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The Purpose Focused Advisor

The Purpose Focused Advisor

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

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


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


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

Rob Brown © 2024
Desarrollo Personal Economía Gestión y Liderazgo Liderazgo Éxito Personal
Episodios
  • Put First Things First – Reclaiming Focus and Living with Intentionality
    May 22 2025

    If your calendar is full but your business and life feel scattered… this episode is your reset.


    This week, Rob Brown continues his powerful solo series with a message every advisor needs to hear: it’s not about doing more—it’s about doing what matters most. If you've ever felt like your goals are out of sync with your calling, or that your daily grind is pulling you away from the life God is calling you to live, you're not alone—and you're not stuck.


    In this episode, Rob unpacks Lesson #2 from his book Truest FanPut First Things First. He shares practical strategies and real advisor stories that show how purpose-aligned planning can transform your business, your team, and your life.


    You’ll also get a sneak peek at his new faith-focused mastermind and a simple 4-step tool to bring clarity to your to-do list this week.


    In this episode, you’ll discover:

    • Why too many “good” priorities can still leave you off-purpose
    • How to connect long-term dreams to short-term actions
    • Rob’s 4D Routine—a simple method to clean up your calendar and inbox
    • How one advisor reshaped his entire team by getting clear on the next 90 days
    • Why putting God first helps everything else fall into place


    Closing Thought: “When you put first things first, clarity replaces confusion—and your purpose finally has room to breathe.”


    Mentioned in this episode:

    • The Purpose-Focused Advisor Newsletter — Weekly encouragement for purpose-driven advisors
    • Truest Fan: Live, Love, and Lead with Purpose and Impact — Rob’s book on living a life of intentional faith and leadership
    • The Purpose-Focused Advisor Mastermind — A high-level experience for Christian men ready to lead with purpose



    Connect with Rob Brown:

    Website: http://truestfan.com/

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

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    12 m
  • Believe in Yourself – Rediscovering Purpose in a New Season
    May 15 2025

    If you've ever hit a milestone and still felt like something was missing… this episode is for you.


    Rob Brown shares a deeply personal reflection on why even the most successful advisors can lose confidence in their calling—and what it takes to get it back. Whether you're navigating a personal challenge, asking what’s next in your business, or simply feeling off-purpose, this conversation will meet you where you are.


    You'll hear the story behind Rob’s new season of work, what God revealed to him in a room full of 5,000 men, and why believing in yourself isn’t just about mindset—it’s about mission.


    In this episode, you’ll discover:

    • Why self-doubt sneaks in (even during seasons of success)
    • How to reconnect with your purpose when the spotlight fades
    • A simple daily practice to grow your self-belief through prayer
    • What it looks like to lead your business as a form of discipleship


    Mentioned in this episode:

    The Purpose-Focused Advisor Newsletter — Weekly encouragement for purpose-driven advisors

    Truest Fan: Live, Love, and Lead with Purpose and Impact — Rob’s book on living a life of intentional faith and leadership

    The Purpose-Focused Advisor Mastermind — A high-level experience for Christian men ready to lead with purpose


    Closing Thought:

    “When you believe in who God made you to be, you stop chasing success—and start living it.”



    Connect with Rob Brown:

    Website: http://truestfan.com/

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

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    14 m
  • Mike Zung: Turning Complex Advice into Beautiful, Client-Friendly Plans
    May 8 2025

    What happens when a software engineer trades writing code for serving clients? In this week’s episode, I sit down with Mike Zung, founder of Java Wealth Planning and creator of Beautiful Financial Plan, who left a 20-year tech career to build a thriving advisory practice. Then he went a step further, designing a visually compelling way to help other advisors present financial plans more clearly and effectively. Mike is helping shape the way advisors deliver value. He is redefining what it means to serve with clarity, purpose, and beauty.


    Key Takeaways:

    • Leaving Tech to Find Purpose (01:44) – Mike’s shift from software development to financial planning shows that meaningful career change is possible when you follow what energizes you.
    • Build Tools That Clients Actually Use (15:39) – Creating simple, customized deliverables helps clients stay engaged and ensures they truly understand what matters in their plan.
    • Serve a Niche You Understand Deeply (07:30) – Working with clients who share your professional background allows you to speak their language and provide more targeted, effective advice.
    • Equity Compensation Is More Than a Perk (10:11) – Helping clients reframe RSUs and stock options as real compensation unlocks better decision-making and long-term planning.
    • Advisors Hold a Unique Kind of Trust (24:47) – The depth of trust clients place in advisors is powerful—showing up with presence and empathy can turn planning into life-changing support.

    Mike Zung: "You only have so much time with the client. And a lot of people meet with them once or twice a year. So that time is super valuable."


    Rob Brown: "You can make such a huge difference in their lives if you just listen and care."


    About Mike Zung: Mike Zung, CFP®, is the founder of Java Wealth Planning and a former software engineer with nearly two decades of experience in tech. After years in IT leadership roles, Mike felt called to pursue a path with more direct impact, leading him to personal finance. He became a Certified Financial Planner™ professional after completing his education at the University of Georgia's Terry College of Business. Today, he helps tech professionals make confident financial decisions and live with purpose.


    Episode References:

    • The Purpose-Focused Advisor Weekly Newdletter
    • The Purposed-Focused Advisor Mastermind
    • Executive Coaching with Rob Brown


    Connect with Mike Zung:

    Website: https://www.javawealth.com/ & https://www.beautifulfinancialplan.com/

    Email: mike@javawealth.com

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



    Connect with Rob Brown:

    Website: http://truestfan.com/

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

    Más Menos
    28 m
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