An ongoing series with Pareto Systems and Duncan MacPherson. At the airport, in an Uber, or where ever he might be, Duncan will deliver timely and action insights from his daily consultations, meetings and events. This podcast has been re-named to 'Pareto Systems: From-the-Field' and was formerly 'Duncan MacPherson - From the Field'. Video versions of these videos are available on the Pareto Systems YouTube Channel.
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Join Haley and Sierra for a climb into missing people, conspiracies, and more mysteries!
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The Purpose Focused Advisor," a podcast for financial planners, advisors and RIAs aimed at merging professional growth with personal fulfillment. Hosts Rob Brown and Phil Calandra, founders of Truest Fan Coaching, bring insights from industry leaders on finding purpose, driving success, and overcoming challenges. This podcast isn't just about strategies; it's a community focused on helping you be your best and bring out the best in others. Whether it's the motivation behind your business or ...
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Take a peek behind the hospitality industry curtain with hosts Jeff Burkhart (Marin IJ’s Barfly; Best Column in California, 2021) and Kevin Blum (editor for the Marin County entertainment portal: the Marin Dish) as they are joined by industry professionals (chefs, bartenders and restaurateurs), and the media professionals who cover them - columnists, editors, influencers. Live, learn, and laugh your way through each episode. (As seen in Marin Magazine, Local Getaways, and the NY Times!).
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Podcast by The Gerard Bissett Podcast
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Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact
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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…
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Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach
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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…
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Alex Neri: Accelerate Your Practice with a Growth Focused Mindset
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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…
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Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement
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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…
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Season Five: Alex Tarantino, the new General Manager of the iconic Buckeye Roadhouse
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Send us a text We chat with Alex Tarantino, the first new GM at the Buckeye Roadhouse in over a quarter century about what it means to take over a legacy restaurant.Oleh Jeff Burkhart Kevin Blum Alex Tarantino
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Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale
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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…
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David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach
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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…
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Brad Williams: Transforming Financial Advice with Dynamic Client Engagement
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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…
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Chris Flis: Fighter Jet Lessons for Financial Planners
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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…
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Season Five: Jonas Alt, Bar Manager of the legendary Sweetwater nightclub
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Send us a text For our first live music venue guest, we welcome Jonas Alt the Bar Manager of the legendary Sweetwater Nightclub in Mill ValleyOleh Jeff Burkhart Kevin Blum Jonas Alt
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The Power of Personal Stories in Growing a Successful Financial Planning Practice
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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…
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Mid-Year Strategies to Strengthen Your Advisory Practice
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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…
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The Lasting Impact of Professional Financial Planning
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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…
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John Stadtmueller: Why Purpose-Focused Advisors Finish First
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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…
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Season Five: Scott Beattie, cocktail pioneer and bar consultant at Watershed
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Send us a text We welcome Scott Beattie, the author of 2008’s “Artisanal Cocktails: Drinks Inspired by the Seasons from the Bar at Cyrus” and is the man behind the bar programs at Barndiva, Goose and Gander, Spoonbar, Meadowood, and Hog Island in San Francisco, and now Watershed in Mill Valley.Oleh Jeff Burkhart Kevin Blum Scott Beattie
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Zack Hubbard: Making Financial Planning Accessible for Everyone
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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…
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David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality
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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…
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Joe Bertilson: Sharing Generosity with Your Clients
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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…
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Michael DeLon: Build Your Credibility by Telling Your Authentic Story
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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…
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Eric Brotman: Building Your Firm for Success Beyond You
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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 …
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John Browning: Asking “Why” To Help Your Clients Live Their Best Lives
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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…
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Bill Cates: The Language of Referrals with The OG Referral Coach
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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…
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Steve Taylor: Forging Meaningful Connections and Cultivating a Winning Team
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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 …
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Season Five: Chef Heidi Krahling of Insalata's and the SOUPer Food Kitchen, Part Two
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Send us a text We welcome back Chef Heidi Krahling to talk about keeping hospitality part of the Hospitality Industry.Oleh Jeff Burkhart Kevin Blum Heidi Krahling
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Phil Weiss: Life Planning to Help Clients Thrive
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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 (…
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069: Welcome to The Purpose-Focused Advisor!
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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…
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Season Five: Chef Heidi Krahling of Insalata's, Part One
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Send us a text Chef Heidi Krahling joins us to talk about giving back to the community with food through the organizations: Great Chefs and Wineries benefiting Lifehouse, Extra Food, and her newest venture SOUPer Kitchen.Oleh Jeff Burkhart Kevin Blum Heidi Krahling
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Season Five: Johnny Love and Duncan Wedderburn of San Rafael's Ranch Water
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Send us a text Legendary SF barman Johnny Love (Metheny) and his partner, Duncan Wedderburn of San Rafael's Ranch Water, join us to talk about their journey to Marin CountyOleh Jeff Burkhart Kevin Blum Johnny Love Duncan Wedderburn
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068: Align and Thrive: Unleashing the Power to Achieve Your Goals
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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 …
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Season Five: David Macpherson, hospitality industry attorney
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Send us a text Longtime hospitality industry attorney David Macpherson joins us to discuss general liability as it pertains to onsale liquor establishments. Hint: insurance, insurance, insurance. Opinions expressed are solely opinions. Always consult your own attorney for legal adviceOleh Jeff Burkhart Kevin Blum David MacPherson
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067: The Simplicity Trap: Unraveling the Illusion of Easy
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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…
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We are back from our hiatus with the grim story of Duncan MacPherson. Warning: there are parts of this episode that describe injuries that may be upsetting to some people.
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066: Embrace Comparison: Unleashing Growth Instead of Stealing Joy
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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…
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065: Mastering Your Success Habits: Streamlining, Delegating, and Focusing for Optimal Results
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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…
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064: Unleash the Power of Surrounding Yourself with Your Truest Fans
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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…
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063: Unleash Your Potential: Harnessing the Power of Mentorship
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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…
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062: Discover the 4 Key Steps to Make Next Year Your Best Ever
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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…
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061: Encore Episode: Finish Line Focus: Master the Final Stretch to End 2023 Like a Champion
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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…
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Welcome to part 2 of the Mothman story where we wrap up the sightings and get into some theories!
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060: The Power of Letting Go: A Leader’s Guide to Effective Delegation
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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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We may not be consistent but boy do we have a doozy of a story for you today. Join us for the first part of the Legend of the Mothman!
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059: Saying Yes to Less: The Art of Saying No
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The common belief is that saying "yes" to every chance we get is essential, but there's a significant impact in learning to say "no." In this episode, hosts Rob Brown and Phil Calandra discuss the often overlooked power of saying "no," and how it can positively change your life and business. Many entrepreneurs and business leaders struggle with the…
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Creating the Ultimate Client Connection
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Financial advisors and business owners often struggle to maintain high-quality service and communication with clients, especially as methods of communication evolve and client expectations change. Maintaining strong client relationships is more complex but also more crucial than ever. Join hosts Rob Brown and Phil Calandra as they explore the art o…
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Season Five: Sam Levy, bar consultant for Nick's Cove
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Send us a text We chat all things liquid with Sam Levy, Fern Bar's operating partner, former bar manager at the (once) 3 Michelin starred The Restaurant at Meadowood and current bar consultant at the newly revamped Nick's CoveOleh Jeff Burkhart Kevin Blum Sam Levy
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In today's episode of The Truest Fan Blueprint, Rob Brown and Phil Calandra dive into an engaging discussion on the abundance of information and clues left behind by those who have triumphed in various areas of life and yet, the age-old question lingers: why do some succeed while others remain in the shadows of fear and anxiety? The conversation re…
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Dreaming: The Key to Setting the Stage for Success
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Dreaming isn't just about the vivid visions we have when we sleep. It's about using our conscious minds to envision a brighter future. Often overlooked in our busy lives, dreams can be a catalyst for innovation, problem-solving, and personal growth. Join hosts Rob and Phil on The Truest Fan Blueprint as they discuss the importance of dreaming. They…
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How to Clarify Your Goals, Not Just Set Them
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We often hear phrases like "set high goals" and "chase your dreams," but we often overlook the crucial step of clarifying our goals, making them tangible. Amidst the abundance of motivational quotes, the true essence of achieving goals often gets lost in the noise. In this episode, Rob and Phil discuss the importance of clarifying goals instead of …
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Season Five: Scott Jampol, founder of the Sausalito Liquor Company
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Send us a text We welcome hospitality vet Scott Jampol (Open Table, Sausalito Cruising Club) to talk about the launch of the Sausalito Liquor Company which features two whiskeys and a gin.Oleh Jeff Burkhart Kevin Blum Scott Jampol
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Finishing up with the Bennington Triangle, here are three more cases of missing people from the area.
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Motivation vs. Discipline: Unveiling the Path to Lasting Success
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When starting a new fitness routine or venturing into a business endeavor, the initial surge of excitement and motivation propels us forward. But what happens when that initial thrill fades away? Join Phil and Rob in this episode of The Truest Fan Blueprint as they delve into the captivating world of human behavior and personal growth, discussing m…
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