The Purpose Focused Advisor

Auteur(s): Rob Brown and Phil Calandra
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  • Résumé

  • 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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Développement personnel Gestion et leadership Réussite Économie
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Épisodes
  • Lia Garvin: From Winging It to Winning, Building an Unstoppable Advisory Team

    Lia Garvin: From Winging It to Winning, Building an Unstoppable Advisory Team
    Feb 13 2025
    In this episode of The Purpose-Focused Advisor, we welcome Lia Garvin, the "Team Whisperer," who helps business owners and financial advisors build unstoppable teams through effective communication, clear operational structures, and accountability. Lia shares insights on how financial advisors can transition from "winging it" to leading with clarity, ensuring their businesses are scalable and efficient.Key Takeaways:Winging It vs. Having a Playbook (03:28) – Lia highlights the dangers of improvising leadership and why advisors need structured systems to inspire confidence.The Secret Sauce of Leadership (11:07) – Many business owners struggle to define what makes them successful. Lia explains how to identify and scale this "secret sauce" across a team.The Power of Daily Stand-Ups (18:21) – Short, structured meetings enhance team communication, create accountability, and prevent inefficiencies.The Role of a COO in Scaling (24:32) – Many advisors hesitate to delegate leadership, but a strong COO or operations leader can allow advisors to focus on what they do best.Technology Should Simplify, Not Overwhelm (28:07) – Advisors should leverage tech tools strategically, starting with essential needs before adding complexity.Creating a Culture of Ownership (35:48) – Building a high-performing team requires clear expectations, structured decision-making, and empowering employees with ownership over their roles.Phil Calandra: "Most advisors are visionaries, but without a structured framework, they end up endlessly winging it."Lia Garvin: "Your secret sauce is what makes you great, but if you don’t know what it is, how can you train your team to deliver it?"Rob Brown: "The way to keep from winging it at the next level is to have a playbook—it keeps you grounded in what works."About Lia Garvin: Lia Garvin, the “Team Whisperer,” helps business owners and leaders improve team communication, reduce managerial overwhelm, and boost employee performance. She is the 2x bestselling author of The Unstoppable Team and Unstuck, a TEDx speaker, and the host of the top podcast Managing Made Simple. With experience leading team operations at Google, Microsoft, and Apple, Lia is a sought-after expert featured in Inc., Fast Company, ABC News, The Wall Street Journal, CNN Business, Forbes, U.S. News, Harvard Business Review, Yahoo, and TV news.Connect with Lia Garvin: Website: http://liagarvin.com/Email: lia@liagarvin.comLinkedIn: https://www.linkedin.com/in/liagarvin/Episode References:Truest Fan CoachingBusiness Optimization ScorecardConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoaching
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    44 min
  • Brad Sparks: The Tech-Driven Future of Personalized Financial Advice

    Brad Sparks: The Tech-Driven Future of Personalized Financial Advice
    Feb 6 2025

    In this episode of The Purpose-Focused Advisor, Rob Brown sits down with financial advisor and entrepreneur Brad Sparks, who shares his journey from geophysics to wealth management, his leap to independence, and how he’s reshaping investment personalization through his innovative tech platform, Pomarium. Brad’s story is one of vision, resilience, and a relentless pursuit of better solutions for advisors and their clients.


    Key Takeaways:

    • Breaking Free from Compliance Restrictions (03:01) – Brad shares how the limitations of traditional broker-dealers pushed him toward independence and innovation.
    • The Birth of Pomarium (09:37) – After struggling to find a scalable solution for personalized investing, Brad and his partner decided to build their own tech platform.
    • Revolutionizing Portfolio Management (14:07) – Most advisors outsource investment management, but Pomarium bridges the gap between personalized strategies and automation.
    • Beating Fee Compression with Value (20:44) – Brad explains how advisors can shift fees from fund companies to their own services, increasing revenue while delivering more client value.
    • How to Bring a Big Idea to Life (28:37) – Brad’s advice for advisors who want to develop new tools: Start small, test early, and refine as you go.

    Brad Sparks: "The idea of improving the (financial planning) industry is something I couldn’t pass up. I love improving the lives of my clients, but improving an industry has the ability to improve the lives of many more people."


    Rob Brown: "There is no fee compression for the advisor who is constantly delivering value. However, the value you deliver today needs to be built upon in the future; it can't stay flat."


    About Brad Sparks: Brad Sparks has been an advisor for a decade and now runs an independent RIA with his partner Erik Sartin. From their RIA, they launched a tech platform, Pomarium, to make it easy for advisors to unlock personalized investment management in their model portfolios.


    Connect with Brad Sparks:

    Website: https://www.getpomarium.com/

    Email: brad@getpomarium.com

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


    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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    35 min
  • Paul G. McManus: Standing Out in a Crowded Marketplace with Authority Marketing

    Paul G. McManus: Standing Out in a Crowded Marketplace with Authority Marketing
    Jan 30 2025

    In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Paul G. McManus, author of The Short Book Formula and host of The Influential Advisor podcast. Paul and Rob share how financial advisors can differentiate themselves in a competitive marketplace through authority marketing, writing concise, impactful books, and leveraging podcasts. Discover actionable insights on how to accelerate trust with clients and establish yourself as a leader in your niche.


    Key Takeaways:

    • Understanding Authority Marketing (06:49) – Authority isn't about ego; it's about intentionally standing out with expertise and influence.
    • The Power of Short Books (10:40) – Writing a short book (12,000–25,000 words) can make advisors more relatable, trusted, and memorable.
    • Building Trust Quickly (13:51) – Authority marketing accelerates the speed of trust, making client acquisition smoother and more efficient.
    • The Ideal Authority Marketing Sequence (23:41) – Start with writing a book, move to podcast guesting, and then consider hosting your own podcast to build credibility.
    • Using Books as a Strategic Tool (29:39) – A book isn't just for royalties; it serves as a tool to create meaningful client relationships and improve conversions.

    Paul G. McManus: "The whole impact of authority marketing—it’s not about ego or saying, ‘Hey, I’m great; people know my name.’ Fundamentally, it helps you accelerate the speed of trust."


    Rob Brown: "When I talk with advisors about things they’d like to do in their business, the reason they don’t succeed is they haven’t taken the time to be intentional—about creating systems for what they’re setting out to do."


    About Paul G. McManus: Paul G. McManus, a best-selling author and authority in the financial services industry, specializes in helping financial advisors become bestselling authors and build authority-based marketing systems to attract ideal clients. He is the author of The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients and the upcoming From Author To Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients. Paul's expertise in authorship and authority marketing makes him a leading resource for financial professionals seeking to attract high-value clients.


    Connect with Paul G. McManus:

    Website: http://moreclientsmorefun.com

    Email: paul@moreclientsmorefun.com

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

    Books: https://www.amazon.com/stores/author/B09XKT3F74/allbooks

    Podcast: The Influential Advisor: https://podcasts.apple.com/us/podcast/the-influential-advisor/id1472437446


    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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    41 min

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