The Purpose Focused Advisor

The Purpose Focused Advisor

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The Purpose Focused Advisor episodes

  • 068: Align and Thrive: Unleashing the Power to Achieve Your Goals
    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 plan
    • How 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/ 
    17 min
  • 067: The Simplicity Trap: Unraveling the Illusion of Easy
    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 easy
    • Two important steps for simplifying your routines in business and life
    • The 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/ 

    21 min
  • 066: Embrace Comparison: Unleashing Growth Instead of Stealing Joy
    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 business
    • Why business owners need a coach or a mentor
    • Why a positive mindset is vital to achieving your goals faster
    • The value of setting purpose-focused goals in business and life

    Show 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/ 

    21 min
  • 065: Mastering Your Success Habits: Streamlining, Delegating, and Focusing for Optimal Results
    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 time
    • Why we stop doing things that work
    • The value of sticking to a routine that works for you
    • The importance of delegation
    • Why you should consider doing a time audit
    • The 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/ 

    21 min
  • 064: Unleash the Power of Surrounding Yourself with Your Truest Fans
    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 success
    • The potential impacts of negativity
    • The allure of bad news: understanding its selling power
    • True friends are those who want nothing but the best for you

    Show 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]

    Resources
    The 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/ 
    22 min
  • 063: Unleash Your Potential: Harnessing the Power of Mentorship
    Join us for an exciting episode of The Truest Fan Blueprint, where Rob Brown and Phil Calandra dive into the significance of having a mentor or coach. Get ready for some amazing insights and personal stories, showcasing the game-changing power of having someone by your side in both your professional and personal journeys.
    Rob and Phil stress the value of an external perspective in overcoming challenges and reaching your full potential. They draw parallels to elite athletes like LeBron James and Michael Phelps, who have thrived with the guidance of their coaches.
    They also explore the coach's role as a cheerleader, someone who identifies untapped potential and helps bring it to the forefront.
    This episode is an eye-opener, especially for those considering a coach or mentor. If you appreciate the idea of having someone rooting for your success, this episode will guide you on the right path.
    In this week's episode, Rob and Phil shed light on the following topics:
    • How a coach or mentor can help you see blind spots and navigate challenges
    • How a coach can be an agent of change by helping you move to the next level
    • Your coach as your biggest cheerleader

    Show Highlights:
    • Why having a coach or mentor is important  [01:30]
    • Embracing accountability and becoming a catalyst for change. [03:20]
    • Why even elite athletes have coaches to help them [04:35]
    • Bob Proctor’s impactful quote and how coaches can help you reach your full potential [09:10]
    • The value of having your coach as your biggest cheerleader [12:04]
    • Here are the two action items for this episode. [16:11]


    Resources
    Bob Proctor
    The Truest Fan Roundtable
    Quotes

    "I've always believed in the power of having a mentor, a coach by your side. Why? Because we all have our blind spots, those things we just can't quite see. Having someone there to guide us through those unknown territories, to shed light on what's hidden, can truly make a world of difference." - Phil Calandra

    “You want someone who's your biggest cheerleader, always rooting for you. They can help you see beyond mistakes you might make, and support you in overcoming challenges that come your way.” - Rob Brown

    “As coaches, there's nothing more exhilarating than witnessing our clients, the people we deeply care about and who genuinely care about us, triumph and thrive.” - 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/ 
    19 min
  • 062: Discover the 4 Key Steps to Make Next Year Your Best Ever
    In this episode of The Truest Fan Blueprint, your hosts, Rob Brown and Phil Calandra, share their excitement for the planning season. They'll give you some valuable lessons and experiences they've gained from helping clients prepare for the year ahead. Plus, they'll reveal four essential steps to help you achieve your best year ever.
    They stress how important it is to start with your big dream. Rob and Phil also remind us that goal-setting is an ongoing process that requires genuine commitment and clearly articulated action steps. And they emphasize the significance of simplifying and breaking down your goals into smaller, more manageable milestones that align with your overarching dream.
    So, tune in and get ready to discover how you can enjoy "your best year ever" in both business and life. You'll also learn about an opportunity to access a new transformative coaching program that can propel you toward your goals.
    In this week's episode, Rob and Phil touch on the following topics:
    • To achieve your most cherished goals, you need proactive thinking and proper planning.
    • Four important steps to make your planning come alive.
    • The key is to change your mindset and fully commit to an actionable plan that drives you towards success.

    Show Highlights:
    • The dream big framework  [02:50]
    • The value of mapping out a clear action plan while always keeping your end goals in mind [05:19]
    • Four steps in achieving your most cherished goals [08:14]
    • Breaking your goals down into smaller steps [10:05]
    • Why there should be a shift in your mindset and a solid commitment to action [10:52]
    • Leveraging the momentum that will carry you through to your best year ever [11:58]

    Resources

    Stephen Covey

    The Truest Fan Roundtable 2-Week Free Trial
    Quotes

    "Effective goal-setting requires more than just exercises or activities. The key lies in proactively crafting plans and implementing structured processes to ensure success." - Phil Calandra

    "It's absolutely fine for your destination to change and evolve over time. Effective planning enables you to embrace its ever-changing nature wholeheartedly." - Phil Calandra

    "Look at a football game — the team with the momentum usually comes out on top because that momentum keeps building and driving them forward.” - Phil Calandra

    “We believe that each year should be better than the previous one, making it your best year ever.” - 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/ 
    17 min
  • 061: Encore Episode: Finish Line Focus: Master the Final Stretch to End 2023 Like a Champion
    In this special encore episode, hosts Rob Brown and Phil Calandra review a previous episode and explore the idea of finishing 2023 with strength to start an even more successful 2024. 

    As we near the new year, it's crucial to build momentum and position yourself for success in achieving your goals. This episode offers valuable reflections and practical advice that listeners shouldn't miss.
    In this week's episode, Rob and Phil discuss the following crucial topics:
    • The Importance of Reviewing Your Your Annual Goals
    • Recognizing Momentum and Leveraging a Positive Mindset
    • The Truest Fan Action Plan: A Practical Framework for Identifying Priorities
    • Understanding Your Sphere of Control: Why It Matters
    • Why Simplifying Your Action Steps is Crucial

    Keep an eye out for an exciting new offering for the Truest Fan community! It will take listeners to new heights in 2024.
    Show Highlights:
    • The value of checking in on yearly goals [02:12]
    • The importance of acknowledging momentum and having the right mindset [03:50]
    • The Truest Fan Action Plan - what is it and how it helps execute the right process [05:25]
    • The three D's to help you get you back on track [08:47]
    • The critical impact of understanding what you can control [12:00]
    • Why it's advantageous to keep the process and action steps simple [15:18]
    • The benefit of creating a simple, focused action plan [17:48]

    Resources
    TRUEST FAN BLUEPRINT

    TRUEST FAN ACTION PLAN (TFAP)

    The Truest Fan Blueprint Episode 48: The Inevitability of Life’s Roadblocks and How to Overcome Them

    The Truest Fan Blueprint Episode 49:Success Habit: The Impact of Everyday Learning

    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/ 
    23 min
  • 060: The Power of Letting Go: A Leader’s Guide to Effective Delegation
    In today's episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra cut straight to the heart of effective leadership: it's all about smart delegation. Forget the old idea of leaders micromanaging every detail. Real leadership success comes from empowering your team through strategic task delegation.

    This isn't about taking a step back. Instead, it’s a smart move for leaders to entrust tasks to the most capable hands, allowing each team member to shine in their area of expertise.

    We'll guide you through how to identify the best person for each role, create a strong team culture, and why letting go can actually elevate your leadership.

    If you're ready to transform your leadership approach and get the most out of your team, this episode is for you. Tune in now for key insights into becoming a more effective and empowering leader.
    In this week's episode, Rob and Phil shed light on the following topics:
    • Understanding the Importance of Delegation and Trusting in Team Excellence
    • Effective Leadership through Delegation vs. the Pitfalls of Micromanagement
    • Key Elements for Successful Delegation: Clear Vision, Strong Culture, and Choosing the Right Team
    • Recognizing and Valuing Each Team Member's Unique Skills and Strengths
    • Implementing Daily Scrums or Stand-Up Meetings for Better Delegation and Communication

    Show Highlights:
    • The importance of delegation and trusting others to do their best work [02:49]
    • Differentiating leaders who delegate and managers who micromanage [04:19]
    • The role of vision, culture, and identifying the right people in effective delegation [06:37]
    • The benefits of recognizing and appreciating the unique talents and strengths of team members [11:51]
    • Action Item: Daily Scrum or stand-up meeting as a delegation and communication tool [17:45]
    22 min
  • 059: Saying Yes to Less: The Art of Saying No
    The common belief is that saying "yes" to every chance we get is essential, but there's a significant impact in learning to say "no." In this episode, hosts Rob Brown and Phil Calandra discuss the often overlooked power of saying "no," and how it can positively change your life and business.
    Many entrepreneurs and business leaders struggle with the urge to accept every opportunity, driven by fear of missing out or in the pursuit of growth. This can lead to taking on too much and to overload, resulting in poor performance.
    Saying "no" isn't about permanently turning down opportunities. It's more about recognizing when something isn't right for the moment or when other priorities need your attention.
    Mastering the art of saying "no" involves being thoughtful about your choices. It means knowing what's most important, staying focused, and making decisions that align with your long-term objectives. In a culture that often values saying "yes," understanding the strength in saying "no" can be empowering.
    In this week's episode, Rob and Phil shed light on the following topics:
    • The Decision Dilemma: Navigating the Challenge of Rejecting ​New Opportunities
    • The Multitasking Myth: Understanding Its Impact on Performance
    • The Cost of 'Yes': How Desperation and Financial Motives Can Backfire
    • Focused Action Plan: Commit to Tackling 2-3 Essential Tasks Effectively

    Show Highlights:
    • The difficulty of saying "no" for entrepreneurs and business leaders [01:55] 
    • The trap of trying to multitask and its impact on performance [02:49] 
    • The consequences of saying "yes" out of desperation or financial goals [07:40]
    • Action Item: Commit to doing 2 to 3 things on your priority list [13:15]


    Resources

    Truest Fan Action Plan (TFAP)


    Quotes

    "If you don't say no to clients who don't fit your business, that's going to limit the number of clients who do fit your business." -Phil Calandra


    “No doesn't mean it's an activity that we shouldn't engage in, or that we shouldn't put into motion. It means it's not going to become the priority or the focus for this particular sprint or timeframe." -Phil Calandra

    "The truth about no is it doesn't have to mean no, not ever. It might just mean no, not now." -Rob Brown

    "It's okay to say no to important things. Just don't say no to the most important things that are going to move the needle the most right now." -Rob Brown

    "What you don't do determines what you can do." -Tim Ferris


    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/ 

    18 min

About The Purpose Focused Advisor

From the publisher's feed

The Purpose Focused Advisor is a podcast for financial advisors, planners, and RIAs who want more than just business growth—they want their work to matter. Hosted by Rob Brown,…

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