The Purpose Focused Advisor

Do Right (featuring Phil Calandra)


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In this episode of the Truest Fan podcast, you'll meet Phil Calandra, a financial advisor and leader of the Atlanta team of Apella Capital Management. With everything going on in the financial markets (and the world), this is a great time to meet Phil because he is an optimist. Phil is great at putting things in their proper perspective. He's a great cheerleader. He also knows how to lead people, whether it's his clients or his team or his family, and he shares some timeless advice. He learned some of it from his grandfather. We talk about the importance of "doing right" and how to hang in there when things get tough. You're going to learn a lot from my conversation with Phil.

 

Show highlights:

03:56 How consistency and discipline, learned through training for triathlons, has led to greater business success.

08:41 Should optimism be our only realism?

18:05 Why motivation doesn't work unless you can create an environment in which your team will prosper, improve and truly up their game.

26:21 When it comes to serving clients, a common philosophical belief on how we're going to get through life as genuine partners is essential.

 

Connect with Phil:

Website - https://apellacapital.com/locations/atlanta-ga

LinkedIn - https://www.linkedin.com/in/phil-calandra-79425a26/

Facebook: https://www.facebook.com/ApellaATL

...more
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The Purpose Focused AdvisorBy Rob Brown

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