The Purpose Focused Advisor Rob Brown and Phil Calandra

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 Business
Key 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 Calandra

Episode References:
The Truest Fan Mastermind
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/ 

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 dreams
Get 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]Resources
The 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.
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 plan
Show 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]
Resources
The 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.

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]
Resources
The Truest Fan Roundtable 

Truest Fan Coaching YouTube Channel
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/ 

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]
Resources
Stephen Covey First Things First Principle
The Truest Fan Roundtable

Quotes
"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 Brown
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/ 

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 Roundtable

Quotes
"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 Calandra

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/