In this episode, Rob Brown sits down with Adam Obrecht, founder of AO Wealth Advisory—a quietly confident leader who’s built a special firm grounded in systems, purpose, and faith… all while serving a client base many advisors overlook.

From day one, Adam was told his strategy wouldn’t work. You can’t build a firm around 30- and 40-year-olds. Faith and business don’t mix. You need older, wealthier clients to grow.

He ignored all of it.

Adam launched AO Wealth with a baby on the way and no backup plan. Fifteen years later, he leads a thriving firm serving 300+ households with remarkable efficiency.

This is a masterclass in purpose-driven leadership every advisor should hear.

Key Takeaways:

• Serve with Strategy (05:26) – Building a practice around 30- to 40-year-olds works when you're intentional about your time, messaging, and service model.
• Purpose Starts Early (14:40) – A mission trip—and a now-lost book on Christian business leaders—sparked the vision for a firm grounded in faith and values.
• Faith in the Volatility (19:33) – When markets shake confidence, Adam blends sound math with spiritual grounding to help clients stay steady.
• Legacy in Motion (21:23) – For Adam, growth means more than numbers. It’s about deepening team capacity, preparing for succession, and staying true to the mission.

Adam Obrecht: “The numbers tell one story, but how you live out your life tells a whole different story.”

Rob Brown: “It wasn’t just a niche—it was a calling. And you built the kind of practice most advisors are afraid to even imagine.”

About Adam Obrecht: Adam is the owner of AO Wealth Advisory, a financial planning firm in Urbandale, Iowa. Adam's career started in agricultural and commercial lending, but quickly shifted to investments. Adam started AO Wealth Advisory in 2010 after time spent as a product specialist for a regional broker-dealer and five years in a CPA firm. Adam is married with two sons.

Connect with Adam Obrecht:

Website: http://aowealthadvisory.com/

Email: aobrecht@aowealthadvisory.com

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

Episode References:

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

Connect with Rob Brown:

Website: http://truestfan.com/

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

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/

If you’re growing a successful practice but feel disconnected, frustrated, or unsure what’s next… this episode is for you.

This week, Rob Brown shares the story of an advisor with 25+ years of experience who avoided coaching—and even distanced himself from his business partner—because he believed he had nothing left to learn. But one honest conversation about purpose and partnership changed everything. It reignited his passion and gave him a fresh vision for the work he once loved.

Too many advisors feel stuck, not because they’ve run out of skill, but because they’ve stopped asking why they do what they do. They isolate, overthink, and overprotect what they’ve built… while missing the multipliers that are right in front of them.

In this episode, you’ll discover:

• Why years of experience can quietly lead to resistance and isolation
• How fear of being “coached” often masks a deeper desire for clarity
• The mindset shift that reignited one advisor’s energy and vision
• Why partnership isn’t a threat to your independence—it’s a multiplier
• How purpose-driven conversations open the door to new growth at any stage

Closing Thought:

"Your next breakthrough isn’t about doing more, it’s about remembering why you started, and being open enough to grow again."

Mentioned in this episode:

• The Purpose-Focused Advisor Mastermind — A high-level experience for Christian men ready to lead with clarity, faith, and conviction
• Truest Fan: Live, Love, and Lead with Purpose and Impact — Rob’s book on discovering the purpose behind your leadership
• The Purpose-Focused Advisor Newsletter — Weekly encouragement and insights for advisors who want more than just business success
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Connect with Rob Brown:

🌐 Website: truestfan.com

💼 LinkedIn: linkedin.com/in/truestfan

📅 Schedule a Call: robbrown.as.me/quick-call

If your calendar is full but your business and life feel scattered… this episode is your reset.

This week, Rob Brown continues his powerful solo series with a message every advisor needs to hear: it’s not about doing more—it’s about doing what matters most. If you've ever felt like your goals are out of sync with your calling, or that your daily grind is pulling you away from the life God is calling you to live, you're not alone—and you're not stuck.

In this episode, Rob unpacks Lesson #2 from his book Truest Fan—Put First Things First. He shares practical strategies and real advisor stories that show how purpose-aligned planning can transform your business, your team, and your life.

You’ll also get a sneak peek at his new faith-focused mastermind and a simple 4-step tool to bring clarity to your to-do list this week.

In this episode, you’ll discover:

• Why too many “good” priorities can still leave you off-purpose
• How to connect long-term dreams to short-term actions
• Rob’s 4D Routine—a simple method to clean up your calendar and inbox
• How one advisor reshaped his entire team by getting clear on the next 90 days
• Why putting God first helps everything else fall into place

Closing Thought: “When you put first things first, clarity replaces confusion—and your purpose finally has room to breathe.”

Mentioned in this episode:

• The Purpose-Focused Advisor Newsletter — Weekly encouragement for purpose-driven advisors
• Truest Fan: Live, Love, and Lead with Purpose and Impact — Rob’s book on living a life of intentional faith and leadership
• The Purpose-Focused Advisor Mastermind — A high-level experience for Christian men ready to lead with purpose

Connect with Rob Brown:

Website: http://truestfan.com/

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

If you've ever hit a milestone and still felt like something was missing… this episode is for you.

Rob Brown shares a deeply personal reflection on why even the most successful advisors can lose confidence in their calling—and what it takes to get it back. Whether you're navigating a personal challenge, asking what’s next in your business, or simply feeling off-purpose, this conversation will meet you where you are.

You'll hear the story behind Rob’s new season of work, what God revealed to him in a room full of 5,000 men, and why believing in yourself isn’t just about mindset—it’s about mission.

In this episode, you’ll discover:

• Why self-doubt sneaks in (even during seasons of success)
• How to reconnect with your purpose when the spotlight fades
• A simple daily practice to grow your self-belief through prayer
• What it looks like to lead your business as a form of discipleship

Mentioned in this episode:

• The Purpose-Focused Advisor Newsletter — Weekly encouragement for purpose-driven advisors
• Truest Fan: Live, Love, and Lead with Purpose and Impact — Rob’s book on living a life of intentional faith and leadership
• The Purpose-Focused Advisor Mastermind — A high-level experience for Christian men ready to lead with purpose

Closing Thought:

“When you believe in who God made you to be, you stop chasing success—and start living it.”

Connect with Rob Brown:

Website: http://truestfan.com/

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

What happens when a software engineer trades writing code for serving clients? In this week’s episode, I sit down with Mike Zung, founder of Java Wealth Planning and creator of Beautiful Financial Plan, who left a 20-year tech career to build a thriving advisory practice. Then he went a step further, designing a visually compelling way to help other advisors present financial plans more clearly and effectively. Mike is helping shape the way advisors deliver value. He is redefining what it means to serve with clarity, purpose, and beauty.

Key Takeaways:

• Leaving Tech to Find Purpose (01:44) – Mike’s shift from software development to financial planning shows that meaningful career change is possible when you follow what energizes you.
• Build Tools That Clients Actually Use (15:39) – Creating simple, customized deliverables helps clients stay engaged and ensures they truly understand what matters in their plan.
• Serve a Niche You Understand Deeply (07:30) – Working with clients who share your professional background allows you to speak their language and provide more targeted, effective advice.
• Equity Compensation Is More Than a Perk (10:11) – Helping clients reframe RSUs and stock options as real compensation unlocks better decision-making and long-term planning.
• Advisors Hold a Unique Kind of Trust (24:47) – The depth of trust clients place in advisors is powerful—showing up with presence and empathy can turn planning into life-changing support.

Mike Zung: "You only have so much time with the client. And a lot of people meet with them once or twice a year. So that time is super valuable."

Rob Brown: "You can make such a huge difference in their lives if you just listen and care."

About Mike Zung: Mike Zung, CFP®, is the founder of Java Wealth Planning and a former software engineer with nearly two decades of experience in tech. After years in IT leadership roles, Mike felt called to pursue a path with more direct impact, leading him to personal finance. He became a Certified Financial Planner™ professional after completing his education at the University of Georgia's Terry College of Business. Today, he helps tech professionals make confident financial decisions and live with purpose.

Episode References:

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

Connect with Mike Zung:

Website: https://www.javawealth.com/ & https://www.beautifulfinancialplan.com/

Email: mike@javawealth.com

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

Connect with Rob Brown:

Website: http://truestfan.com/

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

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 steward, how to build a faith-driven business culture, and how advisors can bring more purpose and encouragement to their client relationships.

Key Takeaways:

• Early Lessons, Lasting Impact: Tim shares how overcoming dyslexia, passing his securities exam at 17, and his father’s encouragement shaped his calling to financial stewardship.
• The Good Steward: The new book offers a fresh, Gospel-centered approach to handling money, helping Christians balance wise financial management with a deeper trust in God.
• Stewardship Is About 100%: True stewardship isn't just about giving — it’s about wisely managing all of the resources God entrusts to us, including saving, spending, and investing.
• Leading with Purpose: Tim talks about building a thriving advisory firm by weaving faith, prayer, and Gospel-centered encouragement into his client relationships and team culture.
• The Role of Advisors: Rob and Tim explore how financial advisors can bring hope and lasting value to clients, especially during market downturns, by reminding them where true security lies.

Tim Russell: "Good stewardship is about managing 100% of what God has entrusted to us—not just the 10% we give away."

Rob Brown: "Helping clients think about stewardship, not just wealth, can breathe new life into a practice that’s lost its sense of deeper purpose."

About Tim Russell: Tim Russell is a Christian Financial Advisor, podcast host, and author. His mission is to help Christians become even better stewards of all their assets. Along with theological and Biblical language training, he holds the CFP® (Certified Financial Planner) and CKA® (Certified Kingdom Advisor) designations. He currently serves as a wealth manager and President of Life Financial Group (LFG) in Douglassville, PA, along with leading Life Institute, their ministry division.

Connect with Tim Russell:

Website: http://www.thelifegroup.org/ & http://lifeinstitute.org/

LinkedIn: https://www.linkedin.com/in/timothy-russell-cfp%C2%AE-cka%C2%AE-2595739/

Book: The Good Steward: https://www.thelifegroup.org/thegoodsteward/

Podcast: The Stewardology Podcast: https://stewardologypodcast.com/

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/

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 into authentic storytelling, build deeper trust with clients, and create marketing strategies that don’t feel like marketing. This episode is full of inspiration and practical tools for financial advisors ready to show up more powerfully in their messaging.

Key Takeaways:

• The Power of Storytelling in Marketing (05:53) – Story helps people emotionally connect and remember who you are, making it easier for them to trust you before you ever speak.
• You Already Have the Stories That Matter (12:03) – Advisors don’t need dramatic stories—real-life client wins and personal experiences are often the most powerful.
• Why Advisors Must Own Their Audience (16:22) – Social media platforms aren’t yours but your email list is—protect that channel and use it to deepen trust.
• Repetition Isn’t Spam—It’s Strategy (20:58) – People need to hear from you more than once; showing up consistently makes your message stick.
• Repurposing Is a Marketing Superpower (24:16) – Your next great email is probably hiding in a recent client conversation, LinkedIn post, or team debrief—just reshape it.

Hillary Gale: "Story really has the power to help someone else see themselves in what you do. It creates a connection that statistics and facts alone simply can't."

Rob Brown: "Rarely did you win business through one conversation. One touch leads to the next, to the next... and creates something that can last."

About Hillary Gale: Hillary Gale, founder and CEO of Moneta Copy, is a content strategist and copywriter for financial services professionals. She has been featured in MarketWatch, Wealthtender, and Clever Girl Finance, and is the host of The Finance Marketing Podcast, a show that spotlights in-depth conversations on marketing with financial professionals and finance marketing experts. You can catch her on LinkedIn most weekdays sharing marketing insights and ideas specifically for financial services pros.

Connect with Hillary Gale:

Website: http://monetacopy.com/

LinkedIn: https://www.linkedin.com/in/hillary-meehan/

Free Guide on Marketing Minus the Overwhelm: https://guide.monetacopy.com/mmto

The Finance Marketing Podcast: https://podcasts.apple.com/us/podcast/the-finance-marketing-podcast/id1733748813

Episode References:

• Truest Fan Coaching
• Business Optimization Scorecard

Connect with Rob Brown:

Website: http://truestfan.com/

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