Matt sits down with Dr. Andy Garrett, a licensed clinical psychologist, in a profound discussion about the transformative power of aligning actions with core values. Together, they unpack the psychology behind success, offering financial advisors a fresh perspective on achieving sustainable growth.

Central to their conversation is the concept of discovering one's "true north" - a process of identifying and adhering to core values that can drive both personal satisfaction and professional success in the financial advisory industry. Dr. Andy and Matt challenge the conventional wisdom that external success alone guarantees fulfillment. Instead, they propose a more holistic approach: by aligning your practice with your values, you can unlock unprecedented growth and cultivate a deeper sense of purpose.

The discussion extends beyond theory, exploring how core values can practically shape every facet of a financial advisory practice. From nurturing client relationships to structuring the overall business model, they illustrate how a value-driven approach can revolutionize the way advisors operate and thrive in their field.

True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Andy Garrett: LinkedIn | Website - The Power of Masterminds with Guest Aaron Walker - What Works Wednesday with Aaron Walker

In this week's recap of The Perfect RIA podcast, Amber highlights key insights for financial advisors focusing on growth and success. Monday's episode features Matt and guest Aaron Palmer discussing impactful value-add strategies, including conducting unclaimed property searches during client meetings and using unique communication methods. Aaron also shares his personal journey to sobriety, sparking a discussion on industry challenges like addiction and work-life balance.

Thursday's episode, led by Jamie, explores the transition from the growth stage to the freedom stage in an advisor's career. Key concepts include client selectivity, overcoming the "shopkeeper mentality," and implementing effective systems. This stage allows advisors to focus on high-value activities while trusting their team and processes.

Resources in today's episode:

- Episode Website - The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270] - Will I Ever Experience Freedom as a Business Owner?

In this episode, Jamie Shilanski discusses the coveted "Freedom Stage" of a financial advisor's career—a pivotal phase achieved through strategic growth and measurable success. Jamie explores how top-performing advisors leverage their achievements to revolutionize their practices, focusing on three key areas: cultivating discerning client relationships, achieving work-life balance, and implementing robust systems for sustainable growth.

The episode dives into critical mindset shifts and practical strategies that propel advisors from the daily grind to true professional freedom. Jamie addresses the common "shopkeeper mentality" that often holds advisors back, offering guidance on building and trusting a capable team to drive the practice forward, even in the advisor's absence. By mastering selective client relationships and harnessing the power of efficient processes, advisors can scale their businesses effectively.

Will I Ever Experience Freedom as a Business Owner?

In this episode, Matthew Jarvis is joined by Aaron Palmer, a financial advisor whose journey intertwines professional success with personal growth. Aaron shares a deceptively simple yet powerful strategy for adding exceptional value to client relationships, demonstrating how uncomplicated approaches can dramatically enhance client satisfaction and loyalty.

But Aaron's story goes beyond financial strategies. In a candid and inspiring segment, he opens up about his personal triumph over addiction, illustrating the profound impact that personal growth can have on a financial advisor's career trajectory. This raw and honest discussion serves as a testament to the importance of holistic development in the financial advisory field.

Drawing from his experiences, Aaron advocates for a multifaceted approach to success. He encourages advisors to leverage proven success models, learning from and implementing strategies used by top-performing professionals. Moreover, Aaron emphasizes the critical role of strategic delegation, teaching advisors to identify and outsource tasks that may hinder growth, thereby allowing them to focus on high-value activities.

The Ripple Effect of Positive Change and Impactful Value Adds with Guest Aaron Palmer [Episode 270]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn - Aaron Palmer: LinkedIn | Website - Many Are The Wonders - Ethan Hallmark - Driven by Douglas Brackmann - Who Not How by Dan Sullivan

In this recap, Amber’s highlighting this week’s focus on marketing and growth. On Monday, Matt and Micah challenged the notion that flashy websites and graphics are the key to success. Instead, they emphasized the importance of substance and authenticity in marketing efforts. Learn why committing to a well-thought-out strategy for at least a year can yield significant results.

On Thursday, Jamie discussed that for advisors in the growth stage, it’s all about being intentional with getting more clients and on niche development. Find out how defining your target audience precisely can set you apart in a crowded market and attract ideal clients. Jamie also shared innovative approaches to referral generation, including how to engage with clients in ways that naturally lead to referrals and educating centers of influence about your services.

Resources in today's episode:

- Episode Website - Not Bringing on New Clients? It’s Because You’re Playing Office [Episode 269]- How to Grow Your Practice

In this conversation, Jamie Shilanski breaks down the advisor journey into three pivotal stages: growth, freedom, and enterprise, offering invaluable insights for advisors at every level.

Jamie emphasizes that the foundation of a thriving practice lies in the growth stage, where effective communication and strategic marketing take center stage. Financial advisors looking to supercharge their client acquisition must laser-focus on defining a crystal-clear target audience, becoming the go-to expert in a specific niche, and crafting compelling marketing messages that resonate with potential clients.

- How to Grow Your Practice

Resources in today's episode:

- Niche Slapped

In this episode, Micah and Matt are digging into the world of marketing for financial advisors. They reveal why flashy graphics and social media likes aren't enough to grow your practice – it's all about delivering real value and mastering the art of communication with prospects.

They emphasize the importance of answering prospects' burning questions to build trust and credibility, and encourage advisors to explore diverse marketing channels, from social media and podcasts to impactful in-person events, while stressing the need to commit to chosen strategies for the long haul to see meaningful results.

- Not Bringing on New Clients? It’s Because You’re Playing Office [Episode 269]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

In this recap episode of The Perfect RIA podcast, Amber Kuhn highlights key insights from this week. On Monday, Danny Lorfink, co-founder of Wealth.com, joined Matt to discuss how their estate planning tool can help advisors provide more value to clients. The platform allows advisors to maintain a "quarterback" position in estate planning discussions without crossing legal boundaries. Financial advisors are encouraged to view estate planning as an essential component of any comprehensive financial plan.

On Thursday, Jamie emphasized the importance of the "authority principle" in building client trust. This approach can be particularly valuable when discussing complex topics like estate planning with clients and helps your clients feel more confident in working with you.

Resources in today's episode:

- Episode Website - Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268] - The Power of Authority - Why We Follow Experts

Jamie Shilanski is exploring the critical intersection of professionalism and likability in the world of financial planning. With a spotlight on estate planning, she offers expert insights that every financial advisor should consider. The episode unpacks the powerful 'authority principle,' revealing how perceived authority and trust can make or break a financial advisor's relationship with clients. 

But it's not just about numbers and legal jargon. Skilled financial advisors can address their clients' deepest uncertainties and provide emotional relief through comprehensive estate planning. Jamie's advice underscores the importance of empathy and understanding in delivering top-notch financial guidance.

The Power of Authority - Why We Follow Experts

In this episode, Matthew Jarvis sits down with Danny Lohrfink, the innovative co-founder of Wealth.com, to explore how financial advisors can improve their practice through estate planning.  Matt and Danny dive into estate planning as a crucial yet often overlooked area where financial advisors can provide immense value to their clients. They discuss how Wealth.com's cutting-edge technology is simplifying the complex world of estate planning, making it more accessible and efficient for both advisors and clients.

Throughout the conversation, you’ll hear inspiring accounts of financial advisors who have successfully integrated estate planning into their services, enhancing client relationships and boosting their bottom line.

Streamlining Estate Planning with Technology with Guest Danny Lohrfink [Episode 268]

Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Danny Lohrfink: Website | LinkedIn