How to Develop a Magnetic Financial Planning Process with Rob Brown Artwork

The Finance Marketing Podcast

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The Finance Marketing Podcast

How to Develop a Magnetic Financial Planning Process with Rob Brown

May 23, 2025 • Season 2 • Episode 17

In this episode of The Finance Marketing Podcast, Hillary sits down with Rob Brown, founder of Truest Fan Coaching and author of "Truest Fan: Live, Love, and Lead with Purpose and Impact," to discuss how financial advisors can differentiate themselves in an increasingly crowded and standardized profession. Rob shares his concept of developing a Signature Solution — a unique, branded process that reflects an advisor's personal approach to financial planning and helps them stand out. Listen to learn how creating your Signature Solution can transform your marketing, strengthen client relationships, and help you avoid becoming what Rob calls a "human robo-advisor."

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