In this episode of The Purpose Focused Advisor, Rob sits down with Vance Barse, founder of Your Dedicated Fiduciary (YDF), to explore the critical intersections of financial planning, tax strategy, and advanced wealth management. Drawing from his decade-long experience advising top-tier private wealth teams, Vance shines a light on common yet often overlooked planning gaps—especially between taxes, investments, and estate planning—and shares why proactive collaboration among client advisors is essential. This episode goes beyond standard industry talk and touches on how advisors can blend personal passion and business growth, prioritizing meaningful client relationships and living a life aligned with their values.

Key Takeaways:

• True financial advice goes beyond managing wealth—it’s about uncovering hidden opportunities that genuinely improve clients' lives (04:50).
• Overlooking details like tax returns is akin to ignoring a roadmap; essential clues to client wellbeing are often hidden in plain sight (05:30).
• Collaboration isn't optional; it's essential. Real value emerges when advisors, CPAs, and estate planners truly unite around the client’s goals (10:45).
• Being a fiduciary isn’t a label—it's a commitment to always choosing the client's best interest, even when no one’s watching (18:20).
• Real success isn't measured solely by financial growth, but by the quality of the life you lead and the impact you have on those you love (32:10).

Vance Barse: "I wake up every day and literally never feel like I'm going to work. It's the greatest honor to help clients live their lives to the fullest."

Rob Brown: "Every day you're writing your autobiography, and it’s either one your kids and grandkids will want to read, or one that's devoid of real purpose and meaning."

About Vance Barse: Vance Barse is a wealth strategist and founder of YDF. Prior to founding YDF, Mr. Barse spent a decade consulting leading private wealth teams on how to allocate their high-net-worth clients’ capital. In that role, Vance saw firsthand that many advisors are often limited in their approach to advanced planning, thus leaving clients underserved. Vance founded YDF with a simple mission: to be authentic, transparent, and have a positive impact on the lives of clients via sophisticated planning and familial unity. The firm dutifully serves 61 families nationwide, and Vance routinely lectures at industry conferences and in financial media.

Connect with Vance Barse:

Website: http://www.yourdedicatedfiduciary.com/

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

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

Mark Hansen has spent decades in financial services, evolving from a young advisor into a seasoned professional who now helps advisors manage risk more effectively. In this episode, Mark shares his journey from an analytical engineer to a financial planner and eventually to an asset manager specializing in tactical risk strategies. His work at White Rock Capital Management focuses on active portfolio management, ensuring clients and advisors minimize losses during market downturns while maximizing long-term gains.

Key Takeaways:

• [03:27] From Engineering to Financial Planning: Mark’s transition from engineering to financial planning was fueled by his analytical mindset and passion for working with people.
• [06:12] The Importance of Discipline: Success in financial advising requires self-motivation, perseverance, and continuous growth.
• [11:11] Managing Risk More Effectively: Mark created White Rock Capital Management to solve a major industry problem—reducing losses during downturns through tactical investment strategies.
• [19:16] Shifting from Clients to Advisors: Mark now coaches and provides solutions to financial advisors rather than individual clients.
• [28:58] Differentiating as an Advisor: Mark challenges advisors to ask, “What makes me different in a crowded industry?” and “Am I truly managing risk effectively for my clients?”

Mark Hansen: "I've always said that with people and their money, it hurts worse to lose money than it feels good to make money."

Rob Brown: "If you’re not careful, you can fall into a sea of sameness. What are you doing to stand out as an advisor?"

About Mark Hansen: Mark is the owner of Hansen & Associates Financial Group, an independent RIA firm, and managing partner of White Rock Capital Management. A Certified Financial Planner (CFP®) since 1989, Mark has dedicated his career to helping clients achieve financial security. Alongside his partner, David Yelle, he co-founded White Rock to provide advisors with proprietary, risk-managed investment portfolios designed to protect and grow client wealth.

Connect with Mark Hansen:

Website: http://www.whiterockcap.net/

Email: mark@whiterockcap.net

Phone: +19163453555

LinkedIn: https://www.linkedin.com/in/mark-hansen-chfc-cfp-aa263b25/

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

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Eric Scovill, a financial planner and principal at Storehouse Wealth, a Christ-focused multi-family office. Eric shares his unconventional journey from construction to financial planning and how his faith-driven approach has allowed him to serve ultra-high-net-worth families in a deeply impactful way. Eric discusses stewardship, philanthropy, and aligning Christian capital with meaningful investments, offering insights that can transform how advisors think about wealth, purpose, and faith-driven financial planning.

Key Takeaways:

• The Best Paths Are Often Unexpected (03:15) – Eric never planned to become a financial planner, but faith and a willingness to pivot led him to where he is today.
• Impact Matters More Than Returns (07:43) – Ultra-high-net-worth clients care less about investment returns and more about how they’re using their wealth to make an impact.
• Bold Moves Require Faith (15:16) – Financial advisors shouldn’t be afraid to take bold steps in their business—it’s okay to challenge conventional wisdom and trust God’s plan.
• Real Financial Planning is About People, Not Just Portfolios (28:49) – True financial planning isn’t just about balance sheets—it’s about facilitating difficult but necessary conversations that strengthen families and legacies.
• Aligning Capital with Purpose is a Game-Changer (36:59) – Aligning Christian capital with meaningful projects is one of the biggest opportunities (and challenges) for financial advisors today.

Eric Scovill: "When someone trusts you with their wallet, they tend to trust you with their heart."

Rob Brown: "There’s a real opportunity for financial advisors to make a genuine difference in their clients’ lives—some of that is getting them across goal lines, like retirement, but there’s the ability to go further."

About Eric Scovill: Eric Scovill is the founder of a Christ-focused multi-family office and a partner in a suite of direct investments. With a mission to align faith and finances, Eric is passionate about integrating the whole truth of the Bible into the role of financial planning. Through his work, he strives to cultivate true stewards who approach wealth with a Kingdom-first mindset.

Connect with Eric Scovill:

Website: http://storehouseassets.com/

Email: eric@storehouseassets.com

LinkedIn: https://www.linkedin.com/in/eric-scovill-financial/

Podcast: Wealth Well Done: https://podcasts.apple.com/us/podcast/wealth-well-done/id1677000993

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