The Purpose Focused Advisor

Have you noticed that your marketing is a little off or you’re not getting your fair share of new business and opportunities? You might be trapped in a boring marketing process. In this episode of the Truest Fan podcast, I have a wonderful conversation about making your marketing fun with Seth Greene.

Seth is a best-selling author, podcast host, and founder of HowToFindMoneyForCollege.com. He has vast knowledge and experience in both marketing and the financial advice space.

For marketing to become truly effective, it’s necessary to create a great referral culture where clients naturally refer regularly and bring new people to your business. However, most advisors fail to make deeper connections and go straight into offering their products and services. 

Finding out what matters most with your clients and taking advantage of this information sets your marketing on the right course. It keeps your marketing from becoming boring and transactional and transforms it into a fun conversation where clients feel that they’re valued.

Learn more about how you can make marketing less boring and better ways to build relationships with your target audience with Seth’s valuable tips and expertise, be sure to listen to the episode.

[02:32] Seth's favourite football team and what he learned from being a fan

[05:15] Why believing in yourself matters 

[08:17] The number one mistake in marketing

[12:01] How did Seth end up writing best-selling marketing books

[14:30] How to create a referral culture

[21:02] The importance of looking different and making marketing fun

[26:35] The value of making sure your clients are your truest fans in building marketing

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

Website - https://marketdominationllc.com/
Facebook - https://www.facebook.com/MarketDominationLLC/ 
Podcast - Registered Investment Advisor Podcast  
Book - The CULT Report: How To Grow Your Own CULT 

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

Each of us is wired very differently. We are meant to do different things and to be different people. In this episode of the Truest Fan podcast, I share a fascinating discussion with Samantha Riley about why you are designed to shine. 

Samantha is the host of the Influence By Design podcast, a best-selling author, and an authority positioning strategist. She is an expert in bringing out the “diamond factor” in others so they’re aware of the qualities that make them stand out.

To help clients own their unique authority, Samantha uses Human Design, a modality that explains how you were built and designed to respond and interact with the world. Moreover, this helps people live a life that lights them up instead of succumbing to society’s pressures and expectations.

We’ve all got our own zone of genius and realizing that each one is designed to shine allows energy to flow in alignment with the right path, clients, and opportunities. Know more about how you can unapologetically lean into who you are and how you’re designed to shine by tuning in to the episode. 

[02:02] What is Samantha a big fan of?

[02:48] How does being a sports fan translate into running a business and building relationships

[08:20] The best and worst piece of advice she received

[13:45] What is the Diamond Factor and how it helps you standout

[18:20] What it means to be an authority positioning strategist

[19:00] How does human design help bring authority positioning to life

[28:23] The impact of energy when working with different clients

[31:42] Who is an ideal client for Samantha

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

The Human Design Advantage: https://samanthariley.global/advantage/

Website - https://samanthariley.global/ 
LinkedIn - https://www.linkedin.com/in/samriley/ 
Facebook - https://www.facebook.com/thesamriley 
Instagram - https://www.instagram.com/thesamriley/ 
Twitter - https://twitter.com/TheSamRiley

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

Running a business can sometimes feel repetitive. Like you’re on a hamster wheel. Business leaders and their teams run the risk of becoming uninspired and de motivated. In this episode of the Truest Fan podcast, I share an interesting conversation with Simon Severino about how to find joy in life and business. How to make them more fun.

Simon is the Founder of Strategy Sprints, author, and global speaker. He created the Strategy Sprints method to help entrepreneurs scale faster and reach financial freedom.

When entrepreneurs create a business plan, they often look for processes that result in efficiency and repeatability. Most of them believe that businesses are only meant to solve problems which means the fun part of these processes is often taken for granted.

You may have an amazing process but when no one is doing it, it defeats the purpose. Learn more about how you can incorporate fun in business processes so you and your team feel motivated and geared toward important goals, be sure to listen to this episode.

[02:42] How being a triathlete helps shape the way Simon goes after important goals
[04:55] An inspirational message that helped shape Simon’s business and career
[07:27] How to make your Customer Relationship Management (CRM) activities fun? 
[13:42] Two levels of preparing for business success
[15:55] The significance of real-time feedback and small loops 
[20:15] What are Strategy Sprints and why they’re so important?
[25:37] Diving deep in Strategy Sprints in a 12-week period

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

Simon’s Website - https://www.strategysprints.com/   
Simon on LinkedIn -  https://www.linkedin.com/in/simonseverino/
Simon's book: Strategy Sprints: 12 Ways to Accelerate Growth for an Agile Business 

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

You may think that subtle pieces of advice are just ordinary principles but they actually create the most impact in life. In this episode of the Truest Fan podcast, my guest, Azul Terronez, talks about why you need to leave things better than the way you found them - one of the greatest pieces of advice he has received.  

Azul is the co-founder and one of the lead coaches of Authors Who Lead™, a company that helps leaders write bestselling books that people love. 

Leaving things better the way you found them is a principle that can be applied across all areas of life. It’s a reminder that regardless of the situation, you have the power to make it better if you commit to it.

Although this advice sounds easy, it compels a challenging task - to take action and not take for granted what is within your capacity. This fascinating conversation with Azul serves valuable nuggets you can learn from plus he also shares expert tips on how to write a book, so don’t miss this episode!

[02:20] Azul's favourite baseball team

[05:53] The best advice that had the most impact on Azul

[14:05] Why everyone deserves a truest fan

[18:40] How to make a difference in our own simple ways 

[21:55] The biggest mistake in writing a book

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

We’ve all heard the saying, "never go to bed angry.” My guest today, Beth Blecker, learned thislesson from her father when she was a child. And though she admits she’s not perfect at it, Bethhas used thisage-old wisdom to remind herself not to hold grudges and to accept mistakes.She believes this advice has helped her build a terrific financial planning practice and anincredible life filled with family, friends and fun.

In this episode of the Truest Fanpodcast, you'll meetBeth, the CEOand co-founder of EasternPlanning, a fiduciary financial planning firm that provides clear and trusted financial guidance.Beth is the author of the bookIt's Not Just Money, It's Life. And, along with her son and businesspartner, Matthew Blecker, produces a podcast with the same name.

Given her years of experience and success in the industry, Beth also lays out some simple tipsthat anyone can follow to get their finances in order. According to Beth, you should not just savefor a rainy day. You must have fun along the way.

Show Highlights:
[04:11] Why you should not go to bed angry
[10:06] How to enjoy life without spending too much or too little
[18:32] Beth’s ultimate advice to young women who want to start a business
[28:08] Life is full of options and choices, choose wisely

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

Website: http://truestfan.com/

Connect on Facebook https://www.facebook.com/truestfan

Connect on LinkedIn https://www.linkedin.com/in/truestfan/

"Don't regret anything" sounds like formidable advice. Oftentimes, we find it easy to ignore. During this episode of the Truest Fan Podcast, my guest, Craig Moncey, and I discuss how regret holds us back. Sometimes causing us to unnecessarily relive the past, other times preventing us from taking action today and still other times keeping us from looking positively into the future.

During our conversation, Craig shares where he first learned this advice and how he has taken it to heart in the way he runs his business, loves his family, helps his clients reach their retirement dreams and mentors other advisors as they build their practices. Listen now to learn why this advice is so important and doesn't have to be out of reach.

Show Highlights:
[05:57] Regret and second-guessing are frequently just symptoms of our fear of change or of the unknown.

[11:29] Advisors who focus too intently on growing their businesses often find it challenging to achieve their dreams and live the lives they intended to live.

[16:03] Surrounding yourself with really positive people, folks you can truly lean-on, will keep you on track for your most important aspirations.
[27:41] On the importance of empathy and being the type of person others can count on... in business and in life.

Important Links:

Craig's website: https://www.ipiwm.com/Craig-W--Moncey,-ChFC.e932983.htm

Craig on LinkedIn: https://www.linkedin.com/in/craigmoncey/

Craig by Telephone: (217) 203-6464

Robb's website: https://truestfan.com/

Robb's 7-Step Guide: https://truestfan.com/challenge/

Do you ever stop to think about what you want? What you really want from your business and in your life. For today's guest on the Truest Fan Podcast, Casey Lang of Lang Financial, it's an essential step for growing and succeeding. During this episode, Casey and I discuss the importance of having a clear mental snapshot of what you believe your future will look like. A picture of what life has in store for you and the people who surround you.

We also explore the idea that getting what you want starts with serving others. When we focus on offering value in our relationships, whether they're in business or with those we encounter in everyday life, good things happen. For Casey, a big part of serving others is empowering others to live their dreams.

If you're aiming to get what you really want by truly serving others, I encourage you to listen to what Casey has to say.

Highlights:

[04:29] How cementing something in your subconscious mind when you're setting goals helps you achieve your goals more effectively.

[06:51] On the importance of empowering people to live their dreams.

[10:21] The more you give in value, the more you may get in reward...and that's not being selfish.

[21:33] On the importance of being a student of the business and always being willing to learn.

Casey's website: http://www.caseylang-nm.com/
Casey on LinkedIn: https://www.linkedin.com/in/caseylang-nm/
Casey of Facebook: https://www.facebook.com/LangFinancialWV
Robb's 7-Step Guide: https://truestfan.com/challenge/

Too often, we go through life with blinders on. Only focusing on our very next steps. Or only pursuing short term goals.

In the latest episode of the Truest Fan Podcast, my guest, PhilWeiss, Founder of Apprise Wealth Management, talks about the importance of removing our blinders and focusing on our future. How our big dreams can play a huge part in our ongoing success.

Phil reminds us to not relive the past because it can become a distraction. Slowing down our progress and keeping us from realizing our potential. 

Phil shares how opening himself up to new possibilities created opportunities for him to serve more people, to be a great dad and to really live the life that he was meant to live.

I know you'll learn from Phil. Listen in.

Highlights:

[03:52] Why you should make sure you're open to new possibilities and take a big picture view instead of taking a narrow focus.

[08:59] Never be afraid to admit you're going in the wrong direction and reset your target.

[12:31] You have to believe in yourself even when your current circumstances seem unsure.

[13:18] Envision what your future might look like because it's a lot easier to achieve that future when you do.

[18:19] Keep your biggest dreams and goals right in front of you then they'll have an almost magical way of happening.

[26:55] Look forward and not behind, it will help you have abetter outlook on life

Important Links:

Phil's website: https://apprisewealth.com/

Phil's blog: https://apprisewealth.com/blog/

Phil on LinkedIn: https://www.linkedin.com/in/philip-weiss/

Robb's 7-Step Guide: https://truestfan.com/challenge/

In this episode of the Truest Fan Podcast, you'll meet coach and author, Nina Cooke. Nina loves to help financial advisors and entrepreneurs strengthen their mindset. We talk about achieving peak performance. The significance of truly paying attention to the way we think. And how to keep our thoughts from becoming obstacles to our success. We also dig deep into the importance of avoiding the trap of comparing ourselves to others. These are extremely important concepts when we're striving to achieve our next levels of success. Nina also shares a surprise bonus if you listen to the end.

Highlights:

[06:50] There's no point in comparing your inside thoughts to someone else's outside appearance because people like to show off the very best of their lives, you may not understand how things may actually be. 

[08:47] When we go through life basing decisions on a limited perception of who we really are, we end up holding ourselves back from our full potential.

[14:01] Often, there is a big fear of success keeping us from moving ahead and this fear is not something we stop to consider.

[21:23] Rejection can be scary at a subconscious level, but another way of looking at rejection is that it's not personal.

Important Links:

Nina's book (free): ninacooke.co.uk/renegade-mindset-book-offer

Nina's website: https://www.ninacooke.co.uk/

Truest Fan 7-Step Guide: https://truestfan.com/challenge/

The old saying "actions speak louder than words" can be easily forgotten. But top performers, like today's guest, Brian Quaranta, always keep their most important actions in plain sight. Actions have helped him build an awesome team, create dynamic client care routines and drive massive growth.

You might be surprised to learn that those actions aren't always the result of 24/7 motion. They also come from inspiration received in alone time. The time you intentionally set aside to focus on what's next. Strategies you'll put into action that will help you accomplish your next big thing.

Highlights:
04:38 Why your actions will speak louder than your words.
06:53 How just a little bit of alone time can make each day better.
08:59 The strategies and techniques you used to get to where you are today will not be the same as the ones you'll need to get to your next level of achievement.
11:58 "The more responsibility that I take in my life...the richer my life becomes."
23:35 Your firm culture, the way folks feel when they walk in your door, is the best way to separate yourself from your competition.