True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271]

The Perfect RIA

Matt sits down with Dr. Andy Garrett, a licensed clinical psychologist, in a profound discussion about the transformative power of aligning actions with core values. Together, they unpack the psychology behind success, offering financial advisors a fresh perspective on achieving sustainable growth.

Central to their conversation is the concept of discovering one's "true north" - a process of identifying and adhering to core values that can drive both personal satisfaction and professional success in the financial advisory industry. Dr. Andy and Matt challenge the conventional wisdom that external success alone guarantees fulfillment. Instead, they propose a more holistic approach: by aligning your practice with your values, you can unlock unprecedented growth and cultivate a deeper sense of purpose.

The discussion extends beyond theory, exploring how core values can practically shape every facet of a financial advisory practice. From nurturing client relationships to structuring the overall business model, they illustrate how a value-driven approach can revolutionize the way advisors operate and thrive in their field.

True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Andy Garrett: LinkedIn | Website - The Power of Masterminds with Guest Aaron Walker - What Works Wednesday with Aaron Walker