About Rob Brown: Rob Brown is the founder of Truest Fan Coaching and the author of "Truest Fan: Live, Love, and Lead with Purpose and Impact." His journey from a top financial advisor to an industry executive mentoring hundreds of advisors showcases his exceptional leadership skills. Now, as a coach to some of the industry's top advisors, Rob shares his wealth of knowledge and experience to help others succeed. He also hosts the Purpose-Focused Advisor podcast, providing valuable insights and practical strategies.

In this episode, Shawn and Rob Brown discuss:

• Financial advisory challenges
• Importance of intentional leadership
• Strategies for effective client service
• The impact of kindness and intentional actions

Key Takeaways:

• Financial advisors face significant challenges with time management and client selection, which can impede their ability to provide optimal service.
• Being an effective leader, whether in business or life, requires authenticity and purposefulness, allowing advisors to better serve their clients and fulfill their personal and professional goals.
• Delivering effective client service requires not only the right skills but also ensuring a good fit between the advisor and the client, as this alignment can greatly enhance the success of the advisory relationship.
• Practicing small acts of kindness and intentionality, such as smiling and acknowledging others, can have a profound positive effect on both personal well-being and professional interactions, fostering a more supportive and uplifting environment.

"Smiles and kind words go a long way." — Rob Brown

Connect with Rob Brown:

Website: https://truestfan.com/

Email: robb@truestfan.com

Book: Truest Fan: Live, Love, and Lead with Purpose and Impact: https://www.amazon.com/Truest-Fan-Live-Purpose-Impact/dp/1736129805

Show: The Purpose Focused Advisor: https://podcasts.apple.com/us/podcast/the-purpose-focused-advisor/id1605593748

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

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

Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

Contact Shawn:

Website- https://www.retirewisepro.com/

YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg

LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise

Instagram- https://www.instagram.com/retirewise_llc/

Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/