Couverture de The Purpose Focused Advisor

The Purpose Focused Advisor

The Purpose Focused Advisor

De : Rob Brown
Écouter gratuitement

À propos de cette écoute

The Purpose Focused Advisor is a podcast for financial advisors, planners, and RIAs who want more than just business growth—they want their work to matter. Hosted by Rob Brown, founder of Truest Fan Coaching and creator of The Truest Fan Blueprint, the show dives into what it means to build a thriving advisory business while staying grounded in purpose, faith, and impact.

Each episode features candid insights, practical strategies, and real stories from top advisors and thought leaders. Whether you're refining your client experience, scaling your practice, or re-centering your life around what truly matters, this podcast will help you lead with clarity and conviction.


This isn't just another industry podcast. It’s a movement—toward more intentional leadership, deeper client relationships, and success that aligns with your values.


Subscribe today and start building the business—and life—you were meant for.

Rob Brown © 2024 Direction Développement personnel Economie Management et direction Réussite personnelle
Les membres Amazon Prime bénéficient automatiquement de 2 livres audio offerts chez Audible.

Vous êtes membre Amazon Prime ?

Bénéficiez automatiquement de 2 livres audio offerts.
Bonne écoute !
    Épisodes
    • Morgan Nichols: Leading with Values to Create an Intentional Legacy

      Morgan Nichols: Leading with Values to Create an Intentional Legacy
      Aug 21 2025
      Wealth fades, but the impact of living by your values can ripple for generations.In this episode of The Purpose-Focused Advisor, I’m joined by Morgan Nichols, CEO of Life Branch Wealth Partners, a second-generation financial advisor, and co-author of Intentional Legacy. Morgan’s journey started early—helping in her parents’ practice at eight years old—and evolved into leading a multi-state team that serves high-net-worth clients with a deep focus on values.We explore what legacy really means—beyond estate documents—to the everyday decisions that shape how you’re remembered. Morgan shares how to engage multiple generations in the planning process, why advisors should help clients define their top five values, and how to build a client experience that stays relevant across decades.Morgan doesn’t just run a practice. She builds a movement—connecting wealth and values so clients live in alignment with what matters most. For financial advisors who want to lead with purpose, her story is a roadmap to growing a business that’s as intentional as it is impactful.Key Takeaways: Legacy Beyond the Will (03:44) – True legacy is built from the cumulative decisions you make over a lifetime, not just estate plans.The Top Five That Matter Most (07:53) – Helping clients identify their five core values creates a foundation for authentic, meaningful advice.Know Us Before You Need Us (11:31) – Building relationships with clients’ children before they need help strengthens intergenerational trust.Coaching Is the Future (15:03) – Behavioral financial advice is where advisors add irreplaceable value in an age of AI and automation.Stay in Touch Year-Round (22:18) – A high-touch, well-structured communication plan ensures clients feel supported between meetings. Morgan Nichols: "I want our clients’ children to know us before they need us, because at the time they need us, if that relationship isn’t there, it’s not ideal."Rob Brown: "Serving parents doesn’t guarantee the kids will follow. Intergenerational work only happens when you’re intentional about building those relationships."About Morgan Nichols: Morgan Nichols is the CEO of LifeBranch Wealth Partners, an Ameriprise Private Wealth Advisory Practice. She is a seasoned financial advisor who believes that wealth is more than just numbers—it’s about creating an intentional legacy that reflects your values and secures your family’s future. Morgan brings a comprehensive and strategic approach to financial planning, specializing in advanced tax strategies, executive compensation, and guiding high-income earners through pivotal transitions. Her practice is especially attuned to the needs of the “sandwich generation”—those managing both aging parents and growing children—empowering them with clarity and confidence.Connect with Morgan Nichols: Website: http://www.lifebranchwealth.com/LinkedIn: https://www.linkedin.com/in/morganenicholsBook: Intentional Legacy: http://intentionallegacybook.com/📘 Get your copy of Rob’s new book, The Truest Fan Blueprint — It’s a practical, story-driven guide to help you focus on what matters most in your business and your life, so you can achieve your biggest goals without losing sight of who you are.Order now at TruestFanBlueprint.com and start putting the blueprint into action today.Connect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/Book: https://truestfan.com/truest-fan-blueprint/
      Afficher plus Afficher moins
      34 min
    • John Terry: Mastering the Mindset of Black Belt Leadership

      John Terry: Mastering the Mindset of Black Belt Leadership
      Aug 14 2025
      What does it mean to master your craft—and yourself—in service of others?In this episode of The Purpose-Focused Advisor, I’m joined by John Terry, Black Belt Leadership founder, leadership coach, and three-time Martial Arts Hall of Famer. John's journey began with pain—bullied in a new town—and evolved into a lifelong pursuit of purpose through practice. What followed was a transformation from student to teacher to a leader committed to raising up others.We explore what real mastery looks like—not titles or credentials, but consistency, belief, and the willingness to do the hard things, even when it’s not fun. We talk about developing the muscle memory of excellence, why self-work always precedes business growth, and how advisors can turn conversations into transformational experiences for clients.John doesn’t just teach technique. He teaches transformation. He doesn’t push perfection—he preaches persistence. And for financial advisors who want to lead with lasting impact, his story is a masterclass in purpose-driven growth.If you've ever wondered how belief, practice, and purpose intersect in leadership, this episode will inspire you to keep showing up—and keep leveling up.Key Takeaways: The Black Belt Is Just the Beginning (03:28) – Earning your black belt isn’t the finish line; it’s the moment you’ve earned the right to truly begin learning and leading.Grow the Business by Growing Yourself (07:14) – The quality of your thinking limits the quality of your outcomes—personal development is the best business development.Clients Want Solutions, Not Products (09:45) – Advisors who lead with empathy and curiosity uncover real problems and offer meaningful strategies—not just financial tools.Mastery Requires Reps and Resistance (18:10) – Becoming world-class means doing the hard, unglamorous work daily—even when it’s uncomfortable or boring.Leadership Is Preparing Others to Lead (25:45) – The ultimate role of a leader is to equip the next generation to take your place and lead even better than you did. John Terry: "Everybody has an opportunity to become a world-class black belt master of who they are and what they do—but it requires that they discover what that is, develop it, and then ultimately deploy it to make a difference where they are."Rob Brown: "I work with a lot of really outwardly successful financial advisors who have reached levels of assets they never thought possible—but the real successful ones are always asking, ‘What can I do next to get even better at what I’m doing?’"About John Terry: Why just be a leader when you can be a Black Belt Leader? This is the question 3-Time Martial Arts Hall of Famer and Leadership Coach, Dr. John Terry, asks people daily. Dr. John is an international speaker, trainer, and coach. He's an L.A. Tribune Best Selling Author of ten books and the host of the Black Belt Leadership podcast.Connect with John Terry: Website: http://www.blackbeltleadership.com/LinkedIn: https://www.linkedin.com/in/johnterry3/Books: https://www.amazon.com/stores/John-Terry/author/B001KDIVH0Podcast: Black Belt Leadership: https://podcasts.apple.com/us/podcast/black-belt-leadership/id1562295950📘 Get your copy of my new book, The Truest Fan Blueprint — It’s a practical, story-driven guide to help you focus on what matters most in your business and your life, so you can achieve your biggest goals without losing sight of who you are.Order now at TruestFanBlueprint.com and start putting the blueprint into action today.Connect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/
      Afficher plus Afficher moins
      31 min
    • You Were Made for More: The Blueprint to Help You Stop Drifting and Start Living with Purpose

      You Were Made for More: The Blueprint to Help You Stop Drifting and Start Living with Purpose
      Aug 7 2025

      It’s launch week! Rob Brown returns with a solo episode to share the heart behind his new book, The Truest Fan Blueprint—now available on Kindle for free (for a limited time).


      In this episode, Rob opens up about why he wrote the book, what it means to be a Truest Fan, and how the seven-step Blueprint can help you align your purpose, vision, and daily actions to achieve your most cherished goals. He reflects on 23 years of coaching, the struggle successful advisors face when they drift from their purpose, and how a clear framework can restore joy, focus, and impact.


      This isn’t a pitch. It’s a personal invitation to stop drifting and start living the life you were made for.


      Key Takeaways:

      • Success on paper isn’t enough (2:14) – Many advisors feel scattered or off-purpose because they lack a blueprint to align their work with what matters most.
      • Choose how you spend your time (4:18) – We can’t create time, but we can make powerful changes by aligning our schedules with our purpose.
      • A seven-step roadmap to clarity (6:45) – Rob’s blueprint offers a repeatable process for reconnecting with purpose and building a vision-driven life and business.
      • Quick wins build belief (8:32) – Early wins in a new process are essential for building momentum, confidence, and consistency.
      • Time management needs meaning (11:17) – Productivity tools only work when they are connected to what matters most in life and faith.


      Rob Brown: "None of us can create time, but we can choose how we spend our time."


      Episode Resources & Next Steps

      📘 Get a free Kindle copy of The Truest Fan Blueprint — available for a limited time at https://truestfan.com/truest-fan-blueprint/.

      📘 Prefer hardcover? Find it on Amazon.

      📥 Download the free companion kit that goes along with the book to start putting the blueprint into action: https://truestfan.com/truest-fan-blueprint/.


      Connect with Rob Brown:

      Website: http://truestfan.com/

      LinkedIn: https://www.linkedin.com/in/truestfan/
      Afficher plus Afficher moins
      14 min
    Aucun commentaire pour le moment