Best Phil Calandra Podcasts (2024)

1
The Lasting Impact of Professional Financial Planning 22:24

5h ago22:24

22:24

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…

1
John Stadtmueller: Why Purpose-Focused Advisors Finish First 32:05

7d ago32:05

32:05

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…

1
Zack Hubbard: Making Financial Planning Accessible for Everyone 35:34

14d ago35:34

35:34

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…

1
David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality 33:36

21d ago33:36

33:36

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…

1
Joe Bertilson: Sharing Generosity with Your Clients 32:13

28d ago32:13

32:13

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…

1
Michael DeLon: Build Your Credibility by Telling Your Authentic Story 35:59

1M ago35:59

35:59

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…

1
Eric Brotman: Building Your Firm for Success Beyond You 36:03

2M ago36:03

36:03

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 …

1
John Browning: Asking “Why” To Help Your Clients Live Their Best Lives 37:10

2M ago37:10

37:10

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…

1
Bill Cates: The Language of Referrals with The OG Referral Coach 35:53

2M ago35:53

35:53

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…

1
Steve Taylor: Forging Meaningful Connections and Cultivating a Winning Team 28:03

2M ago28:03

28:03

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 …

1
Phil Weiss: Life Planning to Help Clients Thrive 34:55

3M ago34:55

34:55

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 (…

1
069: Welcome to The Purpose-Focused Advisor! 15:03

3M ago15:03

15:03

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…

1
068: Align and Thrive: Unleashing the Power to Achieve Your Goals 16:24

5M ago16:24

16:24

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 …

1
067: The Simplicity Trap: Unraveling the Illusion of Easy 20:38

6M ago20:38

20:38

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…

1
066: Embrace Comparison: Unleashing Growth Instead of Stealing Joy 20:06

6M ago20:06

20:06

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…

1
065: Mastering Your Success Habits: Streamlining, Delegating, and Focusing for Optimal Results 20:59

6M ago20:59

20:59

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…

1
064: Unleash the Power of Surrounding Yourself with Your Truest Fans 21:18

6M ago21:18

21:18

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…

1
063: Unleash Your Potential: Harnessing the Power of Mentorship 18:19

7M ago18:19

18:19

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…

1
062: Discover the 4 Key Steps to Make Next Year Your Best Ever 16:23

7M ago16:23

16:23

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…

1
061: Encore Episode: Finish Line Focus: Master the Final Stretch to End 2023 Like a Champion 22:49

7M ago22:49

22:49

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…

1
060: The Power of Letting Go: A Leader’s Guide to Effective Delegation 21:47

7M ago21:47

21:47

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…

1
059: Saying Yes to Less: The Art of Saying No 17:16

8M ago17:16

17:16

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…

1
Creating the Ultimate Client Connection 18:39

8M ago18:39

18:39

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…

1
Success Leaves Clues 18:42

8M ago18:42

18:42

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…

1
Dreaming: The Key to Setting the Stage for Success 16:43

9M ago16:43

16:43

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…

1
How to Clarify Your Goals, Not Just Set Them 17:29

9M ago17:29

17:29

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 …

1
Motivation vs. Discipline: Unveiling the Path to Lasting Success 17:12

9M ago17:12

17:12

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…

1
Unleashing Passion & Potential: A Framework for Building Winning Teams 16:16

9M ago16:16

16:16

Are you confident that you have the right people in the right roles within your company? Building cohesive teams that complement each other's strengths is crucial, yet many leaders struggle with this challenge. In today's episode, hosts Rob Brown and Phil Calandra explore an insightful framework from one of their favorite authors that not only help…

1
Beyond Doubt: Master Decision Making and Chase Your Dreams 16:20

10M ago16:20

16:20

Do you ever feel the desire to chase a dream or goal, but something holds you back? Have you ever felt frozen when you're trying to make a big decision? You believe you need to wait for the perfect moment, overthinking, and unable to act? In this episode of The Truest Fan Blueprint, hosts Rob Brown and Phil Calandra discuss why we often struggle wi…

1
The Danger of Comfort Zones 22:59

10M ago22:59

22:59

We're all familiar with that feeling when we become too complacent and comfortable in life. Whether it's in our careers, relationships, or personal growth, there comes a time when we're just going through the motions. The motivation and drive that once propelled us forward have now hit a plateau. In this episode, hosts Rob Brown and Phil Calandra d…

1
Finish Line Focus: Master the Final Stretch to End 2023 Like a Champion 21:29

10M ago21:29

21:29

Feeling like you're falling behind, right on track, or crushing your goals like a pro? No matter where you stand, it's not time to relax just yet. The final part of the race often determines the outcome, and we have just what you need to finish 2023 with a bang. Tune in to the newest episode of The Truest Fan Podcast! Join hosts Rob Brown and Phil …

1
Success Habit: The Impact of Everyday Learning 25:02

10M ago25:02

25:02

In a world full of digital distractions, it's challenging to develop and stick with success habits that lead to greater levels of transformation and accomplishment. However, a simple routine like reading just 10 pages a day can lead to significant personal growth. In this episode of Truest Fan Blueprint, hosts Phil Calandra and Rob Brown discuss th…

1
The Inevitability of Life’s Roadblocks and How to Overcome Them 20:44

10M ago20:44

20:44

Professionals and business owners are bound to encounter roadblocks and obstacles during their entrepreneurial journeys. While it is impossible to completely avoid these challenges, we have the power to dictate our response. Developing resilience and adopting a systematic approach are crucial in transforming roadblocks into stepping stones rather t…

1
Choose Enthusiasm: Ignite Change from Within 13:36

11M ago13:36

13:36

Your best days usually start when you wake up feeling excited. This ray of positivity affects how you go about your day - the actions and decisions you take and how you interact with others. This excitement often stems from enthusiasm - a feeling that inspires you to be authentically who you are. In this episode of the Truest Fan Blueprint, Rob Bro…

1
Shifting Perspectives: Decoding the Fear of Change 15:57

11M ago15:57

15:57

Change is constant, in both personal and professional life. It signifies growth, propelling us forward. Yet, many fear change and are hesitant to embrace it. In this episode of the Truest Fan Blueprint podcast, hosts Rob Brown and Phil Calandra explore the topic of shifting perspectives: decoding the fear of change. It's common for us to cling to w…

1
Financial Advisor Edition: The 80-20 Analysis for Targeting Your Ultimate Clients 18:30

11M ago18:30

18:30

Attracting the right clients is crucial for business growth. However, identifying these ultimate clients can be a challenging task. It requires careful assessment of your existing client base to understand who you truly enjoy serving the most. In today’s episode of The Truest Fan Blueprint podcast, hosts Rob Brown and Phil Calandra shed light on th…

1
Financial Advisor Edition: Four Key Steps to Accelerate Assets Under Management Growth 36:56

11M ago36:56

36:56

Welcome to another insightful episode of the Truest Fan Blueprint podcast, where we are committed to empowering you with actionable insights to elevate both your personal and professional life. Join your hosts, Rob Brown and Phil Calandra, as they delve into the world of financial planning and investment management and unveil the four key steps tha…

1
The Common Thread: AI, Giving, and Marketing (Featuring Joe Apfelbaum) 25:01

12M ago25:01

25:01

Join us for an engaging episode as we delve into the incredible story of Joe Apfelbaum, the CEO & Founder of Ajax Union, a renowned B2B Digital Marketing Agency based in Brooklyn. Joe is a seasoned business strategist, LinkedIn expert, and Certified Google Trainer, bringing a wealth of knowledge to our discussion. In this episode, we explore the su…

1
Build a Networking Mindset and Expand Your Sphere of Influence (Featuring Michael Goldberg) 33:47

1y ago33:47

33:47

Networking and creating connections are paramount for success in the competitive world of business. Embracing a networking mindset helps you uncovers new opportunities and enhances your influence. Listen to the latest episode of the Truest Fan Podcast, where we delve into the significance of connections and why focusing on what you can give should …

1
The Power of Advocacy (Hosted by Rob Brown and Phil Calandra) 20:47

1y ago20:47

20:47

In this week's episode of the Truest Fan Podcast, our Chief Growth Architects, Rob Brown and Phil Calandra, are here to discuss the power of advocacy. In its simplest form, advocacy is a process for turning clients, centers of influence (COIs) and other influencers into promoters of you and your business. Advocacy, done well, leads to a more steady…

1
Inspiring Your Team through the Power of Leadership (Hosted by Rob Brown and Phil Calandra) 17:36

1y ago17:36

17:36

The latest episode of the Truest Fan Podcast is all about the importance of great leadership when it comes to building a successful team. Co-hosts Rob Brown and Phil Calandra share their insights on this topic, which was inspired by a listener's inquiry on how to improve team performance. In today's world, with everything that's going on around us,…

1
Differentiate Your Practice with Your Signature Solution (Hosted by Rob Brown and Phil Calandra) 16:19

1+ y ago16:19

16:19

In this week's episode of the Truest Fan Podcast, our Chief Growth Architects, Rob Brown and Phil Calandra, dive into the importance of creating a signature solution. Think of it as a highly tailored roadmap that takes your clients from where they are today to where they want to be in the future. A signature solution is not a product or a service o…

1
The Importance of Recovery Time (Hosted by Rob Brown and Phil Calandra) 18:14

1+ y ago18:14

18:14

In the latest episode of the Truest Fan podcast, co-hosts Rob Brown and Phil Calandra discuss the importance of recovery time for business people. They delve into whether grinding is a good or bad thing, highlighting the need for balance and taking breaks to avoid burnout. The hosts also discuss why quantity is not leverageable and the importance o…

1
Building a Business That Can Run Without You (Featuring Casey Lang) 26:48

1+ y ago26:48

26:48

Building a business that can run without you while you maintain control is something most entrepreneurs and financial advisors should strive for – but it can oftentimes feel like a daunting task. There is no one-size-fits-all formula and the journey towards having a self-sustaining business often comes with plenty of bumps in the road. However, it’…

1
Lean Into Leadership (Hosted by Rob Brown and Phil Calandra) 13:18

1+ y ago13:18

13:18

In this episode of the Truest Fan podcast, we explore the topic of leadership - a crucial yet often challenging aspect of any successful team. While we often celebrate the leadership qualities of influential figures, we rarely acknowledge the everyday acts of resourcefulness and empowerment that demonstrate leadership within an organization. Co-hos…

1
Sustainable Success: The Power of Home Run Habits (Hosted by Rob Brown and Phil Calandra) 25:45

1+ y ago25:45

25:45

In this episode of the Truest Fan podcast, we explore the power of habits. Sometimes, we think the word habits only refers to our bad habits, or that implementing good habits is too difficult. But, in reality, habits are a crucial part of the success process. At Truest Fan, we have a term for success routines that we call "home run habits." These a…

1
Sprinting to Success: Achieving Your Goals with Purpose (Hosted by Rob Brown and Phil Calandra) 20:03

1+ y ago20:03

20:03

In this episode of the Truest Fan podcast, hosts Rob Brown and Phil Calandra discuss the importance of sprinting in achieving your goals. They explain that many people get stuck in a limbo when trying to figure out what to do next, which can hinder their progress. The hosts walk listeners through the process of sprinting and provide tips on how to …

1
Leading with Value (Featuring John Thompson) 35:01

1+ y ago35:01

35:01

Getting to know someone on a deeper level gives a better understanding of how to help them in the most challenging times. When coaches lead with value, they become more compassionate towards the needs of others and the people around them. In this episode of the Truest Fan podcast, I share an inspiring chat with my friend and client John Thompson ab…

1
Amplify Your Relationship Capital By Serving Others (Featuring Doug Greathouse) 29:46

1+ y ago29:46

29:46

Sometimes happiness seems elusive. We struggle to find fulfillment. Our business goals feel out of reach. One great path to all three is committing to helping others. When you focus on others instead of yourself, you open up opportunities for growth and change that you may have never thought possible. In this episode of the Truest Fan podcast, you'…

1
Will You REALLY Accomplish Your Goals This Year? (Hosted by Rob Brown and Phil Calandra) 19:11

1+ y ago19:11

19:11

Did you know that 80% of New Year resolutions fail by the second week of February and only 8% of people actually achieve the resolutions they made at the beginning of the year? These statistics don’t seem far-fetched since resolutions are often made during a time of intense peer and societal pressure. Too often, resolutions can be your interpretati…

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