The Purpose Focused Advisor
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.
Episodes
It’s launch week! Rob Brown returns with a solo episode to share the heart behind his new book, The Truest Fan Blueprint—now available on Kindle for free (for a limited time).
In this episode, Rob opens up about why he wrote the book, what it means to be a Truest Fan, and how the seven-step Blueprint can help you align your purpose, vision, and daily actions to achieve your most cherished goals. He reflects on 23 years of coachi...
In this episode of The Purpose-Focused Advisor, I’m joined by a former advisor turned innovator who understands both sides of the table. Daniel Yoo left behind a career overseeing over $800 million in client assets to build solutions that serve—not replace—financial advisors.
His journey into AI wasn’t about chasing trends. It was about solving a problem he lived through: how to be fully present with clients while meeting the demand...
What does it look like to love your neighbor through your investments?
In this episode of The Purpose-Focused Advisor, I’m joined by Robin John—CEO and co-f...
What if work isn’t something to escape, but a core part of your purpose?
Top 100 Barron’s Advisor and CIO of The Bahnsen Group, David Bahnsen, joins Rob Brown to challenge how financial advisors think about success, calling, and the myth of retirement. Drawing from his book Read more
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 su...
This episode is a departure from the norm, but one I believe is too important not to share.
Recently, I met Mike Young Read more
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: Read more
In this episode of The Purpose-Focused Advisor, Rob Brown sits down with John Kailunas, author of Mission Retirement Read more
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 busi...
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, a...
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...
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—...
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...
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 ...
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 ...
In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Hillary Gale, founder of Moneta Copy and host of The Finance Marketing Podcast Read more
What happens when an industry veteran who’s helped train 10,000+ financial advisors sits down to talk about what’s really missing in today’s advisor development? You get this kind of episode. In this conversation, Gary Sinderbrand, ...
What happens when a marketing entrepreneur dives into financial planning? You get Brandon Snyder, CEO of Alpha Capital Strategies—a visionary redefining how to serve high-net-worth clients. In this episode, Brandon shares his journey from event marketing to building a full-service RIA with in-house experts. It’s a conversation about deep client relationships, smart growth, and staying ahead in a f...
In this episode of The Purpose-Focused Advisor, Rob sits down with Joe Moss—author, advisor tech expert, and connector in the financial services space. Joe is on a mission to help advisors navigate the ever-evolving world of technology. Joe has become a trusted resource for financial professionals seeking clarity and confid...
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I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
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