You’re successful, driven, and operating at a high level—but something still feels off. Maybe you’re stuck, overwhelmed, or just not seeing the growth you want. You can use help to get to the next level. Hiring a coach could be the missing piece.

In this episode, Erik Garcia, CFP®, ChFC®, BFA™, and Dr. Matt Morris break down the difference between coaching, therapy, and mentorship, and how to self-assess whether coaching is the right move.

Episode Highlights:

Matt recalls hiring a golf coach when he felt stuck and needed help improving his score. (01:55)

Erik describes hiring a business coach after realizing there were skills he hadn’t yet developed. (05:10)

Matt emphasizes the value of hiring a coach when you don't know what you don't know (06:27)

Erik explains his natural drive to grow and his desire to learn from people ahead of him. (08:50)

The two discuss how coaching can help with specific roadblocks or feelings of dissatisfaction. (12:43)

Erik outlines how hiring a coach provided objective, emotionally detached insight for better decision-making. (14:00)

Matt breaks down the differences between coaching and therapy, clarifying their distinct purposes. (18:00)

They compare coaching to financial advising and mentorship, identifying key overlaps and distinctions. (20:45)

Erik reflects on the loneliness of entrepreneurship and how coaching offers perspective and clarity. (28:51)

Matt and Erik encourage listeners to explore coaching when feeling stuck, off-balance, or in need of accountability. (30:34)

Key Quotes:

“Coaching is a strategic partnership between me, you, and someone else who just needs to tackle some roadblock in their work life.” - Dr. Matt Morris

“Every individual should sit down with a financial planner at least once in their life.” - Erik Garcia, CFP®, ChFC®, BFA™

“You can be content without being complacent. You could be content and still be ambitious to want to do something more.” - Dr. Matt Morris

Resources Mentioned:

Cultivate Success Podcast Series Companion Handouts

Dr. Matt Morris

Matt Morris & Associates

Erik Garcia, CFP®, ChFC®, BFA™

Xavier Angel, CFP®, ChFC, CLTC

Plan Wisely Wealth Advisors