Episode # 14 – Defining Advisor Success

by Kirk Lowe and Matt Halloran | ModMarketing

Defining Advisor Success

Kirk and Matt define what success means to them and how it relates to financial advisors. They also talk about the need to make some uncomfortable decisions to achieve what is important to you.

Success is personal. You have to be able to define success for yourself and it can’t be just one thing. Success is built on a foundation of many milestones. Things like: Creating Value, Enjoyment, Passion, Flexibility, Lifestyle, Income, Equity, Possibilities and Lowering Risk.

The podcast speaks to success being “work” and not a “gift” provides valuable insights into how to “line things up”, how accept “failures” along the path to achieve your definition of personal success.

Note: Here is the link to the video this podcast mentions