The Purpose Focused Advisor

Rob Brown and Phil Calandra

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.

read less
BusinessBusiness
EducationEducation
EntrepreneurshipEntrepreneurship
Self-ImprovementSelf-Improvement

Episodes

Zack Hubbard: Making Financial Planning Accessible for Everyone
2d ago
Zack Hubbard: Making Financial Planning Accessible for Everyone
Today, Rob sits down with Zack Hubbard, Director of Financial Planning & Participant Engagement with Greenspring Advisors, to explore how to make financial planning more accessible for everyone. They discuss the importance of offering high-quality advice to all clients, tailored to their specific needs and circumstances. Zack shares how his firm maintains valuable communication with clients through age-based advice delivered via email, short videos, and other relationship-building touchpoints. This episode is packed with actionable advice you can start implementing right away. Don't miss this insightful conversation that can help you enhance your client relationships and service delivery. In this episode, Rob and Zack delve into:The importance of financial planning for everyone, not just the super-wealthy.The time commitment required for effective financial planning.How to grow your practice without eliminating smaller client relationships.Prioritizing the most significant areas of concern for clients.Connecting with clients in ways that are most meaningful and effective for them.Key Takeaways: Building client relationships isn't always immediately profitable due to the initial effort required for comprehensive planning. Break the process into manageable pieces and prioritize the client's most pressing needs first.Many clients lack a complete understanding of their financial situation. Presenting their financial plan in stages can reduce overwhelm and strengthen your long-term relationship.Utilize age-based communication with your clients. Age-related triggers often provide easy, actionable advice that clients will likely find relevant and helpful. “People want to be served the way that they want to be served and we can adjust our businesses to do that and serve more people.” – Zack HubbardAbout Zack Hubbard: Zack is the Director of Financial Planning and Participant Engagement at Greenspring Advisors. As Director, Zack leads a team of financial planners that help our Private Wealth advisors deliver comprehensive financial plans to their clients and also deliver personalized planning and advice to the participants in the retirement plans that our corporate retirement advisors work with. Zack is focused on expanding access to financial planning to the masses.Connect with Zack Hubbard: Website: https://greenspringadvisors.com/ Email: zack.hubbard@greenspringadvisors.com LinkedIn: https://www.linkedin.com/in/zack-hubbard/ Episode References:The Truest Fan MastermindConnect 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/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan
David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality
13-06-2024
David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality
Today, we sit down with David Strege to explore how he and his partner successfully transitioned their firm to thrive beyond their tenure. David delves into the importance of letting go, serving others, and engaging in industry organizations. His insights offer invaluable takeaways for purpose-focused advisors at every career stage.   In this episode, Rob, Phil, and David delve into:The importance of succession planning and determining the ideal time to start crafting your plan… it’s sooner than you thinkUsing a two-advisor strategy for client meetingsPhilanthropy as part of the retirement planning conversationHow to “practice” your retirement before you actually retireAn insider's view of the future growth of the financial planning industryFostering increased public trust and confidence in financial professionalsKey Takeaways: Build your firm from the beginning with the end in mind. Understand what you want your firm to accomplish and work towards that every step of the way.You will get out of industry associations what you put into them.You should understand your client’s estate plan in order to appropriately compile a comprehensive financial plan. Part of wisdom comes from making decisions, letting go, and seeing how those decisions play out. Know what you’re going to do in retirement before you retire. You need to know what your purpose will be and what makes you come alive.  “We spend a lot of time on philanthropic giving, because life's not about things. You try to satisfy your soul or your personality with things, but it's really when you find using your gifts to serve others, that's when you come alive.” – David StregeAbout David Strege: David Strege serves clients as a Senior CERTIFIED FINANCIAL PLANNER™ practitioner at Syverson Strege in West Des Moines, Iowa. David earned a degree in finance from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the CFP Board.  In 1987, he received the Chartered Financial Analyst® certification and earned the Certified Kingdom Advisor® designation in 2017.He has also served on the National Boards of the Financial Planning Association and of the National Endowment for Financial Education® (NEFE®), serving as Chairman in 2018. David still competes nationally and internationally in Men’s indoor volleyball.Connect with David Strege: Website: https://www.onlyworkforyou.com/ LinkedIn: https://www.linkedin.com/in/david-strege-planner/ Episode References:The Truest Fan MastermindConnect 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/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan
Joe Bertilson:  Sharing Generosity with Your Clients
06-06-2024
Joe Bertilson: Sharing Generosity with Your Clients
In this episode, Joe Bertilson shares his journey from his affiliation with a major investment firm to founding Cedrus Wealth Group. Discover how Joe has integrated faith, generosity, and mentorship to build a purpose-driven advisory firm. Learn about the importance of asking clients about their charitable inclinations, fostering a culture of giving, and creating a lasting impact in the community. Joe's story is an inspiring example of how financial advisors can blend personal values with professional success. In this episode, Rob, Phil, and Joe delve into:The importance of integrating generosity into financial planning.Strategies for asking clients about their charitable inclinations.Building a firm culture focused on mentorship and community impact.Creating a ripple effect of generosity through client engagement and community involvement.How to leverage personal values to enhance client relationships and business growth.Key Takeaways: It’s great to listen to other’s feedback, but you can accomplish so much more by staying in your lane with what you uniquely do best. Ask all of your clients “Are you charitably inclined?” Regardless of the answer, it opens the conversation. People hate taxes but love their charities. Many want to give more but don’t know the best way to go about it in their financial plans. Generosity has a way of rippling out, spreading widely, and affecting more people. Keep the conversation going.  “My challenge to advisors was, if your vision is to provide for your family, then your vision is too small. We have the capacity and the capability to bless a lot more people if we put in the effort.” – Joe BertilsonConnect with Joe Bertilson: Website: https://cedruswealthgroup.com/ Email: joe@cedruswg.com LinkedIn: https://www.linkedin.com/in/joe-bertilson-a578881b Episode References:The Truest Fan MastermindConnect 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/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan
Michael DeLon: Build Your Credibility by Telling Your Authentic Story
30-05-2024
Michael DeLon: Build Your Credibility by Telling Your Authentic Story
Today, we dive into a fascinating conversation with Michael DeLon, The Credibility Coach. Discover how he empowers financial advisors to share their impact and their stories. You grasp your significance. You comprehend the value of your work for your clients. Yet, finding the right words to resonate with your audience, especially new connections, can be a challenge. Michael reveals the secrets to writing a book that accelerates your marketing, referrals, and business growth - all by staying true to yourself! In this episode, Rob and Michael delve into:How writing a book can help you create credibility in your business. The ties between books, marketing, and business growth. Creating a book in under 24 hours of your time. Speaking your book and developing the intellectual property behind the book. Key Takeaways: Mail potential clients and connections a copy of your book before your scheduled meeting. It builds trust and helps to lower barriers. Books are a one-on-one connection between you, as the author, and the reader.You have your signature solution, your signature message, that is clear and compelling. That is what you write your book about and what draws people to you. Your best referrals run in the same circles as your best clients. Using a book as a handout for your clients to give to those friends is a great way of bringing in referrals from your existing clients.  “When you create a book and you put your story and your thoughts and your successes in that book, people bond with you, they get to trust you, and they're willing to take that next step of finally meeting with you.” – Michael DeLonAbout Michael DeLon: Michael DeLon creates credibility. As the president of Paperback Expert, he helps business owners publish a book that positions them as the expert in their field.Business owners seek out Michael to clarify their brand strategy, make them bestselling authors, and set up their profitable podcast. They use his Credibility Marketing strategies to gain more clients, get more referrals, and grow their revenue.Michael is the author of On Marketing, a #1 Amazon Best-Selling author, and the Creator of The Credibility Game Plan. Since 2013, he has worked with business owners across the United States and internationally to establish and market their credibility.Michael is the husband of one and father of four. He’s a committed follower of Jesus Christ who is deeply involved in his church. You can normally find Michael investing time with his family, reading a great book, or facilitating growth in the lives of those around him.Connect with Michael DeLon: Website: https://paperbackexpert.com/ LinkedIn: https://www.linkedin.com/in/michaeldelon/ Facebook: https://www.facebook.com/PaperbackExpert On Marketing Book: https://paperbackexpert.com/onmarketing/ Experts Speak Podcast: https://paperbackexpert.com/interviews/# Episode References:The Truest Fan MastermindRetire on Purpose by Alynn GodfroyConnect 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/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan
Eric Brotman: Building Your Firm for Success Beyond You
23-05-2024
Eric Brotman: Building Your Firm for Success Beyond You
This episode explores some of the intricacies of succession planning and the idea of graduating rather than retiring. Our guest, Eric Brotman, CEO of BFG Financial Advisors in Baltimore, sheds light on intentionally structuring his firm uniquely from the start. By recruiting the right talent and creating plans for equity partnerships, the firm has surpassed expectations in its market reach and achievements. In this episode, Rob, Phil, and Eric delve into:Building your firm successfully with young advisors. Selling equity to your team to help with your succession planning. Why most financial advisors are not planning for the future. A peek into the new edition of Eric’s Book, Don’t Retire…Graduate!.Key Takeaways: It’s better to educate and invest in your team and have them leave than to not educate them and have them stay.Bring in junior advisors who are much younger than you. Your team should be staggered over ages for a successful transition and for your future retirement to be successful. You need the right mentors and coaches, in any industry, to know the right tools for the right job. This is no different in the financial advising and planning industry. Retirement should not be the absence of work, but rather, the absence of the need to work. Retirement is not the end of your life, it’s the start of a different chapter.  “What I am doing in every conceivable way is trying to take care of everyone here whose skin is in the game. And if I do that, and it doesn't require private equity, everyone here will not only benefit, but it will feather their nest for a generation.” – Eric BrotmanAbout Eric Brotman:  Eric D. Brotman, CEO of BFG Financial Advisors, started his financial planning career in 1994 in Baltimore. He holds a BA from the University of Pennsylvania, a Master's in Financial Services, and multiple financial certifications. Eric founded Brotman Financial Group, Brotman Consulting Group, and Brotman Media Group. He's served on numerous boards, including the Maryland State Retirement & Pension System, hosted the Don’t Retire… Graduate! podcast, authored the award-winning book, Don’t Retire… Graduate!, and has contributed regularly to Forbes.com and WBAL TV.Connect with Eric Brotman: Website: https://bfgfa.com/ Website: https://brotmanconsultinggroup.com/Website: https://brotmanmedia.com/ LinkedIn: https://www.linkedin.com/in/ebrotman/ X: https://x.com/brotmanplanning Book: https://brotmanmedia.com/books/ Podcast: https://brotmanmedia.com/podcasts/ Episode References:The Truest Fan MastermindConnect 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/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan
John Browning: Asking “Why” To Help Your Clients Live Their Best Lives
16-05-2024
John Browning: Asking “Why” To Help Your Clients Live Their Best Lives
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 BrowningAbout 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_53aAConnect 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/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan
Bill Cates: The Language of Referrals with The OG Referral Coach
09-05-2024
Bill Cates: The Language of Referrals with The OG Referral Coach
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 MastermindConnect 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/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan
Steve Taylor: Forging Meaningful Connections and Cultivating a Winning Team
02-05-2024
Steve Taylor: Forging Meaningful Connections and Cultivating a Winning Team
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 TaylorAbout 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 CoachingConnect 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/
Phil Weiss: Life Planning to Help Clients Thrive
25-04-2024
Phil Weiss: Life Planning to Help Clients Thrive
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 WeissAbout 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/
069: Welcome to The Purpose-Focused Advisor!
18-04-2024
069: Welcome to The Purpose-Focused Advisor!
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 BusinessKey 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 CalandraEpisode References:The Truest Fan MastermindConnect 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/
068: Align and Thrive: Unleashing the Power to Achieve Your Goals
01-02-2024
068: Align and Thrive: Unleashing the Power to Achieve Your Goals
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 dreamsGet 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]ResourcesThe 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/
067: The Simplicity Trap: Unraveling the Illusion of Easy
25-01-2024
067: The Simplicity Trap: Unraveling the Illusion of Easy
If you believe that simplifying something automatically makes it easy, then you absolutely need to catch this latest episode!In this week's installment of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra delve into the fundamental distinction between simplicity and ease. They shed light on why these concepts often get mixed up and stress that while streamlining processes is crucial for achieving success, it doesn't eliminate the requirement for hard work.Drawing on examples like investing, weight loss, and marathon training, Rob and Phil illustrate how identifying simple systems and steps can be a straightforward process, but carrying them out demands discipline. They recount the tale of a financial advisor who grappled with client referrals until devising a very basic routine for initiating referral conversations during client reviews. Although it felt uncomfortable at first, adhering to this simple system for just 90 days yielded more referrals than ever.Rob and Phil emphasize that our human tendencies toward shortcuts frequently sabotages our ability to stick to simple frameworks. However, by accepting that simple does not always mean easy, we can better set ourselves up for success. Remember, even simple and well-thought-out strategies will demand effort. But by avoiding unnecessary complexity, we can almost always achieve more favorable results.In this week's episode, Rob and Phil shed light on the following topics:The difference between simple and easyTwo important steps for simplifying your routines in business and lifeThe simplicity of discipline: acting on your goals and sticking to the planShow Highlights:Why simple and easy aren’t the same thing [02:07]Why it’s important to simplify your business yet recognize that this doesn’t mean things are always going to be easy [05:47] Two steps to simplify your business while recognizing that it will still involve hard work and discipline [6:48]The danger in being careless when looking for the path of least resistance [09:47]The simplicity of discipline [11:55]ResourcesThe 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/
066: Embrace Comparison: Unleashing Growth Instead of Stealing Joy
18-01-2024
066: Embrace Comparison: Unleashing Growth Instead of Stealing Joy
Do you often compare your achievements with others? Do these comparisons motivate you to improve or do they leave you feeling defeated, demotivated, or even envious? If you relate to these questions, you are in the right place!In this impactful episode of The Truest Fan Blueprint, Rob Brown and Phil Calandra have a meaningful discussion on how comparison can be a tool for growth instead of something that robs you of joy.They give the example of a junior advisor teaming up with a senior advisor and how the junior advisor might begin desiring what the senior advisor has accomplished throughout their extensive career. Rob and Phil stress the significance of establishing appropriate expectations and benchmarks, ensuring that the junior advisor remains focused on their own developmental journey instead of making unfair and irrational comparisons.The key lies in effective coaching and mentoring. A skilled coach or mentor can help both partners avoid common mistakes, cultivate strategic habits, and achieve their goals quicker and genuinely.According to Rob and Phil, the primary goals of a business owner may extend beyond money or status. Instead, they may seek freedom and fulfillment through purpose-driven work. By avoiding comparison traps and designing a personalized roadmap to success, it is possible to flourish in business and live life on your own terms.Don't miss out on the practical insights Rob and Phil share about mindset, benchmarking, and what truly drives sustainable achievement.In this week's episode, Rob and Phil shed light on the following topics:Comparison as the thief of joy and as a great growth tool in businessWhy business owners need a coach or a mentorWhy a positive mindset is vital to achieving your goals fasterThe value of setting purpose-focused goals in business and lifeShow Highlights:Is comparison a good thing or a bad thing? [01:33]How to make comparison a good thing: The essence of coaching and mentoring [07:05]Phil’s Eight Killer Mistakes strategy [10:26]Rob’s strategy for closing the gap between points A and B [11:24]How shifting to a more positive mindset and setting your true goals can help you progress faster [12:39]Actionable steps for listeners [16:48]ResourcesThe Truest Fan Roundtable Truest Fan Coaching YouTube ChannelConnect 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/
065:  Mastering Your Success Habits: Streamlining, Delegating, and Focusing for Optimal Results
11-01-2024
065: Mastering Your Success Habits: Streamlining, Delegating, and Focusing for Optimal Results
Join us for an exciting episode of The Truest Fan Blueprint with Rob Brown and Phil Calandra. Explore the power of success habits in business and life. Learn from their experiences and client interactions as they reveal the secrets to maintaining routines and rituals that truly help you reach your goals.Discover the significance of self-discipline when dealing with complexity and our tendency to abandon effective strategies. Rob and Phil will provide insights on how delegation can revolutionize your routines, enabling you to focus on essential aspects of your business.And that's not all! They'll emphasize the importance of simplicity, the game-changing power of daily planning and time audits, and how cutting out unnecessary tasks can streamline your routines and help you prioritize like a pro.Discover the difference makers in your daily routines and unlock the immense potential of effective success habits in both business and life. This episode is filled with priceless insights and strategies. Don't miss out!In this week's episode, Rob and Phil shed light on the following topics:Two techniques you can utilize to get more things done in less timeWhy we stop doing things that workThe value of sticking to a routine that works for youThe importance of delegationWhy you should consider doing a time auditThe importance of eliminating distractions Show Highlights:Focus Five  [02:27]Time Blocks [02:53]Why do we stop doing things that work? [04:08]The negative effects of getting out of a routine that works for you [07:54]The value of delegating tasks [12:00]The value of a time audit [13:31]The Kiss Method [14:53]The elimination strategy [16:10]ResourcesStephen Covey First Things First PrincipleThe Truest Fan RoundtableQuotes"Once a routine transforms into a habit, it becomes ingrained in your discipline, eliminating the need for constant motivation." - Phil Calandra“Why do we often abandon what's working well? Perhaps it's our inherent human nature. We tend to react rather than proactively execute our plans.” - Phil Calandra“When you skip your routine for two or three days, for any reason, getting back into it on the third or fourth day becomes more challenging.” - Rob Brown“Successful individuals have discovered that a key factor in their achievements lies in cultivating an immense amount of discipline.” - Phil Calandra“To prioritize what truly matters, it is imperative to eliminate distractions that divert your attention.” - Rob BrownConnect 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/
064: Unleash the Power of Surrounding Yourself with Your Truest Fans
04-01-2024
064: Unleash the Power of Surrounding Yourself with Your Truest Fans
In this episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra talk about the transformative power of surrounding yourself with individuals who actively support and root for your success. They discuss the impact of a positive environment in taking ownership of your business and life, and how this can influence your relationships and mindset. Rob and Phil go on to explore the challenges posed by negative environments and remind us that we can take control of our reactions and perspectives. They encourage us to assess our social circles, identify genuine supporters, and actively engage in positive conversations to strengthen these relationships.Identifying your truest fans and exerting conscious effort toward becoming other people’s truest fans may be the best thing you can do for yourself and others. This episode provides helpful insights for those keen on choosing optimism and creating a supportive, encouraging environment for themselves and the people around them. In this week's episode, Rob and Phil shed light on the following topics:The amazing benefits of surrounding yourself with people who root for your successThe potential impacts of negativityThe allure of bad news: understanding its selling powerTrue friends are those who want nothing but the best for youShow Highlights:Why it’s important to surround yourself with the right people  [03:14]Negativity vs. optimism [07:00]The oldest axiom in media [11:09]The definition of a friend [12:56]This episode’s two action points [15:19]ResourcesThe Truest Fan RoundtableQuotes"To succeed in your business and find happiness, it's important to surround yourself with a supportive group of people who uplift and root for your success. Without them, it can be challenging to take full ownership of your business and life." - Phil Calandra“When you stay focused on your goals and have people supporting your success, you'll reach them more quickly.” - Rob Brown“True friends are the ones who genuinely want nothing but the absolute best for you!” - Rob Brown“As we approach 2024, the power of choice lies in your hands. You have the option to embrace optimism or succumb to pessimism. Remember, true realism is found in the realm of optimism. Choose optimism and unlock the door to a brighter future.” - Phil CalandraConnect 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/
063: Unleash Your Potential: Harnessing the Power of Mentorship
21-12-2023
063: Unleash Your Potential: Harnessing the Power of Mentorship
Join us for an exciting episode of The Truest Fan Blueprint, where Rob Brown and Phil Calandra dive into the significance of having a mentor or coach. Get ready for some amazing insights and personal stories, showcasing the game-changing power of having someone by your side in both your professional and personal journeys.Rob and Phil stress the value of an external perspective in overcoming challenges and reaching your full potential. They draw parallels to elite athletes like LeBron James and Michael Phelps, who have thrived with the guidance of their coaches.They also explore the coach's role as a cheerleader, someone who identifies untapped potential and helps bring it to the forefront.This episode is an eye-opener, especially for those considering a coach or mentor. If you appreciate the idea of having someone rooting for your success, this episode will guide you on the right path.In this week's episode, Rob and Phil shed light on the following topics:How a coach or mentor can help you see blind spots and navigate challengesHow a coach can be an agent of change by helping you move to the next levelYour coach as your biggest cheerleaderShow Highlights:Why having a coach or mentor is important  [01:30]Embracing accountability and becoming a catalyst for change. [03:20]Why even elite athletes have coaches to help them [04:35]Bob Proctor’s impactful quote and how coaches can help you reach your full potential [09:10]The value of having your coach as your biggest cheerleader [12:04]Here are the two action items for this episode. [16:11]ResourcesBob ProctorThe Truest Fan RoundtableQuotes"I've always believed in the power of having a mentor, a coach by your side. Why? Because we all have our blind spots, those things we just can't quite see. Having someone there to guide us through those unknown territories, to shed light on what's hidden, can truly make a world of difference." - Phil Calandra“You want someone who's your biggest cheerleader, always rooting for you. They can help you see beyond mistakes you might make, and support you in overcoming challenges that come your way.” - Rob Brown“As coaches, there's nothing more exhilarating than witnessing our clients, the people we deeply care about and who genuinely care about us, triumph and thrive.” - Rob BrownConnect 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/
062:  Discover the 4 Key Steps to Make Next Year Your Best Ever
14-12-2023
062: Discover the 4 Key Steps to Make Next Year Your Best Ever
In this episode of The Truest Fan Blueprint, your hosts, Rob Brown and Phil Calandra, share their excitement for the planning season. They'll give you some valuable lessons and experiences they've gained from helping clients prepare for the year ahead. Plus, they'll reveal four essential steps to help you achieve your best year ever.They stress how important it is to start with your big dream. Rob and Phil also remind us that goal-setting is an ongoing process that requires genuine commitment and clearly articulated action steps. And they emphasize the significance of simplifying and breaking down your goals into smaller, more manageable milestones that align with your overarching dream.So, tune in and get ready to discover how you can enjoy "your best year ever" in both business and life. You'll also learn about an opportunity to access a new transformative coaching program that can propel you toward your goals.In this week's episode, Rob and Phil touch on the following topics:To achieve your most cherished goals, you need proactive thinking and proper planning.Four important steps to make your planning come alive.The key is to change your mindset and fully commit to an actionable plan that drives you towards success.Show Highlights:The dream big framework  [02:50]The value of mapping out a clear action plan while always keeping your end goals in mind [05:19]Four steps in achieving your most cherished goals [08:14]Breaking your goals down into smaller steps [10:05]Why there should be a shift in your mindset and a solid commitment to action [10:52]Leveraging the momentum that will carry you through to your best year ever [11:58]ResourcesStephen CoveyThe Truest Fan Roundtable 2-Week Free TrialQuotes"Effective goal-setting requires more than just exercises or activities. The key lies in proactively crafting plans and implementing structured processes to ensure success." - Phil Calandra"It's absolutely fine for your destination to change and evolve over time. Effective planning enables you to embrace its ever-changing nature wholeheartedly." - Phil Calandra"Look at a football game — the team with the momentum usually comes out on top because that momentum keeps building and driving them forward.” - Phil Calandra“We believe that each year should be better than the previous one, making it your best year ever.” - Rob BrownConnect 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/
061: Encore Episode: Finish Line Focus: Master the Final Stretch to End 2023 Like a Champion
07-12-2023
061: Encore Episode: Finish Line Focus: Master the Final Stretch to End 2023 Like a Champion
In this special encore episode, hosts Rob Brown and Phil Calandra review a previous episode and explore the idea of finishing 2023 with strength to start an even more successful 2024. As we near the new year, it's crucial to build momentum and position yourself for success in achieving your goals. This episode offers valuable reflections and practical advice that listeners shouldn't miss.In this week's episode, Rob and Phil discuss the following crucial topics:The Importance of Reviewing Your Your Annual GoalsRecognizing Momentum and Leveraging a Positive MindsetThe Truest Fan Action Plan: A Practical Framework for Identifying PrioritiesUnderstanding Your Sphere of Control: Why It MattersWhy Simplifying Your Action Steps is CrucialKeep an eye out for an exciting new offering for the Truest Fan community! It will take listeners to new heights in 2024.Show Highlights:The value of checking in on yearly goals [02:12]The importance of acknowledging momentum and having the right mindset [03:50]The Truest Fan Action Plan - what is it and how it helps execute the right process [05:25]The three D's to help you get you back on track [08:47]The critical impact of understanding what you can control [12:00]Why it's advantageous to keep the process and action steps simple [15:18]The benefit of creating a simple, focused action plan [17:48]ResourcesTRUEST FAN BLUEPRINTTRUEST FAN ACTION PLAN (TFAP)The Truest Fan Blueprint Episode 48: The Inevitability of Life’s Roadblocks and How to Overcome ThemThe Truest Fan Blueprint Episode 49:Success Habit: The Impact of Everyday LearningConnect 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/
060: The Power of Letting Go: A Leader’s Guide to Effective Delegation
30-11-2023
060: The Power of Letting Go: A Leader’s Guide to Effective Delegation
In today's episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra cut straight to the heart of effective leadership: it's all about smart delegation. Forget the old idea of leaders micromanaging every detail. Real leadership success comes from empowering your team through strategic task delegation.This isn't about taking a step back. Instead, it’s a smart move for leaders to entrust tasks to the most capable hands, allowing each team member to shine in their area of expertise.We'll guide you through how to identify the best person for each role, create a strong team culture, and why letting go can actually elevate your leadership.If you're ready to transform your leadership approach and get the most out of your team, this episode is for you. Tune in now for key insights into becoming a more effective and empowering leader.In this week's episode, Rob and Phil shed light on the following topics:Understanding the Importance of Delegation and Trusting in Team ExcellenceEffective Leadership through Delegation vs. the Pitfalls of MicromanagementKey Elements for Successful Delegation: Clear Vision, Strong Culture, and Choosing the Right TeamRecognizing and Valuing Each Team Member's Unique Skills and StrengthsImplementing Daily Scrums or Stand-Up Meetings for Better Delegation and CommunicationShow Highlights:The importance of delegation and trusting others to do their best work [02:49]Differentiating leaders who delegate and managers who micromanage [04:19]The role of vision, culture, and identifying the right people in effective delegation [06:37]The benefits of recognizing and appreciating the unique talents and strengths of team members [11:51]Action Item: Daily Scrum or stand-up meeting as a delegation and communication tool [17:45]
059: Saying Yes to Less: The Art of Saying No
16-11-2023
059: Saying Yes to Less: The Art of Saying No
The common belief is that saying "yes" to every chance we get is essential, but there's a significant impact in learning to say "no." In this episode, hosts Rob Brown and Phil Calandra discuss the often overlooked power of saying "no," and how it can positively change your life and business.Many entrepreneurs and business leaders struggle with the urge to accept every opportunity, driven by fear of missing out or in the pursuit of growth. This can lead to taking on too much and to overload, resulting in poor performance.Saying "no" isn't about permanently turning down opportunities. It's more about recognizing when something isn't right for the moment or when other priorities need your attention.Mastering the art of saying "no" involves being thoughtful about your choices. It means knowing what's most important, staying focused, and making decisions that align with your long-term objectives. In a culture that often values saying "yes," understanding the strength in saying "no" can be empowering.In this week's episode, Rob and Phil shed light on the following topics:The Decision Dilemma: Navigating the Challenge of Rejecting ​New OpportunitiesThe Multitasking Myth: Understanding Its Impact on PerformanceThe Cost of 'Yes': How Desperation and Financial Motives Can BackfireFocused Action Plan: Commit to Tackling 2-3 Essential Tasks EffectivelyShow Highlights:The difficulty of saying "no" for entrepreneurs and business leaders [01:55] The trap of trying to multitask and its impact on performance [02:49] The consequences of saying "yes" out of desperation or financial goals [07:40]Action Item: Commit to doing 2 to 3 things on your priority list [13:15]ResourcesTruest Fan Action Plan (TFAP)Quotes"If you don't say no to clients who don't fit your business, that's going to limit the number of clients who do fit your business." -Phil Calandra“No doesn't mean it's an activity that we shouldn't engage in, or that we shouldn't put into motion. It means it's not going to become the priority or the focus for this particular sprint or timeframe." -Phil Calandra"The truth about no is it doesn't have to mean no, not ever. It might just mean no, not now." -Rob Brown"It's okay to say no to important things. Just don't say no to the most important things that are going to move the needle the most right now." -Rob Brown"What you don't do determines what you can do." -Tim FerrisConnect 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/