.ncfgiving.com/Episode References:Truest Fan CoachingBusiness Optimization ScorecardConnect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoaching
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    48 分
  • Jackie Wilke: Building a Practice That Defines the Future of Financial Advice

    Jackie Wilke: Building a Practice That Defines the Future of Financial Advice
    2025/01/16

    In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Jackie Wilke, Vice President and Advisor Consultant at First Trust. Jackie is a coach, speaker, and industry expert who helps financial advisors and teams elevate their practices. In a conversation rich with insights, Jackie and Rob share their visions for The Financial Advisor of the Future. They explore how to adapt to an evolving industry, build intentional client experiences, and foster successful team collaboration.


    Key Takeaways:

    • Democratization and Commoditization in Financial Services (02:43) – Jackie highlights how access to technology and information is changing the financial advisory landscape and why human-to-human relationships remain invaluable.
    • Segmentation and Intentionality (05:33) – Learn how advisors can balance serving legacy clients while focusing on high-net-worth individuals with tailored service models.
    • The Value of Strategic Partners (08:09) – Jackie discusses how partnerships with specialized professionals can deepen client relationships.
    • Building Multigenerational Teams (26:28) – Explore the importance of mentoring next-gen advisors and fostering collaboration between generations.
    • Proactive Growth Strategies (17:23) – Jackie shares how intentional marketing through existing clients can bring in highly qualified leads.

    Jackie Wilke: "You are the most unique thing about your business. Relationships are built with you, not the services or the tools you use.”


    Rob Brown: "It’s all about being intentional—whether it’s pricing, team building, or growing your client base, intention turns ideas into results.”


    About Jackie Wilke: Jackie Wilke is a trusted authority, coach, and speaker for modern business development, known for her strategic insights and results-driven approach. She studies and guides elite professionals and enterprises toward future-focused growth, with a special emphasis on the evolving influence of women, new generations, and multi-generational families. Jackie shares "what's working" for elite professionals as the author of the Insights & Innovations blog.


    Connect with Jackie Wilke:

    Website: http://www.ftportfolios.com/

    Email: jwilke@ftportfolios.com

    LinkedIn: https://www.linkedin.com/in/jackiewilke/


    Episode References:

    • Truest Fan Coaching
    • Business Optimization Scorecard



    Connect with Rob Brown:

    Website: http://truestfan.com/

    LinkedIn: https://www.linkedin.com/in/truestfan/

    YouTube: https://www.youtube.com/@truestfancoaching
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    38 分
  • Derek Mazzarella: Finding Your Unique Voice as a Financial Advisor

    Derek Mazzarella: Finding Your Unique Voice as a Financial Advisor
    2025/01/09

    In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Derek Mazzarella, a Certified Financial Planner with Gateway Financial Partners and the author of Just Retire Already: An Unconventional Retirement Guide. Derek shares his journey into financial planning, his insights on building purpose-focused client relationships, and the unique process behind writing his book. With humor and candor, Derek explains how he balances entrepreneurship, family life, and the evolving demands of being a financial advisor.


    Key Takeaways:

    • Build Scalable Systems Early (09:27): Implementing efficient systems from the start can streamline your business, improve client experiences, and allow for easier growth.
    • Step Back to Move Forward (09:59): Carve out time to evaluate your business operations and implement improvements to unlock greater efficiency and growth.
    • The Importance of Finding Your Voice (22:17): Your unique style and approach set you apart from other advisors and help attract the right clients for your practice.
    • Use Content Creatively (28:55): Segment your client base to deliver tailored educational content that resonates and adds value to their specific situations.
    • Automate Repetitive Tasks (34:27): Automation saves time and creates consistency, enabling more focus on meaningful client interactions and strategic business efforts.

    Derek Mazzarella: "Our financial advice is all the same stuff, but how you deliver it—your unique voice—makes the difference."


    Rob Brown: "When you combine your unique voice with the voices of your clients, you’re doing something no one else can replicate."


    About Derek Mazzarella: Derek Mazzarella, CFP® is a dedicated financial advisor with Gateway Financial Partners committed to helping individuals pursue financial freedom. With a strong background in management from Bryant University, Derek’s passion for assisting others led him to become a Certified Financial Planner (CFP®). His financial insights have been featured on local news stations as well as reputable financial publications.


    Connect with Derek Mazzarella:

    Website: https://justretirealready.com/

    Email: dmazzarella@mygfpartner.com

    LinkedIn: https://www.linkedin.com/in/derekmazzarella/



    Episode References:

    • Truest Fan Coaching
    • Business Optimization Scorecard


    Connect with Rob Brown:

    Email: robb@truestfan.com

    Website: http://truestfan.com/

    LinkedIn: https://www.linkedin.com/in/truestfan/

    YouTube: https://www.youtube.com/@truestfancoaching
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    37 分
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