Click to Play

What You'll Learn In Today's Episode:

  • Mindset and Intentionality Are Key: Advisors who are successful, even if they are newer to the field, often attribute their success to having the right mindset and being intentional in their actions, including challenging the status quo and not simply going through the motions.
  • The Value of Coaching: Hiring a coach can be a critical factor in breaking through barriers and achieving greater success.
  • Be Coachable and Continuously Learn: To excel in any field, individuals must be open to learning and receptive to feedback.
  • Surround Yourself with the Right People: Success often depends on the people you surround yourself with, and advisors should carefully consider who they are associating with and whether their peers are challenging them to improve.
  • Balancing Work and Personal Development: Success isn’t just about working longer hours but also about being intentional and efficient during work hours.

Matt is joined by advisor Nic Yeomans from Yeomans Consulting Group to tackle the question of what sets successful advisors apart from the rest. From the seasoned but mediocre to the fresh faces already conquering the industry, Nic and Matt explore the habits, mindsets, and actions that make all the difference. They discuss the pivotal role of mindset and intentionality in achieving success, shedding light on how easily we fall into routines that hinder growth and the transformative impact of having a coach and seeking guidance from those who have paved the way for others.

Recommended Podcast

Communicating Through Uncertainty and Filtering Advice

Communicating Through Uncertainty and Filtering Advice

See More

You Can’t Say That!

How to filter advice.

See More

Economic Commentary [Episode 251]

Assessing your communication related to the markets.

See More

Contact Us