Embracing Discipline in Financial Advising

Matt and Micah are breaking down the difference between actual goals and mere fantasies. Why do some financial advisors hit their big hairy audacious goals (BHAGs) while others just daydream? Spoiler: hard work, self-awareness, and a hefty dose of accountability. They emphasize that achieving real goals, unlike fantasies, requires the willingness to put in the hard work. Successful financial advisors don’t just pat themselves on the back; they recognize their weaknesses and know where they need to improve. 

Matt and Micah also stress the importance of tracking progress. If you’re not measuring your progress, you’re slacking, because this helps identify where you need to pivot. And yes, even your free time should be somewhat productive—focus on activities that contribute to your personal and professional growth, not just your Netflix queue.

Daydreaming Won’t Make You a Successful Financial Advisor [Episode 273]

Resources in today's episode:

Resources

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Bringing Peace Of Mind To Your Prospects And Clients With Guest Paul Moffat