THE PERFECT RIA |Exceptions, Mindset, and Owning Who You Are

We’re recapping Micah’s true confession that highlights the need for well-defined processes and systems and that exceptions can sometimes be necessary but should never become the rule. Next, we’ll share the discussion between Matt and Nic Yoemans as they looked into the differences between mediocre and successful advisors, the significance of mindset and intentionality, and why you need to challenge the status quo and seek coaching to break through barriers. Lastly, we’ll share about focusing on owning your identity and not apologizing for who you are and the importance of committing to your destination and surrounding yourself with those who support your growth.

Listen to this week’s podcasts:

A Disturbance In The Force… [Episode 224]

Raising Your Gaze and Being Coachable with Guest Nic Yeomans

Own It Already!

Recommended Podcast

Enhancing Client Communication and Interactions

Answering questions with confidence and understanding from experience.

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

Understanding a client’s perspective.

Bad Ways to Answer Clients [Episode 256]

Answering those tough client questions.

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Exceptions, Mindset, and Owning Who You Are

Recommended Podcast

Enhancing Client Communication and Interactions

The Power of Rolling Up Your Sleeves: Why Doing the Work Yourself Matters

Bad Ways to Answer Clients [Episode 256]

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