The Perfect RIA

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

Aug 26, 2024

Dr. Andy Garrett, a licensed clinical psychologist, joins Matt for a transformative discussion on aligning actions with core values. They explore the journey of discovering one’s 'true north,' promoting personal and professional success through value-driven practices. The pair delves into the importance of resilience, emotional management, and building healthier relationships, both personally and in business. With a focus on self-awareness, they discuss how core values can practically guide financial advisors in nurturing client relationships and structuring their practices for growth.

35:10

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Episode guests

Andy Garrett

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Episode notes

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Quick takeaways

Aligning actions with core values fosters deeper fulfillment, enabling financial advisors to achieve sustainable growth in their practices.

Conducting a core values assessment can guide decision-making and enhance personal effectiveness, preventing burnout and increasing satisfaction.

Deep dives

Growth Through Value-Driven Events

The podcast highlights the expansion of TPR Live, a series of events aimed at empowering financial advisors with growth strategies for their practices. These events facilitate face-to-face interactions with industry leaders like Matt and Micah, who discuss relevant topics such as value addition and service fees. Attendees have an opportunity to network with peers, enhancing their knowledge and skills in delivering unparalleled value to clients. Such collective learning experiences position participants to evolve the standards within the financial advisory industry.

Intro

2min

Navigating Identity and Success

21min

Transforming Core Values into Practical Questions for Leadership Success

2min

Navigating Insecurity in Relationships

3min

Aligning Actions with Core Values for Lasting Success

3min

Embracing Resilience Through Affirmations and Growth Strategies

4min

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