What You'll Learn In Today's Episode:

  • Diverse Perspectives Enhance Learning: Hearing from financial advisors managing varying levels of assets provides unique insights into approaches and strategies.
  • AUM Does Not Equal Success: Success should be evaluated based on the value added to clients, not just the size of the managed assets.
  • Effective Time Management is Key: Advisors should make intentional choices about how they allocate their time and ensure it aligns with their goals, both professionally and personally.
  • Client-Centric Focus Drives Growth: Shifting focus to providing value to clients and understanding their needs can significantly contribute to business growth.
  • Consistency and Balance are Vital: Maintaining a consistent schedule and finding a balance between work and personal life is essential. 

 

Matt is joined by Evan Mayer, host of the For Advisors By Advisors podcast and founder of Fortuna Wealth. Evan shares the fascinating journey of starting his podcast with a mission to educate and inspire financial advisors, emphasizing the power of candid discussions over scripted dialogues. He reveals key takeaways from interviewing advisors managing a spectrum of assets, highlighting that success isn’t solely measured by AUM. Evan’s insights shed light on effective time management, the pivotal shift to a client-centric approach, and the transformative impact of consistency and balance in both professional and personal realms.

Resources In Today's Episode:

Recommended Podcast

Understanding Annuities and the Characteristics of Successful Leaders

Training in the annuity space and discipline for success.

See More

How to Achieve Success in 2 Steps

The Difference Between Wishing and Goal-Setting

See More

The Annuity Conversation with Guest Tracy Lownsberry [Episode 265]

Understanding annuities and strategies to help your clients.

See More

Contact Us