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069: Welcome to The Purpose-Focused Advisor!
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Manage episode 413270406 series 3497114
Rob Brown and Phil Calandra에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rob Brown and Phil Calandra 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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 Growth
- Introducing the Purpose-Focused Advisor Podcast
- The Purpose-Driven Financial Advisor
- Blueprints for Success in Financial Advising
- Overcoming Obstacles to Reach Peak Performance
- Bridging the Gap to Your Ideal Business
Key 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 Calandra
Episode References:
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/
96 에피소드
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