The Perfect RIA

From Business to Freedom With Jerome Myers [Episode 315]


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In this episode of the Perfect RIA Podcast, Matthew Jarvis and Jerome Myers delve into the complexities of business exits, exploring the psychological aspects of attachment styles and their impact on financial advisors. They discuss the inevitability of exiting a business, whether through selling, giving away, or closing it, and emphasize the importance of having a post-exit plan. Jerome introduces his concept of the 'Five Scars of Success,' which highlights the emotional and psychological challenges faced by entrepreneurs. The conversation underscores the need for advisors to understand their attachment styles and how these influence their business decisions and client relationships.

From Business to Freedom With Jerome Myers [Episode 315]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Jerome Myers Website | LinkedIn

 

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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