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Ep #404: Building a Purpose-Driven Practice in Three Months
Manage episode 462492822 series 92200
XYPN Radio is excited to welcome Rob Brown, founder of Truest Fan Coaching, for an inspiring and thought-provoking conversation. Rob is an expert coach for RIA owners, helping them uncover their purpose and build businesses that align with their deepest values and goals.
In this episode, Rob dives into his process for guiding advisors to define both their business and life purposes. He shares strategies for overcoming burnout, the risks of operating without a clear purpose, and how to identify and break bad habits. Rob also discusses time audits and why hiring isn’t always the solution advisors think it is.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/404
407 episodes
Manage episode 462492822 series 92200
XYPN Radio is excited to welcome Rob Brown, founder of Truest Fan Coaching, for an inspiring and thought-provoking conversation. Rob is an expert coach for RIA owners, helping them uncover their purpose and build businesses that align with their deepest values and goals.
In this episode, Rob dives into his process for guiding advisors to define both their business and life purposes. He shares strategies for overcoming burnout, the risks of operating without a clear purpose, and how to identify and break bad habits. Rob also discusses time audits and why hiring isn’t always the solution advisors think it is.
You can find show notes and more information by visiting this link: https://www.xyplanningnetwork.com/404
407 episodes
All episodes
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1 Ep #407: A Decade of Building XYPN from the Inside Out 49:49

1 Ep #406: Navigating the Transition: How XYPN Sapphire Simplifies Going Solo 34:43

1 Ep #405: The Art of Client Onboarding: Creating Exceptional Experiences Through Automation 38:00

1 Ep #404: Building a Purpose-Driven Practice in Three Months 49:28

1 Ep #403: Mastering Short-Form Video Marketing with Nate Hoskin and Nick Meyer 51:09

1 Ep #402: Work-Life Integration, Fulfillment, and Building Your Dream Firm with Kristin Harad 48:18

1 Ep #401: Mindfulness, Freedom, and a Fiduciary Driven Civilization with George Kinder and Lora Woodward 54:19

1 Ep #400: XYPN’s 2024 Benchmarking Study Highlights LIVE 1:07:28

1 Ep #399: Redefining Success In Your Financial Planning Firm 52:00

1 Ep #398: Supporting Childfree Clients with Financial Planning and Beyond 55:52

1 Ep #397: Empowering Internationally Born Clients Through Financial Planning 55:50

1 Ep #396: Leading a Growing Advisory Firm with Nathan Donohue 50:53

1 Ep #395: Attracting and Retaining Top Advisors with Caleb Brown 1:01:36

1 Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner 56:51

1 Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster 55:55

1 Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA 51:43

1 Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients 58:28

1 Ep #390: Leveraging Lived Experience to Serve Business Owners 55:48

1 Ep #389: Going Full-time as a Solopreneur with Linden Cornett 51:11

1 Ep #388: Unlocking the Power of a Partnership, The Evolution of AVID Planning with Jack Arnold and David Harpool 54:05

1 Ep #387: Balancing Motherhood and Management While Scaling an RIA: With Rebecca Conner 55:04

1 Ep #386: Level Up Your Client Engagement Game with Elements’ Revolutionary Diagnostic Tool 59:19

1 Ep #385: XYPN From “NextGen” to the “NextTen:” A Growth Story 1:09:19

1 Ep #384: How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years with Cathy Curtis 1:01:24

1 Ep #383: Grow Your Firm Faster by Leveraging Your Former Career with Mike Zung, CFP® 59:46

1 Ep #382: Leveraging Your Wirehouse Experience to Shape the Foundation of Your Fee-only Firm 54:59

1 Ep #381: The Power of YouTube: Strategies for Building Your Clientele 47:08

1 Ep #380: Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt 56:46

1 Ep #379: Niche Mastery: How to authentically target your audience with Lindsey Young 53:01

1 Ep #378: Building Prosp(a)rity & Bridging the Wealth Divide 52:36
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