The Purpose Focused Advisor

Success can feel strangely lonely. You’re leading well, serving others, and hitting the goals you once dreamed about—yet something’s missing. In this solo episode, Rob Brown shares how real leadership begins when we stop walking alone.Rob opens up about a universal challenge in leadership: the quiet isolation that can come with success. Through a recent personal experience, he shares how a simple act of connection reminded him that God never intended us to lead in isolation.You’ll hear how community fuels clarity, how faith integrates naturally with business, and why the strongest leaders are those who surround themselves with others who sharpen their purpose.This isn’t about grinding it out and working harder—it’s about walking together, finding renewal through shared purpose, and discovering the strength that comes when you stop trying to do it all yourself.Key Takeaways: The Danger of Isolation (01:20) – Advisors often grow their businesses while feeling alone, but God calls leaders to live and lead within a community.Keeping the Fire Alive (04:10) – Building intentional relationships helps sustain your faith and passion long after mountaintop experiences fade.Faith and Business Intertwined (06:55) – Advisors thrive when they bring their faith directly into their work rather than keeping it separate.Iron Sharpens Iron (07:45) – Mutual accountability and spiritual connection make leaders stronger and more purpose-driven.Strength in Community (08:17) – Forming circles of trusted peers and believers creates resilience, focus, and lasting fulfillment in business and life.Rob Brown: “We get stronger when we sharpen each other—and the best leaders never forget that strength is meant to be shared.”Episode Resources & Next StepsIf this message resonates with you, I’d love to invite you to learn more about the Purpose-Focused Advisor Roundtable. It’s a community where faith and leadership come together—where advisors grow stronger by walking alongside each other.You can learn more and schedule your discovery call here.Connect with Rob Brown:Email: Robb@TruestFan.comWebsite: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Josh Kosnick—former managing partner of a 250-person advisory firm, best-selling author of The Kairos Code, and founder of Kairos Coaching.Josh built a thriving financial practice and regional firm—only to lose it all in a moment that changed everything. What looked like failure became the beginning of transformation, as God used that season to rewrite Josh’s story of success and reveal a deeper calling.Today, Josh helps advisors and entrepreneurs integrate faith, family, and business so they can live and lead from true alignment. Together, Rob and Josh explore how purpose is often revealed through adversity, why “work-life balance” is a myth, and how to live the life God designed for you—now, not someday.You’ll discover how to reconnect faith with work, build relationships that matter, and see setbacks as divine setups for what’s next.Key Takeaways:The Moment Is Now (02:00) – God’s timing isn’t delayed—it’s divine. Transformation begins when we act in alignment with Him.Integration Over Balance (05:40) – Fulfillment comes not from separation but from bringing every part of life under one purpose.Purpose Revealed Through Adversity (12:40) – When success falls away, God reveals who you were truly meant to become.The Five Bridges Framework (19:00) – Faith, health, relationships, work, and legacy—neglect one, and all begin to wobble.Authenticity Attracts Alignment (32:20) – Owning who you are and what you believe draws the right people and opportunities into your life.Josh Kosnick: “Legacy isn’t what we leave behind—it’s what we leave in others.”Rob Brown: “You’re building your legacy every minute of every day—in everything you do and in every relationship you have.”About Josh Kosnick: Josh is a leader forged through fire and guided by faith. As founder of Kairos Coaching and an EOS Implementer, he helps individuals and organizations align vision with execution—turning adversity into growth and purpose. Drawing on firsthand experience building and exiting three successful businesses, Josh offers a practical and faith-driven perspective on creating lasting impact. He equips leaders to embrace their calling, strengthen relationships, and build legacies rooted in authenticity, resilience, and service.Connect with Josh Kosnick: Kairos Code: https://www.joshkosnick.com/thekairoscodeWebsite: http://www.joshkosnick.com/LinkedIn: http://linkedin.com/in/joshkosnickEpisode Resources & Next StepsDownload the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜Connect with Rob Brown:Email: Robb@TruestFan.comWebsite: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/

In this episode of The Purpose-Focused Advisor, I sit down with David Steele, Co-Founder and CEO of One Wealth Advisors, Executive Chairman of Flour + Water Hospitality Group, and founder of Great Gold Hospitality.David has built a billion-dollar advisory firm and a portfolio of thriving restaurant ventures without financial goals, without turnover, and without losing sight of what matters most. His leadership is grounded in one simple belief: the purpose of business is to serve others.We talk about how his firm grows steadily year after year by focusing only on client experience, why he believes most retirement dreams lead to disconnection rather than fulfillment, and how hospitality, not finance, is the secret to loyalty and culture.David shares insights every advisor can use, from building teams that stay to defining value with integrity, to serving clients so well they become your best advocates.You’ll come away challenged and inspired to build growth that is not just sustainable but meaningful.Key TakeawaysClient Experience Over Goals (03:39) – David’s firm sets no financial targets; every goal is tied to making clients’ lives easier.Growth Through Service (06:57) – When you serve exceptionally well, clients become your sales team.Defining Real Value (10:11) – Advisors must look honestly at whether their tools truly solve client problems.Rethinking Retirement (14:04) – Purpose and mastery, not leisure, create lasting fulfillment.Hospitality as Leadership (11:47, 29:59) – Great businesses treat clients and teammates with the same spirit of service.David Steele: “At the moment in time when we... are aware that we’re going to be fine as it relates to food and shelter... I think we should really quickly turn our attention to making sure that everything we’re doing is in the service of others.”Rob Brown: “Your growth is a measure of what you're doing for your clients, as opposed to the way you're growing being represented by how many ultra-high-net-worth clients you bring into your practice.”About David Steele: David Steele is the co-founder and CEO of One Wealth Advisors, a $1B independent wealth RIA firm, dedicated to helping clients simplify their lives and achieve financial goals through comprehensive planning and advisory services.As a creator and strategic visionary at heart, David has built various successful ventures across hospitality, arts/entertainment, consumer products, and more.Leading Flour + Water Hospitality Group as co-founder and Executive Chairman, he oversees acclaimed restaurant brands committed to culinary excellence, community impact, and sustainability.Connect with David Steele: Website: https://davidsteele.xyz/LinkedIn: https://www.linkedin.com/in/david-steele-76088a/Episode Resources & Next StepsDownload the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜Connect with Rob Brown:Email: Robb@TruestFan.comWebsite: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/

In this episode of The Purpose-Focused Advisor, I’m joined by Vincent Randazzo, CMT, founder of ViewRight Advisors and a veteran of more than 20 years in institutional research. Vincent built proprietary market breadth indicators used to identify major turning points, and now he’s making those institutional tools available to financial advisors.We talk about why risk management matters more than ever, how simple breadth indicators can uncover hidden market weakness, and why a repeatable system builds trust with clients. Vincent shares lessons learned from past cycles, the dangers of ignoring drawdowns, and why education—not prediction—gives advisors a real edge.You’ll walk away with practical insights you can use to strengthen relationships, prepare clients for uncertainty, and manage portfolios with greater confidence.Key TakeawaysStewardship and Risk (04:41) – Protecting client wealth goes beyond “riding the market.”The Market Mirage (07:14) – Breadth indicators reveal when rising indexes hide weakness underneath.Client Expectations (12:55) – Avoiding major drawdowns is often the unspoken expectation clients carry.Preparedness Builds Confidence (15:17) – A consistent, repeatable system creates confidence for both advisors and clients.Sequence of Returns (16:57) – The order of returns can make or break retirement outcomes—making proactive risk tools essential.Memorable QuotesVincent Randazzo: “Risk management isn’t about prediction—it’s about preparation. That preparation is what builds client trust.”Rob Brown: “Too often, when advisors think about adding value, they add fluff—when you could add substance that makes what you do truly stronger.”About Vincent Randazzo: Vincent Randazzo is the founder of ViewRight Advisors, where he equips financial advisors with a disciplined, objective risk management process to navigate market cycles with confidence. A Chartered Market Technician since 2008, he developed proprietary market breadth indicators that helped identify major turning points in 2018, 2020, and 2022. Previously, he was Head of Technical Research at CFRA and Lowry Research, the nation’s oldest technical advisory firm, where he collaborated with industry leaders like Sam Stovall and Paul Desmond. With more than two decades of institutional experience, Vincent integrates data-driven insights with a purpose-focused mindset to help advisors protect and grow client wealth.Connect with Vincent Randazzo: Website: https://viewright.ai/LinkedIn: https://www.linkedin.com/in/vincentrandazzo/Episode Resources & Next StepsDownload the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜Connect with Rob Brown:Email: Robb@TruestFan.comWebsite: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/The Truest Fan Blueprint: https://truestfan.com/truest-fan-blueprint/

In this episode of The Purpose-Focused Advisor, I’m joined once again by Bill Cates, the industry’s original referral expert and co-author of the parable-style book The Hidden Heist. For over 30 years, Bill has helped advisors grow thriving practices through referrals and introductions. Now his mission goes deeper—helping people uncover and rewrite the limiting money stories that steal clarity, confidence, and purpose.Through suspenseful storytelling, humor, and insights from more than 100 real interviews, Bill brings financial lessons to life in a way that sticks. We talk about why empathy is the heart of meaningful advising, how our own money beliefs shape the way we serve clients, and why storytelling can reach future generations more powerfully than facts and figures alone.You’ll walk away challenged to examine your own money beliefs, reset the tone in your practice, and guide clients with greater empathy and purpose.Key Takeaways:The Real Hidden Heist (01:37) – It’s not about stolen money. It’s the limiting money beliefs that rob clients—and even advisors—of clarity, confidence, and freedom.Stories That Stick (06:05) – 100+ real interviews woven into a parable that makes financial lessons hit home in ways facts and figures can’t.Why Storytelling Wins (08:34) – A good story cuts through the noise, connects with clients emotionally, and reaches younger generations that advisors struggle to engage.Check Your Own Money Story (15:42) – Before you guide clients, explore your own beliefs. The blind spots you carry can shape every conversation.Empathy Is the Edge (25:09) – A hostage negotiator’s wisdom: empathy—when real—is the most powerful skill you can bring to client relationships.Bill Cates: “The hidden heist isn’t about money being stolen—it’s about limiting beliefs, false assumptions, and unhelpful emotions that rob people of freedom. Advisors aren’t immune to this.”Rob Brown: “Advisors can get frustrated when clients seem stuck—but often it’s because those clients are trapped in a money story they don’t even know they’re telling themselves.”About Bill Cates:Bill Cates is best known as The Referral Coach to top financial professionals. Today, he’s expanding his mission to empower Millennials and Gen Z to “get right with money.” Through The Hidden Heist and his dynamic presentations, Bill helps people replace limiting money beliefs with timeless principles and simple, practical steps toward lasting wealth.Connect with Bill Cates: The Hidden Heist: http://hiddenheist.com/Email: Bill@referralcoach.com  LinkedIn: https://www.linkedin.com/in/billcates/Website: http://www.referralcoach.com/Download the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜Connect with Rob Brown:Email: Robb@TruestFan.comWebsite: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/The Truest Fan Blueprint: https://truestfan.com/truest-fan-blueprint/

In this episode of The Purpose-Focused Advisor, I’m joined by Leo Pusateri, President of Pusateri Consulting and known worldwide as the “value man.” For decades, Leo has helped financial advisors discover, price, deliver—and most importantly—live their value with confidence, passion, and speed.Today, his work goes even deeper through The Project You Experience. Shaped by personal experiences and health challenges, Leo now guides advisors and business leaders to align their professional success with purpose, relationships, and legacy.We explore why significance matters more than success alone, how simple practices like his “Top 100 exercise” can spark powerful reconnections, and why daily self-care is essential for sustaining long-term impact. Leo’s insights are both inspiring and practical—showing advisors how to build businesses and lives that truly reflect their values.If you’ve ever wondered how to connect your work to who you really are, this conversation will challenge and inspire you.Key Takeaways:Confidence, Passion, and Speed (02:00) – Advisors earn trust by answering key questions with authenticity and preparation.Beyond Business Value (05:23) – True introspection connects professional roles with personal purpose, relationships, and legacy.From Success to Significance (11:18) – Growth isn’t just about accolades; it’s about meaning and impact.The Top 100 Exercise (22:50) – Reaching out to your most influential connections renews gratitude and creates lasting influence.The Oxygen Mask Principle (32:24) – Daily self-care ensures you can serve clients, family, and community with strength.Leo Pusateri: “Put your oxygen mask on every day. If you don’t take care of yourself, you won’t be able to take care of the person next to you.”Rob Brown: “Living your value isn’t just about growth—it’s about making sure your work reflects the purpose you were created for.”Connect with Leo Pusateri: Website: http://pusatericonsulting.com/LinkedIn: https://www.linkedin.com/in/leopusateri/Leo’s Latest Book: https://pusatericonsulting.com/product/your-next-big-project-is-you/🔹 Download the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜Connect with Rob Brown:Email: Robb@TruestFan.comWebsite: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/The Truest Fan Blueprint: https://truestfan.com/truest-fan-blueprint/

If you’ve ever blocked out “leadership time” on your calendar only to feel restless instead of focused, this episode is for you.Rob Brown shares a solo message about a trap many high-performing advisors fall into—the unsettling sense that success has created space, but not clarity. Rather than being a setback, Rob explains why this is actually the signal you’ve reached the edge of Vision 3—the next stage of growth where leadership shifts from managing success to shaping legacy.In this episode, Rob unpacks the three visions of advisor growth, tells a real coaching story of a partner wrestling with succession, and shows how The Truest Fan Blueprint helps advisors reframe scattered goals into a purpose-aligned vision. You’ll see why Vision 3 is less about performance metrics and more about clarity, purpose, and freedom.This isn’t about filling your calendar with busywork. It’s about aligning your leadership with the bigger calling that drives you forward.Key Takeaways:The Trap of Empty Time (00:25) – Why leadership time feels like a void when vision isn’t clear.The Three Visions (02:10) – From hustling, to scaling, to leading with purpose.Beyond the Numbers (05:05) – Metrics matter, but without purpose, they scatter your goals.The Blueprint Advantage (07:20) – How visioning first avoids the trap and creates freedom.Step Into Vision 3 (09:40) – Leadership shifts from performance to legacy when purpose comes first.Rob Brown: “That unsettled space in your calendar isn’t failure. It’s the signal you’re standing on the edge of Vision 3—the moment when leadership becomes less about performance and more about clarity, culture, and legacy.”Episode Resources & Next Steps🔹 Download the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜Connect with Rob Brown:Email: Robb@TruestFan.comWebsite: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/The Truest Fan Blueprint: https://truestfan.com/truest-fan-blueprint/ 

If you’ve ever hit the next milestone—only to find it still wasn’t enough—this episode is your breakthrough.Rob Brown returns with a solocast that introduces the very first of the Eight Shifts of a Purpose-Focused Advisor: moving from the pressure to perform to the freedom to serve. This shift reframes growth, succession planning, and client relationships by rooting them in purpose instead of performance.In this episode, Rob shares the story of two partners whose succession plan felt hollow until they recognized the multi-generational, family-focused legacy they had been building all along. Their discovery shows how uncovering purpose transforms not only succession but every area of your business.This isn’t about chasing “more.” It’s about rediscovering your why, curing the never-enough syndrome, and creating a business and life that reflect what matters most.Key Takeaways:Clarity Over Pressure (00:22) – Rob introduces the first shift of a Purpose-Focused Advisor: moving from the pressure to perform to the freedom to serve.Purpose Revealed in Succession (02:45) – A real advisor story shows how seeing their multi-generational impact reframed succession as legacy, not just transaction.The Never-Enough Pattern (06:55) – Why chasing bigger numbers leaves advisors restless—and how purpose restores meaning.Mindset Shift Question (08:40) – Rob challenges advisors to ask: “Where am I feeling pressure to perform, and how might freedom to serve reframe that?”Impact Through Freedom (09:45) – Purpose unlocks the freedom to serve clients, teams, families, and causes with clarity and joy.Rob Brown: “The never-enough syndrome is cured when you rediscover your purpose. That’s when you gain a freedom—a freedom to serve.”Episode Resources & Next Steps🔹 Download the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜Connect with Rob Brown:Email: Robb@TruestFan.comWebsite: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/The Truest Fan Blueprint: https://truestfan.com/truest-fan-blueprint/ 

In this episode of The Purpose-Focused Advisor, I’m joined by Seth Gasick, Regional Vice President for the Southeast at Crossmark Global Investments.We go beyond products and performance to ask bigger questions: What impact does your wealth have? How do you help clients explore values without forcing an agenda? And what role does an advisor play in guiding these conversations—whether or not faith is part of the picture?Seth shares how working for a faith-based asset manager has reinvigorated his career, allowed him to bring his full self to work, and opened the door to deeper conversations with advisors and clients alike.Whether you’re faith-focused or simply curious about how values-based investing shapes the advisor-client relationship, this episode will challenge you to think differently.Key TakeawaysImpact Isn’t Niche (07:19): Clients are already asking how their money aligns with their values—advisors need to be ready.Purpose Fuels Growth (09:04): Deeper conversations beyond returns strengthen relationships and open new opportunities.The Industry Narrative vs. Purpose-Focused Growth (12:01): Rob explains why moving from AUM-driven success to purpose-focused success accelerates growth.How It Works: Avoid, Embrace, Engage (17:46): Seth explains the three-step framework for values-based investment screening.Building Client Trust Through Values Alignment (20:16): Introducing values-based options creates pathways to more meaningful client relationships.Seth Gasick: “Clients are asking for these conversations. The question is whether advisors are willing to step into them.”Rob Brown: “When you move from chasing numbers to pursuing purpose, that’s when real growth begins.”About Seth Gasick: Seth Gasick serves as the Regional Vice President for the Southeast at Crossmark Global Investments. With extensive experience as a wholesaler across the Southeastern U.S., Seth previously held roles at Voya Investment Management and began his career as a financial advisor at Merrill Lynch. He holds the Chartered Special Needs Consultant® (ChSNC®) designation and is passionate about helping families navigate the complexities of Special Needs Planning. Seth is also deeply committed to faith-based investing, working with advisors and clients who seek to align their portfolios with their values.Connect with Seth Gasick: Website: https://www.crossmarkglobal.com/LinkedIn: https://www.linkedin.com/in/sethbgasick/Episode Resources & Next Steps📘 Get your copy of Rob’s new book, The Truest Fan Blueprint — It’s a practical, story-driven guide to help you focus on what matters most in your business and your life, so you can achieve your biggest goals without losing sight of who you are.Order now at TruestFanBlueprint.com and start putting the blueprint into action today.Connect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/Book: https://truestfan.com/truest-fan-blueprint/ 

Wealth fades, but the impact of living by your values can ripple for generations.In this episode of The Purpose-Focused Advisor, I’m joined by Morgan Nichols, CEO of Life Branch Wealth Partners, a second-generation financial advisor, and co-author of Intentional Legacy. Morgan’s journey started early—helping in her parents’ practice at eight years old—and evolved into leading a multi-state team that serves high-net-worth clients with a deep focus on values.We explore what legacy really means—beyond estate documents—to the everyday decisions that shape how you’re remembered. Morgan shares how to engage multiple generations in the planning process, why advisors should help clients define their top five values, and how to build a client experience that stays relevant across decades.Morgan doesn’t just run a practice. She builds a movement—connecting wealth and values so clients live in alignment with what matters most. For financial advisors who want to lead with purpose, her story is a roadmap to growing a business that’s as intentional as it is impactful.Key Takeaways: Legacy Beyond the Will (03:44) – True legacy is built from the cumulative decisions you make over a lifetime, not just estate plans.The Top Five That Matter Most (07:53) – Helping clients identify their five core values creates a foundation for authentic, meaningful advice.Know Us Before You Need Us (11:31) – Building relationships with clients’ children before they need help strengthens intergenerational trust.Coaching Is the Future (15:03) – Behavioral financial advice is where advisors add irreplaceable value in an age of AI and automation.Stay in Touch Year-Round (22:18) – A high-touch, well-structured communication plan ensures clients feel supported between meetings. Morgan Nichols: "I want our clients’ children to know us before they need us, because at the time they need us, if that relationship isn’t there, it’s not ideal."Rob Brown: "Serving parents doesn’t guarantee the kids will follow. Intergenerational work only happens when you’re intentional about building those relationships."About Morgan Nichols: Morgan Nichols is the CEO of LifeBranch Wealth Partners, an Ameriprise Private Wealth Advisory Practice. She is a seasoned financial advisor who believes that wealth is more than just numbers—it’s about creating an intentional legacy that reflects your values and secures your family’s future. Morgan brings a comprehensive and strategic approach to financial planning, specializing in advanced tax strategies, executive compensation, and guiding high-income earners through pivotal transitions. Her practice is especially attuned to the needs of the “sandwich generation”—those managing both aging parents and growing children—empowering them with clarity and confidence.Connect with Morgan Nichols: Website: http://www.lifebranchwealth.com/LinkedIn: https://www.linkedin.com/in/morganenicholsBook: Intentional Legacy: http://intentionallegacybook.com/📘 Get your copy of Rob’s new book, The Truest Fan Blueprint — It’s a practical, story-driven guide to help you focus on what matters most in your business and your life, so you can achieve your biggest goals without losing sight of who you are.Order now at TruestFanBlueprint.com and start putting the blueprint into action today.Connect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/Book: https://truestfan.com/truest-fan-blueprint/

What does it mean to master your craft—and yourself—in service of others?In this episode of The Purpose-Focused Advisor, I’m joined by John Terry, Black Belt Leadership founder, leadership coach, and three-time Martial Arts Hall of Famer. John's journey began with pain—bullied in a new town—and evolved into a lifelong pursuit of purpose through practice. What followed was a transformation from student to teacher to a leader committed to raising up others.We explore what real mastery looks like—not titles or credentials, but consistency, belief, and the willingness to do the hard things, even when it’s not fun. We talk about developing the muscle memory of excellence, why self-work always precedes business growth, and how advisors can turn conversations into transformational experiences for clients.John doesn’t just teach technique. He teaches transformation. He doesn’t push perfection—he preaches persistence. And for financial advisors who want to lead with lasting impact, his story is a masterclass in purpose-driven growth.If you've ever wondered how belief, practice, and purpose intersect in leadership, this episode will inspire you to keep showing up—and keep leveling up.Key Takeaways: The Black Belt Is Just the Beginning (03:28) – Earning your black belt isn’t the finish line; it’s the moment you’ve earned the right to truly begin learning and leading.Grow the Business by Growing Yourself (07:14) – The quality of your thinking limits the quality of your outcomes—personal development is the best business development.Clients Want Solutions, Not Products (09:45) – Advisors who lead with empathy and curiosity uncover real problems and offer meaningful strategies—not just financial tools.Mastery Requires Reps and Resistance (18:10) – Becoming world-class means doing the hard, unglamorous work daily—even when it’s uncomfortable or boring.Leadership Is Preparing Others to Lead (25:45) – The ultimate role of a leader is to equip the next generation to take your place and lead even better than you did. John Terry: "Everybody has an opportunity to become a world-class black belt master of who they are and what they do—but it requires that they discover what that is, develop it, and then ultimately deploy it to make a difference where they are."Rob Brown: "I work with a lot of really outwardly successful financial advisors who have reached levels of assets they never thought possible—but the real successful ones are always asking, ‘What can I do next to get even better at what I’m doing?’"About John Terry: Why just be a leader when you can be a Black Belt Leader? This is the question 3-Time Martial Arts Hall of Famer and Leadership Coach, Dr. John Terry, asks people daily. Dr. John is an international speaker, trainer, and coach. He's an L.A. Tribune Best Selling Author of ten books and the host of the Black Belt Leadership podcast.Connect with John Terry: Website: http://www.blackbeltleadership.com/LinkedIn: https://www.linkedin.com/in/johnterry3/Books: https://www.amazon.com/stores/John-Terry/author/B001KDIVH0Podcast: Black Belt Leadership: https://podcasts.apple.com/us/podcast/black-belt-leadership/id1562295950📘 Get your copy of my new book, The Truest Fan Blueprint — It’s a practical, story-driven guide to help you focus on what matters most in your business and your life, so you can achieve your biggest goals without losing sight of who you are.Order now at TruestFanBlueprint.com and start putting the blueprint into action today.Connect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/

It’s launch week! Rob Brown returns with a solo episode to share the heart behind his new book, The Truest Fan Blueprint—now available on Kindle for free (for a limited time).In this episode, Rob opens up about why he wrote the book, what it means to be a Truest Fan, and how the seven-step Blueprint can help you align your purpose, vision, and daily actions to achieve your most cherished goals. He reflects on 23 years of coaching, the struggle successful advisors face when they drift from their purpose, and how a clear framework can restore joy, focus, and impact.This isn’t a pitch. It’s a personal invitation to stop drifting and start living the life you were made for.Key Takeaways:Success on paper isn’t enough (2:14) – Many advisors feel scattered or off-purpose because they lack a blueprint to align their work with what matters most.Choose how you spend your time (4:18) – We can’t create time, but we can make powerful changes by aligning our schedules with our purpose.A seven-step roadmap to clarity (6:45) – Rob’s blueprint offers a repeatable process for reconnecting with purpose and building a vision-driven life and business.Quick wins build belief (8:32) – Early wins in a new process are essential for building momentum, confidence, and consistency.Time management needs meaning (11:17) – Productivity tools only work when they are connected to what matters most in life and faith.Rob Brown: "None of us can create time, but we can choose how we spend our time."Episode Resources & Next Steps📘 Get a free Kindle copy of The Truest Fan Blueprint — available for a limited time at https://truestfan.com/truest-fan-blueprint/.📘 Prefer hardcover? Find it on Amazon.📥 Download the free companion kit that goes along with the book to start putting the blueprint into action: https://truestfan.com/truest-fan-blueprint/.Connect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/

In this episode of The Purpose-Focused Advisor, I’m joined by a former advisor turned innovator who understands both sides of the table. Daniel Yoo left behind a career overseeing over $800 million in client assets to build solutions that serve—not replace—financial advisors.His journey into AI wasn’t about chasing trends. It was about solving a problem he lived through: how to be fully present with clients while meeting the demands of compliance and documentation.We talk about the right way to use AI in an advisory practice, why simplicity and security matter more than flashy features, and what advisors must do with the time technology gives back. Daniel doesn’t just bring a technologist’s brain… he brings an advisor’s heart.If you’re navigating where AI fits into your practice, this episode offers more than answers. It offers direction grounded in purpose.Key Takeaways: Choosing to Fix What Hurts (06:15) – Leaving a successful advisory career, Daniel set out to fix the everyday pain advisors face with disorganized or delayed note taking.Adopting Tools That Truly Help (08:58) – The best AI solutions are simple, intuitive, and designed to integrate seamlessly into how advisors already work.Making Privacy a Priority (10:47) – Some platforms choose to wipe all data by default, putting security and compliance first by treating data as a risk, not an asset.Meeting Clients Where It Counts (18:46) – In-person client interactions remain a deeply valuable experience that technology cannot fully replicate.Investing Time Where It Matters (22:52) – When AI takes over routine tasks, it’s essential for advisors to reinvest that time into high-value client conversations, not just automated output. Daniel Yoo: "AI should automate the things you don’t want to do and enhance the things only you can."Rob Brown: "If you’re just inputting data and delivering a plan, you’ve become a human robo-advisor."About Daniel Yoo: Daniel Yoo is the founder and CEO of FinMate AI, the first AI note-taking assistant built specifically for financial advisors. Drawing from his experience as a senior advisor at TD Ameritrade and Schwab, where he oversaw $800M in client assets, Daniel launched FinMate in 2023 to eliminate the burden of manual documentation. The platform now supports over 1,500 advisors, helping them save time while staying compliant and client-focused. He holds FINRA licenses and insurance credentials and earned a Master’s in Applied Economics from Johns Hopkins, specializing in AI and machine learning for asset price prediction.Connect with Daniel Yoo: Website: https://www.finmate.ai/Email: daniel@finmate.aiLinkedIn: https://www.linkedin.com/in/smyoo/Ready to grow your business with clarity and purpose?Download The 8 Shifts of a Purpose-Focused Advisor — a free guide to help you build a business that reflects what matters most.Get your copy here: https://truestfan.com/8-shifts/Connect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/Email: robb@truestfan.com

What does it look like to love your neighbor through your investments?In this episode of The Purpose-Focused Advisor, I’m joined by Robin John—CEO and co-founder of Eventide Asset Management and author of Good Investor. Robin’s story begins in a basement with more questions than answers. What followed was a radical reimagining of business and investing—not as tools for personal gain, but as sacred work meant to restore what’s broken in the world.We talk about what it means to align capital with conviction, how advisors can lead with generosity, and why profit should never be the purpose. Robin doesn’t just challenge financial advisors—he equips them to see their work as a calling, their clients as neighbors, and their portfolios as opportunities for healing and hope.If you’ve ever wondered how faith and finance can coexist with integrity and impact, this conversation will leave you inspired to lead differently.Key Takeaways: Calling Reimagined (03:32) – Robin unpacks how he discovered investing could be a God-given calling, not just a secular career.Profit as a Byproduct (11:58) – Business should first create value; profit naturally follows when companies serve others well.The Two Big Questions (17:15) – Robin challenges advisors to ask: What values would you never violate to make a profit? What hopes would you fund to shape the world?Investing = Loving Neighbor (23:36) – Robin outlines how advisors can tangibly love neighbors through stakeholder-centered investing.Joy in Work (35:54) – Real joy comes not from accumulation, but from knowing your work contributes to healing and flourishing.Robin John: "True generosity leads us to make sacrificial decisions in how we make our money. It’s not just about giving—it’s about how we live.”Rob Brown: “If you can see joy show up in your work—if your investments, your advice, your leadership create joy in someone else’s life—you’re doing something sacred.”About Robin John: Robin John is the cofounder and CEO of Eventide, a leading faith-based asset management firm dedicated to investing in businesses that create compelling value for the common good. Born in Kerala, India, and raised in Boston, Robin’s journey—from outsider to visionary leader—inspired The Good Investor, a book that explores how investing can confront injustice, love neighbors, and bring healing to the world. He and his wife, Jaunita, cofounded Darsha Academy, a school for girls in India. A father of four, Robin serves on several nonprofit boards and is passionate about faith, family, basketball, and purpose-driven leadership.Connect with Robin John: Book: The Good Investor: https://www.goodinvestor.com/Website: https://www.eventideinvestments.com/LinkedIn: https://www.linkedin.com/in/robincjohn/Ready to grow your business with clarity and purpose?Download The 8 Shifts of a Purpose-Focused Advisor — a free guide to help you build a business that reflects what matters most.Get your copy here: https://truestfan.com/8-shifts/Connect with Rob BrownWebsite: https://truestfan.comLinkedIn: https://www.linkedin.com/in/truestfan/

What if work isn’t something to escape, but a core part of your purpose?Top 100 Barron’s Advisor and CIO of The Bahnsen Group, David Bahnsen, joins Rob Brown to challenge how financial advisors think about success, calling, and the myth of retirement. Drawing from his book Full-Time: Work and the Meaning of Life, David shares why work is inherently meaningful—and how faith and purpose can reshape how we serve clients, lead teams, and live well.Key Takeaways: Work is worship. Avodah means work, worship, and service—your daily work is how you glorify and enjoy God. (03:00, 06:58)Don’t run dental-visit reviews. Want deeper engagement? Ask better questions. Make every review a meaningful conversation, not just a numbers update. (31:00)Retirement is not the reward. The 30-year vacation myth is setting clients up for disappointment. Purpose doesn’t stop at 65. (22:30)Workaholic isn’t a dirty word. Passion is a gift—when it’s rooted in the right identity. (11:20)Ask about legacy, not just assets. If you're not helping clients define purpose, you're only doing half the job. (30:00) David Bahnsen: "Work is not something we do so we can support Kingdom causes—our work is a Kingdom cause.”Rob Brown: "Clients don’t have to agree with your worldview, but if you have that conversation, you know you’ve done your best to help them truly think through what they want.”About David Bahnsen: David L. Bahnsen is the Founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a national private wealth management firm overseeing more than $7 billion in client assets. He is a frequent guest on CNBC, Bloomberg, Fox Business, and Fox News, and a regular contributor to National Review. David also hosts Capital Record, a popular weekly podcast dedicated to defending free enterprise and capital markets. He is the author of several best-selling books, including his most recent, Full-Time: Work and the Meaning of Life, released in February 2024.Connect with David Bahnsen:Book: Full-Time: Work and the Meaning of Life – https://www.fulltimebook.com/Substack: https://b2bahnsen.substack.com/LinkedIn: https://www.linkedin.com/in/davidbahnsen/The Bahnsen Group: https://thebahnsengroup.comReady to grow your business with clarity and purpose?Download The 8 Shifts of a Purpose-Focused Advisor — a free guide to help you build a business that reflects what matters most.Get your copy here: https://truestfan.com/8-shifts/Connect with Rob Brown:Website: https://truestfan.comLinkedIn: https://www.linkedin.com/in/truestfan/

In this episode of The Purpose-Focused Advisor, I’m joined by Michael Thaler—an industry leader who built and led a $2B wealth management firm over 33 years before stepping into a new season of life. Michael didn’t walk away from success; he walked deeper into purpose. We talk about what it looks like to go from purpose to purpose, and how his journey led to the creation of My Purpose Plan, a tool that helps people live the life they were made for. This conversation is for advisors who want to connect more meaningfully with clients and stay anchored in what matters most.Key Takeaways: What if retirement isn’t the goal but the beginning of something greater? (02:10) Clients may hit their number and still feel stuck. Help them step into a life that feels free.Your clients don’t just need a plan. They need a purpose. (09:14) A simple, 20-minute process can unlock clarity and move them from drifting to driven.You’re not just managing money. You’re helping shape lives. (13:00) When you bring purpose into the room, client conversations change forever.The best goals don’t live in a drawer. They live on the calendar. (18:33) Break big dreams into daily steps—and watch clients live them out.Want clients for life? Help them become who they were created to be. (23:23) Purpose builds loyalty, impact, and referrals in ways performance alone never will.Michael Thaler: "I don't want to be the guy that leaves this earth who's known to help people get their purpose statement. I want to be the person that's known that help people get their purpose statement and actually help them to actually live it out."Rob Brown: "My simple definition of purpose is living the life that God intended for you to live."About Michael Thaler: Michael is the Founder of My Purpose Plan and former Chief Purpose Officer of Equity Concepts, which he led for 33 years before its sale in 2024. Driven by his mission to live out God’s dream and help others do the same, Michael also founded Effective Ministries, serving children and families in Richmond, VA, and Niger, Africa. He’s passionate about using financial advising as a tool for purpose and impact. Michael speaks on purpose, focus, and positioning, and continues to lead community efforts through organizations like the Robinson Theater and RVA Hope Center. He lives in Virginia with his family.Connect with Michael Thaler: Website: http://mypurposeplan.com/LinkedIn: https://www.linkedin.com/in/michael-j-thalerConnect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/Episode Resources & Next Steps🔹 Download the Free Guide: The 7 Mindset Shifts of a Purpose-Focused Advisor Discover the simple shifts that lead to extraordinary impact. This quick-read guide will help you align your business with what matters most: purpose, people, and legacy.🔹 Subscribe to The Purpose-Focused Advisor Newsletter Weekly insights to help you grow a thriving, purpose-driven business. Real talk. Actionable ideas. Straight to your inbox. Subscribe here »🔹 Explore the Purpose-Focused Advisor Mastermind A high-level community for faith-driven advisors ready to grow their business and deepen their impact. Learn how to lead with clarity, conviction, and purpose. Learn more »🔹 One-on-One Executive Coaching with Rob Brown Looking for personalized guidance to help you grow your practice, lead with purpose, and build a legacy? Let’s talk. Learn more »

This episode is a departure from the norm, but one I believe is too important not to share.Recently, I met Mike Young, founder of Noble Warriors, a men’s discipleship ministry. His mission inspires me. He’s not a financial advisor, coach, or industry expert, but his work may be more relevant to our profession than you’d expect.Mike’s story will challenge and encourage financial advisors to reconsider the legacy they’re truly building. From leading spiritually at home to redefining success in business, this conversation is both convicting and practical.If you’ve ever wondered how to align your career with Kingdom impact, this episode is your wake-up call.Don’t miss a message every purpose-focused advisor needs to hear.Key Takeaways: Redefining KPI as Souls Under Management (20:59) – Mike encourages advisors to reframe success not by assets, but by the eternal impact they’re making.The Power of Transformation (06:37) – When a man follows Christ, every part of his life changes: marriage, parenting, work, and witness.Four Questions That Build Brotherhood (14:19) – Asking “What’s heavy, what’s hard, what hurts, and how can I help?” opens the door to deep discipleship.Isolated Men Become the Enemy’s Target (17:59) – Mike warns that the lone-wolf lifestyle leaves men vulnerable to lies and spiritual attack.Your Practice Is a Discipleship Opportunity (27:19) – Rob reminds advisors that every financial plan is a chance to talk about eternity and purpose. Mike Young: "When a man says yes to Jesus and begins to walk with Him, everything around him changes. I mean, his marriage changes, his relationship with his children changes, his relationship with his parents, his coworkers, his peers, his neighbors—everything changes when the Lord transforms a man."Rob Brown: "Stop putting God on the sidelines in your business—especially as men."About Mike Young: Mike launched Noble Warriors in 2005 to help churches disciple men and raise Christ-centered leaders. Before stepping into full-time ministry, his career included teaching, coaching, school administration, and residential construction. He’s passionate about building men who lead well in their homes, churches, and communities. Mike is married to Stacy, and together they have four adult children (two married) and two grandsons.Connect with Mike Young: Website: http://www.noblewarriors.org/Email: mike.young@noblewarriors.orgLinkedIn: https://www.linkedin.com/in/michael-young-3013662a/Episode Resources & Next Steps🔹 Download the Free Guide: The 7 Mindset Shifts of a Purpose-Focused Advisor Discover the simple shifts that lead to extraordinary impact. This quick-read guide will help you align your business with what matters most: purpose, people, and legacy.🔹 Subscribe to The Purpose-Focused Advisor Newsletter Weekly insights to help you grow a thriving, purpose-driven business. Real talk. Actionable ideas. Straight to your inbox. Subscribe here »🔹 Explore the Purpose-Focused Advisor Mastermind A high-level community for faith-driven advisors ready to grow their business and deepen their impact. Learn how to lead with clarity, conviction, and purpose. Learn more »🔹 One-on-One Executive Coaching with Rob Brown Looking for personalized guidance to help you grow your practice, lead with purpose, and build a legacy? Let’s talk. Learn more »Connect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/

In this powerful episode, Rob Brown welcomes Adam Koós, founder of Libertas Wealth Management, a nationally recognized advisor and a coach to advisors, who has engineered a path to massive success. Adam shares how he doubled AUM and revenue in just two years by embracing a bold, even controversial idea: “We’re a marketing firm that happens to do financial planning.” But don’t misunderstand, it’s not about hype. It’s about systems, trust, and showing up with excellence.He unpacks the client-first onboarding, scalable growth strategies, and mindset shifts that help advisors build with joy, scale with integrity, and serve at the highest level. If you want your firm to run like a well-oiled machine that still feels deeply human, this episode will light the path.Key Takeaways: Lead with Systems, Not Silver Bullets (04:20) - Growth isn’t about chasing one breakthrough idea. It’s about building simple, repeatable systems.When You Treat Marketing as a Mission, Everything Changes (09:58) - This mindset shift led to explosive growth rooted in trust, visibility, and intention.Onboarding Is the Hidden Growth Multiplier (16:01) - Before you worry about more leads, a great onboarding experience lays the foundation for long-term scale.Delegate to Scale Without Burning Out (19:53) - Delegation, not hustle, is what creates freedom and sustainable expansion.Focus on Consistent Action, Not Distant Goals (21:45) - Success comes from prioritizing daily activity over outcome-based metrics. Featured Quotes:Adam Koos: “It’s not our privilege to learn marketing—it’s our responsibility. If you’re doing great work and no one knows about it, what good are you?”Rob Brown: “Thinking about your big AUM goal won’t get you there. Taking the action that puts you in front of the right people will.”About Adam Koós: Adam Koós is a nationally recognized financial advisor, fiduciary, and founder of Libertas Wealth Management, ELEVATE, and ADRENALINE Advisor Consulting. With over two decades of experience, Adam specializes in retirement planning, investment strategy, and business exit planning. He’s passionate about helping other financial advisors grow successful practices through proven systems and strategies. Known for his authentic, no-B.S. approach, Adam brings energy, insight, and real-world experience to every conversation.Connect with Adam Koós: Libertas Wealth Management: https://www.libertaswealth.com/Adrenaline Advisor Coaching: https://adrenalineadvisor.com/LinkedIn: https://www.linkedin.com/in/adamkoosEpisode References:The Purpose-Focused Advisor Weekly NewsletterThe Purpose-Focused Advisor MastermindExecutive Coaching with Rob BrownConnect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with John Kailunas, author of Mission Retirement and founder of Catalyst4Growth and Regal Holdings. With 25+ years of experience and over $4B in AUM/AUA, John shares how advisors can help clients retire with purpose, not just wealth. He unpacks the 10 “missions” of meaningful retirement and reveals how purpose-based planning deepens trust, inspires legacy conversations, and helps advisors stand out by focusing on what truly matters.Key Takeaways: Lead with Listening (05:04) – Great advisors start with presence, not plans—listening deeply lays the groundwork for purpose-driven advice.Retirement Needs a Mission (07:02) – Most clients haven’t truly defined what they want in retirement. Help them clarify, and you become more than a planner.Purpose Prevents Regret (08:15) - 40% of retirees feel lonely. Helping clients plan for meaning—not just money—can protect them from a purposeless retirement.Trust is Built Through Story, Not Spreadsheets (13:42) - Legacy conversations and life stories build deeper client relationships than charts ever will. The more personal the dialogue, the stronger the bond.It’s Not Your Money (20:30) - Advisors must remember they’re managing the client’s dreams. Your role is to help them align their resources with the life they truly want. John Kailunas: “We’re so focused on running that when retirement finally comes, it’s like the merry-go-round suddenly stops—and most people don’t know what to do next.”Rob Brown: “When advisors connect to a client’s story—not just their portfolio—they build trust that lasts far beyond the next review meeting.”About John Kailunas: John Kailunas II is a first-generation immigrant and visionary leader in financial services since 1988. With over three decades of experience, he has built a legacy of growth through Apex, Regal Holdings, and now Catalyst4Growth—a professional development platform empowering advisors and entrepreneurs. John’s entrepreneurial drive has earned national recognition, including Investment News’ Hot 100 and Best Practice Management Program awards. A lifelong learner and mentor, he’s also a devoted husband, father, and adventurer who’s traveled to all 50 states and 34 countries.Connect with John Kailunas: Website: https://www.catalyst4growth.org/Mission: Retirement: https://www.amazon.com/Mission-Retirement-Provoking-Purposeful-Fulfilling/dp/B0DWGSHKF9/Choices and Chances: https://www.amazon.com/Choices-Chances-John-Kailunas-II/dp/1419669966LinkedIn: https://www.linkedin.com/in/john-kailunas-ii-966b5a7/Episode References:The Purpose-Focused Advisor Weekly NewsletterThe Purpose-Focused Advisor MastermindExecutive Coaching with Rob BrownConnect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/

In this episode, Rob Brown sits down with Adam Obrecht, founder of AO Wealth Advisory—a quietly confident leader who’s built a special firm grounded in systems, purpose, and faith… all while serving a client base many advisors overlook.From day one, Adam was told his strategy wouldn’t work. You can’t build a firm around 30- and 40-year-olds. Faith and business don’t mix. You need older, wealthier clients to grow.He ignored all of it.Adam launched AO Wealth with a baby on the way and no backup plan. Fifteen years later, he leads a thriving firm serving 300+ households with remarkable efficiency.This is a masterclass in purpose-driven leadership every advisor should hear.Key Takeaways: Serve with Strategy (05:26) – Building a practice around 30- to 40-year-olds works when you're intentional about your time, messaging, and service model.Purpose Starts Early (14:40) – A mission trip—and a now-lost book on Christian business leaders—sparked the vision for a firm grounded in faith and values.Faith in the Volatility (19:33) – When markets shake confidence, Adam blends sound math with spiritual grounding to help clients stay steady.Legacy in Motion (21:23) – For Adam, growth means more than numbers. It’s about deepening team capacity, preparing for succession, and staying true to the mission. Adam Obrecht: “The numbers tell one story, but how you live out your life tells a whole different story.”Rob Brown: “It wasn’t just a niche—it was a calling. And you built the kind of practice most advisors are afraid to even imagine.”About Adam Obrecht: Adam is the owner of AO Wealth Advisory, a financial planning firm in Urbandale, Iowa. Adam's career started in agricultural and commercial lending, but quickly shifted to investments. Adam started AO Wealth Advisory in 2010 after time spent as a product specialist for a regional broker-dealer and five years in a CPA firm. Adam is married with two sons.Connect with Adam Obrecht: Website: http://aowealthadvisory.com/Email: aobrecht@aowealthadvisory.comLinkedIn: https://www.linkedin.com/in/adamobrecht/Episode References:The Purpose-Focused Advisor Weekly NewsletterThe Purpose-Focused Advisor MastermindExecutive Coaching with Rob BrownConnect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/