The Purpose Focused Advisor

Differentiate Your Practice with Your Signature Solution (Hosted by Rob Brown and Phil Calandra)


Listen Later

In this week's episode of the Truest Fan Podcast, our Chief Growth Architects, Rob Brown and Phil Calandra, dive into the importance of creating a signature solution. Think of it as a highly tailored roadmap that takes your clients from where they are today to where they want to be in the future. A signature solution is not a product or a service or the technology you use, it’s the way you help your client overcome their challenges and achieve their most cherished goals.

We'll share how a signature solution can help you differentiate yourself from the competition and overcome one of the biggest problems financial advisors face today. We'll also dive into why look-alike messaging can be a problem and how to build trust through consistency.

Whether you're a seasoned financial advisor or just starting out, this episode offers valuable insights and actionable advice on how to strengthen your value proposition and stand out from the crowd. You’ll be fully prepared to create your own signature solution and take your business to the next level of success.

Show Highlights:
  • The biggest problem financial advisors face today [02:05]

  • How to stand out from the crowd [03:30]

  • Why look-alike messages are a problem [05:03]

  • The top basis of a good relationship [06:12]

  • The importance of consistency in business [07:24]

  • Why should you build trust with a prospective client [08:57]

  • How to create the right messaging for your brand [11:57]

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Phil Calandra
Connect on LinkedIn https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

...more
View all episodesView all episodes
Download on the App Store

The Purpose Focused AdvisorBy Rob Brown

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

16 ratings


More shows like The Purpose Focused Advisor

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

230,121 Listeners

The Ben Shapiro Show by The Daily Wire

The Ben Shapiro Show

154,221 Listeners

Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

The World and Everything In It by WORLD Radio

The World and Everything In It

7,150 Listeners

The Dividend Cafe by The Bahnsen Group

The Dividend Cafe

589 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,019 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,152 Listeners

The Charlie Kirk Show by Charlie Kirk

The Charlie Kirk Show

66,697 Listeners

The Dinesh D'Souza Podcast by Salem Podcast Network

The Dinesh D'Souza Podcast

6,838 Listeners

Capital Record by National Review

Capital Record

455 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

126 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,033 Listeners

The Tucker Carlson Show by Tucker Carlson Network

The Tucker Carlson Show

17,090 Listeners

The Practical Planner by wealth.com

The Practical Planner

29 Listeners