The Perfect RIA Discipline Equals… Money? [Episode 335]
Nov 17, 2025
Discover how discipline is the secret sauce for success in finance, transforming small victories into a winning mindset. Learn practical daily habits that boost productivity, like setting routines and eliminating decision fatigue. The hosts delve into the importance of deliberate practice, highlighting what distinguishes top advisors from the rest. Explore actionable tips for measuring progress, reclaiming your evening for productive activities, and starting every morning with a win to accelerate your journey toward your goals.
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Episode notes
Campfire Example Of Slipping Routines
- Matthew describes a camping trip where disrupted habits destroyed his productivity.
- He links lack of sleep, exercise, and poor food choices to an inability to work effectively.
Small Wins Build A Winning Mindset
- Discipline builds a psychology of winning through small, consistent successes.
- Little daily wins compound into the capacity to win bigger challenges.
Practice Like It’s Game Day
- Practice client meetings in full dress rehearsal mode and treat them like game day.
- Rehearse in the actual conference room and refine every detail before client arrival.
