Truest Fan Podcast

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.comLinkedIn: https://www.linkedin.com/in/nerifinancial/Podcast: roadmap to RETIREMENT: https://podcasts.apple.com/us/podcast/roadmap-to-retirement/id1740795285Episode 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/truestfan

In this episode, Rob Schultz, a Certified Financial Planner with NWF Financial Advisory Group and a specialist in working with physicians, shares how he chose this niche and achieved success. He delves into the unique challenges physicians face at different career stages, including managing debt, buying a home, and dealing with burnout. Rob underscores that while working with physicians may eventually involve managing their assets, true success comes from understanding the various phases of their careers. He highlights the value of a structured approach to client meetings and the benefits of tackling difficult tasks early in the day. Additionally, Rob discusses his involvement with the Special Olympics and the personal fulfillment he derives from serving others.Topics Discussed and Key Takeaways:Choosing a niche, like working with physicians, can be a strategic move for financial advisors aiming for success.Physicians face distinct challenges at different career stages, including debt management, home buying, and burnout.True success in this niche comes from understanding the many phases of a physician's career, not just managing their assets.Implementing a structured approach, such as using meeting agendas, can enhance efficiency and client satisfaction.Addressing difficult tasks first thing in the morning can lead to a more productive day.Serving others, whether through professional efforts or personal involvement with organizations like the Special Olympics, can provide a deep sense of purpose and fulfillment.“Getting there early... they see that I was there with them when they didn't have anything, and it wasn't just for a dollar at the beginning. I took the time to progress with them.” – Rob Schultz“One of the great things about this industry is that there can be a lot of freedom, but I think true freedom comes from having discipline, knowing what's important, and getting it done.” – Rob BrownAbout Rob Schultz: For over 20 years, Rob Schultz, CFP, has passionately served the next generation of physicians nationwide, offering financial advice from "Residency through Retirement." He's built lasting, trusting relationships that grow with each physician's career. As a recognized speaker at residency programs across the country, Rob stays current on physicians' challenges. Rob is also proud of his volunteer work coaching Special Olympics skiing and golf, and helping in elementary classrooms. He believes that those with insight and opportunities are well-positioned to give back.Connect with Rob Schultz: Website: https://www.robschultzwealth.com/Email: rschultz@nwfadvisory.comLinkedIn: https://www.linkedin.com/in/rob-schultz-cfp%C2%AE-cdfa%C2%AE-9315513aEpisode 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/truestfan

In this episode of The Purpose-Focused Advisor, Rob and Phil are joined by Jeff Concepcion, founder and CEO of Stratos Wealth Partners. Jeff provides insights into nurturing an entrepreneurial mindset as a financial advisor and emphasizes the significance of supported independence. He explains how firm leaders should enhance their focus on core strengths by delegating tasks, systematizing processes, and preserving company culture as the firm expands. His perspective offers valuable lessons on scaling businesses while maintaining high standards of client service and personal fulfillment.Topics Discussed and Key Takeaways:Investing in People and Technology: While the upfront costs may be significant, strategically investing in technology and teammates is essential for sustainable long-term growth.Delegating Core Tasks: By delegating responsibilities such as financial planning, marketing, investment management, and even client engagement, firm leaders can concentrate on strategic activities that enhance the value of the business.Enhanced Client Engagement: Successful client engagement goes beyond the basics. Leveraging technology to personalize and organize client-specific events can be crucial.Continuous Succession Planning: Succession planning should start early and be an ongoing effort, with careful preparation to ensure a smooth transition.“Advisors have to fire themselves perpetually until they come down to the one thing that they can do for the practice that no one else can do.” – Jeff Concepcion“A big focus of the work we do with our clients is helping them understand what matters most because then you can make decisions and systematize, knowing you're working towards something that is truly important to you.” – Rob BrownAbout Jeff Concepcion: Jeff Concepcion, Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast, started Stratos in February 2009 to meet the needs of sophisticated advisors and their clients. He built the firm with the infrastructure, resources, and support needed for advisors to focus on advising. Today, Stratos offers platforms, technology, consulting, and practice management services across more than 100 cities, with a national network of distinguished wealth management firms to better serve their clients.Connect with Jeff Concepcion: Website: https://www.stratoswealthpartners.com/LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/Podcast: https://podcasts.apple.com/us/podcast/the-evolving-advisor-podcast/id1478344664Episode References:The Truest Fan MastermindThe Evolving Advisor Podcast Ep 079 (with Rob Brown as guest)Connect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/ Facebook: https://www.facebook.com/truestfan YouTube: https://www.youtube.com/@truestfancoaching

In this engaging episode of the Purpose-Focused Advisor, Rob reconnects with David Brown, a seasoned financial professional on the Business Development team at Davidson Investment Advisors. David explains why advisors should transform financial planning from a mundane task into a meaningful and memorable client experience. He shares practical strategies to make client interactions more impactful, emphasizing the importance of a differentiated planning process that fosters deeper connections and loyalty. Topics Discussed and Key Takeaways:Life First, Money Second: Emphasize life goals over financial metrics to make planning more relevant to clients.Elevating the Client Experience: Transform meetings into memorable experiences by incorporating personal touches that reflect clients' lives and passions.Engage the Next in Line: Focus on the non-financial spouse and next generation to ensure long-term client loyalty and relevance.Generosity and Philanthropy: Introduce donor-advised funds and charitable giving in a non-intimidating way to build deeper client relationships.Start with Best Clients: Begin implementing differentiated planning strategies with your best clients to build confidence and refine your approach."It's time to make this business fun again and not like going to the dentist. We can really transform the client experience." – David Brown"The formula for our industry going forward is your life first and your money second. Getting that right is really important." – David Brown"Humility goes a long, long way. Admitting when you're trying something new can create a stronger bond with your clients." – Rob BrownAbout David Brown: David Brown, a seasoned professional in the financial industry since 2000, is part of the Business Development team at Davidson Investment Advisors, joining in 2024 after 11 years at RBC Wealth Management. At RBC, he led a national team of Wealth Planning Consultants. His career began as an advisor at Scott and Stringfellow, followed by positions at Wachovia Securities/Wells Fargo Advisors. David holds a Bachelor of Arts degree cum laude from Randolph-Macon College and has earned the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations. He enjoys family time and sports, especially skiing, tennis, golf, and pickleball.Connect with David Brown: Email: dbrown@dadco.com LinkedIn: https://www.linkedin.com/in/davidlbrownrbc/ Website: https://dadavidson.com/ Episode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

In this episode, Rob sits down with Brad Williams, a financial advisor who transitioned from a bank setting to launching an independent firm, Highlands Wealth Group. Brad shares his insights on creating a dynamic, comprehensive financial planning experience for clients, leveraging social media to grow his business, and maintaining a healthy work-life balance as a business owner. This conversation offers valuable lessons for financial advisors looking to build a purposeful, client-centric practice. In this episode, Rob and Brad talk about:Brad's transition from a bank advisor to opening his independent firmThe dynamic financial planning process at Highland Wealth GroupThe role of social media, especially LinkedIn, in business growthThe importance of building a supportive community among financial advisorsBalancing professional success with personal life and family commitmentsKey Takeaways: Understanding clients' qualitative and quantitative needs leads to more personalized and effective financial advice.Consistent and genuine posting on LinkedIn can significantly grow your client base and professional network.Engaging with other financial advisors can enhance your practice and offer valuable support.Maintaining personal well-being and family commitments can positively impact professional growth and client relationships. "It's vital to ask yourself the right questions and continuously refine your approach to ensure you're offering the best to your clients." - Rob Brown“That trust-building process that's so important for financial advisors can begin (on social media) before the advisor is even aware of the prospect because they're out there consuming your content, they're reading what you're posting, they may never comment on it, they may never like it, you may have no idea that they exist, and then suddenly, they reach out because they already know your value proposition because they've been following you.” – Brad Williams"The only certainty is that things are going to change. Clients need to know they have a partner to talk through those changes." – Brad WilliamsAbout Brad Williams: Brad Williams is a Financial Planner with Highlands Wealth Group in Greenville, South Carolina. He spent a decade in Private Banking before choosing to start what he feels is the ideal wealth management practice. He and his business partner, Terrell Boone, made the leap to independence in early 2021 and haven't looked back. Brad's wife, Jenni, is an Executive Producer at Greenville's NBC affiliate news station. They have a 1-year-old daughter named Cora. Brad is passionate about music. He sings in his church choir, plays the banjo & guitar, and is a self-proclaimed country music encyclopedia.Connect with Brad Williams: Website: https://highlandswealthgroup.com/ LinkedIn: https://www.linkedin.com/in/bradwilliamssc/ Episode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

In this episode of The Purpose-Focused Advisor, we chat with Chris Flis, founder of Resilient Asset Management. Chris shares his unique journey from flying F-18s for the US Navy to managing his family's fast food franchise and how these experiences inform his financial planning practice. We discuss the importance of comprehensive financial planning, the power of affinity groups, and the role of networking and referrals in firm growth. Chris also highlights the need for a calm approach to making financial decisions to ensure the best outcomes.Key Takeaways: Lessons from Aviation: Chris shares how prioritizing and staying calm under pressure from his F-18 pilot days translates to managing investments and client relationships.All-Aspect Financial Planning: Chris explains his comprehensive approach, integrating tax strategies, estate planning, and risk management to provide holistic advice.Affinity Groups: Chris discusses how his military background and experience with franchisees help him connect deeply with these affinity groups, understanding their unique challenges and needs.Client Management: The importance of controlling the agenda while allowing clients to set the pace, ensuring essential tasks are completed.Networking and Referrals: Insights on leveraging in-person interactions and client referrals to drive business growth. "In the military, in the aviation part, we have specific aircraft to do specific things... you learn to prioritize very, very quickly, what's important. And I found that that skill set has served me quite well in this job." – Chris Flis"We, the firm, like to set the agenda, you (clients) set the pace... We like to set that agenda and we're gonna keep harping on them to get those things done that we need to know that they need to have done." – Chris FlisAbout Chris Flis: After a 20-year Navy career, Chris formed Resilient Asset Management. Spurred by a lecture in high school, after which he started managing all of his own investments, his passion for all things personal finance has spanned decades. He started Resilient Asset Management with a mission dedicated to helping others achieve financial security through all-aspect financial planning and investment management. Along with his own journey through the military retirement gamut, he has helped our clients navigate the process–both those who decide to enter full retirement and those who opt to enter a second career.Connect with Chris Flis: Website: https://www.resilientam.com/ LinkedIn: https://www.linkedin.com/in/christopher-flis Episode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

In today's episode, I sit down with Tess Rowland, who shares her inspiring journey to becoming a fee-only financial advisor. With a non-traditional background in nursing, Tess explains how her long career in healthcare has shaped her client approach and helped her build strong relationships with the right clients. We also discuss effective strategies for client engagement, growing a financial planning practice, and the importance of promoting referrals. Tess offers invaluable insights, so tune in for a great conversation.In this episode, Rob and Tess explore:How your personal story influence your financial planning careerContinuous learning is powerful for strengthening business and client relationships.Empowering women to understand and engage in financial conversationsHow simply letting people know you're open for more business leads to meaningful referrals.Planning for succession should begin earlier than you might think to protect your business and clientsKey Takeaways: Many women change advisors after their spouse passes because they haven't built a connection with their current advisor.Client relationships should be mutually beneficial.Not all clients will be the right fit for you. It's important to respect your expertise and know when to refer clients elsewhere.Most of your best new clients will come from introductions, especially from satisfied clients. “The world is a better place when we learn and understand people and gain more knowledge.” – Tess Rowland About Tess Rowland: Tess Rowland is a dedicated financial advisor with a mission to help individuals achieve financial security. As the founder of T Rowland Financial Services, Tess brings a wealth of experience to her clients, offering fee-only financial planning and advisory services. She transitioned from a career as a Registered Nurse to accounting, becoming a CPA before embracing her role as a financial advisor. Tess's background in critical care and accounting uniquely positions her to build trusted relationships and guide clients towards their financial goals. Outside of work, Tess enjoys family time, golf, hiking, yoga, and gardening.Connect with Tess Rowland: Website: https://www.tessrfinancialservices.com/ LinkedIn: https://www.linkedin.com/in/theresa-rowland-6877b097/ Episode References:The Truest Fan MastermindGarrett Planning Network: https://www.garrettplanningnetwork.com/ The Clark Howard Podcast: https://clark.com/podcasts/ Connect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

In this episode, Rob takes the hot seat as he and Phil dive deep into what financial advisors should be focusing on as we head into the second half of the year. They discuss practical strategies for managing client relationships, growing business more intentionally, handling the stress brought on by current news cycles, and staying proactive in your advisory practice. Rob and Phil cover:Handling the stresses that cannot be controlled and focusing on what can be controlled. The importance of reviewing your Truest Fan Action Plan during mid-year evaluations.Being proactive, not just reactive, during your mid-year review.Common pitfalls to avoid during a mid-year review.Key Takeaways: Review your big dreams and vision to ensure your strategy for the second half of the year aligns with what truly matters to you.Have a coach or mentor review your strategy to keep you accountable for your commitments.Continue with what's working, eliminate what isn't, and maintain your plan to ensure steady progress.Break your plans down into manageable action steps. Avoid taking on more than you can handle. “When you have an action plan, and you look at it every day, and as you're planning your day, you're saying, ‘Have I set aside time to work on those things that I said I was going to work on that are going to lead me to my most important goals?' it allows you to say no to the other stuff and allows you to put those other distractions aside.” – Rob BrownEpisode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

Today, Rob and Phil explore how financial advisors make significant, lasting impacts on their clients' lives and in their communities. They discuss the importance of developing signature processes, prioritizing client needs, fostering trust, and truly valuing each client to enhance both the positive influence on clients and the growth of their practice. In this episode, Rob and Phil delve into:The value of implementing a signature solution that demonstrates how you serve clients.Treating each client as unique, even while following a consistent process.Regularly evaluating and refining your process to ensure it works effectively.Eliminating distractions to stay focused on your core mission.Key Takeaways: Success comes from working with clients who are the right fit for you, rather than trying to fit every client.While clients may share similarities, each one should feel seen and understood as an individual.Proper financial planning focuses on understanding a client's lifestyle and goals, not just prediction and forecasting.Never take for granted the impact you have on your clients' lives.Root for your client's success—they need your support now more than ever. “We are in a business of doing and a business of learning. I've always believed that. And the advisors that can continue to learn and continue to explore, are ultimately going to have a much more elegant life, they're going to enjoy and have that passion fueled for them.” – Phil CalandraEpisode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

Today we talk with John Stadtmueller, the Founder of Good Advisors Finish First, an independent network of financial advisors committed to pursuing better client outcomes as a community. John shares with us the four core values of the community, highlights the need for innovative thinking, open-mindedness, and a more collaborative approach in addressing industry needs, and gives an example of how a community approach to solving problems helps everyone grow and succeed. In this episode, Rob, Phil, and John delve into:Focusing on being better for your clients. Why you should be radically open-minded. Communicating your value and your value proposition to your clients and potential clients. Pursuing better client outcomes as part of an advisor community. The two biggest mistakes that prevent advisors from being a great advisor. Key Takeaways: Keep your focus on the good. Your business is about more than just apologizing for the industry, it is about delivering value to your clients. Share openly with your peers. As an advisor, drive the conversation and bring in third parties when it makes sense. Advisors make huge differences in the communities they serve and in the causes they care about. Purpose-focused advisors give back. Learn from everyone, follow no one. There is no one right way to do things. You don't have to give a choice - you can give your best advice. “A huge miss that a lot of advisors have is just being open to saying ‘I don't know,' because you're probably not going to know everything. You're not going to be an expert. A big thing that we all talk about is finding your niche and really owning who you are, and what you can deliver in terms of value, and then being open and willing to take help. Rather you're finding those resources that can help you deliver that better result for the clients rather than trying to scramble and pretend that you know everything.” – John StadtmuellerAbout John Stadtmueller: After a 20 year career in the financial services industry, predominantly in roles supporting financial advisors, John Stadtmueller created a movement to demonstrate “Good Advisors Finish First." Two years later, John doubled down on his passion to pursue this cause by leaving a comfortable job in Corporate America and began building the Good Advisors Finish First (GAFF) Community. GAFF now boasts over 150 members, from over 20 different B/Ds and RIAs, all committed to Pursuing Better Client Outcomes as a Community. EVERYONE is Invited however Seating is Limited to those who adhere to 4 Core Values: 1. Humility, 2. Abundance, 3. Reciprocity, 4. Pass the Torch.Connect with John Stadtmueller: Website: https://goodadvisorsfinishfirst.com/ Website: https://www.goodpeoplefinishfirst.com/ LinkedIn: https://www.linkedin.com/in/johnstadtmueller/ Episode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

Today, Rob sits down with Zack Hubbard, Director of Financial Planning & Participant Engagement with Greenspring Advisors, to explore how to make financial planning more accessible for everyone. They discuss the importance of offering high-quality advice to all clients, tailored to their specific needs and circumstances. Zack shares how his firm maintains valuable communication with clients through age-based advice delivered via email, short videos, and other relationship-building touchpoints. This episode is packed with actionable advice you can start implementing right away. Don't miss this insightful conversation that can help you enhance your client relationships and service delivery. In this episode, Rob and Zack delve into:The importance of financial planning for everyone, not just the super-wealthy.The time commitment required for effective financial planning.How to grow your practice without eliminating smaller client relationships.Prioritizing the most significant areas of concern for clients.Connecting with clients in ways that are most meaningful and effective for them.Key Takeaways: Building client relationships isn't always immediately profitable due to the initial effort required for comprehensive planning. Break the process into manageable pieces and prioritize the client's most pressing needs first.Many clients lack a complete understanding of their financial situation. Presenting their financial plan in stages can reduce overwhelm and strengthen your long-term relationship.Utilize age-based communication with your clients. Age-related triggers often provide easy, actionable advice that clients will likely find relevant and helpful. “People want to be served the way that they want to be served and we can adjust our businesses to do that and serve more people.” – Zack HubbardAbout Zack Hubbard: Zack is the Director of Financial Planning and Participant Engagement at Greenspring Advisors. As Director, Zack leads a team of financial planners that help our Private Wealth advisors deliver comprehensive financial plans to their clients and also deliver personalized planning and advice to the participants in the retirement plans that our corporate retirement advisors work with. Zack is focused on expanding access to financial planning to the masses.Connect with Zack Hubbard: Website: https://greenspringadvisors.com/ Email: zack.hubbard@greenspringadvisors.com LinkedIn: https://www.linkedin.com/in/zack-hubbard/ Episode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

Today, we sit down with David Strege to explore how he and his partner successfully transitioned their firm to thrive beyond their tenure. David delves into the importance of letting go, serving others, and engaging in industry organizations. His insights offer invaluable takeaways for purpose-focused advisors at every career stage. In this episode, Rob, Phil, and David delve into:The importance of succession planning and determining the ideal time to start crafting your plan… it's sooner than you thinkUsing a two-advisor strategy for client meetingsPhilanthropy as part of the retirement planning conversationHow to “practice” your retirement before you actually retireAn insider's view of the future growth of the financial planning industryFostering increased public trust and confidence in financial professionalsKey Takeaways: Build your firm from the beginning with the end in mind. Understand what you want your firm to accomplish and work towards that every step of the way.You will get out of industry associations what you put into them.You should understand your client's estate plan in order to appropriately compile a comprehensive financial plan. Part of wisdom comes from making decisions, letting go, and seeing how those decisions play out. Know what you're going to do in retirement before you retire. You need to know what your purpose will be and what makes you come alive. “We spend a lot of time on philanthropic giving, because life's not about things. You try to satisfy your soul or your personality with things, but it's really when you find using your gifts to serve others, that's when you come alive.” – David StregeAbout David Strege: David Strege serves clients as a Senior CERTIFIED FINANCIAL PLANNER™ practitioner at Syverson Strege in West Des Moines, Iowa. David earned a degree in finance from Drake University. He earned his CFP® certification in 1982 and in 2008 served as Chairman of the Board of Directors for the CFP Board. In 1987, he received the Chartered Financial Analyst® certification and earned the Certified Kingdom Advisor® designation in 2017.He has also served on the National Boards of the Financial Planning Association and of the National Endowment for Financial Education® (NEFE®), serving as Chairman in 2018. David still competes nationally and internationally in Men's indoor volleyball.Connect with David Strege: Website: https://www.onlyworkforyou.com/ LinkedIn: https://www.linkedin.com/in/david-strege-planner/ Episode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

In this episode, Joe Bertilson shares his journey from his affiliation with a major investment firm to founding Cedrus Wealth Group. Discover how Joe has integrated faith, generosity, and mentorship to build a purpose-driven advisory firm. Learn about the importance of asking clients about their charitable inclinations, fostering a culture of giving, and creating a lasting impact in the community. Joe's story is an inspiring example of how financial advisors can blend personal values with professional success. In this episode, Rob, Phil, and Joe delve into:The importance of integrating generosity into financial planning.Strategies for asking clients about their charitable inclinations.Building a firm culture focused on mentorship and community impact.Creating a ripple effect of generosity through client engagement and community involvement.How to leverage personal values to enhance client relationships and business growth.Key Takeaways: It's great to listen to other's feedback, but you can accomplish so much more by staying in your lane with what you uniquely do best. Ask all of your clients “Are you charitably inclined?” Regardless of the answer, it opens the conversation. People hate taxes but love their charities. Many want to give more but don't know the best way to go about it in their financial plans. Generosity has a way of rippling out, spreading widely, and affecting more people. Keep the conversation going. “My challenge to advisors was, if your vision is to provide for your family, then your vision is too small. We have the capacity and the capability to bless a lot more people if we put in the effort.” – Joe BertilsonConnect with Joe Bertilson: Website: https://cedruswealthgroup.com/ Email: joe@cedruswg.com LinkedIn: https://www.linkedin.com/in/joe-bertilson-a578881b Episode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

Today, we dive into a fascinating conversation with Michael DeLon, The Credibility Coach. Discover how he empowers financial advisors to share their impact and their stories. You grasp your significance. You comprehend the value of your work for your clients. Yet, finding the right words to resonate with your audience, especially new connections, can be a challenge. Michael reveals the secrets to writing a book that accelerates your marketing, referrals, and business growth - all by staying true to yourself! In this episode, Rob and Michael delve into:How writing a book can help you create credibility in your business. The ties between books, marketing, and business growth. Creating a book in under 24 hours of your time. Speaking your book and developing the intellectual property behind the book. Key Takeaways: Mail potential clients and connections a copy of your book before your scheduled meeting. It builds trust and helps to lower barriers. Books are a one-on-one connection between you, as the author, and the reader.You have your signature solution, your signature message, that is clear and compelling. That is what you write your book about and what draws people to you. Your best referrals run in the same circles as your best clients. Using a book as a handout for your clients to give to those friends is a great way of bringing in referrals from your existing clients. “When you create a book and you put your story and your thoughts and your successes in that book, people bond with you, they get to trust you, and they're willing to take that next step of finally meeting with you.” – Michael DeLonAbout Michael DeLon: Michael DeLon creates credibility. As the president of Paperback Expert, he helps business owners publish a book that positions them as the expert in their field.Business owners seek out Michael to clarify their brand strategy, make them bestselling authors, and set up their profitable podcast. They use his Credibility Marketing strategies to gain more clients, get more referrals, and grow their revenue.Michael is the author of On Marketing, a #1 Amazon Best-Selling author, and the Creator of The Credibility Game Plan. Since 2013, he has worked with business owners across the United States and internationally to establish and market their credibility.Michael is the husband of one and father of four. He's a committed follower of Jesus Christ who is deeply involved in his church. You can normally find Michael investing time with his family, reading a great book, or facilitating growth in the lives of those around him.Connect with Michael DeLon: Website: https://paperbackexpert.com/ LinkedIn: https://www.linkedin.com/in/michaeldelon/ Facebook: https://www.facebook.com/PaperbackExpert On Marketing Book: https://paperbackexpert.com/onmarketing/ Experts Speak Podcast: https://paperbackexpert.com/interviews/# Episode References:The Truest Fan MastermindRetire on Purpose by Alynn GodfroyConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

This episode explores some of the intricacies of succession planning and the idea of graduating rather than retiring. Our guest, Eric Brotman, CEO of BFG Financial Advisors in Baltimore, sheds light on intentionally structuring his firm uniquely from the start. By recruiting the right talent and creating plans for equity partnerships, the firm has surpassed expectations in its market reach and achievements. In this episode, Rob, Phil, and Eric delve into:Building your firm successfully with young advisors. Selling equity to your team to help with your succession planning. Why most financial advisors are not planning for the future. A peek into the new edition of Eric's Book, Don't Retire…Graduate!.Key Takeaways: It's better to educate and invest in your team and have them leave than to not educate them and have them stay.Bring in junior advisors who are much younger than you. Your team should be staggered over ages for a successful transition and for your future retirement to be successful. You need the right mentors and coaches, in any industry, to know the right tools for the right job. This is no different in the financial advising and planning industry. Retirement should not be the absence of work, but rather, the absence of the need to work. Retirement is not the end of your life, it's the start of a different chapter. “What I am doing in every conceivable way is trying to take care of everyone here whose skin is in the game. And if I do that, and it doesn't require private equity, everyone here will not only benefit, but it will feather their nest for a generation.” – Eric BrotmanAbout Eric Brotman: Eric D. Brotman, CEO of BFG Financial Advisors, started his financial planning career in 1994 in Baltimore. He holds a BA from the University of Pennsylvania, a Master's in Financial Services, and multiple financial certifications. Eric founded Brotman Financial Group, Brotman Consulting Group, and Brotman Media Group. He's served on numerous boards, including the Maryland State Retirement & Pension System, hosted the Don't Retire… Graduate! podcast, authored the award-winning book, Don't Retire… Graduate!, and has contributed regularly to Forbes.com and WBAL TV.Connect with Eric Brotman: Website: https://bfgfa.com/ Website: https://brotmanconsultinggroup.com/Website: https://brotmanmedia.com/ LinkedIn: https://www.linkedin.com/in/ebrotman/ X: https://x.com/brotmanplanning Book: https://brotmanmedia.com/books/ Podcast: https://brotmanmedia.com/podcasts/ Episode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

This week's episode focuses on an important concept: wealth management isn't just about managing portfolios—it's about shaping lives. Tune in as we follow John Browning's journey through his diverse roles in the wealth and portfolio management industry. Learn from John's invaluable insights on building lasting relationships with clients. In this episode, Rob, Phil, and John talk about:John's professional journey from some of the biggest firms on Wall Street to building his own firm, Guardian Rock Wealth.John's book - Build a Life, Not a Portfolio.Why you should ask “why” when working with your clients as a wealth manager.Advice to people working with financial advisors to know if their advisor is the right fit for them.Key Takeaways:Your portfolio should be built to fit your life, not the other way around.Money is a tool. It can be used to benefit your life, or it can be used for destruction. Everyone has different needs and values and different ideas of what the best life lived may be.Beware of becoming a poor rich person. More money and more stuff don't bring you happiness and fulfillment.There are great financial advisors out there. You want to pay attention to what they say and select your advisor carefully. “There's a chapter in my book called “The Snowflake Theory,” dedicated to trying to get people to understand we all look through our own lens from our own perspective…You really need to concentrate on being open to that and letting people decide for themselves what their best life is.” – John BrowningAbout John Browning: John serves as the Chief Executive Officer for Guardian Rock Wealth and is the Amazon best-selling author of the book “Build a Life, not a Portfolio: A Guide to Your Financial Future Based on Your Personal Values,” which can be found on Amazon or by contacting Guardian Rock Wealth for a free copy. You can get to know John more by listening to his weekly “Building Your Life Podcast.”Connect with John Browning:Website: guardianrockwealth.comLinkedIn: linkedin.com/in/johnbrowningfinancialsolutionsFacebook: facebook.com/GuardianrockBook: Build a Life, Not a Portfolio: A Guide to Your Financial Future Base on Your Personal ValuesBuilding Your Life Podcast: guardianrockwealth.com/podcastYouTube: youtube.com/channel/UCfi9tzGPUqbqrJUPte_53aAConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

In this episode, we explore common challenges in obtaining quality introductions for financial planners & advisors. Learn from "The Language of Referrals" by our guest, Bill Cates. Tailor your referral approach to different contexts & shift your mindset for successful interactions. Embrace a client-centric referral strategy.In this episode, Rob, Phil, and Bill delve into:The common challenges faced by financial planners and advisors when seeking high-quality introductions.Bill's latest book, "The Language of Referrals."Tailoring referral language to fit a specific context (like distinguishing between introductions and referrals).The importance of changing your mindset and shedding limiting beliefs in the context of introductions and referrals cannot be overstated.How to adopt a client-centric strategy for handling referrals.Key Takeaways: Referrals are the most time-effective way for financial advisors to build their business and they're free.Referrals and introductions rely on borrowed trust until you can earn your own trust with that new client.You need to maximize client engagement to get more unsolicited referrals and introductions.Don't be afraid to meet with a referral to see if they qualify as the right fit for you. Very few advisors will ever turn down their right-fit client. Financial advisors, make sure you understand the value that you are bringing to those you serve. You're on an important mission. “There's no true substitute for asking for specific introductions, especially if you are looking to grow your business in a specific direction with your Right-Fit Client.” – Bill Cates Connect with Bill Cates: The Language of Referrals: https://referralcoach.com/language-of-referrals/Website: https://referralcoach.com/ Resources: https://referralcoach.com/resources Email: Bill@referralcoach.com LinkedIn: https://www.linkedin.com/in/billcates/ YouTube: https://www.youtube.com/user/ReferralCoach Twitter: https://twitter.com/Bill_Cates Facebook: https://www.facebook.com/ReferralCoach Episode References:The Truest Fan MastermindConnect with Rob Brown & Phil Calandra:Website: http://truestfan.com/ Facebook: https://www.facebook.com/truestfan LinkedIn: https://www.linkedin.com/in/truestfan/ YouTube: https://www.youtube.com/@truestfancoachingLinkedIn Group: https://www.linkedin.com/groups/8496989/ Facebook Group: https://www.facebook.com/groups/truestfan

In this episode Rob, Phil, and Steve discuss:How Steve differentiates himself as both an attorney and a financial advisor. Building a networking partnership that works and isn't lopsided. Making it clear what you're looking for with referrals. Key steps to building a more purpose-focused RIA.Key Takeaways: The importance of building a repeatable Game Plan for your clients.Networking partners are all about the person, not about the industry. You want to partner with someone who sees value in giving referrals, not just receiving them. Marketing a niche is defining what you're best at. This will encourage people to refer to you because they know exactly what you do best. Stop doing the things you don't want to do. Find a way to delegate those things to someone in your team or an outsourced person. “Focus on all the people in your firm around you. Because with the right people, anything's possible, but with the wrong people nothing is possible.” – Steve TaylorAbout Steve Taylor: After nearly two decades in the legal and financial services industry, I took the true step towards independence and made Merited Wealth, LLC, a Registered Investment Advisor, in 2019. My passion is to help the busy entrepreneurs and executives simplify and coordinate their financial lives to allow them to most effectively move forward with their growth with all aspects being addressed. I made the conscious decision for my business to be my own and not affiliated with a large bank, brokerage firm or insurance company to truly be able to “walk the walk and talk the talk” which sets me apart from the employees of those large institutions who are told exactly what they can and cannot do and the limited scope of investment solutions they can offer. I am married to my fabulous, tremendous star of my life, Susie. I am blessed with two wonderful kids, Jaedon and Mason.Episode References:Truest Fan Mastermind and CoachingConnect with Steve Taylor: Website: https://www.meritedwealth.com/ Email: sat@meritedwealth.com Twitter: https://twitter.com/satwealthman LinkedIn: https://www.linkedin.com/in/satwm/ LinkedIn: https://www.linkedin.com/company/meritedwealth/ YouTube: https://www.youtube.com/@meritedwealth4103 Facebook: https://www.facebook.com/profile.php?id=100090138570648 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/

In this episode, Rob, Phil, and Phil discuss:How Phil reinvented his career around financial and life planning. Why life planning can be more impactful than solely financial planning. Choosing your niche and understanding your why. Phil's nine-step process to informed success. Key Takeaways: To lead a more fulfilling life, aligning our resources (time, energy, attention, and money) with our values is paramount.Considering the future involves more than just financial objectives; your purpose and values hold the power to impact lives significantly.When identifying your niche, examine your existing clientele and those you enjoy working with the most. Then, assess how these clients align with your core purpose.When considering merging firms or bringing in a new partner, it's crucial to align values and goals for a successful partnership. “I work with women facing new beginnings. There's a change happening, and they don't know what comes next, so the life planning process really fits well because one of the things that it does is it helps you to identify those things that are most important to you.” – Phil WeissAbout Phil Weiss: Phil Weiss started his financial services career in 1987 as a tax professional working for Deloitte & Touche. For the past 25+ years, he has worked extensively in the areas of personal finance and investment management. In addition to being both a CFA charter holder and a CPA, Phil is also a Registered Life Planner®.Phil focuses his Registered Investment Advisor (RIA) business on providing financial planning, personal finance, and investment management services and education to women facing new beginnings.Phil has served as a featured media spokesperson and has written weekly commentary on investment- and income tax-related topics. He continues to blog regularly for Apprise.Episode References:The Truest Fan MastermindThe Partnership Charter by David GageShift Conference: https://www.humanfirst.live/ Connect with Phil Weiss: Website: https://apprisewealth.com/ Free Ebook: https://apprisewealth.com/ebook Blog: https://apprisewealth.com/blog/ LinkedIn: https://www.linkedin.com/in/philip-weiss/Facebook: https://www.facebook.com/AppriseWealth/ 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/

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 GrowthIntroducing the Purpose-Focused Advisor PodcastThe Purpose-Driven Financial AdvisorBlueprints for Success in Financial AdvisingOvercoming Obstacles to Reach Peak PerformanceBridging the Gap to Your Ideal BusinessKey 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 CalandraEpisode References:The Truest Fan MastermindConnect 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/

We've started the year off strong! Some of us are doing really well, while others are gaining momentum. And unfortunately, some of us may already feel like we're falling behind. No matter where you are right now, we all want 2024 to be an amazing year—a year where we not only achieve our goals, but surpass them. Get ready for this episode, because it's packed with important insights to make it happen.

We've started the year off strong! Some of us are doing really well, while others are gaining momentum. And unfortunately, some of us may already feel like we're falling behind.No matter where you are right now, we all want 2024 to be an amazing year—a year where we not only achieve our goals, but surpass them. Get ready for this episode, because it's packed with important insights to make it happen.This week on The Truest Fan Blueprint, Rob Brown and Phil Calandra dive deep into the common feeling of falling behind on our goals. They reveal the main culprits that cause our aspirations to stall, and most importantly, they share their battle-tested planning strategy to get back on track.Rob explains why the traditional 12-month goal-setting approach often backfires. It turns out we tend to overestimate what we can accomplish and our tasks can seem overwhelming, even when we're just 30 days into a new year. But he offers a solution. Phil emphasizes the power of continuous action, instead of just reacting to situations. By implementing The Truest Fan Action Plan (TFAP), we can gain the clarity we need to overcome procrastination and achieve our goals with enthusiasm.The key takeaway for anyone feeling like they're playing catch-up? Focus on making small progress through disciplined action, rather than searching for quick fixes. By letting go of the expectation of overnight success, we position ourselves to not only achieve but even exceed our wildest dreams.In this week's episode, Rob and Phil shed light on some important topics:The value of 12-month goals and 90-day sprints in crafting a solid business planHow embracing small progress can help us avoid feeling stagnant and trapped in the pursuit of our dreamsGet ready, because this episode is about to inspire and motivate you. Buckle up and let's make 2024 our most epic year yet.Show Highlights:Why do people often feel like they are constantly lagging behind on their goals year after year? [02:06]The value of breaking down your 12-month goals into 90-day sprints [04:37]Unveiling the path to achieving your goals: The art of orchestrating a series of actions. [09:20]Things to take action on today to ensure you achieve your goals by the end of the year [11:10]ResourcesThe Truest Fan Roundtable Connect with Phil Calandra:Website - http://truestfan.com/ Facebook -https://www.facebook.com/truestfan LinkedIn - https://www.linkedin.com/groups/8496989/Connect with Rob Brown:Website: http://truestfan.com/ Connect on Facebook https://www.facebook.com/truestfan Connect on LinkedIn https://www.linkedin.com/in/truestfan/

If you believe that simplifying something automatically makes it easy, then you absolutely need to catch this latest episode! In this week's installment of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra delve into the fundamental distinction between simplicity and ease. They shed light on why these concepts often get mixed up and stress that while streamlining processes is crucial for achieving success, it doesn't eliminate the requirement for hard work. Drawing on examples like investing, weight loss, and marathon training, Rob and Phil illustrate how identifying simple systems and steps can be a straightforward process, but carrying them out demands discipline. They recount the tale of a financial advisor who grappled with client referrals until devising a very basic routine for initiating referral conversations during client reviews. Although it felt uncomfortable at first, adhering to this simple system for just 90 days yielded more referrals than ever. Rob and Phil emphasize that our human tendencies toward shortcuts frequently sabotages our ability to stick to simple frameworks. However, by accepting that simple does not always mean easy, we can better set ourselves up for success. Remember, even simple and well-thought-out strategies will demand effort. But by avoiding unnecessary complexity, we can almost always achieve more favorable results.

If you believe that simplifying something automatically makes it easy, then you absolutely need to catch this latest episode!In this week's installment of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra delve into the fundamental distinction between simplicity and ease. They shed light on why these concepts often get mixed up and stress that while streamlining processes is crucial for achieving success, it doesn't eliminate the requirement for hard work.Drawing on examples like investing, weight loss, and marathon training, Rob and Phil illustrate how identifying simple systems and steps can be a straightforward process, but carrying them out demands discipline. They recount the tale of a financial advisor who grappled with client referrals until devising a very basic routine for initiating referral conversations during client reviews. Although it felt uncomfortable at first, adhering to this simple system for just 90 days yielded more referrals than ever.Rob and Phil emphasize that our human tendencies toward shortcuts frequently sabotages our ability to stick to simple frameworks. However, by accepting that simple does not always mean easy, we can better set ourselves up for success. Remember, even simple and well-thought-out strategies will demand effort. But by avoiding unnecessary complexity, we can almost always achieve more favorable results.In this week's episode, Rob and Phil shed light on the following topics:The difference between simple and easyTwo important steps for simplifying your routines in business and lifeThe simplicity of discipline: acting on your goals and sticking to the planShow Highlights:Why simple and easy aren't the same thing [02:07]Why it's important to simplify your business yet recognize that this doesn't mean things are always going to be easy [05:47] Two steps to simplify your business while recognizing that it will still involve hard work and discipline [6:48]The danger in being careless when looking for the path of least resistance [09:47]The simplicity of discipline [11:55]ResourcesThe Truest Fan Roundtable Connect with Phil Calandra:Website - http://truestfan.com/ Facebook -https://www.facebook.com/truestfan LinkedIn - https://www.linkedin.com/groups/8496989/Connect with Rob Brown:Website: http://truestfan.com/ Connect on Facebook https://www.facebook.com/truestfan Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Do you often compare your achievements with others? Do these comparisons motivate you to improve or do they leave you feeling defeated, demotivated, or even envious? If you relate to these questions, you are in the right place! In this impactful episode of The Truest Fan Blueprint, Rob Brown and Phil Calandra have a meaningful discussion on how comparison can be a tool for growth instead of something that robs you of joy. They give the example of a junior advisor teaming up with a senior advisor and how the junior advisor might begin desiring what the senior advisor has accomplished throughout their extensive career. Rob and Phil stress the significance of establishing appropriate expectations and benchmarks, ensuring that the junior advisor remains focused on their own developmental journey instead of making unfair and irrational comparisons. The key lies in effective coaching and mentoring. A skilled coach or mentor can help both partners avoid common mistakes, cultivate strategic habits, and achieve their goals quicker and genuinely. According to Rob and Phil, the primary goals of a business owner may extend beyond money or status. Instead, they may seek freedom and fulfillment through purpose-driven work. By avoiding comparison traps and designing a personalized roadmap to success, it is possible to flourish in business and live life on your own terms. Don't miss out on the practical insights Rob and Phil share about mindset, benchmarking, and what truly drives sustainable achievement.

Do you often compare your achievements with others? Do these comparisons motivate you to improve or do they leave you feeling defeated, demotivated, or even envious? If you relate to these questions, you are in the right place!In this impactful episode of The Truest Fan Blueprint, Rob Brown and Phil Calandra have a meaningful discussion on how comparison can be a tool for growth instead of something that robs you of joy.They give the example of a junior advisor teaming up with a senior advisor and how the junior advisor might begin desiring what the senior advisor has accomplished throughout their extensive career. Rob and Phil stress the significance of establishing appropriate expectations and benchmarks, ensuring that the junior advisor remains focused on their own developmental journey instead of making unfair and irrational comparisons.The key lies in effective coaching and mentoring. A skilled coach or mentor can help both partners avoid common mistakes, cultivate strategic habits, and achieve their goals quicker and genuinely.According to Rob and Phil, the primary goals of a business owner may extend beyond money or status. Instead, they may seek freedom and fulfillment through purpose-driven work. By avoiding comparison traps and designing a personalized roadmap to success, it is possible to flourish in business and live life on your own terms.Don't miss out on the practical insights Rob and Phil share about mindset, benchmarking, and what truly drives sustainable achievement.In this week's episode, Rob and Phil shed light on the following topics:Comparison as the thief of joy and as a great growth tool in businessWhy business owners need a coach or a mentorWhy a positive mindset is vital to achieving your goals fasterThe value of setting purpose-focused goals in business and lifeShow Highlights:Is comparison a good thing or a bad thing? [01:33]How to make comparison a good thing: The essence of coaching and mentoring [07:05]Phil's Eight Killer Mistakes strategy [10:26]Rob's strategy for closing the gap between points A and B [11:24]How shifting to a more positive mindset and setting your true goals can help you progress faster [12:39]Actionable steps for listeners [16:48]ResourcesThe Truest Fan Roundtable Truest Fan Coaching YouTube ChannelConnect with Phil Calandra:Website - http://truestfan.com/ Facebook -https://www.facebook.com/truestfan LinkedIn - https://www.linkedin.com/groups/8496989/Connect with Rob Brown:Website: http://truestfan.com/ Connect on Facebook https://www.facebook.com/truestfan Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Join us for an exciting episode of The Truest Fan Blueprint with Rob Brown and Phil Calandra. Explore the power of success habits in business and life. Learn from their experiences and client interactions as they reveal the secrets to maintaining routines and rituals that truly help you reach your goals. Discover the significance of self-discipline when dealing with complexity and our tendency to abandon effective strategies. Rob and Phil will provide insights on how delegation can revolutionize your routines, enabling you to focus on essential aspects of your business. And that's not all! They'll emphasize the importance of simplicity, the game-changing power of daily planning and time audits, and how cutting out unnecessary tasks can streamline your routines and help you prioritize like a pro. Discover the difference makers in your daily routines and unlock the immense potential of effective success habits in both business and life. This episode is filled with priceless insights and strategies. Don't miss out!

Join us for an exciting episode of The Truest Fan Blueprint with Rob Brown and Phil Calandra. Explore the power of success habits in business and life. Learn from their experiences and client interactions as they reveal the secrets to maintaining routines and rituals that truly help you reach your goals.Discover the significance of self-discipline when dealing with complexity and our tendency to abandon effective strategies. Rob and Phil will provide insights on how delegation can revolutionize your routines, enabling you to focus on essential aspects of your business.And that's not all! They'll emphasize the importance of simplicity, the game-changing power of daily planning and time audits, and how cutting out unnecessary tasks can streamline your routines and help you prioritize like a pro.Discover the difference makers in your daily routines and unlock the immense potential of effective success habits in both business and life. This episode is filled with priceless insights and strategies. Don't miss out!In this week's episode, Rob and Phil shed light on the following topics:Two techniques you can utilize to get more things done in less timeWhy we stop doing things that workThe value of sticking to a routine that works for youThe importance of delegationWhy you should consider doing a time auditThe importance of eliminating distractions Show Highlights:Focus Five [02:27]Time Blocks [02:53]Why do we stop doing things that work? [04:08]The negative effects of getting out of a routine that works for you [07:54]The value of delegating tasks [12:00]The value of a time audit [13:31]The Kiss Method [14:53]The elimination strategy [16:10]ResourcesStephen Covey First Things First PrincipleThe Truest Fan RoundtableQuotes"Once a routine transforms into a habit, it becomes ingrained in your discipline, eliminating the need for constant motivation." - Phil Calandra“Why do we often abandon what's working well? Perhaps it's our inherent human nature. We tend to react rather than proactively execute our plans.” - Phil Calandra“When you skip your routine for two or three days, for any reason, getting back into it on the third or fourth day becomes more challenging.” - Rob Brown“Successful individuals have discovered that a key factor in their achievements lies in cultivating an immense amount of discipline.” - Phil Calandra“To prioritize what truly matters, it is imperative to eliminate distractions that divert your attention.” - Rob BrownConnect with Phil Calandra:Website - http://truestfan.com/ Facebook -https://www.facebook.com/truestfan LinkedIn - https://www.linkedin.com/groups/8496989/Connect with Rob Brown:Website: http://truestfan.com/ Connect on Facebook https://www.facebook.com/truestfan Connect on LinkedIn https://www.linkedin.com/in/truestfan/

In this episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra talk about the transformative power of surrounding yourself with individuals who actively support and root for your success. They discuss the impact of a positive environment in taking ownership of your business and life, and how this can influence your relationships and mindset. Rob and Phil go on to explore the challenges posed by negative environments and remind us that we can take control of our reactions and perspectives. They encourage us to assess our social circles, identify genuine supporters, and actively engage in positive conversations to strengthen these relationships.Identifying your truest fans and exerting conscious effort toward becoming other people's truest fans may be the best thing you can do for yourself and others. This episode provides helpful insights for those keen on choosing optimism and creating a supportive, encouraging environment for themselves and the people around them. In this week's episode, Rob and Phil shed light on the following topics:The amazing benefits of surrounding yourself with people who root for your successThe potential impacts of negativityThe allure of bad news: understanding its selling powerTrue friends are those who want nothing but the best for youShow Highlights:Why it's important to surround yourself with the right people [03:14]Negativity vs. optimism [07:00]The oldest axiom in media [11:09]The definition of a friend [12:56]This episode's two action points [15:19]ResourcesThe Truest Fan RoundtableQuotes"To succeed in your business and find happiness, it's important to surround yourself with a supportive group of people who uplift and root for your success. Without them, it can be challenging to take full ownership of your business and life." - Phil Calandra“When you stay focused on your goals and have people supporting your success, you'll reach them more quickly.” - Rob Brown“True friends are the ones who genuinely want nothing but the absolute best for you!” - Rob Brown“As we approach 2024, the power of choice lies in your hands. You have the option to embrace optimism or succumb to pessimism. Remember, true realism is found in the realm of optimism. Choose optimism and unlock the door to a brighter future.” - Phil CalandraConnect with Phil Calandra:Website - http://truestfan.com/ Facebook -https://www.facebook.com/truestfan LinkedIn - https://www.linkedin.com/groups/8496989/Connect with Rob Brown:Website: http://truestfan.com/ Connect on Facebook https://www.facebook.com/truestfan Connect on LinkedIn https://www.linkedin.com/in/truestfan/

In this episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra talk about the transformative power of surrounding yourself with individuals who actively support and root for your success. They discuss the impact of a positive environment in taking ownership of your business and life, and how this can influence your relationships and mindset. Rob and Phil go on to explore the challenges posed by negative environments and remind us that we can take control of our reactions and perspectives. They encourage us to assess our social circles, identify genuine supporters, and actively engage in positive conversations to strengthen these relationships. Identifying your truest fans and exerting conscious effort toward becoming other people's truest fans may be the best thing you can do for yourself and others. This episode provides helpful insights for those keen on choosing optimism and creating a supportive, encouraging environment for themselves and the people around them.

Join us for an exciting episode of The Truest Fan Blueprint, where Rob Brown and Phil Calandra dive into the significance of having a mentor or coach. Get ready for some amazing insights and personal stories, showcasing the game-changing power of having someone by your side in both your professional and personal journeys. Rob and Phil stress the value of an external perspective in overcoming challenges and reaching your full potential. They draw parallels to elite athletes like LeBron James and Michael Phelps, who have thrived with the guidance of their coaches. They also explore the coach's role as a cheerleader, someone who identifies untapped potential and helps bring it to the forefront. This episode is an eye-opener, especially for those considering a coach or mentor. If you appreciate the idea of having someone rooting for your success, this episode will guide you on the right path.

Join us for an exciting episode of The Truest Fan Blueprint, where Rob Brown and Phil Calandra dive into the significance of having a mentor or coach. Get ready for some amazing insights and personal stories, showcasing the game-changing power of having someone by your side in both your professional and personal journeys.Rob and Phil stress the value of an external perspective in overcoming challenges and reaching your full potential. They draw parallels to elite athletes like LeBron James and Michael Phelps, who have thrived with the guidance of their coaches.They also explore the coach's role as a cheerleader, someone who identifies untapped potential and helps bring it to the forefront.This episode is an eye-opener, especially for those considering a coach or mentor. If you appreciate the idea of having someone rooting for your success, this episode will guide you on the right path.In this week's episode, Rob and Phil shed light on the following topics:How a coach or mentor can help you see blind spots and navigate challengesHow a coach can be an agent of change by helping you move to the next levelYour coach as your biggest cheerleaderShow Highlights:Why having a coach or mentor is important [01:30]Embracing accountability and becoming a catalyst for change. [03:20]Why even elite athletes have coaches to help them [04:35]Bob Proctor's impactful quote and how coaches can help you reach your full potential [09:10]The value of having your coach as your biggest cheerleader [12:04]Here are the two action items for this episode. [16:11]ResourcesBob ProctorThe Truest Fan RoundtableQuotes"I've always believed in the power of having a mentor, a coach by your side. Why? Because we all have our blind spots, those things we just can't quite see. Having someone there to guide us through those unknown territories, to shed light on what's hidden, can truly make a world of difference." - Phil Calandra“You want someone who's your biggest cheerleader, always rooting for you. They can help you see beyond mistakes you might make, and support you in overcoming challenges that come your way.” - Rob Brown“As coaches, there's nothing more exhilarating than witnessing our clients, the people we deeply care about and who genuinely care about us, triumph and thrive.” - Rob BrownConnect with Phil Calandra:Website - http://truestfan.com/ Facebook -https://www.facebook.com/truestfan LinkedIn - https://www.linkedin.com/groups/8496989/Connect with Rob Brown:Website: http://truestfan.com/ Connect on Facebook https://www.facebook.com/truestfan Connect on LinkedIn https://www.linkedin.com/in/truestfan/

In this episode of The Truest Fan Blueprint, your hosts, Rob Brown and Phil Calandra, share their excitement for the planning season. They'll give you some valuable lessons and experiences they've gained from helping clients prepare for the year ahead. Plus, they'll reveal four essential steps to help you achieve your best year ever. They stress how important it is to start with your big dream. Rob and Phil also remind us that goal-setting is an ongoing process that requires genuine commitment and clearly articulated action steps. And they emphasize the significance of simplifying and breaking down your goals into smaller, more manageable milestones that align with your overarching dream. So, tune in and get ready to discover how you can enjoy "your best year ever" in both business and life. You'll also learn about an opportunity to access a new transformative coaching program that can propel you toward your goals.

In this episode of The Truest Fan Blueprint, your hosts, Rob Brown and Phil Calandra, share their excitement for the planning season. They'll give you some valuable lessons and experiences they've gained from helping clients prepare for the year ahead. Plus, they'll reveal four essential steps to help you achieve your best year ever.They stress how important it is to start with your big dream. Rob and Phil also remind us that goal-setting is an ongoing process that requires genuine commitment and clearly articulated action steps. And they emphasize the significance of simplifying and breaking down your goals into smaller, more manageable milestones that align with your overarching dream.So, tune in and get ready to discover how you can enjoy "your best year ever" in both business and life. You'll also learn about an opportunity to access a new transformative coaching program that can propel you toward your goals.In this week's episode, Rob and Phil touch on the following topics:To achieve your most cherished goals, you need proactive thinking and proper planning.Four important steps to make your planning come alive.The key is to change your mindset and fully commit to an actionable plan that drives you towards success.Show Highlights:The dream big framework [02:50]The value of mapping out a clear action plan while always keeping your end goals in mind [05:19]Four steps in achieving your most cherished goals [08:14]Breaking your goals down into smaller steps [10:05]Why there should be a shift in your mindset and a solid commitment to action [10:52]Leveraging the momentum that will carry you through to your best year ever [11:58]ResourcesStephen CoveyThe Truest Fan Roundtable 2-Week Free TrialQuotes"Effective goal-setting requires more than just exercises or activities. The key lies in proactively crafting plans and implementing structured processes to ensure success." - Phil Calandra"It's absolutely fine for your destination to change and evolve over time. Effective planning enables you to embrace its ever-changing nature wholeheartedly." - Phil Calandra"Look at a football game — the team with the momentum usually comes out on top because that momentum keeps building and driving them forward.” - Phil Calandra“We believe that each year should be better than the previous one, making it your best year ever.” - Rob BrownConnect with Phil Calandra:Website - http://truestfan.com/ Facebook -https://www.facebook.com/truestfan LinkedIn - https://www.linkedin.com/groups/8496989/Connect with Rob Brown:Website: http://truestfan.com/ Connect on Facebook https://www.facebook.com/truestfan Connect on LinkedIn https://www.linkedin.com/in/truestfan/

In this special encore episode, hosts Rob Brown and Phil Calandra review a previous episode and explore the idea of finishing 2023 with strength to start an even more successful 2024. As we near the new year, it's crucial to build momentum and position yourself for success in achieving your goals. This episode offers valuable reflections and practical advice that listeners shouldn't miss.

In this special encore episode, hosts Rob Brown and Phil Calandra review a previous episode and explore the idea of finishing 2023 with strength to start an even more successful 2024. As we near the new year, it's crucial to build momentum and position yourself for success in achieving your goals. This episode offers valuable reflections and practical advice that listeners shouldn't miss.In this week's episode, Rob and Phil discuss the following crucial topics:The Importance of Reviewing Your Your Annual GoalsRecognizing Momentum and Leveraging a Positive MindsetThe Truest Fan Action Plan: A Practical Framework for Identifying PrioritiesUnderstanding Your Sphere of Control: Why It MattersWhy Simplifying Your Action Steps is CrucialKeep an eye out for an exciting new offering for the Truest Fan community! It will take listeners to new heights in 2024.Show Highlights:The value of checking in on yearly goals [02:12]The importance of acknowledging momentum and having the right mindset [03:50]The Truest Fan Action Plan - what is it and how it helps execute the right process [05:25]The three D's to help you get you back on track [08:47]The critical impact of understanding what you can control [12:00]Why it's advantageous to keep the process and action steps simple [15:18]The benefit of creating a simple, focused action plan [17:48]ResourcesTRUEST FAN BLUEPRINTTRUEST FAN ACTION PLAN (TFAP)The Truest Fan Blueprint Episode 48: The Inevitability of Life's Roadblocks and How to Overcome ThemThe Truest Fan Blueprint Episode 49:Success Habit: The Impact of Everyday LearningConnect with Phil Calandra:Website - http://truestfan.com/ Facebook -https://www.facebook.com/truestfan LinkedIn - https://www.linkedin.com/groups/8496989/Connect with Rob Brown:Website: http://truestfan.com/ Connect on Facebook https://www.facebook.com/truestfan Connect on LinkedIn https://www.linkedin.com/in/truestfan/

In today's episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra cut straight to the heart of effective leadership: it's all about smart delegation. Forget the old idea of leaders micromanaging every detail. Real leadership success comes from empowering your team through strategic task delegation. This isn't about taking a step back. Instead, it's a smart move for leaders to entrust tasks to the most capable hands, allowing each team member to shine in their area of expertise. We'll guide you through how to identify the best person for each role, create a strong team culture, and why letting go can actually elevate your leadership. If you're ready to transform your leadership approach and get the most out of your team, this episode is for you. Tune in now for key insights into becoming a more effective and empowering leader.

In today's episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra cut straight to the heart of effective leadership: it's all about smart delegation. Forget the old idea of leaders micromanaging every detail. Real leadership success comes from empowering your team through strategic task delegation.This isn't about taking a step back. Instead, it's a smart move for leaders to entrust tasks to the most capable hands, allowing each team member to shine in their area of expertise.We'll guide you through how to identify the best person for each role, create a strong team culture, and why letting go can actually elevate your leadership.If you're ready to transform your leadership approach and get the most out of your team, this episode is for you. Tune in now for key insights into becoming a more effective and empowering leader.In this week's episode, Rob and Phil shed light on the following topics:Understanding the Importance of Delegation and Trusting in Team ExcellenceEffective Leadership through Delegation vs. the Pitfalls of MicromanagementKey Elements for Successful Delegation: Clear Vision, Strong Culture, and Choosing the Right TeamRecognizing and Valuing Each Team Member's Unique Skills and StrengthsImplementing Daily Scrums or Stand-Up Meetings for Better Delegation and CommunicationShow Highlights:The importance of delegation and trusting others to do their best work [02:49]Differentiating leaders who delegate and managers who micromanage [04:19]The role of vision, culture, and identifying the right people in effective delegation [06:37]The benefits of recognizing and appreciating the unique talents and strengths of team members [11:51]Action Item: Daily Scrum or stand-up meeting as a delegation and communication tool [17:45]

The common belief is that saying "yes" to every chance we get is essential, but there's a significant impact in learning to say "no." In this episode, hosts Rob Brown and Phil Calandra discuss the often overlooked power of saying "no," and how it can positively change your life and business. Many entrepreneurs and business leaders struggle with the urge to accept every opportunity, driven by fear of missing out or in the pursuit of growth. This can lead to taking on too much and to overload, resulting in poor performance. Saying "no" isn't about permanently turning down opportunities. It's more about recognizing when something isn't right for the moment or when other priorities need your attention. Mastering the art of saying "no" involves being thoughtful about your choices. It means knowing what's most important, staying focused, and making decisions that align with your long-term objectives. In a culture that often values saying "yes," understanding the strength in saying "no" can be empowering.

The common belief is that saying "yes" to every chance we get is essential, but there's a significant impact in learning to say "no." In this episode, hosts Rob Brown and Phil Calandra discuss the often overlooked power of saying "no," and how it can positively change your life and business.Many entrepreneurs and business leaders struggle with the urge to accept every opportunity, driven by fear of missing out or in the pursuit of growth. This can lead to taking on too much and to overload, resulting in poor performance.Saying "no" isn't about permanently turning down opportunities. It's more about recognizing when something isn't right for the moment or when other priorities need your attention.Mastering the art of saying "no" involves being thoughtful about your choices. It means knowing what's most important, staying focused, and making decisions that align with your long-term objectives. In a culture that often values saying "yes," understanding the strength in saying "no" can be empowering.In this week's episode, Rob and Phil shed light on the following topics:The Decision Dilemma: Navigating the Challenge of Rejecting ​New OpportunitiesThe Multitasking Myth: Understanding Its Impact on PerformanceThe Cost of 'Yes': How Desperation and Financial Motives Can BackfireFocused Action Plan: Commit to Tackling 2-3 Essential Tasks EffectivelyShow Highlights:The difficulty of saying "no" for entrepreneurs and business leaders [01:55] The trap of trying to multitask and its impact on performance [02:49] The consequences of saying "yes" out of desperation or financial goals [07:40]Action Item: Commit to doing 2 to 3 things on your priority list [13:15]ResourcesTruest Fan Action Plan (TFAP)Quotes"If you don't say no to clients who don't fit your business, that's going to limit the number of clients who do fit your business." -Phil Calandra“No doesn't mean it's an activity that we shouldn't engage in, or that we shouldn't put into motion. It means it's not going to become the priority or the focus for this particular sprint or timeframe." -Phil Calandra"The truth about no is it doesn't have to mean no, not ever. It might just mean no, not now." -Rob Brown"It's okay to say no to important things. Just don't say no to the most important things that are going to move the needle the most right now." -Rob Brown"What you don't do determines what you can do." -Tim FerrisConnect with Phil Calandra:Website - http://truestfan.com/ Facebook -https://www.facebook.com/truestfan LinkedIn - https://www.linkedin.com/groups/8496989/Connect with Rob Brown:Website: http://truestfan.com/ Connect on Facebook https://www.facebook.com/truestfan Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Financial advisors and business owners often struggle to maintain high-quality service and communication with clients, especially as methods of communication evolve and client expectations change. Maintaining strong client relationships is more complex but also more crucial than ever. Join hosts Rob Brown and Phil Calandra as they explore the art of delivering an extraordinary client experience in this episode. They highlight the importance of customizing your communication strategy to establish genuine connections with clients. Additionally, they provide a practical framework to help you take actionable steps towards enhancing your client experience. Join us for a deep dive into the importance of consistent and client-focused communication strategies. Listen to learn how to foster enduring client relationships, become their go-to resource, and perfect the art of delivering an exceptional client experience.

Financial advisors and business owners often struggle to maintain high-quality service and communication with clients, especially as methods of communication evolve and client expectations change. Maintaining strong client relationships is more complex but also more crucial than ever.Join hosts Rob Brown and Phil Calandra as they explore the art of delivering an extraordinary client experience in this episode. They highlight the importance of customizing your communication strategy to establish genuine connections with clients. Additionally, they provide a practical framework to help you take actionable steps towards enhancing your client experience.Join us for a deep dive into the importance of consistent and client-focused communication strategies. Listen to learn how to foster enduring client relationships, become their go-to resource, and perfect the art of delivering an exceptional client experience.In this week's episode, Rob and Phil shed light on the following topics:Enhancing Client Loyalty with a Clear Value PropositionThe Critical Role of Consistent Client CommunicationBuilding Trust as a Go-To ExpertTaking Proactive Steps to Grow Beyond the Status QuoImplementing a Systematic Approach to Client InteractionShow Highlights:The influence of communication and clear value proposition on client retention [02:16]The value of consistent communication [05:46]How to become the client's first call when problems or questions arise [11:15]Action Item: Focus on cadence and methodology not just on content [14:10]ResourcesDelivering The Ultimate Client ExperienceNick MurrayQuotes"Your client care routine will become your best marketing tool." -Rob Brown"Create a communication calendar and establish a consistent routine to regularly engage with your clients." -Rob Brown"Studies show that the number one reason that clients leave an advisory practice is not the performance of the portfolio but the lack of communication." -Phil Calandra"A value proposition is simply the concise message of who you are, what you do, how you do it, and why the price that you charge for it far exceeds the benefit or the value that client is going to receive." -Phil CalandraConnect with Phil Calandra:Website - http://truestfan.com/ Facebook -https://www.facebook.com/truestfan LinkedIn - https://www.linkedin.com/groups/8496989/Connect with Rob Brown:Website: http://truestfan.com/ Connect on Facebook https://www.facebook.com/truestfan Connect on LinkedIn https://www.linkedin.com/in/truestfan/

In today's episode of The Truest Fan Blueprint, Rob Brown and Phil Calandra dive into an engaging discussion on the abundance of information and clues left behind by those who have triumphed in various areas of life and yet, the age-old question lingers: why do some succeed while others remain in the shadows of fear and anxiety? The conversation revolves around the core question: why do some people hesitate to ask for help? The usual answer to this uncovers a myriad of factors - ego, fear of the truth, and a reluctance to accept help, which conspire to keep individuals from unlocking their full potential. Get ready to explore the hidden roadblocks to success and take the crucial first step toward uncovering our unique path to accomplishment. With the wisdom shared in this episode, listeners are empowered to overcome their fears, embrace their dreams, and discover the patterns that can lead them to a brighter, more successful future.

In today's episode of The Truest Fan Blueprint, Rob Brown and Phil Calandra dive into an engaging discussion on the abundance of information and clues left behind by those who have triumphed in various areas of life and yet, the age-old question lingers: why do some succeed while others remain in the shadows of fear and anxiety?The conversation revolves around the core question: why do some people hesitate to ask for help? The usual answer to this uncovers a myriad of factors - ego, fear of the truth, and a reluctance to accept help, which conspire to keep individuals from unlocking their full potential.Get ready to explore the hidden roadblocks to success and take the crucial first step toward uncovering our unique path to accomplishment. With the wisdom shared in this episode, listeners are empowered to overcome their fears, embrace their dreams, and discover the patterns that can lead them to a brighter, more successful future.In this week's episode, Rob and Phil shed light on the following topics:The Human Tendency to Await Bad Things to HappenHow Negativity and Fear Influence SuccessThe Advantages of Putting Your Goals and Dreams on PaperEmbracing Action and Stepping Beyond Your Comfort ZoneAction Item: Discovering Barriers Preventing Your ProgressShow Highlights:Why some people wait for bad things to happen [02:50]The impact of negativity and fear on success [06:08]The benefits of writing down goals and dreams [10:13]The importance of taking action and moving out of the comfort zone [11:16]Action Item: What is keeping you from moving forward? [15:06]

Dreaming isn't just about the vivid visions we have when we sleep. It's about using our conscious minds to envision a brighter future. Often overlooked in our busy lives, dreams can be a catalyst for innovation, problem-solving, and personal growth. Join hosts Rob and Phil on The Truest Fan Blueprint as they discuss the importance of dreaming. They explore how tapping into your dreams can shape your journey and uncover incredible opportunities. In a world focused on short-term goals, it's crucial to remember that dreams matter deeply. As you prepare to build your plans for the year ahead, let this episode ignite a fire within you to dream big, challenge the status quo, and redefine your goals. Allow this conversation to guide you towards a future defined by your true passions and extraordinary dreams. Download the Dream Big Framework Slides: truestfan.com/dreambigframeworkslides

Dreaming isn't just about the vivid visions we have when we sleep. It's about using our conscious minds to envision a brighter future. Often overlooked in our busy lives, dreams can be a catalyst for innovation, problem-solving, and personal growth.Join hosts Rob and Phil on The Truest Fan Blueprint as they discuss the importance of dreaming. They explore how tapping into your dreams can shape your journey and uncover incredible opportunities.In a world focused on short-term goals, it's crucial to remember that dreams matter deeply. As you prepare to build your plans for the year ahead, let this episode ignite a fire within you to dream big, challenge the status quo, and redefine your goals. Allow this conversation to guide you towards a future defined by your true passions and extraordinary dreams.In this week's episode, Rob and Phil shed light on the following topics:Unlocking Boundless Potential: The Significance and Impact of DreamingHarnessing the Cognitive Power of Dreaming for Goal Setting and InnovationDreaming: Empowering Problem-Solving and Building ResilienceUnveiling Life's True Purpose Through the Art of DreamingDreaming Big: An Important Prelude to Setting Worthwhile GoalsShow Highlights:The importance of dreaming [01:55]The significance of cognitive dreaming for goal setting and innovation [03:40]The impact of dreaming in problem-solving and resilience [08:33]How dreaming helps individuals find their purpose in life [11:23]Action Step: Dream Big before going into Goal-Setting [13:48]Download the Dream Big Framework Slides: truestfan.com/dreambigframeworkslides

We often hear phrases like "set high goals" and "chase your dreams," but we often overlook the crucial step of clarifying our goals, making them tangible. Amidst the abundance of motivational quotes, the true essence of achieving goals often gets lost in the noise. In this episode, Rob and Phil discuss the importance of clarifying goals instead of merely setting them. This journey of self-discovery begins with writing down your goals. However, the true magic happens when you infuse these objectives with meaning, purpose, and a clear vision of what success entails. Fed up with goals that fizzle out? Rob and Phil's relatable anecdotes show how clarifying your goals can transform them from vague aspirations to inspiring objectives. Download the Truest Fan Action Plan - https://truestfancoaching.com/claim-free-action-plan-page

We often hear phrases like "set high goals" and "chase your dreams," but we often overlook the crucial step of clarifying our goals, making them tangible. Amidst the abundance of motivational quotes, the true essence of achieving goals often gets lost in the noise.In this episode, Rob and Phil discuss the importance of clarifying goals instead of merely setting them. This journey of self-discovery begins with writing down your goals. However, the true magic happens when you infuse these objectives with meaning, purpose, and a clear vision of what success entails.Fed up with goals that fizzle out? Rob and Phil's relatable anecdotes show how clarifying your goals can transform them from vague aspirations to inspiring objectives.In this week's episode, Rob and Phil shed light on the following crucial topics:Challenges with Effective Goal Setting for Some IndividualsThe Importance of Goal ClarityPractical Steps for Achieving Goal ClarityShow Highlights:Why goal setting is sometimes ineffective [02:25]The significance of clarifying goals [03:40]Practical action item to clarify goals [13:48]Download the Truest Fan Action Plan - https://truestfancoaching.com/claim-free-action-plan-page

When starting a new fitness routine or venturing into a business endeavor, the initial surge of excitement and motivation propels us forward. But what happens when that initial thrill fades away? Join Phil and Rob in this episode of The Truest Fan Blueprint as they delve into the captivating world of human behavior and personal growth, discussing motivation and discipline as they relate to long-term success. While motivation appears alluring at the beginning, it often wavers and proves to be transient. Relying solely on motivation can lead to disappointment and failure. On the other hand discipline, though it may sound self-limiting, provides repetitive actions that create resilience and can truly transform lives. Are you relying on fleeting motivation or embracing the power of discipline to achieve your most cherished goals? Don't miss out on this great conversation that will inspire you and empower you to take action. Helping you understand how to nurture the discipline necessary for lasting success. Download the Truest Fan Action Plan - https://truestfancoaching.com/claim-free-action-plan-page

When starting a new fitness routine or venturing into a business endeavor, the initial surge of excitement and motivation propels us forward. But what happens when that initial thrill fades away?Join Phil and Rob in this episode of The Truest Fan Blueprint as they delve into the captivating world of human behavior and personal growth, discussing motivation and discipline as they relate to long-term success.While motivation appears alluring at the beginning, it often wavers and proves to be transient. Relying solely on motivation can lead to disappointment and failure. On the other hand discipline, though it may sound self-limiting, provides repetitive actions that create resilience and can truly transform lives.Are you relying on fleeting motivation or embracing the power of discipline to achieve your most cherished goals? Don't miss out on this great conversation that will inspire you and empower you to take action. Helping you understand how to nurture the discipline necessary for lasting success.In this week's episode, Rob and Phil shed light on the following crucial topics:Unlocking Success: Grasping the Contrast Between Motivation and DisciplineCommon Challenges in Sustaining Discipline and DedicationThe Significance of Discipline in Attaining Lasting Success Show Highlights:The importance of understanding the difference between motivation and discipline [02:23]The usual struggles in maintaining discipline and commitment [06:49]The value of discipline in achieving long-term success [09:38]Download the Truest Fan Action Plan - https://truestfancoaching.com/claim-free-action-plan-page

Are you confident that you have the right people in the right roles within your company? Building cohesive teams that complement each other's strengths is crucial, yet many leaders struggle with this challenge. In today's episode, hosts Rob Brown and Phil Calandra explore an insightful framework from one of their favorite authors that not only helps to develop better leaders but also assess potential team members. It revolves around three key factors: "get it, want it, and the capacity to make it happen." As experienced business coaches and leaders of their own ventures, Rob and Phil have witnessed the repercussions of mismatched teams, where disengaged members drain momentum and disrupt progress. They delve into the three essential ingredients for fostering unified teams: understanding the vision, intrinsic motivation, and the ability to execute. They further illustrate these concepts with real-life examples of hiring mistakes that could have been avoided by assessing these attributes from the start. A significant insight from their discussion is that while skills can be taught, passion is more challenging to instill. Leaders often overlook valuable team members working behind the scenes who deeply believe in the company's mission. Sometimes, the intrinsic drive for the work itself outweighs monetary compensation. Overall, this episode offers valuable guidance for building and nurturing exceptional teams, ensuring your organization's long-term success. Download the Truest Fan Action Plan - https://truestfancoaching.com/claim-free-action-plan-page