The Purpose Focused Advisor

Success can feel strangely lonely. You’re leading well, serving others, and hitting the goals you once dreamed about—yet something’s missing. In this solo episode, Rob Brown shares how real leadership begins when we stop walking alone. Rob opens up about a universal challenge in leadership: the quiet isolation that can come with success. Through a recent personal experience, he shares how a simple...

In this episode of The Purpose-Focused Advisor , Rob Brown sits down with Josh Kosnick—former managing partner of a 250-person advisory firm, best-selling author of The Kairos Code , and founder of Kairos Coaching. Josh built a thriving financial practice and regional firm—only to lose it all in a moment that changed everything. What looked like failure became the beginning of transformation, as G...

In this episode of The Purpose-Focused Advisor , I sit down with David Steele , Co-Founder and CEO of One Wealth Advisors , Executive Chairman of Flour + Water Hospitality Group , and founder of Great Gold Hospitality . David has built a billion-dollar advisory firm and a portfolio of thriving restaurant ventures without financial goals, without turnover, and without losing sight of what matters m...

In this episode of The Purpose-Focused Advisor , I’m joined by Vincent Randazzo, CMT, founder of ViewRight Advisors and a veteran of more than 20 years in institutional research. Vincent built proprietary market breadth indicators used to identify major turning points, and now he’s making those institutional tools available to financial advisors. We talk about why risk management matters more than...

In this episode of The Purpose-Focused Advisor, I’m joined once again by Bill Cates, the industry’s original referral expert and co-author of the parable-style book The Hidden Heist. For over 30 years, Bill has helped advisors grow thriving practices through referrals and introductions. Now his mission goes deeper—helping people uncover and rewrite the limiting money stories that steal clarity, co...

In this episode of The Purpose-Focused Advisor, I’m joined by Leo Pusateri, President of Pusateri Consulting and known worldwide as the “value man.” For decades, Leo has helped financial advisors discover, price, deliver—and most importantly— live their value with confidence, passion, and speed. Today, his work goes even deeper through The Project You Experience . Shaped by personal experiences an...

If you’ve ever blocked out “leadership time” on your calendar only to feel restless instead of focused, this episode is for you. Rob Brown shares a solo message about a trap many high-performing advisors fall into—the unsettling sense that success has created space, but not clarity. Rather than being a setback, Rob explains why this is actually the signal you’ve reached the edge of Vision 3 —the n...

If you’ve ever hit the next milestone—only to find it still wasn’t enough—this episode is your breakthrough. Rob Brown returns with a solocast that introduces the very first of the Eight Shifts of a Purpose-Focused Advisor: moving from the pressure to perform to the freedom to serve. This shift reframes growth, succession planning, and client relationships by rooting them in purpose instead of per...

In this episode of The Purpose-Focused Advisor , I’m joined by Seth Gasick, Regional Vice President for the Southeast at Crossmark Global Investments. We go beyond products and performance to ask bigger questions: What impact does your wealth have? How do you help clients explore values without forcing an agenda? And what role does an advisor play in guiding these conversations—whether or not fait...

Wealth fades, but the impact of living by your values can ripple for generations. In this episode of The Purpose-Focused Advisor , I’m joined by Morgan Nichols, CEO of Life Branch Wealth Partners, a second-generation financial advisor, and co-author of Intentional Legacy . Morgan’s journey started early—helping in her parents’ practice at eight years old—and evolved into leading a multi-state team...

What does it mean to master your craft—and yourself—in service of others? In this episode of The Purpose-Focused Advisor , I’m joined by John Terry, Black Belt Leadership founder, leadership coach, and three-time Martial Arts Hall of Famer. John's journey began with pain—bullied in a new town—and evolved into a lifelong pursuit of purpose through practice. What followed was a transformation from s...

It’s launch week! Rob Brown returns with a solo episode to share the heart behind his new book, The Truest Fan Blueprint —now available on Kindle for free (for a limited time). In this episode, Rob opens up about why he wrote the book, what it means to be a Truest Fan, and how the seven-step Blueprint can help you align your purpose, vision, and daily actions to achieve your most cherished goals....

In this episode of The Purpose-Focused Advisor , I’m joined by a former advisor turned innovator who understands both sides of the table. Daniel Yoo left behind a career overseeing over $800 million in client assets to build solutions that serve—not replace—financial advisors. His journey into AI wasn’t about chasing trends. It was about solving a problem he lived through: how to be fully present...

What does it look like to love your neighbor through your investments? In this episode of The Purpose-Focused Advisor , I’m joined by Robin John—CEO and co-founder of Eventide Asset Management and author of Good Investor . Robin’s story begins in a basement with more questions than answers. What followed was a radical reimagining of business and investing—not as tools for personal gain, but as sac...

What if work isn’t something to escape, but a core part of your purpose? Top 100 Barron’s Advisor and CIO of The Bahnsen Group, David Bahnsen, joins Rob Brown to challenge how financial advisors think about success, calling, and the myth of retirement. Drawing from his book Full-Time: Work and the Meaning of Life , David shares why work is inherently meaningful—and how faith and purpose can reshap...

In this episode of The Purpose-Focused Advisor , I’m joined by Michael Thaler—an industry leader who built and led a $2B wealth management firm over 33 years before stepping into a new season of life. Michael didn’t walk away from success; he walked deeper into purpose. We talk about what it looks like to go from purpose to purpose, and how his journey led to the creation of My Purpose Plan , a to...

This episode is a departure from the norm, but one I believe is too important not to share. Recently, I met Mike Young , founder of Noble Warriors , a men’s discipleship ministry. His mission inspires me. He’s not a financial advisor, coach, or industry expert, but his work may be more relevant to our profession than you’d expect. Mike’s story will challenge and encourage financial advisors to rec...

In this powerful episode, Rob Brown welcomes Adam Koós, founder of Libertas Wealth Management, a nationally recognized advisor and a coach to advisors, who has engineered a path to massive success. Adam shares how he doubled AUM and revenue in just two years by embracing a bold, even controversial idea: “We’re a marketing firm that happens to do financial planning.” But don’t misunderstand, it’s n...

In this episode of The Purpose-Focused Advisor , Rob Brown sits down with John Kailunas, author of Mission Retirement and founder of Catalyst4Growth and Regal Holdings. With 25+ years of experience and over $4B in AUM/AUA, John shares how advisors can help clients retire with purpose, not just wealth. He unpacks the 10 “missions” of meaningful retirement and reveals how purpose-based planning deep...

In this episode, Rob Brown sits down with Adam Obrecht, founder of AO Wealth Advisory—a quietly confident leader who’s built a special firm grounded in systems, purpose, and faith… all while serving a client base many advisors overlook. From day one, Adam was told his strategy wouldn’t work. You can’t build a firm around 30- and 40-year-olds. Faith and business don’t mix. You need older, wealthier...

What happens when a former financial journalist brings deep curiosity and compassion into the world of financial planning? In this episode, Rob Brown sits down with Ryan Derousseau, a CFP® who made the leap from writing for Money, Fortune, and Forbes to serving therapists, career changers, and the self-employed. Ryan shares how his path has been shaped by listening more, asking better questions, a...

If you’re growing a successful practice but feel disconnected, frustrated, or unsure what’s next… this episode is for you. This week, Rob Brown shares the story of an advisor with 25+ years of experience who avoided coaching—and even distanced himself from his business partner—because he believed he had nothing left to learn. But one honest conversation about purpose and partnership changed everyt...

If your calendar is full but your business and life feel scattered… this episode is your reset. This week, Rob Brown continues his powerful solo series with a message every advisor needs to hear: it’s not about doing more—it’s about doing what matters most . If you've ever felt like your goals are out of sync with your calling, or that your daily grind is pulling you away from the life God is call...

If you've ever hit a milestone and still felt like something was missing… this episode is for you. Rob Brown shares a deeply personal reflection on why even the most successful advisors can lose confidence in their calling—and what it takes to get it back. Whether you're navigating a personal challenge, asking what’s next in your business, or simply feeling off-purpose, this conversation will meet...

What happens when a software engineer trades writing code for serving clients? In this week’s episode, I sit down with Mike Zung, founder of Java Wealth Planning and creator of Beautiful Financial Plan, who left a 20-year tech career to build a thriving advisory practice. Then he went a step further, designing a visually compelling way to help other advisors present financial plans more clearly an...