In this episode of The Purpose-Focused Advisor, Rob Brown talks with John Richardson of Capital Planning Group, a financial planner with nearly 20 years of experience. John is also an active leader in the National Association of Insurance and Financial Advisors (NAIFA). John shares his passion for intentional living, servant leadership, and building authentic relationships in both life and business. He explains how being purpose-focused can elevate financial advising, making it more impactful for clients as well as more personally fulfilling. You'll be inspired by John’s strategies for staying present, delegating tasks, and balancing business with personal growth. His approach, grounded in faith, authenticity, and service, offers a fresh take on success.

Key Takeaways:

• Understanding and living out your purpose leads to greater productivity and impact because you’re consistently working on the things that matter most to you and your clients.
• Being fully present in each moment, whether with clients, family, or during personal time, allows you to make the most of every interaction and deepen relationships.
• Authenticity in financial advising helps build trust and encourages clients to open up about their personal and financial goals, fostering long-term, meaningful partnerships.
• Using color-coded time blocking not only organizes your schedule but also ensures your priorities align with your values, helping you stay focused on what truly matters.
• Delegating non-core tasks allows you to focus on your strengths and the areas where you add the most value, ultimately improving client relationships and business outcomes.

John Richardson: "I constantly try to attract people who are just as enthusiastic about life as I am, because life is better when we do it together. We're not called to do life alone."

Rob Brown: "When you have greater purpose, you end up with greater productivity. Your results accelerate because you're always working around the things that are really important to you."

About John Richardson: John D. Richardson has been providing sound financial advice for his clients since 2005. The primary focus of John's financial planning and investment advisory business is helping people align their financial decisions with their values and financial truth so that they can live their best life. John is an active leader with the National Association of Insurance and Financial Advisors (NAIFA). John, his wife Kelly, and their fun-loving rescue dog Piper live in Brentwood, TN. For fun, John enjoys playing table-top strategy board games.

Connect with John Richardson:

Email: JohnRichardson@FinancialGuide.com

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

Episode References:

• Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

Website: http://truestfan.com/

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

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

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

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 that Gen 2 advisors face, emphasizing the importance of understanding and building on the firm's foundational values. The conversation delves into how engaging clients through deeper conversations can transform their financial paths by aligning their lives with their financial goals. Rob and Knight also discuss the collaborative dynamic between first and second-generation advisors, underscoring the crucial role of trust and communication in the success of financial advisory practices.

Key Takeaways:

• Gen 1 advisors should start succession conversations early to ease transitions for Gen 2 partners.
• Gen 2 partners need to align with the firm's core values while modernizing processes to uphold the original mission.
• Automating systems and adopting new technologies can enhance client engagement without losing the personal touch.
• Reframing how clients view new processes can strengthen relationships by emphasizing the firm's commitment to their overall well-being.
• The real value in financial advising is deep client engagement, where aligning life goals with financial planning creates a transformative experience.

Knight Colman: "There is a different skill set necessary for starting a firm from nothing and taking a firm that already has really established beautiful pieces, and I would say, almost enhancing it, or breathing new life energy into it in a different way."

Rob Brown: "Be happy for your clients, be curious, and really want to dig deep. Your career and your business, and the things you're doing for your clients, will go a long way."

About Knight Colman: Knight Colman, a Gen 2 partner at Colman Knight Advisory Group, holds his CFP® and Certified Financial Transitionist® designations. The firm’s integral methodology and mission to connect the practical elements of finance with the human side of money align with his values. Knight began his career at JP Morgan developing his talents in asset management and operations. At Colman Knight, he specializes in financial planning, investment management and oversees daily operations.

At Kenyon College, he earned a B.A. with a double major in economics and political science. He is an avid sports fan, holds a third-degree blackbelt in Kenpo Karate, and serves underprivileged communities advocating financial literacy and volunteering as a CFP® Board Mentor.

Connect with Knight Colman:

Website: https://www.colmanknight.com/

Email: knight@colmanknight.com

LinkedIn: https://www.linkedin.com/in/knight-colman-cfp%C2%AE-728156114/

Episode References:

• Truest Fan Coaching

Connect with Rob Brown:

Website: http://truestfan.com/

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

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

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

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 retirement. His philosophy focuses on understanding what brings joy and fulfillment in retirement and developing financial strategies to support those dreams. Shawn shares how financial advisors can strengthen client relationships by making them feel valued and providing practical steps for fostering personal connection and business growth.

Key Takeaways:

• Start client conversations with non-financial goals to define what happiness looks like in retirement.
• Frequent, personalized touchpoints throughout the year build deeper relationships and stronger client loyalty.
• Writing a book or starting a podcast can help elevate your credibility as an advisor and reinforce trust with clients.
• Growth should never come at the expense of client satisfaction; it's crucial to maintain high-quality service as your business expands.
• Personal connection remains key to client satisfaction, driving loyalty and referrals in a competitive market.

Shawn Maloney: "At the end of the day, everyone deserves to retire happy. It’s not just about accumulating wealth; it’s about fulfilling your dreams."

Rob Brown: "If you know being relatable and personal works, build that into your business plan and be intentional about it."

About Shawn Maloney: Shawn Maloney is a Certified Retirement Counselor® (CRC®) and the founder and CEO of Retire Wise, LLC. With over 20 years of experience, he helps individuals plan for a secure and fulfilling retirement. Shawn offers both financial and non-financial guidance to prepare clients for all aspects of retirement. His "Retire Happy Framework™" combines personal coaching with financial planning for a tailored approach. As an active community member and family-oriented, Shawn balances his career with a commitment to giving back. His book, The Priority of Retirement, and his status as a national bestselling author enhance his reputation in retirement planning. He also hosts The Priority of Retirement podcast, sharing actionable advice and strategies.

Connect with Shawn Maloney:

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

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

Book: The Priority of Retirement

Podcast: The Priority of Retirement

Episode References:

• Truest Fan Coaching

Connect with Rob Brown & Phil Calandra:

Website: http://truestfan.com/

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

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

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