『Ryan Derousseau: The Quiet Skill That Builds Stronger Client Relationships』のカバーアート

Ryan Derousseau: The Quiet Skill That Builds Stronger Client Relationships

Ryan Derousseau: The Quiet Skill That Builds Stronger Client Relationships

無料で聴く

ポッドキャストの詳細を見る

このコンテンツについて

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, and putting purpose before products. His work reveals a powerful truth: trust, emotion, and vulnerability are just as vital to planning as any spreadsheet. We’re reminded of how powerful it is when advisors focus on people… not just portfolios.


Key Takeaways:

  • Lessons from Journalism (20:09) – Discover how Ryan’s past as a journalist sharpened his ability to ask deeper questions and truly hear what clients are saying.
  • The Strategic Pause (24:28) – Silence isn’t awkward, it’s powerful. Ryan shows how waiting just a little longer often uncovers the most honest, meaningful client insights.
  • Trust the Journey (26:09) – For new advisors, Ryan offers hard-won wisdom: growth takes time, and the best results come from consistent, purpose-driven effort.
  • Niche with Intention (09:46) – Ryan reveals how focusing on therapists helped him refine his message, connect more deeply, and serve self-employed professionals with greater impact.


Ryan Derousseau: "When advisors lead with curiosity and just sit in the discomfort a little longer, that’s where the real trust is built and that’s when the real work begins."


Rob Brown: "It’s not just about the numbers you uncover, it’s about the life you help your clients live because of the planning you guide them through."


About Ryan Derousseau: Ryan Derousseau, CFP®, enables employees, the self-employed, therapists, and career changers to thrive financially so they can focus on what matters most. A former financial writer for Fortune, Money, and Forbes, Ryan blends deep industry insight with a practical, goal-first approach. He helps clients align their business and finances with their values, building stronger practices, better balance, and long-term wealth.


Connect with Ryan Derousseau:

Website: http://www.thinkingcapfinancial.com/ & http://www.unitedfpg.com/

Email: ryan@unitedfpg.com & ryan.derousseau@gmail.com

LinkedIn: https://www.linkedin.com/in/ryanderousseau/


Episode References:

  • The Purpose-Focused Advisor Weekly Newdletter
  • The Purposed-Focused Advisor Mastermind
  • Executive Coaching with Rob Brown


Connect with Rob Brown:

Website: http://truestfan.com/

LinkedIn: https://www.linkedin.com/in/truestfan/

Ryan Derousseau: The Quiet Skill That Builds Stronger Client Relationshipsに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。