Cele mai bune Freeman Linde podcast-uri (2024)

1
Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice 41:35

21d ago41:35

41:35

In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra sit down with Freeman Linde, a successful financial advisor, co-founder of La Crosse Financial Planning, and founder of AccelRIA. Freeman shares his journey from struggling in a traditional broker-dealer setup to breaking free and building his own thriving Registered Inves…

1
Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships 28:23

7h ago28:23

28:23

In this episode of The Purpose Focused Advisor, Rob Brown speaks with industry veteran Shawn Maloney about his client-centered approach to retirement planning. As the founder of Retire Wise, LLC and host of The Priority of Retirement podcast, Shawn emphasizes the importance of purposeful planning to help clients achieve a happy and fulfilled retire…

1
Why and How Storytelling Increases your Income 43:49

3d ago43:49

43:49

In this engaging episode, I chat with Natalia Nutting, the "Storytelling Queen," to uncover the secrets behind using storytelling as a powerful tool for boosting your income. Natalia, an expert in helping entrepreneurs craft compelling narratives, shares why storytelling is key to making more money and how a well-told story can elevate your busines…

1
Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams 32:43

7d ago32:43

32:43

In this episode of The Purpose Focused Advisor, Rob Brown sits down with Matthew Gray, a NextGen financial planner from Larson Wealth Management. Matthew shares pivotal milestones from his career and reveals how mentorship has shaped his journey. He discusses the power of collaboration and why younger advisors are helping reshape the financial plan…

1
Jack Heintzelman: Bridging the Generational Gap in Financial Planning 38:46

14d ago38:46

38:46

In this episode of The Purpose-Focused Advisor, Rob talks with Jack Heintzelman, a NextGen financial planner from Boston Wealth Strategies. They explore Jack's unique journey into financial planning. Jack discusses his passion for mentorship, focused growth, and the changing dynamics between senior and younger advisors. His dedication to building p…

1
Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals 27:43

28d ago27:43

27:43

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Daniel Allgaier, the founder of Equity Compensation FP, to explore a fresh perspective on financial planning for young professionals in the tech industry. Daniel, a NextGen advisor, discusses his approach to working with clients in their 30s and 40s, especially those dealing w…

1
Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach 47:43

1M ago47:43

47:43

In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra talk with Tyson Ray and Kim Cochenour from FORM Wealth Advisors about their unique approach to financial advising, centered on building "Total Relationships" with clients. Tyson and Kim discuss their personal journeys and the philosophy that drives their success—prioritizi…

1
Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact 36:17

1M ago36:17

36:17

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Duncan MacPherson, a renowned industry leader, coach, and speaker. Duncan shares his journey from an unexpected start in the financial services industry to building the highly respected Pareto Systems. He discusses the importance of being purpose-driven and offers valuable ins…

1
Alex Neri: Accelerate Your Practice with a Growth Focused Mindset 38:50

2M ago38:50

38:50

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Alex Neri, CFP®, ChFC®, RICP®, Advisor with SixPoint Financial Partners, and host of the Roadmap to Retirement podcast. Alex shares his journey from an unexpected start in finance to becoming a passionate advocate for financial literacy. Alex brings fresh insights into the evo…

1
Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement 29:36

2M ago29:36

29:36

In this episode, Rob Schultz, a Certified Financial Planner with NWF Financial Advisory Group and a specialist in working with physicians, shares how he chose this niche and achieved success. He delves into the unique challenges physicians face at different career stages, including managing debt, buying a home, and dealing with burnout. Rob undersc…

1
Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale 26:08

2M ago26:08

26:08

In this episode of The Purpose-Focused Advisor, Rob and Phil are joined by Jeff Concepcion, founder and CEO of Stratos Wealth Partners. Jeff provides insights into nurturing an entrepreneurial mindset as a financial advisor and emphasizes the significance of supported independence. He explains how firm leaders should enhance their focus on core str…

1
David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach 31:02

2M ago31:02

31:02

In this engaging episode of the Purpose-Focused Advisor, Rob reconnects with David Brown, a seasoned financial professional on the Business Development team at Davidson Investment Advisors. David explains why advisors should transform financial planning from a mundane task into a meaningful and memorable client experience. He shares practical strat…

1
Brad Williams: Transforming Financial Advice with Dynamic Client Engagement 36:03

3M ago36:03

36:03

In this episode, Rob sits down with Brad Williams, a financial advisor who transitioned from a bank setting to launching an independent firm, Highlands Wealth Group. Brad shares his insights on creating a dynamic, comprehensive financial planning experience for clients, leveraging social media to grow his business, and maintaining a healthy work-li…

1
Chris Flis: Fighter Jet Lessons for Financial Planners 26:13

3M ago26:13

26:13

In this episode of The Purpose-Focused Advisor, we chat with Chris Flis, founder of Resilient Asset Management. Chris shares his unique journey from flying F-18s for the US Navy to managing his family’s fast food franchise and how these experiences inform his financial planning practice. We discuss the importance of comprehensive financial planning…

1
The Power of Personal Stories in Growing a Successful Financial Planning Practice 30:53

3M ago30:53

30:53

In today's episode, I sit down with Tess Rowland, who shares her inspiring journey to becoming a fee-only financial advisor. With a non-traditional background in nursing, Tess explains how her long career in healthcare has shaped her client approach and helped her build strong relationships with the right clients. We also discuss effective strategi…

1
Mid-Year Strategies to Strengthen Your Advisory Practice 18:48

3M ago18:48

18:48

In this episode, Rob takes the hot seat as he and Phil dive deep into what financial advisors should be focusing on as we head into the second half of the year. They discuss practical strategies for managing client relationships, growing business more intentionally, handling the stress brought on by current news cycles, and staying proactive in you…

1
The Lasting Impact of Professional Financial Planning 22:24

4M ago22:24

22:24

Today, Rob and Phil explore how financial advisors make significant, lasting impacts on their clients' lives and in their communities. They discuss the importance of developing signature processes, prioritizing client needs, fostering trust, and truly valuing each client to enhance both the positive influence on clients and the growth of their prac…

1
John Stadtmueller: Why Purpose-Focused Advisors Finish First 32:05

4M ago32:05

32:05

Today we talk with John Stadtmueller, the Founder of Good Advisors Finish First, an independent network of financial advisors committed to pursuing better client outcomes as a community. John shares with us the four core values of the community, highlights the need for innovative thinking, open-mindedness, and a more collaborative approach in addre…

1
Zack Hubbard: Making Financial Planning Accessible for Everyone 35:34

4M ago35:34

35:34

Today, Rob sits down with Zack Hubbard, Director of Financial Planning & Participant Engagement with Greenspring Advisors, to explore how to make financial planning more accessible for everyone. They discuss the importance of offering high-quality advice to all clients, tailored to their specific needs and circumstances. Zack shares how his firm ma…

1
David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality 33:36

4M ago33:36

33:36

Today, we sit down with David Strege to explore how he and his partner successfully transitioned their firm to thrive beyond their tenure. David delves into the importance of letting go, serving others, and engaging in industry organizations. His insights offer invaluable takeaways for purpose-focused advisors at every career stage. In this episode…

1
Joe Bertilson: Sharing Generosity with Your Clients 32:13

4M ago32:13

32:13

In this episode, Joe Bertilson shares his journey from his affiliation with a major investment firm to founding Cedrus Wealth Group. Discover how Joe has integrated faith, generosity, and mentorship to build a purpose-driven advisory firm. Learn about the importance of asking clients about their charitable inclinations, fostering a culture of givin…

1
Michael DeLon: Build Your Credibility by Telling Your Authentic Story 35:59

5M ago35:59

35:59

Today, we dive into a fascinating conversation with Michael DeLon, The Credibility Coach. Discover how he empowers financial advisors to share their impact and their stories. You grasp your significance. You comprehend the value of your work for your clients. Yet, finding the right words to resonate with your audience, especially new connections, c…

1
Eric Brotman: Building Your Firm for Success Beyond You 36:03

5M ago36:03

36:03

This episode explores some of the intricacies of succession planning and the idea of graduating rather than retiring. Our guest, Eric Brotman, CEO of BFG Financial Advisors in Baltimore, sheds light on intentionally structuring his firm uniquely from the start. By recruiting the right talent and creating plans for equity partnerships, the firm has …

1
John Browning: Asking “Why” To Help Your Clients Live Their Best Lives 37:10

5M ago37:10

37:10

This week's episode focuses on an important concept: wealth management isn't just about managing portfolios—it's about shaping lives. Tune in as we follow John Browning's journey through his diverse roles in the wealth and portfolio management industry. Learn from John's invaluable insights on building lasting relationships with clients. In this ep…

1
Bill Cates: The Language of Referrals with The OG Referral Coach 35:53

5M ago35:53

35:53

In this episode, we explore common challenges in obtaining quality introductions for financial planners & advisors. Learn from "The Language of Referrals" by our guest, Bill Cates. Tailor your referral approach to different contexts & shift your mindset for successful interactions. Embrace a client-centric referral strategy. In this episode, Rob, P…

1
Steve Taylor: Forging Meaningful Connections and Cultivating a Winning Team 28:03

6M ago28:03

28:03

In this episode Rob, Phil, and Steve discuss: How Steve differentiates himself as both an attorney and a financial advisor. Building a networking partnership that works and isn’t lopsided. Making it clear what you’re looking for with referrals. Key steps to building a more purpose-focused RIA. Key Takeaways: The importance of building a repeatable …

1
Phil Weiss: Life Planning to Help Clients Thrive 34:55

6M ago34:55

34:55

In this episode, Rob, Phil, and Phil discuss: How Phil reinvented his career around financial and life planning. Why life planning can be more impactful than solely financial planning. Choosing your niche and understanding your why. Phil’s nine-step process to informed success. Key Takeaways: To lead a more fulfilling life, aligning our resources (…

1
069: Welcome to The Purpose-Focused Advisor! 15:03

6M ago15:03

15:03

Welcome to the new and exciting launch of The Purpose-Focused Advisor, a podcast for financial planners, advisors, and RIAs aimed at merging professional growth with personal fulfillment. Having hosted the Truest Fan Podcast for the past 2 years, Hosts Rob Brown and Phil Calandra asked how they could make the podcast better, more actionable, and fu…

1
Thriving Today, Securing Tomorrow: The Dual Path to a Great Life with Leland Gross 26:31

8M ago26:31

26:31

In this episode, I talk with Leland Gross, the founder of PeaceLink Financial Planning. Moving away from the traditional corporate model, Leland's approach focuses on aligning financial advice with clients' personal values and interests. This unique strategy not only paves the way for financial success but also ensures that self-employed individual…

1
Fund your work-optional life the lazy way with Walli Miller 34:38

8M ago34:38

34:38

In this episode, we dive into the world of personal finance with Walli Miller, a dynamic financial coach dedicated to empowering high-achieving millennials and Gen Zers towards becoming work-optional. Walli, a first-generation college graduate and self-made millionaire, shares her unique approach to financial coaching, emphasizing the importance of…

1
The Art of Retirement: Building Lasting Wealth with Freeman Linde 29:42

8M ago29:42

29:42

In this episode I talk with Freeman Linde, CFP®, a distinguished Fee-Only Fiduciary Financial Planner and Behavioral Investment Counselor. Freeman, who is also a celebrated podcaster, author, and speaker, brings his passion for financial optimization to the forefront, discussing how to maximize your money's potential by making informed decisions an…

1
Success Comes To Those Who Take Action with George Siderias 32:16

8M ago32:16

32:16

In this episode, I talk with George Siderias, whose battle with cancer at 24 led him to a successful career in financial planning and coaching. George shares his remarkable journey of resilience and how he turned life's challenges into a thriving business. He dives into the importance of Family, Fitness, and Finances (F3) and how these elements int…

1
Million-Dollar Organic Growth Secrets with Jeanne Omlor 24:04

8M ago24:04

24:04

In this inspiring episode, we dive deep with Jeanne Omlor, a certified business strategist and the visionary behind Business Success Accelerator. Jeanne's journey is nothing short of remarkable, transitioning from the world of fashion design and acting to becoming a powerhouse online business coach. Known for her dynamic approach as a motivator, en…

1
068: Align and Thrive: Unleashing the Power to Achieve Your Goals 16:24

9M ago16:24

16:24

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 …

1
Mastering Money Mindset and Financial Success with Jen Paterson 27:34

9M ago27:34

27:34

Jen Paterson is the founder of Dollar Divas, a money coaching company that supports female entrepreneurs who need financial assistance with their businesses. With more than 12 years of experience, Jen has mastered the psychology of money, the step-by-step process of growing a business, and the art of creating financial stability. In this Interview …

1
067: The Simplicity Trap: Unraveling the Illusion of Easy 20:38

9M ago20:38

20:38

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 stres…

1
How To 10x Your Income in 18 months with Raving Referrals with Brandon Barnum 22:14

9M ago22:14

22:14

My guest this week is Brandon Barnum. Brandon is a serial entrepreneur and CEO of HOA.com - the #1 Referral Network for Home Service Professionals. After learning the art and science of referrals, Brandon increased his annual income 10X in 18 months from $20k to $200k. Brandon has since closed over $500 million in transactions by referral and has f…

1
066: Embrace Comparison: Unleashing Growth Instead of Stealing Joy 20:06

9M ago20:06

20:06

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 com…

1
Making financial freedom achievable with Annie Margarita Yang 30:34

9M ago30:34

30:34

In this enlightening episode, we delve into the practical ways of making financial freedom achievable, rather than an unrealistic dream. My guest, Annie Margarita Yang, shares her invaluable insights on how to effectively protect and grow your finances, regardless of your current income. We discuss essential strategies for playing defense with your…

1
065: Mastering Your Success Habits: Streamlining, Delegating, and Focusing for Optimal Results 20:59

9M ago20:59

20:59

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…

1
Double your income from your investment portfolio, safely and consistently with Steve Selengut 36:06

9M ago36:06

36:06

My guest in this episode Steve Selengut was a private investment manager for 44 years, personally managing around 325 individual portfolios. We talked about the importance of cashflow, how to create income independence, the best income producing investment vehicles and the six principles of investing You can find out more about Steve here: https://…

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064: Unleash the Power of Surrounding Yourself with Your Truest Fans 21:18

10M ago21:18

21:18

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…

1
Million Dollar Flip Flops - the Courage to Change Course in Life and Business with Rodric Lenhart 22:22

10M ago22:22

22:22

In this episode I talk with my guest Rodric Lenhart about how you can have a thriving business and still enjoy life at the same time. How the Waves Method helps you find your values and your purpose and how important that is to find the courage to change course in your life and/or business and build a successfull and happy life. You will also find …

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063: Unleash Your Potential: Harnessing the Power of Mentorship 18:19

10M ago18:19

18:19

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 va…

1
Money, Performance and the greatest Version of You with Carlo Chincarini 31:56

10M ago31:56

31:56

My guest in this Episode is Carlo Chincarini kown as The Kingmaker, He is a world class business and performance coach. With 15 years experience coaching individuals and teams from all over the world, his work focuses on two main topics, making more Money & creating the KING version of yourself. We are talking about financial blueprints, how they a…

1
062: Discover the 4 Key Steps to Make Next Year Your Best Ever 16:23

10M ago16:23

16:23

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 ho…

1
How Your Numbers Can Make You Money with Colin Sanburg 22:36

10M ago22:36

22:36

My guest in this episode is Colin Sanburg Colin Sanburg is a multi-business owner and Founder of FinElevate. This MBA-led strategic accounting firm helps business owners use their numbers to make money rather than simply better categorizing their expenses. As CEO and owner of manufacturing, distribution, and service businesses, he developed a passi…

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061: Encore Episode: Finish Line Focus: Master the Final Stretch to End 2023 Like a Champion 22:49

11M ago22:49

22:49

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 practi…

1
The #1 reason why people lose money in the stock market with Sean Tepper 23:49

11M ago23:49

23:49

Sean Tepper is the Founder and CEO of Tykr, a software that helps people manage their own investments with confidence. He originally created Tykr as an Excel sheet in 2016 to save time with investing. After four years, he made consistent returns ranging between 15% and 50% per year. In 2019 he started sharing this Excel sheet. Today, Tykr has over …

1
060: The Power of Letting Go: A Leader’s Guide to Effective Delegation 21:47

11M ago21:47

21:47

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 bac…

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