The Purpose Focused Advisor

In this episode, Rob Brown sits down with Tim Russell, financial advisor, firm leader, podcast host, and now co-author of the brand-new book The Good Steward , written with his father, Roy Russell. Tim shares the story behind the book and how his passion for biblical stewardship shapes the way he leads his advisory firm and serves clients. Rob and Tim dive into what it really means to be a good st...

In this episode of The Purpose-Focused Advisor , Rob Brown welcomes Hillary Gale, founder of Moneta Copy and host of The Finance Marketing Podcast . Hillary is a standout voice in advisor marketing, helping financial professionals craft purpose-driven content that actually connects. From her roots as a writing teacher to her passion for personal finance, Hillary shares how she helps advisors tap i...

What happens when an industry veteran who’s helped train 10,000+ financial advisors sits down to talk about what’s really missing in today’s advisor development? You get this kind of episode. In this conversation, Gary Sinderbrand, legendary producer and founder of Better Path Training, shares behind-the-scenes truths about what it really takes to succeed and build something that lasts. From early...

In this episode of The Purpose-Focused Advisor , Rob Brown welcomes Lauren Hong, Founder and CEO of Out & About Communications, a branding and marketing agency transforming how financial firms show up in the world. Lauren has spent over a decade helping RIAs ditch stale, cookie-cutter branding and embrace a more authentic, strategic approach. With a background in graphic design and a passion f...

What happens when a marketing entrepreneur dives into financial planning? You get Brandon Snyder, CEO of Alpha Capital Strategies—a visionary redefining how to serve high-net-worth clients. In this episode, Brandon shares his journey from event marketing to building a full-service RIA with in-house experts. It’s a conversation about deep client relationships, smart growth, and staying ahead in a f...

In this episode of The Purpose-Focused Advisor , Rob sits down with Joe Moss—author, advisor tech expert, and connector in the financial services space. Joe is on a mission to help advisors navigate the ever-evolving world of technology. Joe has become a trusted resource for financial professionals seeking clarity and confidence in their tech decisions. Joe shares the backstory behind his new book...

In this episode of The Purpose Focused Advisor , Rob Brown and Phil Calandra welcome Ari Galper, the world’s leading authority on trust-based selling. Ari brings a radically different approach to sales, shifting away from traditional tactics and instead focusing on building trust. For financial advisors looking to shorten sales cycles and eliminate chasing, Ari’s insights are a game-changer. Advis...

In this episode of The Purpose Focused Advisor, Rob sits down with Vance Barse, founder of Your Dedicated Fiduciary (YDF), to explore the critical intersections of financial planning, tax strategy, and advanced wealth management. Drawing from his decade-long experience advising top-tier private wealth teams, Vance shines a light on common yet often overlooked planning gaps—especially between taxes...

Mark Hansen has spent decades in financial services, evolving from a young advisor into a seasoned professional who now helps advisors manage risk more effectively. In this episode, Mark shares his journey from an analytical engineer to a financial planner and eventually to an asset manager specializing in tactical risk strategies. His work at White Rock Capital Management focuses on active portfo...

In this episode of The Purpose-Focused Advisor , Rob Brown sits down with Eric Scovill, a financial planner and principal at Storehouse Wealth, a Christ-focused multi-family office. Eric shares his unconventional journey from construction to financial planning and how his faith-driven approach has allowed him to serve ultra-high-net-worth families in a deeply impactful way. Eric discusses stewards...

In this episode of The Purpose-Focused Advisor , Rob Brown sits down with Antony Joffe, a leading expert in trust services and the Chairman of Sterling Trustees, overseeing more than $10 billion in assets under administration. Antony shares invaluable insights into how financial advisors can use trusts to protect client wealth, strengthen relationships across generations, and ensure long-term busi...

In this episode of The Purpose-Focused Advisor , we welcome Lia Garvin, the "Team Whisperer," who helps business owners and financial advisors build unstoppable teams through effective communication, clear operational structures, and accountability. Lia shares insights on how financial advisors can transition from "winging it" to leading with clarity, ensuring their businesses are scalable and eff...

In this episode of The Purpose-Focused Advisor , Rob Brown sits down with financial advisor and entrepreneur Brad Sparks, who shares his journey from geophysics to wealth management, his leap to independence, and how he’s reshaping investment personalization through his innovative tech platform, Pomarium. Brad’s story is one of vision, resilience, and a relentless pursuit of better solutions for a...

In this episode of The Purpose-Focused Advisor , Rob Brown welcomes Paul G. McManus, author of The Short Book Formula and host of The Influential Advisor podcast. Paul and Rob share how financial advisors can differentiate themselves in a competitive marketplace through authority marketing, writing concise, impactful books, and leveraging podcasts. Discover actionable insights on how to accelerate...

In this episode of The Purpose-Focused Advisor , Rob Brown welcomes former professional baseball player turned financial planner, Cole Leonida , for an inspiring conversation about aligning purpose, faith, and financial planning. As a Certified Kingdom Advisor and private wealth advisor at John Moore Associates, Cole shares how his journey from the diamond to the desk has shaped his approach to se...

In this episode of The Purpose-Focused Advisor , Rob Brown sits down with Jackie Wilke, Vice President and Advisor Consultant at First Trust. Jackie is a coach, speaker, and industry expert who helps financial advisors and teams elevate their practices. In a conversation rich with insights, Jackie and Rob share their visions for The Financial Advisor of the Future . They explore how to adapt to an...

In this episode of The Purpose-Focused Advisor , Rob Brown sits down with Derek Mazzarella, a Certified Financial Planner with Gateway Financial Partners and the author of Just Retire Already: An Unconventional Retirement Guide . Derek shares his journey into financial planning, his insights on building purpose-focused client relationships, and the unique process behind writing his book. With humo...

In this episode of The Purpose-Focused Advisor , Rob welcomes Arielle Minicozzi, founder & CEO of Sphynx Automation, a virtual consulting firm specializing in helping financial advisors streamline their technology and automate processes. A former RIA owner, Arielle brings unique insights into the challenges advisors face with technology, offering practical strategies to eliminate inefficiencie...

In this episode of The Purpose-Focused Advisor , Rob sits down with Nick Wolverton, the owner of Peak Financial Management. Nick shares his inspiring journey from nonprofit fundraising to owning a purpose-driven financial planning firm. Learn how his faith and commitment to relational depth have created a unique approach to serving clients. Advisors will take away valuable lessons on integrating p...

In this episode of The Purpose-Focused Advisor , Rob welcomes Derek Notman, a seasoned financial advisor, entrepreneur, and proud dad, who shares his journey from running a successful RIA to launching Coupler AI—a groundbreaking platform designed to connect financial advisors with ideal clients. Derek shares his vision of cultivating deeper client relationships and creating more fulfilling practic...

In this episode of The Purpose-Focused Advisor , Rob sits down with Mitchell Kraus, a fourth-generation financial professional and founder of Capital Intelligence Associates. Mitchell brings a wealth of knowledge and a passion for helping clients lead meaningful lives through purpose-driven financial planning and philanthropy. Mitchell shares his unique approach to wealth management, blending cont...

In this episode of The Purpose Focused Advisor , Rob Brown welcomes Whit Lanier , founder of Amplify Reviews, to discuss how financial advisors can leverage client testimonials and endorsements to enhance their marketing strategies. Whit shares insights into the SEC’s updated marketing rule, which now allows compliant use of client reviews. The episode is packed with actionable advice for advisors...

In this heartfelt Thanksgiving special of The Purpose Focused Advisor, Rob Brown, and Phil Calandra discuss how gratitude can transform life and business. They highlight how being thankful can lead to growth, strengthen relationships, and encourage purpose-focused leadership. Sharing their own traditions and moments of gratitude, Rob and Phil offer valuable insights and practical strategies for le...

In this milestone episode, Rob Brown and Phil Calandra reflect on 99 episodes of The Purpose-Focused Advisor , emphasizing the essential lessons that have helped financial advisors reach new levels of success. They highlight the importance of intentionality, delivering an exceptional client experience, and building strong teams. Drawing from their combined decades of experience, Rob and Phil showc...

In this episode of The Purpose-Focused Advisor , Zack Hubbard, Kate Atwood, and David Brown join Rob Brown for an insightful panel discussion on the evolving role of financial planning in creating an impactful client experience. Each guest brings a unique perspective on how advisors can deepen relationships and enhance client satisfaction by centering financial planning in their practice. Key Take...