The Perfect RIA

Your True North and Building a Legacy Practice

Aug 30, 2024
Dr. Andy Garrett, a licensed clinical psychologist dedicated to helping individuals reconnect with their core values, joins the discussion to reveal the importance of authenticity in achieving success. He introduces the "true north" concept, a framework for defining purpose and stability in one’s career. The conversation also dives into effective strategies for financial advisors, emphasizing the need for decentralizing command to empower team members. Listeners gain insights into aligning values with client experiences and transitioning to a scalable practice.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Internal Bankruptcy

  • Dr. Andy Garrett observed that many successful individuals, despite external achievements, feel internally bankrupt.
  • He helps them reconnect with their core values and identity to improve performance in all areas.
ADVICE

Keys to Success

  • Focus on authenticity, autonomy, and better leadership as predictors of success.
  • Align decisions with core values for powerful, consistent decision-making.
ADVICE

Authenticity

  • Strive for authenticity in your actions and words, fueled by genuine belief and conviction.
  • Clients can sense inauthenticity, especially regarding value and fees.
Get the Snipd Podcast app to discover more snips from this episode
Get the app