The Purpose Focused Advisor

By: Rob Brown and Phil Calandra
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  • Summary

  • 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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Leadership Economics Personal Success
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Episodes
  • Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach

    Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach
    Sep 12 2024
    In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra talk with Tyson Ray and Kim Cochenour from FORM Wealth Advisors about their unique approach to financial advising, centered on building "Total Relationships" with clients. Tyson and Kim discuss their personal journeys and the philosophy that drives their success—prioritizing client relationships over transactions. They explain how this purpose-focused approach has transformed their practice and can help other financial advisors make a meaningful impact.Key Takeaways: Prioritizing a comprehensive understanding of clients’ personal and financial goals fosters deeper trust and leads to better long-term outcomes.Ensuring that team members share the same core values strengthens collaboration and enhances the overall client experience.Balancing creative visionaries with practical integrators is essential for sustainable growth and effective implementation of strategies.Moving away from a focus on products and performance to prioritizing clients' holistic well-being leads to more meaningful advisor-client relationships.Using detailed CRM tools to document client interactions and preferences helps maintain personalized service and enhances client satisfaction. Tyson Ray: "The goal is to give clients a life that can be free of all the information out there that's trying to rob, steal, and destroy their joy."Kim Cochenour: "You need an integrator who can take those visionary ideas, put them through a process, and carry the weight to build the next level for your firm."Rob Brown: "Everything, even the most intimate way that you treat your clients, can be systematized in a way that doesn’t make it fake or false."About Tyson Ray: Tyson Ray, a senior wealth advisor, philanthropist, and author with over 25 years of experience, is the CEO and founding partner of FORM Wealth Advisors. He helps clients understand the impact of their financial decisions and clarifies a fear-driven industry. His podcast and book introduce The Total Relationship™ framework to help advisors meet clients' needs and empower them to thrive. A lifelong learner, Tyson holds CFP®, CIMA®, and CExP® certifications but values direct work with advisors and clients most.About Kim Cochenour: Kim Cochenour, Chief Operating Officer of FORM Wealth Advisors, is a growth-focused leader. As the Integrator™, she serves as the CEO’s extension, aligning the leadership team with future goals and turning vision into action. She co-hosts The Total Relationship podcast with Tyson, helping advisors build meaningful relationships and explore new possibilities.Connect with Tyson Ray and Kim Cochenour: Website: https://totalrelationship.com/Tyson’s LinkedIn: https://www.linkedin.com/in/tysonray/Kim’s LinkedIn: https://www.linkedin.com/in/kimberly-cochenour-98a3a117a/Podcast: https://totalrelationship.com/podcast/Episode References:Truest Fan CoachingConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingFacebook: https://www.facebook.com/truestfanDISCLAIMER: Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not provide tax advice. The podcast guest is Tyson Ray, CEO, Founding Partner, and Senior Wealth Advisor at FORM Wealth Advisors. FORM Wealth Advisors is located at 431 Geneva National Ave S, Lake Geneva, WI, 53147; 262-686-3005.
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    48 mins
  • Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact

    Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact
    Sep 5 2024

    In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Duncan MacPherson, a renowned industry leader, coach, and speaker. Duncan shares his journey from an unexpected start in the financial services industry to building the highly respected Pareto Systems. He discusses the importance of being purpose-driven and offers valuable insights on relationship management, sustainable growth, and client advocacy. Duncan’s philosophy centers on helping advisors build meaningful businesses that not only achieve financial success but also provide lasting impact and fulfillment.

    Key Takeaways:

    • When an advisor knows their "why," the "how" of achieving growth becomes clearer.
    • Your best referrals come when clients believe they are doing a disservice by not introducing you to others.
    • Sharing stories about client success without explicitly asking for referrals can lead to organic growth.
    • Building a business that runs independently of the owner increases its value and longevity.
    • Moving knowledge out of your head and into a documented, repeatable process is crucial for scaling and selling your business.

    Duncan MacPherson: "The most enlightened financial advisor places as much importance on practice management and relationship management as they do on asset management."


    Rob Brown: "When we start with the meaningful, it allows us to measure things that truly matter."


    About Duncan MacPherson: Duncan MacPherson, CEO of Pareto Systems, is driven by a passion for unlocking potential and designing businesses that achieve profitability and purpose. Collaborating with financial professionals and visionary firms, he applies 'The Blue Square Method'—a best-practice-inspired approach—to help professionals find their 'Blue Square,' where business activities align with passion and purpose. As a sought-after speaker, Duncan delivers dynamic, fact-rich presentations worldwide, establishing himself as a prominent spokesperson for the Financial Services industry. His expertise in simplifying business development and marketing appeals to a broad audience, guiding them toward achieving order and freedom in their businesses. Duncan is also a best-selling author, with works like The Advisor Playbook and The Blue Square Method, focusing on the mindset and best practices of top fee-for-service professionals.


    Connect with Duncan MacPherson:

    Website: https://www.paretosystems.com/

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

    Book: https://www.thebluesquaremethod.com/



    Episode References:

    • Truest Fan Coaching


    Connect with Rob Brown & Phil Calandra:

    Website: http://truestfan.com/

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

    YouTube: https://www.youtube.com/@truestfancoaching

    Facebook: https://www.facebook.com/truestfan
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    36 mins
  • Alex Neri: Accelerate Your Practice with a Growth Focused Mindset

    Alex Neri: Accelerate Your Practice with a Growth Focused Mindset
    Aug 29 2024

    In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Alex Neri, CFP®, ChFC®, RICP®, Advisor with SixPoint Financial Partners, and host of the Roadmap to Retirement podcast. Alex shares his journey from an unexpected start in finance to becoming a passionate advocate for financial literacy. Alex brings fresh insights into the evolving role of financial advisors. He emphasizes the importance of holistic planning and the critical role of tax strategies in maximizing client outcomes. Alex’s commitment to continuous learning and surrounding himself with a growth-oriented network underscores his dedication to personal and professional excellence. This episode is a must-listen for advisors looking to deepen their practice and better serve their clients with purpose and precision.


    Key Takeaways:

    • The financial planning landscape is evolving, with next-generation advisors bringing fresh perspectives that blend traditional wisdom with modern approaches.
    • Creating educational content, such as podcasts and webinars, is a valuable way to improve financial literacy as well as add value to client relationships.
    • Surrounding yourself with people who have a growth mindset leads to personal and professional growth.
    • Integrating tax planning into financial advice is essential, as it enables advisors to offer deeper value, helping clients optimize their financial outcomes beyond just investment strategies.

    Alex Neri: "If you’re not doing tax planning, you’re not doing financial planning. It’s the missing piece that can make a huge difference in your client’s retirement plan."


    Rob Brown: "The best way to grow your business is to do something you’re passionate about. When you educate with enthusiasm, clients see that passion and are more likely to seek you out when they need help."


    About Alex: Alex Neri, CFP®, ChFC®, RICP®, is an Advisor with SixPoint Financial Partners and the host of the Roadmap to Retirement podcast. For Alex, the most fulfilling part of his work is helping people improve their financial situations and providing them with the confidence that comes from being in good hands. Born and raised in Webster, NY, Alex graduated from Webster Schroeder High School and went on to earn a bachelor’s degree in finance from Mercyhurst University. He currently resides in Fairport, NY. Outside of work, Alex enjoys tackling home improvement projects and is a dedicated fan of the Buffalo Bills and Sabres. In his free time, he also enjoys playing golf, hockey, and euchre with friends and family.


    Connect with Alex Neri:

    Website: https://sixpointfp.com

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

    Podcast: roadmap to RETIREMENT: https://podcasts.apple.com/us/podcast/roadmap-to-retirement/id1740795285


    Episode References:

    • Truest Fan Coaching



    Connect with Rob Brown & Phil Calandra:

    Website: http://truestfan.com/

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

    YouTube: https://www.youtube.com/@truestfancoaching

    Facebook: https://www.facebook.com/truestfan
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    39 mins

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