Between Now and Success

The Importance of Self-Awareness and Action in Delivering Great Financial Advice with Joe Deitch


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If you don’t “know thyself,” you’ll have difficulty succeeding in a world where technology is making average human advisors obsolete.

Self-aware advisors understand that they have blind spots and they seek to shine a light on them, make changes, and turn them into strengths.

Joe Deitch, the founder of Commonwealth Financial Network, joins my podcast today and shares wisdom from his four decades of running a top broker dealer and drops some amazing insights from his new book, "Elevate: An Essential Guide to Life."

In this conversation, we discuss overcoming blind spots, closing the knowing-doing gap, leveraging the multiplier effect, deep listening, meeting people where they are, and much more. By the end of this episode, you’ll have a good understanding of the key skills you’ll need as an advisor to thrive in the years ahead.

For additional notes and quotes, visit https://www.belayadvisor.com/134

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Between Now and SuccessBy Steve Sanduski

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