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Ep #344: Knowledge Gap: The Power of Advice-Only Planning: A Conversation with Cody Garrett

Behind The Advisor

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Are You Really Intentional About Your Business?

A lot of people chase like this initial metric of success. And then even once they get there, actually a big thing for me is I educate clients about this that we, a lot of us focus on financial wellness because that's like the industry we're in. So I really do find them when people focus so much on the financial area, they actually end up succeeding in that financial area. But by the time they do, and their physical, mental, spiritual, relational, like all the relationships are kind of gone at that point.

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