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 your advisory practice.

Rob and Phil cover:

• Handling the stresses that cannot be controlled and focusing on what can be controlled.
• The importance of reviewing your Truest Fan Action Plan during mid-year evaluations.
• Being proactive, not just reactive, during your mid-year review.
• Common pitfalls to avoid during a mid-year review.

Key Takeaways:

• Review your big dreams and vision to ensure your strategy for the second half of the year aligns with what truly matters to you.
• Have a coach or mentor review your strategy to keep you accountable for your commitments.
• Continue with what’s working, eliminate what isn’t, and maintain your plan to ensure steady progress.
• Break your plans down into manageable action steps. Avoid taking on more than you can handle.

“When you have an action plan, and you look at it every day, and as you're planning your day, you're saying, ‘Have I set aside time to work on those things that I said I was going to work on that are going to lead me to my most important goals?’ it allows you to say no to the other stuff and allows you to put those other distractions aside.” – Rob Brown

Episode References:

• The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

Website: http://truestfan.com/

Facebook: https://www.facebook.com/truestfan

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

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan

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 practice.

In this episode, Rob and Phil delve into:

• The value of implementing a signature solution that demonstrates how you serve clients.
• Treating each client as unique, even while following a consistent process.
• Regularly evaluating and refining your process to ensure it works effectively.
• Eliminating distractions to stay focused on your core mission.

Key Takeaways:

• Success comes from working with clients who are the right fit for you, rather than trying to fit every client.
• While clients may share similarities, each one should feel seen and understood as an individual.
• Proper financial planning focuses on understanding a client’s lifestyle and goals, not just prediction and forecasting.
• Never take for granted the impact you have on your clients' lives.
• Root for your client’s success—they need your support now more than ever.

“We are in a business of doing and a business of learning. I've always believed that. And the advisors that can continue to learn and continue to explore, are ultimately going to have a much more elegant life, they're going to enjoy and have that passion fueled for them.” – Phil Calandra

Episode References:

• The Truest Fan Mastermind

Connect with Rob Brown & Phil Calandra:

Website: http://truestfan.com/

Facebook: https://www.facebook.com/truestfan

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

YouTube: https://www.youtube.com/@truestfancoaching

LinkedIn Group: https://www.linkedin.com/groups/8496989/

Facebook Group: https://www.facebook.com/groups/truestfan