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The Purpose Focused Advisor

The Purpose Focused Advisor

著者： Rob Brown
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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
  • Michael Thaler: Transforming Client Conversations with Purpose

    Michael Thaler: Transforming Client Conversations with Purpose
    2025/07/10
    In this episode of The Purpose-Focused Advisor, I’m joined by Michael Thaler—an industry leader who built and led a $2B wealth management firm over 33 years before stepping into a new season of life. Michael didn’t walk away from success; he walked deeper into purpose. We talk about what it looks like to go from purpose to purpose, and how his journey led to the creation of My Purpose Plan, a tool that helps people live the life they were made for. This conversation is for advisors who want to connect more meaningfully with clients and stay anchored in what matters most.Key Takeaways: What if retirement isn’t the goal but the beginning of something greater? (02:10) Clients may hit their number and still feel stuck. Help them step into a life that feels free.Your clients don’t just need a plan. They need a purpose. (09:14) A simple, 20-minute process can unlock clarity and move them from drifting to driven.You’re not just managing money. You’re helping shape lives. (13:00) When you bring purpose into the room, client conversations change forever.The best goals don’t live in a drawer. They live on the calendar. (18:33) Break big dreams into daily steps—and watch clients live them out.Want clients for life? Help them become who they were created to be. (23:23) Purpose builds loyalty, impact, and referrals in ways performance alone never will.Michael Thaler: "I don't want to be the guy that leaves this earth who's known to help people get their purpose statement. I want to be the person that's known that help people get their purpose statement and actually help them to actually live it out."Rob Brown: "My simple definition of purpose is living the life that God intended for you to live."About Michael Thaler: Michael is the Founder of My Purpose Plan and former Chief Purpose Officer of Equity Concepts, which he led for 33 years before its sale in 2024. Driven by his mission to live out God’s dream and help others do the same, Michael also founded Effective Ministries, serving children and families in Richmond, VA, and Niger, Africa. He’s passionate about using financial advising as a tool for purpose and impact. Michael speaks on purpose, focus, and positioning, and continues to lead community efforts through organizations like the Robinson Theater and RVA Hope Center. He lives in Virginia with his family.Connect with Michael Thaler: Website: http://mypurposeplan.com/LinkedIn: https://www.linkedin.com/in/michael-j-thalerConnect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/Episode Resources & Next Steps🔹 Download the Free Guide: The 7 Mindset Shifts of a Purpose-Focused Advisor Discover the simple shifts that lead to extraordinary impact. This quick-read guide will help you align your business with what matters most: purpose, people, and legacy.🔹 Subscribe to The Purpose-Focused Advisor Newsletter Weekly insights to help you grow a thriving, purpose-driven business. Real talk. Actionable ideas. Straight to your inbox. Subscribe here »🔹 Explore the Purpose-Focused Advisor Mastermind A high-level community for faith-driven advisors ready to grow their business and deepen their impact. Learn how to lead with clarity, conviction, and purpose. Learn more »🔹 One-on-One Executive Coaching with Rob Brown Looking for personalized guidance to help you grow your practice, lead with purpose, and build a legacy? Let’s talk. Learn more »
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    38 分
  • Mike Young: The One Investment Strategy That Impacts Everything

    Mike Young: The One Investment Strategy That Impacts Everything
    2025/07/03
    This episode is a departure from the norm, but one I believe is too important not to share.Recently, I met Mike Young, founder of Noble Warriors, a men’s discipleship ministry. His mission inspires me. He’s not a financial advisor, coach, or industry expert, but his work may be more relevant to our profession than you’d expect.Mike’s story will challenge and encourage financial advisors to reconsider the legacy they’re truly building. From leading spiritually at home to redefining success in business, this conversation is both convicting and practical.If you’ve ever wondered how to align your career with Kingdom impact, this episode is your wake-up call.Don’t miss a message every purpose-focused advisor needs to hear.Key Takeaways: Redefining KPI as Souls Under Management (20:59) – Mike encourages advisors to reframe success not by assets, but by the eternal impact they’re making.The Power of Transformation (06:37) – When a man follows Christ, every part of his life changes: marriage, parenting, work, and witness.Four Questions That Build Brotherhood (14:19) – Asking “What’s heavy, what’s hard, what hurts, and how can I help?” opens the door to deep discipleship.Isolated Men Become the Enemy’s Target (17:59) – Mike warns that the lone-wolf lifestyle leaves men vulnerable to lies and spiritual attack.Your Practice Is a Discipleship Opportunity (27:19) – Rob reminds advisors that every financial plan is a chance to talk about eternity and purpose. Mike Young: "When a man says yes to Jesus and begins to walk with Him, everything around him changes. I mean, his marriage changes, his relationship with his children changes, his relationship with his parents, his coworkers, his peers, his neighbors—everything changes when the Lord transforms a man."Rob Brown: "Stop putting God on the sidelines in your business—especially as men."About Mike Young: Mike launched Noble Warriors in 2005 to help churches disciple men and raise Christ-centered leaders. Before stepping into full-time ministry, his career included teaching, coaching, school administration, and residential construction. He’s passionate about building men who lead well in their homes, churches, and communities. Mike is married to Stacy, and together they have four adult children (two married) and two grandsons.Connect with Mike Young: Website: http://www.noblewarriors.org/Email: mike.young@noblewarriors.orgLinkedIn: https://www.linkedin.com/in/michael-young-3013662a/Episode Resources & Next Steps🔹 Download the Free Guide: The 7 Mindset Shifts of a Purpose-Focused Advisor Discover the simple shifts that lead to extraordinary impact. This quick-read guide will help you align your business with what matters most: purpose, people, and legacy.🔹 Subscribe to The Purpose-Focused Advisor Newsletter Weekly insights to help you grow a thriving, purpose-driven business. Real talk. Actionable ideas. Straight to your inbox. Subscribe here »🔹 Explore the Purpose-Focused Advisor Mastermind A high-level community for faith-driven advisors ready to grow their business and deepen their impact. Learn how to lead with clarity, conviction, and purpose. Learn more »🔹 One-on-One Executive Coaching with Rob Brown Looking for personalized guidance to help you grow your practice, lead with purpose, and build a legacy? Let’s talk. Learn more »Connect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/
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    40 分
  • Adam Koós: The Hidden Fuel Behind Explosive Practice Growth

    Adam Koós: The Hidden Fuel Behind Explosive Practice Growth
    2025/06/26

    In this powerful episode, Rob Brown welcomes Adam Koós, founder of Libertas Wealth Management, a nationally recognized advisor and a coach to advisors, who has engineered a path to massive success. Adam shares how he doubled AUM and revenue in just two years by embracing a bold, even controversial idea: “We’re a marketing firm that happens to do financial planning.” But don’t misunderstand, it’s not about hype. It’s about systems, trust, and showing up with excellence.

    He unpacks the client-first onboarding, scalable growth strategies, and mindset shifts that help advisors build with joy, scale with integrity, and serve at the highest level. If you want your firm to run like a well-oiled machine that still feels deeply human, this episode will light the path.


    Key Takeaways:

    • Lead with Systems, Not Silver Bullets (04:20) - Growth isn’t about chasing one breakthrough idea. It’s about building simple, repeatable systems.
    • When You Treat Marketing as a Mission, Everything Changes (09:58) - This mindset shift led to explosive growth rooted in trust, visibility, and intention.
    • Onboarding Is the Hidden Growth Multiplier (16:01) - Before you worry about more leads, a great onboarding experience lays the foundation for long-term scale.
    • Delegate to Scale Without Burning Out (19:53) - Delegation, not hustle, is what creates freedom and sustainable expansion.
    • Focus on Consistent Action, Not Distant Goals (21:45) - Success comes from prioritizing daily activity over outcome-based metrics.

    Featured Quotes:

    Adam Koos: “It’s not our privilege to learn marketing—it’s our responsibility. If you’re doing great work and no one knows about it, what good are you?”

    Rob Brown: “Thinking about your big AUM goal won’t get you there. Taking the action that puts you in front of the right people will.”


    About Adam Koós: Adam Koós is a nationally recognized financial advisor, fiduciary, and founder of Libertas Wealth Management, ELEVATE, and ADRENALINE Advisor Consulting. With over two decades of experience, Adam specializes in retirement planning, investment strategy, and business exit planning. He’s passionate about helping other financial advisors grow successful practices through proven systems and strategies. Known for his authentic, no-B.S. approach, Adam brings energy, insight, and real-world experience to every conversation.


    Connect with Adam Koós:

    Libertas Wealth Management: https://www.libertaswealth.com/

    Adrenaline Advisor Coaching: https://adrenalineadvisor.com/

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


    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/
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    34 分

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