Episode Summary: Your best client just sold their business for $8 million and calls to say they're moving everything to Goldman Sachs. This devastating scenario happens to 70% of advisors, but Jeff Armstrong has the antidote. As a former business owner who ran a company for 23 years, Jeff reveals the blind spot costing advisors their most valuable relationships. While most advisors focus on managing wealth outside the business, Jeff shows how becoming the expert on your client's largest asset...
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Episode Summary: Your best client just sold their business for $8 million and calls to say they're moving everything to Goldman Sachs. This devastating scenario happens to 70% of advisors, but Jeff Armstrong has the antidote. As a former business owner who ran a company for 23 years, Jeff reveals the blind spot costing advisors their most valuable relationships. While most advisors focus on managing wealth outside the business, Jeff shows how becoming the expert on your client's largest asset...
070: Truest Fan: Aligning Purpose with Business Success with Rob Brown
The Influential Advisor
20 minutes
10 months ago
070: Truest Fan: Aligning Purpose with Business Success with Rob Brown
In this podcast episode, I welcome Rob Brown, author of Truest Fan and a business coach, to explore how purpose-driven practices can transform your business and personal life. Rob's unique approach to mentoring financial advisors and business leaders, highlighting the importance of self-belief, authentic client relationships, and purposeful action. Rob's Journey Early Career Success: Rob began his career at Payne Weber (now UBS) and spent 25 years as a top-producing financial advisor, earni...
The Influential Advisor
Episode Summary: Your best client just sold their business for $8 million and calls to say they're moving everything to Goldman Sachs. This devastating scenario happens to 70% of advisors, but Jeff Armstrong has the antidote. As a former business owner who ran a company for 23 years, Jeff reveals the blind spot costing advisors their most valuable relationships. While most advisors focus on managing wealth outside the business, Jeff shows how becoming the expert on your client's largest asset...
