Beste Lia Garvin podcaster (2025)

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Lia Garvin: From Winging It to Winning, Building an Unstoppable Advisory Team 43:33

5d ago43:33

43:33

In this episode of The Purpose-Focused Advisor, we welcome Lia Garvin, the "Team Whisperer," who helps business owners and financial advisors build unstoppable teams through effective communication, clear operational structures, and accountability. Lia shares insights on how financial advisors can transition from "winging it" to leading with clarit…

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166: How the "Let Them Theory” helps you be a better manager 11:07

7h ago11:07

11:07

Two sentences into Mel Robbins' new book "The Let Them Theory" and I was hooked - not just because it applied immediately to my life, but also to all of my teachings for teams and managers. In this week's episode, I break down how to apply this game-changing practice of non-attachment to managing your team, which will not only help you make more of…

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165: Return to office is coming... here's how to set your team up for success 10:28

7d ago10:28

10:28

Not a week goes by where a company isn't announcing new return to office plans. Whether you are in favor of it or not, as a manager, if your company is enforcing it, it is part of your job to get your team onboard. But I get that is easier said than done ;) In this episode, I share a pitfall to avoid when talking about return to office and how to g…

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Brad Sparks: The Tech-Driven Future of Personalized Financial Advice 34:50

12d ago34:50

34:50

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with financial advisor and entrepreneur Brad Sparks, who shares his journey from geophysics to wealth management, his leap to independence, and how he’s reshaping investment personalization through his innovative tech platform, Pomarium. Brad’s story is one of vision, resilience, a…

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164: How to hold a high bar for your team without micromanaging 7:59

14d ago7:59

7:59

We've all been there... we want to hold a high bar for our teams, but we're also worried we're coming across too nitpicky. What do you do? In this episode, I share how to strike the balance between holding a high standard and still letting your teams bring their own ideas to the table. 00:00 Details matter when creating a high-end experience; high …

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Paul G. McManus: Standing Out in a Crowded Marketplace with Authority Marketing 40:45

19d ago40:45

40:45

In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Paul G. McManus, author of The Short Book Formula and host of The Influential Advisor podcast. Paul and Rob share how financial advisors can differentiate themselves in a competitive marketplace through authority marketing, writing concise, impactful books, and leveraging podcasts. …

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163: BOOK LAUNCH DAY! The New Manager Playbook is here! 11:11

23d ago11:11

11:11

Ready to finally feel a sense of ease when it comes to managing your team? Then look no further because today is launch day for The New Manager Playbook! In this special Monday episode, I’m sharing the story behind the book and how it’s designed to help you manage with ease and confidence. Whether you’re a new manager or an experienced leader facin…

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Cole Leonida - Baseball, Faith and Financial Generosity: A Winning Combination 47:58

26d ago47:58

47:58

In this episode of The Purpose-Focused Advisor, Rob Brown welcomes former professional baseball player turned financial planner, Cole Leonida, for an inspiring conversation about aligning purpose, faith, and financial planning. As a Certified Kingdom Advisor and private wealth advisor at John Moore Associates, Cole shares how his journey from the d…

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162: How to nail leading a team outside your area of expertise 11:40

29d ago11:40

11:40

Ever found yourself managing a team where you don't have direct experience in their field? I've been there, and I know how nerve-wracking it can be. In Episode 162 of Managing Made Simple, I'm sharing one of the biggest mistakes I see managers make in this situation: downplaying their own expertise. It might seem humble, but trust me, this can seri…

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Jackie Wilke: Building a Practice That Defines the Future of Financial Advice 37:49

1M ago37:49

37:49

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Jackie Wilke, Vice President and Advisor Consultant at First Trust. Jackie is a coach, speaker, and industry expert who helps financial advisors and teams elevate their practices. In a conversation rich with insights, Jackie and Rob share their visions for The Financial Adviso…

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161: The real reason people are quitting your team... and how to stop it 11:42

1M ago11:42

11:42

Ever had a boss who made you dread coming to work? It happens more than we like to admit. But here’s the good news: Being a great manager isn’t about being perfect. It’s about creating an environment where your team feels supported, valued, and motivated to give their best. In Episode 161 of Managing Made Simple, I’m sharing three habits that can u…

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Derek Mazzarella: Finding Your Unique Voice as a Financial Advisor 36:31

1M ago36:31

36:31

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Derek Mazzarella, a Certified Financial Planner with Gateway Financial Partners and the author of Just Retire Already: An Unconventional Retirement Guide. Derek shares his journey into financial planning, his insights on building purpose-focused client relationships, and the u…

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160: Inside The New Manager Playbook - The secret to balancing team demands and leadership pressure 7:42

1M ago7:42

7:42

Managing a team is hard, but managing in the middle—between the needs of your team and the demands of leadership—can feel like you’re walking a tightrope. Your team needs support, your boss wants results, and somehow, everything lands on your plate. In episode 160 of Managing Made Simple, I’m sharing a key strategy from The New Manager Playbook to …

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159: Boost productivity by removing this hidden time-waster 12:24

1M ago12:24

12:24

Ever wonder why your to-do list never gets done? The answer might surprise you—it’s context switching. In Episode 159, I unpack how constantly jumping between tasks drains your energy and productivity. But don’t worry, I’ve got solutions! 🎙️ Key takeaways: [0:00] Intro: Why managers feel like they’re drowning in tasks [1:20] The real cost of contex…

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Arielle Minicozzi: Simplify, Automate, and Scale Your Advisory Practice 37:58

2M ago37:58

37:58

In this episode of The Purpose-Focused Advisor, Rob welcomes Arielle Minicozzi, founder & CEO of Sphynx Automation, a virtual consulting firm specializing in helping financial advisors streamline their technology and automate processes. A former RIA owner, Arielle brings unique insights into the challenges advisors face with technology, offering pr…

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158: Inside The New Manager Playbook - How to delegate and get your time back 6:06

2M ago6:06

6:06

Ever feel like you’re drowning in tasks with no time to breathe? In Episode 158 of Managing Made Simple, I dive into how to get your time back by delegating smarter and reducing meeting overload. 🎙️ Key Takeaways: [0:00] Intro: The constant pressure of not enough time. [1:19] Why meeting overload is holding you back. [3:08] Training your team to st…

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157: Balancing promotion ambitions against the current workload 10:18

2M ago10:18

10:18

What do we do when our team member is eager to get to their promotion, so they start moving away from their current responsibilities, thinking those will hold them back? We want to support our team members' ambitions, but they job they're in right now still has to get done. In Episode 157 of Managing Made Simple, I dive into how to keep your team e…

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Nick Wolverton: How Generosity and Faith Shape Financial Advice 36:09

2M ago36:09

36:09

In this episode of The Purpose-Focused Advisor, Rob sits down with Nick Wolverton, the owner of Peak Financial Management. Nick shares his inspiring journey from nonprofit fundraising to owning a purpose-driven financial planning firm. Learn how his faith and commitment to relational depth have created a unique approach to serving clients. Advisors…

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156: Inside The New Manager Playbook - How people pleasing costs us respect on our team 7:18

2M ago7:18

7:18

We all want to be liked - it's human nature! But when we lean on this too hard as a manager, it can actually work against us, leading to having a team that isn't confident in our ability to lead. In this episode of Managing Made Simple, I talk about how avoid the "wanting to be liked" trap and build trust and respect, which in turn, often leads to …

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155: Where we go wrong with managing up, and how to do it right 10:09

2M ago10:09

10:09

Could the way you're advocating for your team actually be working against you? Spoiler: yes, the answer is yes. When we're under a lot of pressure, it can be easy to pass this along to our higher-ups, trying to get some relief for our team. But when we sound the alarms without coming with solutions, our own leaders can lose confidence in our abilit…

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Derek Notman: The Roles of Technology and Trust in Financial Advisor Success 33:35

2M ago33:35

33:35

In this episode of The Purpose-Focused Advisor, Rob welcomes Derek Notman, a seasoned financial advisor, entrepreneur, and proud dad, who shares his journey from running a successful RIA to launching Coupler AI—a groundbreaking platform designed to connect financial advisors with ideal clients. Derek shares his vision of cultivating deeper client r…

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154: Inside The New Manager Playbook - The secret to building trust with your team 6:33

2M ago6:33

6:33

Trust is everything when it comes to managing teams, but building it takes intention and consistency. In this episode of Managing Made Simple, I share how to recognize trust gaps, the impact of trust on delegation and accountability, and practical ways to foster mutual trust in your team. Key Topics Covered: [0:00] Why trust matters for managers an…

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153: One of the easiest tools for driving higher engagement and retention 11:14

2M ago11:14

11:14

How do you get your team to invest more in their work? It's actually really simple. You show them you're invested in *them*. As we approach the end of the year, now is the time to proactively invest in your team to ensure success in 2025. In this episode, I dive into how being intentional with team support, feedback, and culture-building sets you a…

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Mitchell Kraus: Aligning Wealth, Joy, and Purpose as a Financial Advisor 33:56

2M ago33:56

33:56

In this episode of The Purpose-Focused Advisor, Rob sits down with Mitchell Kraus, a fourth-generation financial professional and founder of Capital Intelligence Associates. Mitchell brings a wealth of knowledge and a passion for helping clients lead meaningful lives through purpose-driven financial planning and philanthropy. Mitchell shares his un…

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152: Inside The New Manager Playbook - Your team will be more inspired when you do THIS 5:59

2M ago5:59

5:59

Motivating your team (and yourself) is one of the hardest challenges in management. In this episode, I share actionable strategies for identifying what motivates your team members, why their lack of motivation is your responsibility, and how to reconnect with your own purpose as a leader. Key Topics Covered: [0:00] Why motivation matters for your t…

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Why the Interview Process Feels Like A Full-Time Job and What Both Candidates and Employers Can Do to Navigate It 40:43

2M ago40:43

40:43

Hi Pivot With Purpose friends! Today is a solo episode featuring your host Meghan Houle! Meghan Houle is an expert in helping brands hire the A-Players. How does she do it? Meghan’s credibility comes from over 2 decades of managing and cultivating her own retail teams of A-Players. Now as the Go-To Executive Agency Recruiter for Global CEOs, Founde…

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151: The MOST important step of holding people accountable that you're probably missing 10:48

2M ago10:48

10:48

There's a good chance you're missing the MOST important step in holding your teams accountable. Most managers are. What's that step, you ask? The follow through. So many times as leaders, we set clear expectations and then stop right there, forgetting that there's a critical check point we have to do on the other side. In this episode, I share how …

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Whit Lanier: Unlocking the Power of Client Reviews 29:44

3M ago29:44

29:44

In this episode of The Purpose Focused Advisor, Rob Brown welcomes Whit Lanier, founder of Amplify Reviews, to discuss how financial advisors can leverage client testimonials and endorsements to enhance their marketing strategies. Whit shares insights into the SEC’s updated marketing rule, which now allows compliant use of client reviews. The episo…

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150: Inside The New Manager Playbook - Why you need this book 6:16

3M ago6:16

6:16

In this episode, I share why I wrote The New Manager Playbook and how it’s designed to support new managers and seasoned leaders alike. From my own experience in Big Tech to insights from my workshops and trainings, this book is your go-to resource for making managing easier and more effective. 💡 Tune in to learn: Why many managers feel unprepared …

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149: Your job titles might be leading to high turnover. How to fix it. 14:23

3M ago14:23

14:23

Ever wonder why job titles matter so much to your team? It's more than just a nameplate—titles shape clarity, recognition, and growth paths in any organization. In this episode, I unpack the two key motivators behind title discussions and how you can approach them as a leader. Whether you're navigating requests for more clarity or grappling with th…

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The Power of Gratitude in Life and Leadership 28:34

3M ago28:34

28:34

In this heartfelt Thanksgiving special of The Purpose Focused Advisor, Rob Brown, and Phil Calandra discuss how gratitude can transform life and business. They highlight how being thankful can lead to growth, strengthen relationships, and encourage purpose-focused leadership. Sharing their own traditions and moments of gratitude, Rob and Phil offer…

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A Guide to Building Thriving Teams with Lia Garvin 1:06:27

3M ago1:06:27

1:06:27

Welcome to Pivot With Purpose! In this episode, I am diving into a discussion on the art of effective team management with the “Team Whisperer,” Lia Garvin! Lia provides business owners and team leaders with simple strategies and tools to communicate better with their teams, reduce overwhelm as managers, and turn their employees into profit-generat…

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148: Want to avoid feedback conversations from going off the rails? Do this. 13:22

3M ago13:22

13:22

What do you do when feedback doesn’t land the way you’d hoped? In this episode of Managing Made Simple, I dive into a common challenge for managers—team members who respond defensively to feedback—and share actionable strategies for resetting expectations. Key Topics Covered: Feedback Gone Wrong [0:00] How to navigate situations where your feedback…

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The Best Lessons from 99 Episodes of The Purpose-Focused Advisor 30:57

3M ago30:57

30:57

In this milestone episode, Rob Brown and Phil Calandra reflect on 99 episodes of The Purpose-Focused Advisor, emphasizing the essential lessons that have helped financial advisors reach new levels of success. They highlight the importance of intentionality, delivering an exceptional client experience, and building strong teams. Drawing from their c…

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Finding Purpose and Intuition: Marina Shiferman’s Journey from Ballet to Real Estate and Beyond 42:16

3M ago42:16

42:16

In this episode of Pivot with Purpose, I chat with Marina Shiferman about her pivot from Ballerina to San Francisco Realtor®. After studying at the Kirov Ballet Academy and competing at the highest level, Marina’s life shifted when she was diagnosed with a brain tumor. Her resilience and passion led her to build a thriving business in luxury real e…

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147: Three signs you’re micromanaging (and how to stop) 41:27

3M ago41:27

41:27

Are you micromanaging without realizing it? In this special episode, I share a guest appearance on the How to Be Awesome at Your Job podcast, where we explore how to spot the signs of micromanagement and take steps to overcome it. Key Topics Covered: Too Many Meetings? [0:00] How being in every meeting could be holding your team back. Decision Over…

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Kate Atwood, Zack Hubbard, and David Brown: Taking Financial Planning Beyond Numbers to Elevate the Client Experience 46:54

3M ago46:54

46:54

In this episode of The Purpose-Focused Advisor, Zack Hubbard, Kate Atwood, and David Brown join Rob Brown for an insightful panel discussion on the evolving role of financial planning in creating an impactful client experience. Each guest brings a unique perspective on how advisors can deepen relationships and enhance client satisfaction by centeri…

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146: Helping your team ask for help without wasting your time 8:52

3M ago8:52

8:52

Struggling with team members who hesitate to ask for help until it’s too late? In this episode, I introduce a three-step framework that empowers your team to frame their problems clearly and seek your guidance more efficiently. Discover how to foster proactive problem-solving, keep accountability with your team, and create a culture where they feel…

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Kalli Fedusenko: Building a Brand That Resonates with Clients and Drives Growth 34:30

3M ago34:30

34:30

In this episode of The Purpose-Focused Advisor, Rob Brown sits down with Kalli Fedusenko, founder of Kalli Collective, a digital marketing agency dedicated to helping financial advisors build brands with impact and purpose. Kalli reveals powerful strategies to stand out in today’s crowded market, from creating a seamless client journey to crafting …

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Finding Community, Clarity, and Purpose in Dentistry and Aesthetics with Dr. Neda Hovaizi 49:47

4M ago49:47

49:47

Welcome back to Pivot With Purpose! In this episode, we’re sitting down with Dr. Neda Hovaizi, a soul driven serial entrepreneur whose talents for dentistry, aesthetic medicine, and loving leadership have changed the face of modern clinical practice. In addition to being a trailblazing clinician, Neda has found her larger purpose in being a champio…

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145: The investment to make that will ALWAYS pay off 12:55

4M ago12:55

12:55

Are you hesitant to invest in training for your team because you're worried about losing the investment if folks leave? In this episode, I discuss why upskilling isn’t just a perk—it’s essential for team growth, productivity, and even loyalty. Learn how proactive investment in your team can make a difference in outcomes, and discover what you risk …

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John Richardson: Intentional Servant Leadership for Lasting Advisor Impact 37:11

4M ago37:11

37:11

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 buildin…

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Embracing Mental Health in the Creator Economy: Shira Lazar on Self-Worth and Resilience 59:46

4M ago59:46

59:46

In this episode of Pivot With Purpose, Meghan is joined by Shira Lazar to discuss setting boundaries, finding purpose in your journey, and leaning into supportive self-talk to sustain well-being! Shira Lazar is the Emmy-nominated CEO of innovative web-first news brand, 'What's Trending'. For over two decades, Shira has been a leading voice in the c…

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144: Secrets to motivating and aligning your team: Insights from leaders at Skona 27:03

4M ago27:03

27:03

Wondering how to bring out the best in your team, even with tight deadlines and challenging client demands? In this episode of Managing Made Simple, I’m joined by Alison Curtis, Head of Client Services, and Janessa Mason, Senior Creative Director at the creative agency Skona, as they share their strategies for creating harmony in a fast-paced agenc…

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Knight Colman: Leading the Firm While Honoring the Founders’ Vision 38:08

4M ago38:08

38:08

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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Embracing Your Purpose: Career Shifts and Energy Healing with Tiffany Marie 53:15

4M ago53:15

53:15

In this episode of Pivot With Purpose, I chat with Tiffany Marie! Tiffany Marie is a Spinal Energetics Practitioner, Soul Coach, Intuitive, Master Manifestor, and the founder of Spirit + Soul Studio. She is dedicated to guiding others through profound spiritual healing, she empowers her clients to heal their inner shadows and embrace life with inte…

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143: The right moment to step in to avoid a big failure on your team 10:04

4M ago10:04

10:04

Wondering when to jump in and stop a mistake, or let your team member learn the hard way? In this episode, I tackle one of the most common questions managers face: when to intervene and when to allow a team member to handle the consequences of their decisions. I’ll share a simple framework for assessing when to step in, how to offer guidance withou…

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Shawn Maloney: Creating Happy Retirements and Lasting Client Relationships 28:23

4M ago28:23

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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142: Are you stuck with the "we're a family" metaphor? Here's why that’s a problem 13:33

4M ago13:33

13:33

When we watch sports, we often look at them as entertainment, but have you ever thought about what would happen if you managed your team like a professional sports team? If you want your team to perform at the highest level, it’s time to start thinking like a pro sports coach. In this episode, I break down three key lessons we can take from the spo…

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Matthew Gray: How NextGen Advisors Are Elevating Client Impact and Strengthening Teams 32:43

4M ago32:43

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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