Uncovering Your Purpose to Find Success in Your Firm with Rob Brown

05/03/2025 27 min Temporada 4

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Episode Synopsis

Rob Brown, founder of Truest Fan Coaching and host of The Purpose-Focused Advisor podcast, is a self-proclaimed cheerleader of the financial services industry. Rob spent over 25 years as a financial advisor and practice owner, where he discovered a deeper purpose in coaching. Now, he focuses on empowering financial advisors, planners, and RIAs to develop highly profitable, purpose-driven, and client-centric businesses. Rob’s industry expertise and client care insights encourage advisors to explore their purpose and foster creativity to help drive growth, deepen client relationships, and achieve fulfillment. In this episode, Rob shares how he helps advisors define success, set realistic goals, and differentiate themselves from automated tools and technology.Featured ResourcesTruest Fan CoachingConnect with Rob on LinkedInFree Download: Business Optimization ScorecardThe Purpose-Driven Advisor Podcast Enjoyed This? You’ll Also Love:Time Management and Helping Advisors Focus to Find Success with Jody JacobsonHow Lifestyle and Solo Advisor Firm Owners Can Grow Business Intentionally with Natalie BergsmaTrends and Strategic Steps for Growth for Advisory Firms with Jake DeKinder of Dimensional Fund Advisors

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