The Purpose Focused Advisor

My guest on this week's podcast is Trish Overton of Apella Capital in Atlanta. Trish is one of those awesome people who shines a bright light in this world. She has a terrific knack for bringing out the best in others. Trish is also amazing at staying focused, building systems and getting things done. Her clients absolutely love her and her team. I'm 100% confident you'll enjoy our conversation, it's filled with positive energy and a ton of joyfulness.

 

Show highlights:

(5:03) On the importance of infinite curiosity and resilience in achieving your dreams.

(10:09) We all have unique stories and when you remember that, it's easier to treat everyone you meet the same way that you would like to be treated yourself.

(14:22) A special story about Bert's Big Adventure, a non-profit that serves children with chronic and terminal illnesses and their families.(22:30) How to plan amazing client events that make them feel welcome...even when it rains and the band can't play.

 

Trish's website: https://apellacapital.com/locations/atlanta-ga

On LinkedIn: https://www.linkedin.com/in/trish-overton-926bb415/

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

Bert's Big Adventure: https://bertsbigadventure.org/

All too often, we make life about the numbers. Whether it's a revenue target for our businesses or how much money we'll need to retire, we obsess over where we would like to be in the future. And we lose focus on what we can be doing right now to live a life we really love. Allowing us to make a difference to the people and causes we care about and most likely accomplish more than we may have thought possible.

In this week's episode of the Truest Fan Podcast, you'll meet Michael DeLon, a servant leader who loves to encourage others to be their very best. Michael is the owner of Paperback Expert where he helps thought leaders tell their stories and bring their credibility to the marketplace. Many of his clients are financial advisors.

Our conversation was packed with great wisdom and a ton of energy. Here are just a few of the highlights:

 

(04:13) The hidden power that can come from servant leadership.

(07:48) Why it's okay to be content as long as we're not complacent.

(11:34) How building others up makes us stronger.

(15:16) Why adding up the numbers could be the wrong formula for measuring success.

(25:47) Being authentic trumps trying to be what you think others want.

 

Michael's website: https://paperbackexpert.com/

On LinkedIn: https://www.linkedin.com/in/michaeldelon/

On Facebook: https://www.facebook.com/PaperbackExpert

Michael's Experts Speak podcast: https://experts-speak.sounder.fm/

Back in 1930, economist John Maynard Keynes wrote an essay in which he predicted his future grandchildren would only need to work 15 hours per week. He imagined that by now people would work Monday and Tuesday with a five-day weekend. His argument was based on the belief that over time, thanks to technology and new ideas, we would become more productive. In other words, an hour of labor would produce more and more output.

According to the U.S. Bureau of Labor Statistics, we work an average of 34.4 hours per week. Keynes missed his target. And I'm sure there are a number of reasons for why this prediction didn't come true, but in this week's episode of the Truest Fan Podcast, we explore one very important possibility.

My guest, Ron Dickinson, talks about his view that whether you're building a business or a portfolio, things take time. We shouldn't rush what we believe to be important. In fact, speed can work against us.

Ron, an amazing business leader, family man and wealth advisor, also shares his favorite expression: never sacrifice who you are for what you want. Priceless wisdom for growing as a person and as a leader in a world that seems to move at lightning speed. Invaluable advice in an age when many of us pack longer and longer hours with more and more tasks. Too often not achieving the results we seek.

Listen now to meet Ron Dickinson.

Show Highlights:

(02:46) How riding a bike across the country, from Virginia to Oregon, helped teach the important lesson of giving the things and people that matter most the time they deserve.

(07:12) Why it's easy, when dreaming about the future, to start down the slippery slope of cutting corners and what you can do to prevent it.

(18:45) On the importance of listening and giving those you serve your full and undivided attention

(22:11) When the chips are down, have a confidence of faith that there's light at the end of the tunnel. Don't back yourself into a corner.

Connect with Ron:

Website - https://dickinsoninvestments.com/
LinkedIn - https://www.linkedin.com/in/ronedickinson/
Facebook: https://www.facebook.com/DickinsonInvestments

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

Do you ever wonder how you're going to get it all done? You feel like you have way too much to do and you don't have a system for putting your most important priorities first. In this week's episode, you're going to meet Matt Ross. Matt, a top performing financial advisor, is great at staying focused on his biggest goals. Taking action on the things that will make the biggest difference to his clients, team and family.

Matt talks about why we shouldn't be afraid of hard work and why sometimes just putting your head down to do what's in front of you is the best way to get it all done.

Matt also talks about why we shouldn't just "mail it in.'' He says we should always give our best even when it may feel like we don't get the best from others in return. He sums it up with a great quote: "Hustle beats talent when talent doesn't hustle."

If you're looking to put more energy and authenticity into your life and business, you're going to enjoy this conversation.

Highlights:

03:57 How to put hustle and a good work ethic into perspective.
07:09 There's a big line that needs to be drawn between "working smarter" and doing as little as you can just to get the job done.
11:21 Why it's important, when giving advice, to speak non-emotional truth with kindness and love.
18:11 In many ways, it's harder to be fake than authentic, that's why it's essential to act with sincerity and intentionality.

Connect with Matt:
Website - https://rossfinancialinc.com/
LinkedIn - https://www.linkedin.com/in/matthew-ross-aams%C2%AEaif%C2%AE-79411b87/
Facebook: https://www.facebook.com/rossfinancial

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

Sometimes our big projects and our daily tasks feel like juggling balls. We toss them in the air and hope we don’t drop them. All the while wondering which one is most important… which one should we stop and catch. Hoping the rest won’t come crashing down.

Put another way, many of us can be good at getting things started but find finishing much more difficult. Deadline or no deadline, the final touches can often become the sticking points. They pile up and create bottlenecks. In a mad dash to get more done, we jumpstart a new project before the last one is complete. So, everything ends up taking longer. And the quality of our efforts suffers too.

 

In this episode, I talk about the importance of finishing strong. Whether it’s a simple task, a major project or a period of life, the way we finish is often the difference between accomplishment and failure. Between a positive, can-do mindset and feelings of dejection and despair.

 

Listen now to learn how finishing strong can be a linchpin for getting the most out yourself and helping others do the same.

 

Highlights:

(01:22) The legacy of a life well lived.

(04:46) Getting the most out of your biggest presentations.

(07:25) Avoiding the trap of spending too much time on things you cannot control.

(10:14) The best way to win an argument.

(13:34) A strong finish isn’t an afterthought; it’s intentional.

This episode was created especially for financial advisors in my audience. No matter how you serve your clients, you're probably feeling the sting of volatile markets and a turbulent economy. There's a lot of worry going around. Rising interest rates, surging costs and declining stock prices seem to be a part of every extended conversation. You need to interrupt that pattern.

 

Now, maybe more than ever, you need to be certain your clients know that you're their truest fan. No matter what they may be feeling, you have their back. And you're ready to answer any questions they may have.

 

In this episode, I share some tried and true ideas for elevating your client relationships. Plus, you'll learn to better appreciate the positive impact your efforts are making in this world. You got this!

 

Highlights:

[1:08] Being a truest fan is a two-way street.

[3:33] Your clients may be more worried about you than about themselves.

[4:13] Should you be doing the opposite of what you normally do?

[9:09] The importance of treating your future clients like they're already clients.

Most often, when we think about our legacies, if we stop to think about them at all, we're looking many years into the future. This can be particularly true as we think about the businesses we're building or the plans we're helping our clients make for the future. We wonder about the big stuff we can do that will have a huge impact on others. (Maybe even when we're no longer in this world.) That long-term thinking can keep us from taking action on living with purpose and focusing on making a difference on a daily basis.

 

In this episode, I dial the idea of leaving a legacy back as I share the concept of "witness marks." They're small legacies we can leave everyday as we live to serve others in our work and in our personal lives. They can be tools for living more intentionally. For being the truest versions of ourselves. And for transforming our lives and the lives of those around us.

 

Show highlights include:

 

[01:03] Financial advisors as legacy makers and builders

[02:45] What do "witness marks," grandfather clocks and restoring cars have in common?

[09:10] How Truest Fans leave daily legacies through smiles and kind words 

[11:24] The impact of a keychain made with plastic beads and strings of yarn

When's the last time you actually listened to the WORDS of a song that inspires you? Or truly took the time to reflect on gratitude? 

In this episode, we'll walk through 7 tips for finishing your day on a high note. What's cool is that each idea only takes about 5 minutes, but the impact can last for hours... even days.

Better still, these tips just might be your secret for beating the afternoon slump you might be fighting each day.

Listen now if you want to rid yourself of some stinking thinking and make each day a great day.

 

Highlights include:

(01:29) An antidote for your afternoon slump.

(03:21) On finding a mentor who can give you a lift when things feel a bit off kilter.

(04:50) How to use self-belief statements to turn a negative mindset into a positive one.

In this episode, I share a few stories of my own clients and how they are leaping past obstacles and achieving big things. One thing they all have in common is the ability to break their long-term priorities down into short-term activities. They know clearly what they need to do today to reach their big dreams of tomorrow and beyond.

Face it... Too often, we tell ourselves that we can only accomplish the "little things" in life. When in reality, we can accomplish big things, bigger than we might imagine, when we view them in small bites and truly take action.

Listen to this episode to learn how.

Show highlights include:

• [01:03] How one of my clients hit 50% of his goal for the whole year in just the first quarter.
• [03:54] Don't just wish and hope for good things to happen. Plan and expect good things to happen.
• [07:48] Why what you accomplish over the next 12months will be greatly impacted by what you actually get done in the next 12 weeks.
• [10:26] Learn a 5-step strategy for putting 12-week sprints into work in your business.