Head Trash: Overcoming Mental Barriers in Advising [Episode 355] — The Perfect RIA

Listen in the Podli app 🎧

Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.

In this episode, Micah and Jarvis discuss the critical relationship between perceived value and fees in financial advising. They explore the concept of 'head trash'—the negative thoughts that can undermine an advisor's confidence in their value proposition. The conversation emphasizes the importance of conviction in one's value, strategies to enhance client relationships, and the necessity of maintaining a positive mindset. They also highlight the significance of a morning success ritual and the impact of surrounding oneself with the right influences. The episode concludes with a call to action for advisors to focus on delivering value rather than getting caught up in fee discussions.

Head Trash: Overcoming Mental Barriers in Advising [Episode 355]

Resources in today's episode:

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