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.
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