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The Purpose Focused Advisor

The Purpose Focused Advisor

By: Rob Brown
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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.

Rob Brown © 2024 Economics Leadership Management & Leadership Personal Development Personal Success
Episodes
  • Breaking Free from the Never Enough Syndrome

    Breaking Free from the Never Enough Syndrome
    Sep 4 2025

    If you’ve ever hit the next milestone—only to find it still wasn’t enough—this episode is your breakthrough.


    Rob Brown returns with a solocast that introduces the very first of the Eight Shifts of a Purpose-Focused Advisor: moving from the pressure to perform to the freedom to serve. This shift reframes growth, succession planning, and client relationships by rooting them in purpose instead of performance.


    In this episode, Rob shares the story of two partners whose succession plan felt hollow until they recognized the multi-generational, family-focused legacy they had been building all along. Their discovery shows how uncovering purpose transforms not only succession but every area of your business.


    This isn’t about chasing “more.” It’s about rediscovering your why, curing the never-enough syndrome, and creating a business and life that reflect what matters most.


    Key Takeaways:

    • Clarity Over Pressure (00:22) – Rob introduces the first shift of a Purpose-Focused Advisor: moving from the pressure to perform to the freedom to serve.
    • Purpose Revealed in Succession (02:45) – A real advisor story shows how seeing their multi-generational impact reframed succession as legacy, not just transaction.
    • The Never-Enough Pattern (06:55) – Why chasing bigger numbers leaves advisors restless—and how purpose restores meaning.
    • Mindset Shift Question (08:40) – Rob challenges advisors to ask: “Where am I feeling pressure to perform, and how might freedom to serve reframe that?”
    • Impact Through Freedom (09:45) – Purpose unlocks the freedom to serve clients, teams, families, and causes with clarity and joy.


    Rob Brown: “The never-enough syndrome is cured when you rediscover your purpose. That’s when you gain a freedom—a freedom to serve.”


    Episode Resources & Next Steps

    🔹 Download the Free Guide: The 8 Shifts of a Purpose-Focused Advisor — Discover the shifts that move you from pressure to perform to freedom to serve and help you build a business—and life—aligned with what matters most. 👉 Get Your Copy Here ➜


    Connect with Rob Brown:

    Email: Robb@TruestFan.com

    Website: http://truestfan.com/

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

    The Truest Fan Blueprint: https://truestfan.com/truest-fan-blueprint/

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    11 mins
  • Seth Gasick: Why Advisors Can’t Ignore the Impact Conversation

    Seth Gasick: Why Advisors Can’t Ignore the Impact Conversation
    Aug 28 2025

    In this episode of The Purpose-Focused Advisor, I’m joined by Seth Gasick, Regional Vice President for the Southeast at Crossmark Global Investments.


    We go beyond products and performance to ask bigger questions: What impact does your wealth have? How do you help clients explore values without forcing an agenda? And what role does an advisor play in guiding these conversations—whether or not faith is part of the picture?


    Seth shares how working for a faith-based asset manager has reinvigorated his career, allowed him to bring his full self to work, and opened the door to deeper conversations with advisors and clients alike.


    Whether you’re faith-focused or simply curious about how values-based investing shapes the advisor-client relationship, this episode will challenge you to think differently.


    Key Takeaways

    • Impact Isn’t Niche (07:19): Clients are already asking how their money aligns with their values—advisors need to be ready.
    • Purpose Fuels Growth (09:04): Deeper conversations beyond returns strengthen relationships and open new opportunities.
    • The Industry Narrative vs. Purpose-Focused Growth (12:01): Rob explains why moving from AUM-driven success to purpose-focused success accelerates growth.
    • How It Works: Avoid, Embrace, Engage (17:46): Seth explains the three-step framework for values-based investment screening.
    • Building Client Trust Through Values Alignment (20:16): Introducing values-based options creates pathways to more meaningful client relationships.


    Seth Gasick: “Clients are asking for these conversations. The question is whether advisors are willing to step into them.”


    Rob Brown: “When you move from chasing numbers to pursuing purpose, that’s when real growth begins.”


    About Seth Gasick: Seth Gasick serves as the Regional Vice President for the Southeast at Crossmark Global Investments. With extensive experience as a wholesaler across the Southeastern U.S., Seth previously held roles at Voya Investment Management and began his career as a financial advisor at Merrill Lynch. He holds the Chartered Special Needs Consultant® (ChSNC®) designation and is passionate about helping families navigate the complexities of Special Needs Planning. Seth is also deeply committed to faith-based investing, working with advisors and clients who seek to align their portfolios with their values.


    Connect with Seth Gasick:

    Website: https://www.crossmarkglobal.com/

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


    Episode Resources & Next Steps

    📘 Get your copy of Rob’s new book, The Truest Fan Blueprint — It’s a practical, story-driven guide to help you focus on what matters most in your business and your life, so you can achieve your biggest goals without losing sight of who you are.

    Order now at TruestFanBlueprint.com and start putting the blueprint into action today.


    Connect with Rob Brown:

    Website: http://truestfan.com/

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

    Book: https://truestfan.com/truest-fan-blueprint/

    Show More Show Less
    35 mins
  • Morgan Nichols: Leading with Values to Create an Intentional Legacy

    Morgan Nichols: Leading with Values to Create an Intentional Legacy
    Aug 21 2025
    Wealth fades, but the impact of living by your values can ripple for generations.In this episode of The Purpose-Focused Advisor, I’m joined by Morgan Nichols, CEO of Life Branch Wealth Partners, a second-generation financial advisor, and co-author of Intentional Legacy. Morgan’s journey started early—helping in her parents’ practice at eight years old—and evolved into leading a multi-state team that serves high-net-worth clients with a deep focus on values.We explore what legacy really means—beyond estate documents—to the everyday decisions that shape how you’re remembered. Morgan shares how to engage multiple generations in the planning process, why advisors should help clients define their top five values, and how to build a client experience that stays relevant across decades.Morgan doesn’t just run a practice. She builds a movement—connecting wealth and values so clients live in alignment with what matters most. For financial advisors who want to lead with purpose, her story is a roadmap to growing a business that’s as intentional as it is impactful.Key Takeaways: Legacy Beyond the Will (03:44) – True legacy is built from the cumulative decisions you make over a lifetime, not just estate plans.The Top Five That Matter Most (07:53) – Helping clients identify their five core values creates a foundation for authentic, meaningful advice.Know Us Before You Need Us (11:31) – Building relationships with clients’ children before they need help strengthens intergenerational trust.Coaching Is the Future (15:03) – Behavioral financial advice is where advisors add irreplaceable value in an age of AI and automation.Stay in Touch Year-Round (22:18) – A high-touch, well-structured communication plan ensures clients feel supported between meetings. Morgan Nichols: "I want our clients’ children to know us before they need us, because at the time they need us, if that relationship isn’t there, it’s not ideal."Rob Brown: "Serving parents doesn’t guarantee the kids will follow. Intergenerational work only happens when you’re intentional about building those relationships."About Morgan Nichols: Morgan Nichols is the CEO of LifeBranch Wealth Partners, an Ameriprise Private Wealth Advisory Practice. She is a seasoned financial advisor who believes that wealth is more than just numbers—it’s about creating an intentional legacy that reflects your values and secures your family’s future. Morgan brings a comprehensive and strategic approach to financial planning, specializing in advanced tax strategies, executive compensation, and guiding high-income earners through pivotal transitions. Her practice is especially attuned to the needs of the “sandwich generation”—those managing both aging parents and growing children—empowering them with clarity and confidence.Connect with Morgan Nichols: Website: http://www.lifebranchwealth.com/LinkedIn: https://www.linkedin.com/in/morganenicholsBook: Intentional Legacy: http://intentionallegacybook.com/📘 Get your copy of Rob’s new book, The Truest Fan Blueprint — It’s a practical, story-driven guide to help you focus on what matters most in your business and your life, so you can achieve your biggest goals without losing sight of who you are.Order now at TruestFanBlueprint.com and start putting the blueprint into action today.Connect with Rob Brown:Website: http://truestfan.com/ LinkedIn: https://www.linkedin.com/in/truestfan/Book: https://truestfan.com/truest-fan-blueprint/
    Show More Show Less
    34 mins
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