In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Josh Kosnick—former managing partner of a 250-person advisory firm, best-selling author of The Kairos Code, and founder of Kairos Coaching.

Josh built a thriving financial practice and regional firm—only to lose it all in a moment that changed everything. What looked like failure became the beginning of transformation, as God used that season to rewrite Josh’s story of success and reveal a deeper calling.

Today, Josh helps advisors and entrepreneurs integrate faith, family, and business so they can live and lead from true alignment. Together, Rob and Josh explore how purpose is often revealed through adversity, why “work-life balance” is a myth, and how to live the life God designed for you—now, not someday.

You’ll discover how to reconnect faith with work, build relationships that matter, and see setbacks as divine setups for what’s next.

Key Takeaways:

• The Moment Is Now (02:00) – God’s timing isn’t delayed—it’s divine. Transformation begins when we act in alignment with Him.
• Integration Over Balance (05:40) – Fulfillment comes not from separation but from bringing every part of life under one purpose.
• Purpose Revealed Through Adversity (12:40) – When success falls away, God reveals who you were truly meant to become.
• The Five Bridges Framework (19:00) – Faith, health, relationships, work, and legacy—neglect one, and all begin to wobble.
• Authenticity Attracts Alignment (32:20) – Owning who you are and what you believe draws the right people and opportunities into your life.

Josh Kosnick: “Legacy isn’t what we leave behind—it’s what we leave in others.”

Rob Brown: “You’re building your legacy every minute of every day—in everything you do and in every relationship you have.”

About Josh Kosnick: Josh is a leader forged through fire and guided by faith. As founder of Kairos Coaching and an EOS Implementer, he helps individuals and organizations align vision with execution—turning adversity into growth and purpose. Drawing on firsthand experience building and exiting three successful businesses, Josh offers a practical and faith-driven perspective on creating lasting impact. He equips leaders to embrace their calling, strengthen relationships, and build legacies rooted in authenticity, resilience, and service.

Connect with Josh Kosnick:

Kairos Code: https://www.joshkosnick.com/thekairoscode

Website: http://www.joshkosnick.com/

LinkedIn: http://linkedin.com/in/joshkosnick

Episode Resources & Next Steps

Download the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜

Connect with Rob Brown:

Email: Robb@TruestFan.com

Website: http://truestfan.com/

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

In this episode of The Purpose-Focused Advisor, I sit down with David Steele, Co-Founder and CEO of One Wealth Advisors, Executive Chairman of Flour + Water Hospitality Group, and founder of Great Gold Hospitality.

David has built a billion-dollar advisory firm and a portfolio of thriving restaurant ventures without financial goals, without turnover, and without losing sight of what matters most. His leadership is grounded in one simple belief: the purpose of business is to serve others.

We talk about how his firm grows steadily year after year by focusing only on client experience, why he believes most retirement dreams lead to disconnection rather than fulfillment, and how hospitality, not finance, is the secret to loyalty and culture.

David shares insights every advisor can use, from building teams that stay to defining value with integrity, to serving clients so well they become your best advocates.

You’ll come away challenged and inspired to build growth that is not just sustainable but meaningful.

Key Takeaways

• Client Experience Over Goals (03:39) – David’s firm sets no financial targets; every goal is tied to making clients’ lives easier.
• Growth Through Service (06:57) – When you serve exceptionally well, clients become your sales team.
• Defining Real Value (10:11) – Advisors must look honestly at whether their tools truly solve client problems.
• Rethinking Retirement (14:04) – Purpose and mastery, not leisure, create lasting fulfillment.
• Hospitality as Leadership (11:47, 29:59) – Great businesses treat clients and teammates with the same spirit of service.

David Steele: “At the moment in time when we... are aware that we’re going to be fine as it relates to food and shelter... I think we should really quickly turn our attention to making sure that everything we’re doing is in the service of others.”

Rob Brown: “Your growth is a measure of what you're doing for your clients, as opposed to the way you're growing being represented by how many ultra-high-net-worth clients you bring into your practice.”

About David Steele: David Steele is the co-founder and CEO of One Wealth Advisors, a $1B independent wealth RIA firm, dedicated to helping clients simplify their lives and achieve financial goals through comprehensive planning and advisory services.

As a creator and strategic visionary at heart, David has built various successful ventures across hospitality, arts/entertainment, consumer products, and more.

Leading Flour + Water Hospitality Group as co-founder and Executive Chairman, he oversees acclaimed restaurant brands committed to culinary excellence, community impact, and sustainability.

Connect with David Steele:

Website: https://davidsteele.xyz/

LinkedIn: https://www.linkedin.com/in/david-steele-76088a/

Episode Resources & Next Steps

Download the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜

Connect with Rob Brown:

Email: Robb@TruestFan.com

Website: http://truestfan.com/

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

In this episode of The Purpose-Focused Advisor, I’m joined by Vincent Randazzo, CMT, founder of ViewRight Advisors and a veteran of more than 20 years in institutional research. Vincent built proprietary market breadth indicators used to identify major turning points, and now he’s making those institutional tools available to financial advisors.

We talk about why risk management matters more than ever, how simple breadth indicators can uncover hidden market weakness, and why a repeatable system builds trust with clients. Vincent shares lessons learned from past cycles, the dangers of ignoring drawdowns, and why education—not prediction—gives advisors a real edge.

You’ll walk away with practical insights you can use to strengthen relationships, prepare clients for uncertainty, and manage portfolios with greater confidence.

Key Takeaways

• Stewardship and Risk (04:41) – Protecting client wealth goes beyond “riding the market.”
• The Market Mirage (07:14) – Breadth indicators reveal when rising indexes hide weakness underneath.
• Client Expectations (12:55) – Avoiding major drawdowns is often the unspoken expectation clients carry.
• Preparedness Builds Confidence (15:17) – A consistent, repeatable system creates confidence for both advisors and clients.
• Sequence of Returns (16:57) – The order of returns can make or break retirement outcomes—making proactive risk tools essential.

Memorable Quotes

• Vincent Randazzo: “Risk management isn’t about prediction—it’s about preparation. That preparation is what builds client trust.”
• Rob Brown: “Too often, when advisors think about adding value, they add fluff—when you could add substance that makes what you do truly stronger.”

About Vincent Randazzo: Vincent Randazzo is the founder of ViewRight Advisors, where he equips financial advisors with a disciplined, objective risk management process to navigate market cycles with confidence. A Chartered Market Technician since 2008, he developed proprietary market breadth indicators that helped identify major turning points in 2018, 2020, and 2022. Previously, he was Head of Technical Research at CFRA and Lowry Research, the nation’s oldest technical advisory firm, where he collaborated with industry leaders like Sam Stovall and Paul Desmond. With more than two decades of institutional experience, Vincent integrates data-driven insights with a purpose-focused mindset to help advisors protect and grow client wealth.

Connect with Vincent Randazzo:

Website: https://viewright.ai/

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

Episode Resources & Next Steps

Download the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜

Connect with Rob Brown:

Email: Robb@TruestFan.com

Website: http://truestfan.com/

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

The Truest Fan Blueprint: https://truestfan.com/truest-fan-blueprint/