『The Purpose Focused Advisor』のカバーアート

The Purpose Focused Advisor

The Purpose Focused Advisor

著者: Rob Brown
無料で聴く

このコンテンツについて

The Purpose Focused Advisor is a podcast for financial advisors, planners, and RIAs who want more than just business growth—they want their work to matter. Hosted by Rob Brown, founder of Truest Fan Coaching and creator of The Truest Fan Blueprint, the show dives into what it means to build a thriving advisory business while staying grounded in purpose, faith, and impact.

Each episode features candid insights, practical strategies, and real stories from top advisors and thought leaders. Whether you're refining your client experience, scaling your practice, or re-centering your life around what truly matters, this podcast will help you lead with clarity and conviction.


This isn't just another industry podcast. It’s a movement—toward more intentional leadership, deeper client relationships, and success that aligns with your values.


Subscribe today and start building the business—and life—you were meant for.

Rob Brown © 2024
マネジメント・リーダーシップ リーダーシップ 個人的成功 経済学 自己啓発
エピソード
  • Why Advisors Grow Stronger Together: True Leaders Don’t Lead Alone
    2025/10/23

    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 act of connection reminded him that God never intended us to lead in isolation.


    You’ll hear how community fuels clarity, how faith integrates naturally with business, and why the strongest leaders are those who surround themselves with others who sharpen their purpose.


    This isn’t about grinding it out and working harder—it’s about walking together, finding renewal through shared purpose, and discovering the strength that comes when you stop trying to do it all yourself.


    Key Takeaways:

    • The Danger of Isolation (01:20) – Advisors often grow their businesses while feeling alone, but God calls leaders to live and lead within a community.
    • Keeping the Fire Alive (04:10) – Building intentional relationships helps sustain your faith and passion long after mountaintop experiences fade.
    • Faith and Business Intertwined (06:55) – Advisors thrive when they bring their faith directly into their work rather than keeping it separate.
    • Iron Sharpens Iron (07:45) – Mutual accountability and spiritual connection make leaders stronger and more purpose-driven.
    • Strength in Community (08:17) – Forming circles of trusted peers and believers creates resilience, focus, and lasting fulfillment in business and life.


    Rob Brown: “We get stronger when we sharpen each other—and the best leaders never forget that strength is meant to be shared.”


    Episode Resources & Next Steps

    If this message resonates with you, I’d love to invite you to learn more about the Purpose-Focused Advisor Roundtable. It’s a community where faith and leadership come together—where advisors grow stronger by walking alongside each other.


    You can learn more and schedule your discovery call here.


    Connect with Rob Brown:

    Email: Robb@TruestFan.com

    Website: http://truestfan.com/

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

    続きを読む 一部表示
    11 分
  • Josh Kosnick: When God Rewrites Your Story of Success
    2025/10/16

    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 God used that season to rewrite Josh’s story of success and reveal a deeper calling.


    Today, Josh helps advisors and entrepreneurs integrate faith, family, and business so they can live and lead from true alignment. Together, Rob and Josh explore how purpose is often revealed through adversity, why “work-life balance” is a myth, and how to live the life God designed for you—now, not someday.


    You’ll discover how to reconnect faith with work, build relationships that matter, and see setbacks as divine setups for what’s next.


    Key Takeaways:

    • The Moment Is Now (02:00) – God’s timing isn’t delayed—it’s divine. Transformation begins when we act in alignment with Him.
    • Integration Over Balance (05:40) – Fulfillment comes not from separation but from bringing every part of life under one purpose.
    • Purpose Revealed Through Adversity (12:40) – When success falls away, God reveals who you were truly meant to become.
    • The Five Bridges Framework (19:00) – Faith, health, relationships, work, and legacy—neglect one, and all begin to wobble.
    • Authenticity Attracts Alignment (32:20) – Owning who you are and what you believe draws the right people and opportunities into your life.


    Josh Kosnick: “Legacy isn’t what we leave behind—it’s what we leave in others.”


    Rob Brown: “You’re building your legacy every minute of every day—in everything you do and in every relationship you have.”


    About Josh Kosnick: Josh is a leader forged through fire and guided by faith. As founder of Kairos Coaching and an EOS Implementer, he helps individuals and organizations align vision with execution—turning adversity into growth and purpose. Drawing on firsthand experience building and exiting three successful businesses, Josh offers a practical and faith-driven perspective on creating lasting impact. He equips leaders to embrace their calling, strengthen relationships, and build legacies rooted in authenticity, resilience, and service.


    Connect with Josh Kosnick:

    Kairos Code: https://www.joshkosnick.com/thekairoscode

    Website: http://www.joshkosnick.com/

    LinkedIn: http://linkedin.com/in/joshkosnick


    Episode Resources & Next Steps

    Download the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜


    Connect with Rob Brown:

    Email: Robb@TruestFan.com

    Website: http://truestfan.com/

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

    続きを読む 一部表示
    40 分
  • David Steele: Building a Billion-Dollar Firm Without Losing Purpose
    2025/10/09

    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 most. His leadership is grounded in one simple belief: the purpose of business is to serve others.


    We talk about how his firm grows steadily year after year by focusing only on client experience, why he believes most retirement dreams lead to disconnection rather than fulfillment, and how hospitality, not finance, is the secret to loyalty and culture.


    David shares insights every advisor can use, from building teams that stay to defining value with integrity, to serving clients so well they become your best advocates.


    You’ll come away challenged and inspired to build growth that is not just sustainable but meaningful.


    Key Takeaways

    • Client Experience Over Goals (03:39) – David’s firm sets no financial targets; every goal is tied to making clients’ lives easier.
    • Growth Through Service (06:57) – When you serve exceptionally well, clients become your sales team.
    • Defining Real Value (10:11) – Advisors must look honestly at whether their tools truly solve client problems.
    • Rethinking Retirement (14:04) – Purpose and mastery, not leisure, create lasting fulfillment.
    • Hospitality as Leadership (11:47, 29:59) – Great businesses treat clients and teammates with the same spirit of service.


    David Steele:At the moment in time when we... are aware that we’re going to be fine as it relates to food and shelter... I think we should really quickly turn our attention to making sure that everything we’re doing is in the service of others.


    Rob Brown:Your growth is a measure of what you're doing for your clients, as opposed to the way you're growing being represented by how many ultra-high-net-worth clients you bring into your practice.”


    About David Steele: David Steele is the co-founder and CEO of One Wealth Advisors, a $1B independent wealth RIA firm, dedicated to helping clients simplify their lives and achieve financial goals through comprehensive planning and advisory services.


    As a creator and strategic visionary at heart, David has built various successful ventures across hospitality, arts/entertainment, consumer products, and more.


    Leading Flour + Water Hospitality Group as co-founder and Executive Chairman, he oversees acclaimed restaurant brands committed to culinary excellence, community impact, and sustainability.


    Connect with David Steele:

    Website: https://davidsteele.xyz/

    LinkedIn: https://www.linkedin.com/in/david-steele-76088a/


    Episode Resources & Next Steps

    Download the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜


    Connect with Rob Brown:

    Email: Robb@TruestFan.com

    Website: http://truestfan.com/

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

    続きを読む 一部表示
    37 分
まだレビューはありません