The Purpose-Focused Advisor
The Purpose-Focused Advisor
  • Видео 239
  • Просмотров 8 932
Jackie Wilke: Building a Practice That Defines the Future of Financial Advice
In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Jackie Wilke, Vice President and Advisor Consultant at First Trust. Jackie is a coach, speaker, and industry expert who helps financial advisors and teams elevate their practices. In a conversation rich with insights, Jackie and Rob share their visions for The Financial Advisor of the Future. They explore how to adapt to an evolving industry, build intentional client experiences, and foster successful team collaboration.
Key Takeaways:
Democratization and Commoditization in Financial Services (02:43) - Jackie highlights how access to technology and information is changing the financial advisory landscape and why human...
Просмотров: 5

Видео

Derek Mazzarella: Finding Your Unique Voice as a Financial Advisor
Просмотров 21День назад
In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Derek Mazzarella, a Certified Financial Planner with Gateway Financial Partners and the author of Just Retire Already: An Unconventional Retirement Guide. Derek shares his journey into financial planning, his insights on building purpose-focused client relationships, and the unique process behind writing his book. With hum...
Arielle Minicozzi: Simplify, Automate, and Scale Your Advisory Practice
Просмотров 2414 дней назад
In this episode of The Purpose-Focused Advisor, Rob welcomes Arielle Minicozzi, founder & CEO of Sphinx Automation, a virtual consulting firm specializing in helping financial advisors streamline their technology and automate processes. A former RIA owner, Arielle brings unique insights into the challenges advisors face with technology, offering practical strategies to eliminate inefficiencies ...
Nick Wolverton: How Generosity and Faith Shape Financial Advice
Просмотров 1521 день назад
In this episode of The Purpose-Focused Advisor, Rob sits down with Nick Wolverton, the owner of Peak Financial Management. Nick shares his inspiring journey from nonprofit fundraising to owning a purpose-driven financial planning firm. Learn how his faith and commitment to relational depth have created a unique approach to serving clients. Advisors will take away valuable lessons on integrating...
Derek Notman: The Roles of Technology and Trust in Financial Advisor Success
Просмотров 4Месяц назад
In this episode of The Purpose-Focused Advisor, Rob welcomes Derek Notman, a seasoned financial advisor, entrepreneur, and proud dad, who shares his journey from running a successful RIA to launching Coupler AI-a groundbreaking platform designed to connect financial advisors with ideal clients. Derek shares his vision of cultivating deeper client relationships and creating more fulfilling pract...
Mitchell Kraus: Aligning Wealth, Joy, and Purpose as a Financial Advisor
Просмотров 13Месяц назад
In this episode of The Purpose-Focused Advisor, Rob sits down with Mitchell Kraus, a fourth-generation financial professional and founder of Capital Intelligence Associates. Mitchell brings a wealth of knowledge and a passion for helping clients lead meaningful lives through purpose-driven financial planning and philanthropy. Mitchell shares his unique approach to wealth management, blending co...
Whit Lanier: Unlocking the Power of Client Reviews
Просмотров 13Месяц назад
In this episode of The Purpose Focused Advisor, Rob Brown welcomes Whit Lanier, founder of Amplify Reviews, to discuss how financial advisors can leverage client testimonials and endorsements to enhance their marketing strategies. Whit shares insights into the SEC’s updated marketing rule, which now allows compliant use of client reviews. The episode is packed with actionable advice for advisor...
The Power of Gratitude in Life and Leadership
Просмотров 30Месяц назад
In this heartfelt Thanksgiving special of The Purpose Focused Advisor, Rob Brown, and Phil Calandra discuss how gratitude can transform life and business. They highlight how being thankful can lead to growth, strengthen relationships, and encourage purpose-focused leadership. Sharing their own traditions and moments of gratitude, Rob and Phil offer valuable insights and practical strategies for...
The Best Lessons from 99 Episodes of The Purpose-Focused Advisor
Просмотров 29Месяц назад
In this milestone episode, Rob Brown and Phil Calandra reflect on 99 episodes of The Purpose-Focused Advisor, emphasizing the essential lessons that have helped financial advisors reach new levels of success. They highlight the importance of intentionality, delivering an exceptional client experience, and building strong teams. Drawing from their combined decades of experience, Rob and Phil sho...
Kate, Zack, and David: Taking Financial Planning Beyond Numbers to Elevate the Client Experience
Просмотров 72 месяца назад
Kate, Zack, and David: Taking Financial Planning Beyond Numbers to Elevate the Client Experience
Kalli Fedusenko: Building a Brand That Resonates with Clients and Drives Growth
Просмотров 112 месяца назад
Kalli Fedusenko: Building a Brand That Resonates with Clients and Drives Growth
John Richardson: Intentional Servant Leadership for Lasting Advisor Impact
Просмотров 142 месяца назад
John Richardson: Intentional Servant Leadership for Lasting Advisor Impact
Knight Colman: Leading the Firm While Honoring the Founders’ Vision
Просмотров 162 месяца назад
Knight Colman: Leading the Firm While Honoring the Founders’ Vision
Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships
Просмотров 173 месяца назад
Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships
Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams
Просмотров 63 месяца назад
Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams
Jack Heintzelman: Bridging the Generational Gap in Financial Planning
Просмотров 113 месяца назад
Jack Heintzelman: Bridging the Generational Gap in Financial Planning
Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice
Просмотров 83 месяца назад
Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice
Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals
Просмотров 174 месяца назад
Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals
Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach
Просмотров 84 месяца назад
Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach
Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact
Просмотров 64 месяца назад
Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact
Alex Neri: Accelerate Your Practice with a Growth Focused Mindset
Просмотров 24 месяца назад
Alex Neri: Accelerate Your Practice with a Growth Focused Mindset
Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement
Просмотров 184 месяца назад
Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement
Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale
Просмотров 125 месяцев назад
Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale
Elevating Financial Planning with a Differentiated Family Advocacy Approach
Просмотров 75 месяцев назад
Elevating Financial Planning with a Differentiated Family Advocacy Approach
Brad Williams: Transforming Financial Advice with Dynamic Client Engagement
Просмотров 135 месяцев назад
Brad Williams: Transforming Financial Advice with Dynamic Client Engagement
Chris Flis: Fighter Jet Lessons for Financial Planners
Просмотров 285 месяцев назад
Chris Flis: Fighter Jet Lessons for Financial Planners
The Power of Personal Stories in Growing a Successful Financial Planning Practice
Просмотров 76 месяцев назад
The Power of Personal Stories in Growing a Successful Financial Planning Practice
Mid-Year Strategies to Strengthen Your Advisory Practice
Просмотров 26 месяцев назад
Mid-Year Strategies to Strengthen Your Advisory Practice
The Lasting Impact of Professional Financial Planning
Просмотров 56 месяцев назад
The Lasting Impact of Professional Financial Planning
John Stadtmueller: Why Purpose-Focused Advisors Finish First
Просмотров 86 месяцев назад
John Stadtmueller: Why Purpose-Focused Advisors Finish First