The Perfect RIA

Stop Defending Your Head Trash! [Episode 343]


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In this episode, Matt and Micah discuss the concept of 'head trash' that financial advisors often face, particularly around income, effectiveness, and capacity. They explore the idea of a 'money thermostat' that limits advisors' perceptions of their success and the importance of recognizing real limitations versus self-imposed barriers. The conversation delves into the fear of prospecting and how it can hinder growth, emphasizing actionable steps advisors can take to overcome these challenges and deliver more value to their clients.

Stop Defending Your Head Trash! [Episode 343]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

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

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