THE PERFECT RIA
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What You'll Learn In Today's Episode:

  • Why you don’t need everything to be perfect before you take action.
  • How having open communication within your organization creates a positive environment.
  • Why core values shouldn’t just be empty words, but instead how you filter your decisions.
  • That imposter syndrome is just a sign that you’re human.
  • How implementing value adds has benefited him and his clients.

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Striving for perfection is wonderful, but is it stopping you from moving forward in your business? In today’s episode, Matt is joined by Ross Welte from 5 Stone Financial Group to talk about why choosing to take action helps you to keep improving. Ross will also share how he and his business partner use core values as a filter for every business decision that they make, including which clients they choose to work with.

Ideas Worth Sharing:

‘There’s a big tendency to want everything to be perfect before you act on it.’ - Ross Welte Share on X ‘We all have those days where we doubt ourselves, where we're thinking, what the heck am I doing? And it's how you push out the other side that's really going to make a difference.’ - Matthew Jarvis Share on X ‘I view these core values not as just some empty words that are on a piece of paper, I view them as the filter through which I make almost every decision around this business.’ - Ross Welte Share on X

Resources In Today's Episode:

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