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.
Table of Contents

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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