What You'll Learn In Today's Episode:

• Building relationships is key in the financial advisory industry.
• The only true competitor is oneself, focusing on personal growth.
• Money should be viewed as a tool, not a goal.
• Selling a business doesn’t mean losing purpose or impact.
• Advisors should evaluate their growth strategies regularly.
• Finding mentors outside of one’s immediate circle can provide new perspectives.
• Living a healthy life contributes to professional success.
• Impact can be achieved through various avenues, not just non-profits.
• It’s important to assess whether you’re growing for the right reasons.
• Community involvement can enhance both personal fulfillment and business success.

In this episode of the TPR podcast, Matthew Jarvis interviews Scott Danner, a seasoned financial advisor and author of ‘Freedom Street.’ They discuss Scott’s journey in the financial advisory industry, emphasizing the importance of building relationships over transactions. Scott shares his life model, which focuses on love, impact, faith, and energy, and how it guides his professional and personal life. The conversation also explores the intersection of wealth and impact, highlighting the misconception that one must choose between financial success and making a difference. Finally, they address the importance of evaluating growth strategies, whether organic or through strategic partnerships, and the need for advisors to seek mentorship and challenge their thinking.

Resources In Today's Episode: