An ongoing series with Pareto Systems and Duncan MacPherson. At the airport, in an Uber, or where ever he might be, Duncan will deliver timely and action insights from his daily consultations, meetings and events. This podcast has been re-named to 'Pareto Systems: From-the-Field' and was formerly 'Duncan MacPherson - From the Field'. Video versions of these videos are available on the Pareto Systems YouTube Channel.
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Welcome to Unknown Passage, a podcast telling the stories of those who have gone missing or been murdered while travelling abroad.
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Join Haley and Sierra for a climb into missing people, conspiracies, and more mysteries!
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The Purpose Focused Advisor," a podcast for financial planners, advisors and RIAs aimed at merging professional growth with personal fulfillment. Hosts Rob Brown and Phil Calandra, founders of Truest Fan Coaching, bring insights from industry leaders on finding purpose, driving success, and overcoming challenges. This podcast isn't just about strategies; it's a community focused on helping you be your best and bring out the best in others. Whether it's the motivation behind your business or ...
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Take a peek behind the hospitality industry curtain with hosts Jeff Burkhart (Marin IJ’s Barfly; Best Column in California, 2021) and Kevin Blum (editor for the Marin County entertainment portal: the Marin Dish) as they are joined by industry professionals (chefs, bartenders and restaurateurs), and the media professionals who cover them - columnists, editors, influencers. Live, learn, and laugh your way through each episode. (As seen in Marin Magazine, Local Getaways, and the NY Times!).
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Podcast by The Gerard Bissett Podcast
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All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
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Knight Colman: Leading the Firm While Honoring the Founders’ Vision
38:08
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In this episode of The Purpose Focused Advisor podcast, Rob Brown interviews Knight Colman, a second-generation partner at Colman Knight Advisory Group. They explore Knight's journey into the financial planning industry and the vital role of intentional succession planning. Knight shares his perspective on the unique challenges and opportunities th…
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All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
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Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships
28:23
28:23
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28:23
In this episode of The Purpose Focused Advisor, Rob Brown speaks with industry veteran Shawn Maloney about his client-centered approach to retirement planning. As the founder of Retire Wise, LLC and host of The Priority of Retirement podcast, Shawn emphasizes the importance of purposeful planning to help clients achieve a happy and fulfilled retire…
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Season Five: Jason Sims, managing partner of the new Corner Bar in Mill Valley
16:19
16:19
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Send us a text We welcome back to the program well-traveled Marin mixologist Jason Sims, who is not only Bungalow 44's longtime managing partner, but now also the managing partner of the newly opened Corner Bar in Mill ValleyVon Jeff Burkhart Kevin Blum Jason Sims
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Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams
32:43
32:43
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32:43
In this episode of The Purpose Focused Advisor, Rob Brown sits down with Matthew Gray, a NextGen financial planner from Larson Wealth Management. Matthew shares pivotal milestones from his career and reveals how mentorship has shaped his journey. He discusses the power of collaboration and why younger advisors are helping reshape the financial plan…
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Jack Heintzelman: Bridging the Generational Gap in Financial Planning
38:46
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38:46
In this episode of The Purpose-Focused Advisor, Rob talks with Jack Heintzelman, a NextGen financial planner from Boston Wealth Strategies. They explore Jack's unique journey into financial planning. Jack discusses his passion for mentorship, focused growth, and the changing dynamics between senior and younger advisors. His dedication to building p…
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Freeman Linde: Building Greater Autonomy and Freedom in Your Advisory Practice
41:35
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41:35
In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra sit down with Freeman Linde, a successful financial advisor, co-founder of La Crosse Financial Planning, and founder of AccelRIA. Freeman shares his journey from struggling in a traditional broker-dealer setup to breaking free and building his own thriving Registered Inves…
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Daniel Allgaier: Reimagining Financial Advice for High-Tech Professionals
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27:43
In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Daniel Allgaier, the founder of Equity Compensation FP, to explore a fresh perspective on financial planning for young professionals in the tech industry. Daniel, a NextGen advisor, discusses his approach to working with clients in their 30s and 40s, especially those dealing w…
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Tyson Ray and Kim Cochenour: Transforming Client Relationships With the Total Relationship Approach
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47:43
In this episode of The Purpose-Focused Advisor, Rob Brown, and Phil Calandra talk with Tyson Ray and Kim Cochenour from FORM Wealth Advisors about their unique approach to financial advising, centered on building "Total Relationships" with clients. Tyson and Kim discuss their personal journeys and the philosophy that drives their success—prioritizi…
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Episode 201 [Part 1 & 2]: Klaus-Peter Bokemüller - German Missing In The Seychelles Since 2018
0:35
All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
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Duncan MacPherson: How to Build a Business That Endures and Creates Lasting Impact
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In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Duncan MacPherson, a renowned industry leader, coach, and speaker. Duncan shares his journey from an unexpected start in the financial services industry to building the highly respected Pareto Systems. He discusses the importance of being purpose-driven and offers valuable ins…
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Alex Neri: Accelerate Your Practice with a Growth Focused Mindset
38:50
38:50
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38:50
In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Alex Neri, CFP®, ChFC®, RICP®, Advisor with SixPoint Financial Partners, and host of the Roadmap to Retirement podcast. Alex shares his journey from an unexpected start in finance to becoming a passionate advocate for financial literacy. Alex brings fresh insights into the evo…
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Rob Schultz: Mastering the Challenges of Serving Physicians from Residency through Retirement
29:36
29:36
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29:36
In this episode, Rob Schultz, a Certified Financial Planner with NWF Financial Advisory Group and a specialist in working with physicians, shares how he chose this niche and achieved success. He delves into the unique challenges physicians face at different career stages, including managing debt, buying a home, and dealing with burnout. Rob undersc…
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Season Five: Alex Tarantino, the new General Manager of the iconic Buckeye Roadhouse
24:20
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Send us a text We chat with Alex Tarantino, the first new GM at the Buckeye Roadhouse in over a quarter century about what it means to take over a legacy restaurant.Von Jeff Burkhart Kevin Blum Alex Tarantino
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Jeff Concepcion: Expert Tips for Financial Advisors to Succeed and Scale
26:08
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In this episode of The Purpose-Focused Advisor, Rob and Phil are joined by Jeff Concepcion, founder and CEO of Stratos Wealth Partners. Jeff provides insights into nurturing an entrepreneurial mindset as a financial advisor and emphasizes the significance of supported independence. He explains how firm leaders should enhance their focus on core str…
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All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
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David Brown: Elevating Financial Planning with a Differentiated Family Advocacy Approach
31:02
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31:02
In this engaging episode of the Purpose-Focused Advisor, Rob reconnects with David Brown, a seasoned financial professional on the Business Development team at Davidson Investment Advisors. David explains why advisors should transform financial planning from a mundane task into a meaningful and memorable client experience. He shares practical strat…
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Brad Williams: Transforming Financial Advice with Dynamic Client Engagement
36:03
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36:03
In this episode, Rob sits down with Brad Williams, a financial advisor who transitioned from a bank setting to launching an independent firm, Highlands Wealth Group. Brad shares his insights on creating a dynamic, comprehensive financial planning experience for clients, leveraging social media to grow his business, and maintaining a healthy work-li…
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Chris Flis: Fighter Jet Lessons for Financial Planners
26:13
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In this episode of The Purpose-Focused Advisor, we chat with Chris Flis, founder of Resilient Asset Management. Chris shares his unique journey from flying F-18s for the US Navy to managing his family’s fast food franchise and how these experiences inform his financial planning practice. We discuss the importance of comprehensive financial planning…
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Season Five: Jonas Alt, Bar Manager of the legendary Sweetwater nightclub
19:41
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Send us a text For our first live music venue guest, we welcome Jonas Alt the Bar Manager of the legendary Sweetwater Nightclub in Mill ValleyVon Jeff Burkhart Kevin Blum Jonas Alt
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All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
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The Power of Personal Stories in Growing a Successful Financial Planning Practice
30:53
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In today's episode, I sit down with Tess Rowland, who shares her inspiring journey to becoming a fee-only financial advisor. With a non-traditional background in nursing, Tess explains how her long career in healthcare has shaped her client approach and helped her build strong relationships with the right clients. We also discuss effective strategi…
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Mid-Year Strategies to Strengthen Your Advisory Practice
18:48
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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 you…
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The Lasting Impact of Professional Financial Planning
22:24
22:24
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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…
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Episode 198 [Part 1-3]: Jim Thompson - American Businessman Who Disappeared In Malaysia In 1967
0:06
All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
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John Stadtmueller: Why Purpose-Focused Advisors Finish First
32:05
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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…
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Season Five: Scott Beattie, cocktail pioneer and bar consultant at Watershed
27:19
27:19
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Send us a text We welcome Scott Beattie, the author of 2008’s “Artisanal Cocktails: Drinks Inspired by the Seasons from the Bar at Cyrus” and is the man behind the bar programs at Barndiva, Goose and Gander, Spoonbar, Meadowood, and Hog Island in San Francisco, and now Watershed in Mill Valley.Von Jeff Burkhart Kevin Blum Scott Beattie
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All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
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Zack Hubbard: Making Financial Planning Accessible for Everyone
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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…
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David Strege: Building Your Firm and Your Retirement with Purpose and Intentionality
33:36
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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…
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All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed so that newcomers know the Patreon is active. Listen to all episodes 169 and on in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
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Joe Bertilson: Sharing Generosity with Your Clients
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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…
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All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
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Michael DeLon: Build Your Credibility by Telling Your Authentic Story
35:59
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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…
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Eric Brotman: Building Your Firm for Success Beyond You
36:03
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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 …
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Episode 194 [Parts 1 & 2]: Sophia Koetsier - Dutch Medical Student Missing In Uganda Since 2015
0:06
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John Browning: Asking “Why” To Help Your Clients Live Their Best Lives
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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…
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Bill Cates: The Language of Referrals with The OG Referral Coach
35:53
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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…
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Steve Taylor: Forging Meaningful Connections and Cultivating a Winning Team
28:03
28:03
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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 …
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Season Five: Chef Heidi Krahling of Insalata's and the SOUPer Food Kitchen, Part Two
23:13
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Send us a text We welcome back Chef Heidi Krahling to talk about keeping hospitality part of the Hospitality Industry.Von Jeff Burkhart Kevin Blum Heidi Krahling
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Phil Weiss: Life Planning to Help Clients Thrive
34:55
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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 (…
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All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
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069: Welcome to The Purpose-Focused Advisor!
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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…
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All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
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Season Five: Chef Heidi Krahling of Insalata's, Part One
17:22
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Send us a text Chef Heidi Krahling joins us to talk about giving back to the community with food through the organizations: Great Chefs and Wineries benefiting Lifehouse, Extra Food, and her newest venture SOUPer Kitchen.Von Jeff Burkhart Kevin Blum Heidi Krahling
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Episode 191 [Parts 1 & 2]: Michael Dixon - British Journalist Missing In Costa Rica Since 2009
0:06
All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/…
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All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
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All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
…
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All episodes from 169 onwards are Patreon-only. I explain this on my last public episode. I will continue to update this feed and the website so that people know the Patreon is active. Listen to all episodes 169 and beyond in the Patreon feed. Join the Patreon community from $1 a month here: https://www.patreon.com/unknownpassagepodcast…
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