From Busy to Rich

S14E3 – 90,000 Hours: Your Story with Matthew Thompson


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In this episode of "From Busy to Rich", hosts Andy Traub, Wes Young, and Justin Lakin welcome guest Matt Thompson from Northern Ireland. Matt discusses his expertise in storytelling and its relevance to financial advisors' work. They emphasize the importance of understanding clients' personal stories to provide tailored solutions. The conversation explores the parallels between Matt's storytelling approach and the advisory process, highlighting the value of curiosity and genuine interest in others' experiences. Matt also shares his passion for preserving family legacies through various mediums, underscoring the transformative power of stories.

Click here to watch video version.

In today’s episode we will cover:

  • Importance of understanding clients' stories and needs before offering solutions
  • Matt Thompson's personal story and experiences in helping people express themselves and tell their stories
  • The role of financial advisors in understanding and serving their clients
  • The value of curiosity, genuine interest, and the ability to draw out meaningful stories from individuals
  • Asking thought-provoking questions to elicit authentic responses from guests
  • The power of storytelling and its impact on personal and professional lives
  • We hope you enjoy this episode, and would love to hear your feedback by leaving a review. If you’re an advisor and want to further explore these or other topics you can learn more at www.wesyounglive.com. Perhaps you’ve been following us for a while, and you’re ready to transform your practice. If so then we would love to have you at our upcoming Transform University class - click here for information on how to sign up.

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    From Busy to RichBy Wes Young

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