Why Financial Undressing Matters [Episode 208]
What You'll Learn In Today's Episode:
- How sometimes, people build up a story in their mind and belief it to be facts, which in reality, it’s made up.
- How masterminds can help you understand your client’s vulnerability.
- Why you need to be tracking the real numbers instead of guesses.
- That your goals should match what you’re designing for and solving in your life, not someone else’s.
- The right questions to ask others at conferences to help your growth.
If your idea of a mastermind means sharing numbers in your head and cheering on another advisor who vaguely remembers their number of client meetings or guesses at their gross revenue, then you’re doing a disservice to yourself and to others. On today’s episode, Matt and Micah explain that to be impactful and help your growth; masterminds require openness, honesty, and vulnerability from everyone.
Ideas Worth Sharing:
‘What we’ve found is by financial undressing, it opens up a state of vulnerability.’ - Micah Shilanski Share on X ‘Successful people do what unsuccessful people are willing to do,’ - Matthew Jarvis Share on X ‘I’m not solving for the average person. I’m solving for my life.’ - Micah Shilanski Share on XResources In Today's Episode:
- Matt Jarvis: Website | LinkedIn
- Micah Shilanski: Website | LinkedIn
- TPR on YouTube
- Learn about our membership options by contacting lifestyle@theperfectria.com
- Retirement Tax Podcast with Steven Jarvis and Benjamin Brandt
Recommended Podcast
Goal Setting Gone Right: Stop Faking It, Start Making It
Characteristics of goal achievers.
See More
From Setting to Achieving: The Four C’s To Achieving Your Goals with Guest Kristin Burke [Episode 296]
Mastering goal setting for financial advisors.
See More
Why Two Advisors Decided to Spill Their Secrets
Transforming the financial advising industry.
See More