The Purpose Focused Advisor

By: Rob Brown and Phil Calandra
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  • Summary

  • 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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Economics Leadership Personal Success
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Episodes
  • The Best Lessons from 99 Episodes of The Purpose-Focused Advisor

    The Best Lessons from 99 Episodes of The Purpose-Focused Advisor
    Nov 21 2024

    In this milestone episode, Rob Brown and Phil Calandra reflect on 99 episodes of The Purpose-Focused Advisor, emphasizing the essential lessons that have helped financial advisors reach new levels of success. They highlight the importance of intentionality, delivering an exceptional client experience, and building strong teams. Drawing from their combined decades of experience, Rob and Phil showcase actionable strategies for advisors to grow purposeful practices while maintaining authenticity and client-centric focus.


    Key Takeaways:

    • Intentionality Drives Success (5:00): The most successful advisors have a clear vision of their business goals and the clients they want to serve.
    • Delivering an Exceptional Client Experience (12:25): A consistent, intentional client experience fosters long-term trust and business growth.
    • The Power of Signature Solutions (19:00): Crafting a unique framework for solving clients’ problems is a game-changer for advisors.
    • Tailoring Client Interactions (15:04): Not every client needs the same level of engagement; understanding client needs is key.
    • Building the Right Team (26:00): Success hinges on hiring the right people and placing them in roles where they excel.


    Rob Brown: “When you’re intentional, you’re not just building a business—you’re creating a legacy that reflects your values.”


    Phil Calandra: Whether you’re building a lifestyle practice or scaling a team, clarity in how you serve clients makes all the difference.”



    Episode References:

    • Truest Fan Coaching
    • Business Optimization Scorecard


    Connect with Rob Brown & Phil Calandra:

    Website: http://truestfan.com/

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

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

    Facebook: https://www.facebook.com/truestfan
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    31 mins
  • Kate Atwood, Zack Hubbard, and David Brown: Taking Financial Planning Beyond Numbers to Elevate the Client Experience

    Kate Atwood, Zack Hubbard, and David Brown: Taking Financial Planning Beyond Numbers to Elevate the Client Experience
    Nov 14 2024
    In this episode of The Purpose-Focused Advisor, Zack Hubbard, Kate Atwood, and David Brown join Rob Brown for an insightful panel discussion on the evolving role of financial planning in creating an impactful client experience. Each guest brings a unique perspective on how advisors can deepen relationships and enhance client satisfaction by centering financial planning in their practice.Key Takeaways:Making Financial Planning Accessible to All (02:14) – Zack discusses his mission to bring financial planning to a wider audience, challenging the traditional focus on high-net-worth clients.The Power of Intentional Communication (20:43) – David compares old and new client experiences, emphasizing the need for conversational, goal-focused engagements.Building Trust Through Consistency (26:16) – Kate shares how proactive, transparent communication can foster trust and build long-term client relationships.Technology as an Enabler, Not a Replacement (17:49) – Zack explains how technology should be used to facilitate more human connections rather than replace them.The Importance of Succession Planning (31:12) – Kate highlights the need for young advisors in anticipation of the largest wealth transfer in history.Zack Hubbard: "The concerns we have, the goals we have—those aren’t exclusive to the ultra-wealthy. Everyone deserves high-quality, fiduciary financial planning advice."Kate Atwood: "At the end of the day, it's all about building trust with clients. Trust is earned over time, through consistent communication and truly understanding what matters most to them."David Brown: "A great client experience isn’t just a checkup twice a year—it’s an ongoing, meaningful conversation about their goals, their lives, and how we can help them get there."Rob Brown: "The goal is to make your client experience memorable, repeatable, and referable. When you get communication right, clients will remember why they love working with you."About Zack, Kate, and David:Zack Hubbard is the Director of Financial Planning and Participant Engagement at Greenspring Advisors. Zack is passionate about expanding access to financial planning to the masses. [LinkedIn | Website]Email: zack.hubbard@greenspringadvisors.comDavid Brown has been a professional in the financial services industry since 2000 and is currently on the Business Development team at Davidson Investment Advisors. David advocates for making financial planning more accessible and meaningful for clients. [LinkedIn | Website]Email: dbrown@dadco.comKate Atwood, Founder and Managing Partner of Founders Grove is an experienced wealth manager with a passion for creating personalized financial solutions. Kate is a past President and current Chairman of the Central Virginia Financial Planning Association, advocating for industry excellence. [LinkedIn | Website]Email: kate@fgwp.comEpisode References:Truest Fan Coaching - https://truestfancoaching.com/ Business Optimization Scorecard - https://truestfan.com/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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    47 mins
  • Kalli Fedusenko: Building a Brand That Resonates with Clients and Drives Growth

    Kalli Fedusenko: Building a Brand That Resonates with Clients and Drives Growth
    Nov 7 2024

    In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Kalli Fedusenko, founder of Kalli Collective, a digital marketing agency dedicated to helping financial advisors build brands with impact and purpose. Kalli reveals powerful strategies to stand out in today’s crowded market, from creating a seamless client journey to crafting authentic branding that speaks directly to clients' needs. If you’re a financial advisor aiming to build stronger, more memorable client connections, this conversation will provide actionable insights to help you shape a brand that genuinely reflects your values and expertise.


    Key Takeaways:

    • Define Your Voice – Know your unique strengths and ideal client to create authentic, standout messaging.
    • Map the Client Journey – Guide clients from first contact to advocacy with clear, intentional steps.
    • Get Personal with Content – Skip the templates; craft messages that truly connect with your clients.
    • Consistency is Key – Regular, meaningful touchpoints keep you top of mind.
    • Turn Traffic into Action – Use your website to drive real engagement, not just clicks.

    Kalli Fedusenko: "Creating a client journey map isn’t just a marketing exercise; it’s essential to know where your clients are coming from and what steps they need to take to become advocates."


    Rob Brown: "Advisors often feel there’s nothing unique about them—that everyone’s using the same products, same tech. But your uniqueness lies in how you approach client challenges. That’s your superpower."


    About Kalli Fedusenko: Kalli Fedusenko is the founder of Kalli Collective, a digital marketing agency that specializes in helping financial advisors build meaningful brands and connect with their ideal clients. With a background in mass communications and extensive experience in content strategy, social media marketing, and digital advertising, Kalli is passionate about bringing authenticity and data-driven insights to every campaign. She’s known for her approachable, witty style and her ability to simplify complex marketing strategies for financial professionals.


    Connect with Kalli Fedusenko:

    Email: info@kallicollective.com

    Marketing Scorecard: https://kallicollective.com/marketing-quiz/

    Website: https://kallicollective.com/

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



    Episode References:

    • Truest Fan Business Optimization Scorecard
    • Truest Fan Coaching


    Connect with Rob Brown & Phil Calandra:

    Website: http://truestfan.com/

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

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

    Facebook: https://www.facebook.com/truestfan
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    35 mins

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