If you don’t know your core values, you’ll likely build a business that looks successful on paper but leaves you burned out and misaligned in real life.

That’s why I invited my friend Robert Glazer on the podcast. He’s an entrepreneur, bestselling author, and someone I always learn from when it comes to leadership. Robert built a global business that won dozens of “Best Place to Work” awards, writes the Friday Forward newsletter read by hundreds of thousands each week, and has published five books translated worldwide. His new book The Compass Within is about uncovering the values that drive you—and using them to align your business and life so success actually feels fulfilling.

In this conversation, Robert and I dig into where core values really come from, why it’s so important to share them with your team, and how to infuse them into your culture so your firm can grow without losing what makes it special. 

We also talk through his “three climbs” framework, and why so many advisors get to the top of the wrong mountain and wonder why it doesn’t feel like freedom.

3 of the biggest insights from Robert…

1. The Compass Within: Why Advisors Need a Core Values Framework

Robert’s new book isn’t just another leadership parable—it’s a tool to help you figure out the values that drive every decision you make. When you know those, you can build a firm that scales without burning you out, gives your team clarity, and actually supports the kind of freedom you want.

2. Core Values Are Formed Earlier Than You Think

Most values are rooted in childhood—they usually come from one of two places: the moments that lit us up, or the painful experiences we swore we’d never repeat. When you understand those drivers, you can lead more authentically, set clearer expectations, and avoid the blind spots that derail teams.

3. From Words on the Wall to Culture That Works

Values don’t matter if they just sit on a wall—they’ve got to show up in daily behavior. Robert shares how firms can turn values into real systems so your firm attracts the right people, and scales trust without the founder needing to be in every room.

4. The 3 Climbs: How to Build a Business You Never Want to Retire From

Too many advisors grind their way up the wrong mountain, only to find emptiness at the top. Robert explains the 3 climbs of entrepreneurship and how to design your firm so the journey itself is energizing.

SHOW NOTES

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DISCLOSURE 

DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.

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