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. <a href="https://bit.ly/43IcS2E" target="_blank" rel= "noopener"> https://bit.ly/43IcS2E</a>

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. https://bit.ly/43IcS2E

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. <a href="https://bit.ly/43IcS2E" rel="noopener noreferrer"> https://bit.ly/43IcS2E</a>

Core Values With Guest Ross Welte

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success.

Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office.

Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel.  Tune in and transform your advisory practice into a powerhouse of success.

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Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.

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Core Values With Guest Ross Welte

Core Values With Guest Ross Welte

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