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The Purpose-Focused Advisor
United States
Приєднався 3 кві 2014
Rob Brown and Phil Calandra are the dynamic co-founders of Truest Fan Coaching, where their combined expertise in the financial services industry shapes their mission to empower financial advisors and business professionals.
With backgrounds in successful financial advising and team building, they focus on guiding clients towards purposeful and profitable business practices.
Their collaboration, born from Phil's transformative experience with Rob's coaching, culminates in a shared vision to be 'Truest Fans'-committed cheerleaders for their clients’ success.
Together, they offer a powerful blend of practical strategies and inspirational guidance, aimed at fostering professional and personal growth.
With backgrounds in successful financial advising and team building, they focus on guiding clients towards purposeful and profitable business practices.
Their collaboration, born from Phil's transformative experience with Rob's coaching, culminates in a shared vision to be 'Truest Fans'-committed cheerleaders for their clients’ success.
Together, they offer a powerful blend of practical strategies and inspirational guidance, aimed at fostering professional and personal growth.
Paul G. McManus: Standing Out in a Crowded Marketplace with Authority Marketing
In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Paul G. McManus, author of The Short Book Formula and host of The Influential Advisor podcast. Paul and Rob share how financial advisors can differentiate themselves in a competitive marketplace through authority marketing, writing concise, impactful books, and leveraging podcasts. Discover actionable insights on how to accelerate trust with clients and establish yourself as a leader in your niche.
Key Takeaways:
Understanding Authority Marketing (06:49) - Authority isn't about ego; it's about intentionally standing out with expertise and influence.
The Power of Short Books (10:40) - Writing a short book (12,000-25,000 words) can make advisors more relatable, trusted, and memorable.
Building Trust Quickly (13:51) - Authority marketing accelerates the speed of trust, making client acquisition smoother and more efficient.
The Ideal Authority Marketing Sequence (23:41) - Start with writing a book, move to podcast guesting, and then consider hosting your own podcast to build credibility.
Using Books as a Strategic Tool (29:39) - A book isn't just for royalties; it serves as a tool to create meaningful client relationships and improve conversions.
Paul G. McManus: "The whole impact of authority marketing-it’s not about ego or saying, ‘Hey, I’m great; people know my name.’ Fundamentally, it helps you accelerate the speed of trust."
Rob Brown: "When I talk with advisors about things they’d like to do in their business, the reason they don’t succeed is they haven’t taken the time to be intentional-about creating systems for what they’re setting out to do."
About Paul G. McManus: Paul G. McManus, a best-selling author and authority in the financial services industry, specializes in helping financial advisors become bestselling authors and build authority-based marketing systems to attract ideal clients. He is the author of The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients and the upcoming From Author To Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients. Paul's expertise in authorship and authority marketing makes him a leading resource for financial professionals seeking to attract high-value clients.
Connect with Paul G. McManus:
Website: moreclientsmorefun.com
Email: paul@moreclientsmorefun.com
LinkedIn: www.linkedin.com/in/paulgmcmanus/
Books: www.amazon.com/stores/author/B09XKT3F74/allbooks
Podcast: The Influential Advisor: podcasts.apple.com/us/podcast/the-influential-advisor/id1472437446
Episode References:
Truest Fan Coaching
Business Optimization Scorecard
Connect with Rob Brown:
Website: truestfan.com/
LinkedIn: www.linkedin.com/in/truestfan/
UA-cam: www.youtube.com/@truestfancoaching
Key Takeaways:
Understanding Authority Marketing (06:49) - Authority isn't about ego; it's about intentionally standing out with expertise and influence.
The Power of Short Books (10:40) - Writing a short book (12,000-25,000 words) can make advisors more relatable, trusted, and memorable.
Building Trust Quickly (13:51) - Authority marketing accelerates the speed of trust, making client acquisition smoother and more efficient.
The Ideal Authority Marketing Sequence (23:41) - Start with writing a book, move to podcast guesting, and then consider hosting your own podcast to build credibility.
Using Books as a Strategic Tool (29:39) - A book isn't just for royalties; it serves as a tool to create meaningful client relationships and improve conversions.
Paul G. McManus: "The whole impact of authority marketing-it’s not about ego or saying, ‘Hey, I’m great; people know my name.’ Fundamentally, it helps you accelerate the speed of trust."
Rob Brown: "When I talk with advisors about things they’d like to do in their business, the reason they don’t succeed is they haven’t taken the time to be intentional-about creating systems for what they’re setting out to do."
About Paul G. McManus: Paul G. McManus, a best-selling author and authority in the financial services industry, specializes in helping financial advisors become bestselling authors and build authority-based marketing systems to attract ideal clients. He is the author of The Short Book Formula: A Financial Professional's Guide To Writing A Book In Six Weeks To Attract Ideal Clients and the upcoming From Author To Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients. Paul's expertise in authorship and authority marketing makes him a leading resource for financial professionals seeking to attract high-value clients.
Connect with Paul G. McManus:
Website: moreclientsmorefun.com
Email: paul@moreclientsmorefun.com
LinkedIn: www.linkedin.com/in/paulgmcmanus/
Books: www.amazon.com/stores/author/B09XKT3F74/allbooks
Podcast: The Influential Advisor: podcasts.apple.com/us/podcast/the-influential-advisor/id1472437446
Episode References:
Truest Fan Coaching
Business Optimization Scorecard
Connect with Rob Brown:
Website: truestfan.com/
LinkedIn: www.linkedin.com/in/truestfan/
UA-cam: www.youtube.com/@truestfancoaching
Переглядів: 7
Відео
Cole Leonida - Baseball, Faith and Financial Generosity: A Winning Combination
Переглядів 519 годин тому
In this episode of The Purpose-Focused Advisor, Rob Brown welcomes former professional baseball player turned financial planner, Cole Leonida, for an inspiring conversation about aligning purpose, faith, and financial planning. As a Certified Kingdom Advisor and private wealth advisor at John Moore Associates, Cole shares how his journey from the diamond to the desk has shaped his approach to s...
Jackie Wilke: Building a Practice That Defines the Future of Financial Advice
Переглядів 814 днів тому
In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Jackie Wilke, Vice President and Advisor Consultant at First Trust. Jackie is a coach, speaker, and industry expert who helps financial advisors and teams elevate their practices. In a conversation rich with insights, Jackie and Rob share their visions for The Financial Advisor of the Future. They explore how to adapt to a...
Derek Mazzarella: Finding Your Unique Voice as a Financial Advisor
Переглядів 2321 день тому
In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Derek Mazzarella, a Certified Financial Planner with Gateway Financial Partners and the author of Just Retire Already: An Unconventional Retirement Guide. Derek shares his journey into financial planning, his insights on building purpose-focused client relationships, and the unique process behind writing his book. With hum...
Arielle Minicozzi: Simplify, Automate, and Scale Your Advisory Practice
Переглядів 2428 днів тому
In this episode of The Purpose-Focused Advisor, Rob welcomes Arielle Minicozzi, founder & CEO of Sphinx Automation, a virtual consulting firm specializing in helping financial advisors streamline their technology and automate processes. A former RIA owner, Arielle brings unique insights into the challenges advisors face with technology, offering practical strategies to eliminate inefficiencies ...
Nick Wolverton: How Generosity and Faith Shape Financial Advice
Переглядів 16Місяць тому
In this episode of The Purpose-Focused Advisor, Rob sits down with Nick Wolverton, the owner of Peak Financial Management. Nick shares his inspiring journey from nonprofit fundraising to owning a purpose-driven financial planning firm. Learn how his faith and commitment to relational depth have created a unique approach to serving clients. Advisors will take away valuable lessons on integrating...
Derek Notman: The Roles of Technology and Trust in Financial Advisor Success
Переглядів 4Місяць тому
In this episode of The Purpose-Focused Advisor, Rob welcomes Derek Notman, a seasoned financial advisor, entrepreneur, and proud dad, who shares his journey from running a successful RIA to launching Coupler AI-a groundbreaking platform designed to connect financial advisors with ideal clients. Derek shares his vision of cultivating deeper client relationships and creating more fulfilling pract...
Mitchell Kraus: Aligning Wealth, Joy, and Purpose as a Financial Advisor
Переглядів 13Місяць тому
In this episode of The Purpose-Focused Advisor, Rob sits down with Mitchell Kraus, a fourth-generation financial professional and founder of Capital Intelligence Associates. Mitchell brings a wealth of knowledge and a passion for helping clients lead meaningful lives through purpose-driven financial planning and philanthropy. Mitchell shares his unique approach to wealth management, blending co...
Whit Lanier: Unlocking the Power of Client Reviews
Переглядів 14Місяць тому
In this episode of The Purpose Focused Advisor, Rob Brown welcomes Whit Lanier, founder of Amplify Reviews, to discuss how financial advisors can leverage client testimonials and endorsements to enhance their marketing strategies. Whit shares insights into the SEC’s updated marketing rule, which now allows compliant use of client reviews. The episode is packed with actionable advice for advisor...
The Power of Gratitude in Life and Leadership
Переглядів 302 місяці тому
In this heartfelt Thanksgiving special of The Purpose Focused Advisor, Rob Brown, and Phil Calandra discuss how gratitude can transform life and business. They highlight how being thankful can lead to growth, strengthen relationships, and encourage purpose-focused leadership. Sharing their own traditions and moments of gratitude, Rob and Phil offer valuable insights and practical strategies for...
The Best Lessons from 99 Episodes of The Purpose-Focused Advisor
Переглядів 312 місяці тому
The Best Lessons from 99 Episodes of The Purpose-Focused Advisor
Kate, Zack, and David: Taking Financial Planning Beyond Numbers to Elevate the Client Experience
Переглядів 72 місяці тому
Kate, Zack, and David: Taking Financial Planning Beyond Numbers to Elevate the Client Experience
Kalli Fedusenko: Building a Brand That Resonates with Clients and Drives Growth
Переглядів 112 місяці тому
Kalli Fedusenko: Building a Brand That Resonates with Clients and Drives Growth
John Richardson: Intentional Servant Leadership for Lasting Advisor Impact
Переглядів 143 місяці тому
John Richardson: Intentional Servant Leadership for Lasting Advisor Impact
Knight Colman: Leading the Firm While Honoring the Founders’ Vision
Переглядів 163 місяці тому
Knight Colman: Leading the Firm While Honoring the Founders’ Vision
Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships
Переглядів 173 місяці тому
Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships
Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams
Переглядів 63 місяці тому
Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams
Jack Heintzelman: Bridging the Generational Gap in Financial Planning
Переглядів 113 місяці тому
Jack Heintzelman: Bridging the Generational Gap in Financial Planning
Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice
Переглядів 84 місяці тому
Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice
Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals
Переглядів 174 місяці тому
Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals
Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach
Переглядів 84 місяці тому
Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach
Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact
Переглядів 84 місяці тому
Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact
Alex Neri: Accelerate Your Practice with a Growth Focused Mindset
Переглядів 25 місяців тому
Alex Neri: Accelerate Your Practice with a Growth Focused Mindset
Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement
Переглядів 195 місяців тому
Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement
Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale
Переглядів 165 місяців тому
Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale
Elevating Financial Planning with a Differentiated Family Advocacy Approach
Переглядів 75 місяців тому
Elevating Financial Planning with a Differentiated Family Advocacy Approach
Brad Williams: Transforming Financial Advice with Dynamic Client Engagement
Переглядів 135 місяців тому
Brad Williams: Transforming Financial Advice with Dynamic Client Engagement
Chris Flis: Fighter Jet Lessons for Financial Planners
Переглядів 286 місяців тому
Chris Flis: Fighter Jet Lessons for Financial Planners
The Power of Personal Stories in Growing a Successful Financial Planning Practice
Переглядів 76 місяців тому
The Power of Personal Stories in Growing a Successful Financial Planning Practice
Mid-Year Strategies to Strengthen Your Advisory Practice
Переглядів 26 місяців тому
Mid-Year Strategies to Strengthen Your Advisory Practice