Latest / The Perfect RIA / True North: Financial Advisors' Path to Value-Driven Success with Guest Dr. Andy Garrett [Episode 271]
Transcript
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- 1:23Matthew Jarvis: Hello everyone and welcome to another episode
- 1:24of The Perfect RIA podcast. I'm your co host, Matthew Jarvis,
- 1:28with me today. Special guest, Dr Andy Garrett, who is wise, Andy,
- 1:32I almost want to let you describe. I don't want to, like,
- 1:34give your credentials wrong, but you're like, you're actually
- 1:36like, a professional head doctor, right? That's probably
- 1:40not a term you would use. But I do have to mention Andy and I
- 1:42were introduced by a mutual friend, Aaron Walker, who's been
- 1:46on this podcast several times. And we both before he record,
- 1:50like, oh, big A. Like, he is the guy, but it's reminded to me of,
- 1:55if you deliver massive value, like the whole world aligns
- 1:59around you, like, that's your big A's thing. Like, everybody
- 2:00goes those movers, massive value. So when he says, like,
- 2:03Jarvis, you got to have Dr Andy on your podcast, there was not
- 2:05even a second question. And it was same for you. You're like,
- 2:08big A says it, we're doing it. So I love that. So anyway, tell
- 2:11us about you, dude, yeah.
- 2:12Dr Andy: First off, just love the comment on Big A. I love
- 2:15what you said too, when you were first introduced to Big A, the
- 2:17fact that you went by Big A, you're like, serious. But I
- 2:22highly encourage people to go check out those episodes again,
- 2:24because I know they're both so, yeah, I'm a licensed clinical
- 2:27psychologist. Started off getting into private practice,
- 2:30working mostly while primary clientele ended up being really
- 2:38successful individuals, executive business owners who
- 2:41had all the external markers of success, you know, had the
- 2:44beautiful homes, had ratifications beyond things like
- 2:47that. Internally, they were bankrupt. There was a sense of
- 2:50it just being really unfulfilling. They'd attach
- 2:52their identity, to their work, to their income, to power, not
- 2:56necessarily even knowing or intentionally needing to do
- 2:58that. But that's never going to lead to fulfillment. It creates
- 3:00a really futile cycle of just chasing more and more and never
- 3:04totally fulfilled. So I've helped these individuals for
- 3:08years to re establish their identity and to find it, onto
- 3:11their core values, to find it you know, they're authentic.
- 3:14That leads to holistic success. So all of a sudden, now they
- 3:17were actually performing better at work, right? They had a
- 3:20greater sense of security, trusting themselves to make the
- 3:22right decision, getting into flow state, but being able to
- 3:25see that translate very kind of seamlessly. Then at home, seeing
- 3:29instead of the compartmentalization where they
- 3:31were crushing it at work, but often leaving trails of damage
- 3:34in their personal relationships, now all of a sudden, they're
- 3:36succeeding in all areas and experiencing tremendous
- 3:39fulfillment. So just to bring it all home, I worked with Big A,
- 3:43you know, several years ago, and he was asking me, any other
- 3:46practice, how do you want to scale your impact, or what's,
- 3:49how do you want to do it? So I realized I didn't want to grow a
- 3:52massive practice where I had a bunch of coaches and therapists
- 3:54working under me, so I built a course that just put me
- 3:57structured, you know. Realized that I really, you know, see
- 4:00myself as a psychological engineer, engineering, how to
- 4:03solve big, psychological, complex problems. And the
- 4:07biggest one I can think of to solve is identity, right? As
- 4:09answering that question, I know Simon Sinek has that great book.
- 4:13Start with, why, Simon? I think you're great, but you got to
- 4:15start with who's got to be the starting place. And when you
- 4:19figure that out, everything else comes so much more organically
- 4:23and anchoring it to a clear understanding of who you are. So
- 4:26we built a course, launched it in beta form on March 15 of
- 4:302020.
- 4:31Matthew Jarvis: Okay, yeah, that time, yeah, the market fell by
- 4:3530% for some reason.
- 4:36Dr Andy: I remember. So we had like 25 people in that beta
- 4:40group, though, had committed to go through it. A few people
- 4:42understand it was seven. Seven people understandably said, Hey,
- 4:45we're kind of spooked out by everything. So they backed out.
- 4:47But 18 people went through it. 14 of them completed the
- 4:51program. Those 14 individuals all thrived in the midst of one
- 4:55of the most uncertain times in human history. And it was
- 4:57because they were operating on this, this bedrock of, you know,
- 5:00solid clarity of who they were, convictions of what mattered to
- 5:04them. You know, many of them had to pivot completely in their
- 5:06businesses. Their traditional way of doing work wasn't
- 5:09available. And when your identity is really rigidly
- 5:12attached to it, but this is who I am, it becomes very difficult
- 5:15to pivot. And often you double and triple down on, you know,
- 5:17kind of doing the same thing, but they were able to vary in a
- 5:21resilient and agile manner, to find creative ways to deliver
- 5:24their services and recorded record profits in that time. So
- 5:29since then, it's really good about, how do we scale this? And
- 5:32we've been able to have several 100, I think it's about 800
- 5:35people now go through some version of these courses and
- 5:39pairing it with this resilient strategy. That is the greatest
- 5:43optimization work that I've ever done in my 15 plus years of
- 5:46private practice.
- 5:47Matthew Jarvis: It's quite a mouthful. Yeah, no, no, that's
- 5:49that's pretty awesome. So I want to pull a thread in two
- 5:52directions. So I want to pull on this thread of people who get to
- 5:55the top of the mountain, whatever that means, like they
- 5:58had some income level. And a lot of people, I know the industry
- 6:00right, and the industry, right? And the dollar amount really
- 6:01relevant, but they got to whatever dollar amount they
- 6:04thought was the top of the mountain, and then they got to
- 6:06the top of mountain and looked around and like this, there's
- 6:09there's nothing here. And it's like a double you know this
- 6:12better than I do, but it's like a double punch, because not only
- 6:15is there nothing there, but you were convinced that when you got
- 6:18there, everything would be there. So I would have had that
- 6:20direction, but I went, I put a little seed in. Let's talk to
- 6:22also about the people that are the bottom of the mountain, the
- 6:25resiliency that it takes, because it's a tough climb,
- 6:28like, you get to the top and you're like, Man, she's like,
- 6:30grinding on things for however many years and hours and soul
- 6:33crushing thing. And I hear there's nothing. Still, are
- 6:35people in the grind as well. So let's pick either side of that.
- 6:38Dr Andy, and let's, let's pull on this a little bit. I'll start
- 6:40with the top of the mountain first. Yeah, yeah. And I agree,
- 6:43you know, one of the aspects or components of what we go through
- 6:46in developing those called True North. All right, I love the
- 6:49term true north. Is a quick comment, yeah, as opposed to
- 6:52magnetic north.
- 6:53Dr Andy: I don't know if you know, there's a slight
- 6:55difference, like magnetic north, a fixed geographical location
- 6:58remains constant, stable and secure electro or magnetic
- 7:02north, also reliable if you're if you're hiking or something,
- 7:05but it's constantly shifting because it's reacting. Yeah,
- 7:09yeah. That's why I believe most people live their life, is that
- 7:12they're constantly reacting and shifting based off the
- 7:14environment they're in. That's tiring, that leads to burnout,
- 7:18right? That means that maybe your values, or some of those
- 7:21things slightly shift, and that undermines trust, undermines
- 7:24resilience. I'm not saying you have to have complete certainty
- 7:27in everything, right? That's that's not possible, but at
- 7:30least you should have a handful of things to say. These are made
- 7:32constant and stable for me. These are things that I can rely
- 7:35on, that I can make great decisions, because the other
- 7:37foundation of you know what's most important to me. And when
- 7:41you're standing in uncertainty, right? We're very uncertain five
- 7:44so a lot of chaos, you know, various things that are going on
- 7:47in the world. Ability to know how to define your purpose,
- 7:51right? To have those core values that generally remain pretty
- 7:54stable over a period of time is one of the best antidotes.
- 7:57Matthew Jarvis: That's so that true north. And I know we're
- 8:00just doing this, just doing this, just narrow snippet of it.
- 8:02You obviously got an entire program. This is, this is your
- 8:04life's work here. How do you help people not let their I want
- 8:07to use mood, for lack of a better term, and maybe I'm the
- 8:09only one that takes us. But like, so we've established this
- 8:11true north, and then we have a bad day or a bad week or a bad
- 8:14month or or whatever. Like, you know what it really that's not
- 8:18really my true north. You know? What I should do is I should
- 8:19earn my practice the ground. Maybe I should divorce my wife.
- 8:23Like, maybe I should take up cocaine, like, whatever, like,
- 8:26driven like, our minds go, like, to these extremes. So how do you
- 8:30help people stay anchored on this true north when it doesn't
- 8:32feel like true north at times? Yeah, that's really the the
- 8:36resilience piece. After we did the true divorce, we saw people
- 8:39were really dialed in, right? They were having breakthroughs
- 8:42in their marriages and their work and their kids do all kinds
- 8:44of things that doesn't stop life from happening, right?
- 8:47Dr Andy: And there is no pathway to great success. We're going to
- 8:50involve significant obstacles, hurdles, failure, setbacks,
- 8:54pain. So once you accept that, you know really it's what are
- 8:57you going to do about it? I agree that emotional reaction is
- 9:00what often gets us in our biggest trouble. One of the
- 9:02greatest personal development quotes comes from Victor
- 9:05Frankel, and his answer to me to what happens to us in our
- 9:10response, there's a space, and in that space is where our
- 9:12capacity for growth and freedom exists. Most of the times we
- 9:16give that space away, right? We get upset or feeling shame or
- 9:20experiencing posture syndrome, and we react out of that, and
- 9:23then we rigidly decide to double and triple up on that rigid
- 9:27response. And that can get us it's got me in plenty of trouble
- 9:30over the years. But if you have some resilient strategies in
- 9:34place and have the ability to recognize, oh, I'm feeling
- 9:37really angry or disappointed, or whatever it is right that
- 9:40emotion and everybody specific emotions that usually you know,
- 9:44are triggers for really bad decision making. So once you're
- 9:48able to recognize that, we give the tools on how to neutralize
- 9:51the emotion, how to really be able to step into that so even
- 9:56give your slower acting brain, your prefrontal cortex, time to
- 9:59kick in, and that's where you can access your problem solving,
- 10:03your values. We can really strategically, creatively, find
- 10:07ways to pivot out of the pain or the shame or whatever is you're
- 10:10feeling into a growth response. And now all of a sudden, you
- 10:13turn, you know, a negative, into an opportunity for radical
- 10:17growth and purpose.
- 10:18Matthew Jarvis: But it's so interesting, so many things come
- 10:19to mind on that. But is it different? Halfway up the
- 10:23proverbial not like, like, using the same knowledge, it almost
- 10:25seems like it's the same other than the emotions might be a
- 10:27little bit different, like rejection and failure and
- 10:29imposter, cetera, but it's kind of, I suppose. Is it very
- 10:32similar? It seems like it's the same thing, just just different,
- 10:34different manifestations.
- 10:35Dr Andy: That's certainly been my experience. You're working
- 10:37with. As you said, all you know, I think the emotions, the
- 10:42struggles, are the same. Some of the most successful individuals
- 10:45that we've seen, you know, they really just said they figured
- 10:48out on some level. They call it their true north. This is who I
- 10:53am, and these are the goals I have, and they're pursuing that,
- 10:55if you accept again, that you're going to experience pain and
- 10:58setbacks on that. You know, it's just, how can I be consistent
- 11:02with staying true to my true north? How can I quickly be able
- 11:05to rebound 50 moments back to true north and and really, like,
- 11:10I know that doesn't sound very sexy, but rinse and repeat,
- 11:13right? And that consistency can lead to all kinds of really
- 11:16exciting breakthroughs.
- 11:18Matthew Jarvis: And filament success is something that comes
- 11:20to mind as I sort of reflect on my my personal journeys up down
- 11:23the mountain was, and I ever called it true north. But now
- 11:25that I think back on it, it's really similar for me. A lot of
- 11:27times it was having someone that, at least in some area of
- 11:30my life, was, was the true north right early on, it was a fellow
- 11:33named Tom gow, phenomenal financial planner. And I just on
- 11:36bad days, I would just like, all right, what would Tom do right
- 11:38here? All right, well, Tom would do X, I'm gonna do that. I mean,
- 11:41you and I both started this episode singing praises to big A
- 11:44Yes, I know for me, he fills that role. Listen big as my true
- 11:48door. So when I have that emotional response like you
- 11:50said, I'm like, Yeah, let's burn this thing down, or that's
- 11:51whatever I call him up, like, dude, what? What do I do here?
- 11:55Now, I guess this doesn't mean to hear anybody else is is
- 11:58imperfect. We have to be careful there, like he's gonna throw the
- 12:00mistakes, he's gonna do things. But I've got to have, I guess,
- 12:03to your point now that I think about always, it was the true
- 12:06north that pulled me through whatever emotions was going on.
- 12:09I love that you say that. You know, really the foundation of
- 12:12this program, when I built it off, was the example my grandpa
- 12:15set for me. So my grandpa was the successful business. Name's
- 12:18Carl Karcher. He started Carlos Jr, the fast food restaurant?
- 12:21Dr Andy: No way, really, yeah. So very successful, right, with
- 12:25his business, but his greatest success was his relationship.
- 12:29Was who he was as a person. And so, you know, the last 10 years
- 12:32of his life, he now we're best friends. And I got a chance to
- 12:35spend 1000s of, you know, both the work environment, yeah,
- 12:39public spaces and private and good time with family, and I got
- 12:42a chance to see the example and get an eighth grade education.
- 12:45So when I talk about things like a truly motivation and autonomy,
- 12:48it wasn't necessarily terms of using but it's what he modeled.
- 12:52And I saw how consistent he was, whether it was at the height of
- 12:55success or when he nearly lost everything, right? He remained
- 12:58radically consistent. He continued to show up. He talked
- 13:01about his values all the time. And you can see the way that he
- 13:04lived his life. He was, you know, really spent the max
- 13:06amount of time again, not perfect. He had his flaws, of
- 13:10course, but I really reverse engineered. I said, Hey, what
- 13:13was it that he did that made him so successful? You know, part of
- 13:17it was my own struggle, too. I'm trying to, really, you know,
- 13:20figure out who I am, start, stop living always for validation or
- 13:24affirmation. And when I was able to really look at what he did, I
- 13:27said, so I'm packing this and then putting this together in a
- 13:29psychological program. These are the things he modeled and seen.
- 13:34Now, consistent again, we're not creating a bunch of Carl
- 13:36Carter's or big as but we're helping people to find their
- 13:39version of that.
- 13:40Matthew Jarvis: Yeah, yeah, yeah. Well, it's interesting as
- 13:43you talk to that, and I would imagine it's the same for your
- 13:45grandfather, that some of these are really big, like, deep
- 13:48moral, moral items, but others are really small, right? Like,
- 13:53yeah, when I'm working with listen, you know your fee is now
- 13:56x, like, we're no longer it doesn't matter what I when a
- 13:59prospective client comes in is that what I feel the fee is, the
- 14:03fee is x, or in my works, and that's it. I don't work till
- 14:08501. I don't work on Saturdays. Like, those are just non
- 14:11negotiables, really peeling back layers here. Dr, this is like,
- 14:14this is your job or something. Dude, never struggled. I didn't,
- 14:18I didn't ever think like, oh man, am I charging? It's just
- 14:20like, Oh, my fee is x, and that is the things where I didn't
- 14:23have one, where it's like, I don't know what I'm going to do
- 14:25here. So that's so interesting, dude.
- 14:27Dr Andy: Yeah. I mean, really, that kind of gets a guiding
- 14:30principles, right. And when we talk about issues like
- 14:33authenticity, autonomy, all these things that we know are
- 14:35great predictors of success, better leadership, really, these
- 14:39things come down to, they're kind of moral values based
- 14:42concepts. You know, they have a lot to do with our character. So
- 14:46when we get really clear on that, it's again, it's amazing.
- 14:49And then we just remain consistent, staying with our
- 14:51guiding principles, it's amazing how much easier we have to make
- 14:55a lot less decision. Plug the examples that you're setting
- 14:57there. Some of the work we help people do. However you get
- 15:00started to define those things will make a world of difference?
- 15:02Matthew Jarvis: Yeah, I would love your thoughts. Dr, and I
- 15:04think we have to underestimate how much energy goes to making
- 15:08these decisions again and again and again, versus just that's
- 15:11just how it is, right, whether it's with, you know, kids, I
- 15:14know you do things with youth as well. We'll talk about that in a
- 15:16minute. But I guess the things that I have where I can use are
- 15:19just non negotiables, like, we just don't ever even discuss
- 15:22this. But because the things I have to think about, well, that
- 15:24really drains, like that takes a lot of emotional energy away. If
- 15:26I'm thinking about right, my 18 year old, like, how are we going
- 15:29to handle a car situation? Well, if I have to think about that
- 15:32every single day, boy, that that's drains a lot of our
- 15:34relationship. I just like, hey guys, good cars. You drive up.
- 15:36People gas. Easy as that, is that the right answer? I don't
- 15:40know, but that's our answer, right? Yes. I don't have to
- 15:43think about it. Well, I've been nuts.
- 15:45Unknown: Part of the resilience strategy in here is not to
- 15:47always rely on resilience, right? Like we shouldn't always
- 15:49have to use willpower or have to make unnecessary decisions. How
- 15:54do we set up systems that's almost like preventative
- 15:56resilience, right? When you create a clear so we have a
- 15:59decision making tool that just helps. You know, a lot of the
- 16:02people we work with are perfectionistic, so they always
- 16:05want to make the very best decision in the process. Not
- 16:08only do they make very inefficient decisions, but they
- 16:10stress themselves out. They work towards overwhelm and burnout.
- 16:14So you got a criteria with your core values, at least, to run
- 16:18through decisions occasionally I'll have someone say, Well,
- 16:20what if my decisions rarely involve my core values? Use of
- 16:23my responses. If you're making a bunch of decisions that have
- 16:25nothing to do with your core values, you're making a lot of
- 16:28the wrong decisions. You probably need to refocus some of
- 16:31where your attention to focus is going on. But it's amazing, when
- 16:34you make decisions that consistently align with your
- 16:37core values, you will become a great, powerful decision maker,
- 16:41the conviction that you're demonstrating to others is going
- 16:44to be felt right? They're going to get behind you. Your
- 16:46leadership qualities and skills will go up.
- 16:47Matthew Jarvis: It's really powerful. Boy, I was thinking
- 16:49that same thing as you were saying it. And of course, for
- 16:52financial advisors, right? When you're advising clients, and a
- 16:55lot of that's where we're thinking about the future, what
- 16:56are the markets going to do? What are interest grants going
- 16:58to do? All of which is totally unknowable. But if I go into a
- 17:01client meeting with this huge amount of us, amount of
- 17:03uncertainty, it kills it. But if I just go in and say, like,
- 17:05here's our approach, this is what we're doing. I mean, I
- 17:07think about effect to Big A, I want this to be like a parade
- 17:10for him. But the very first phone call I was on with him, my
- 17:13buddy Mike and I, who I host this podcast with, we're talking
- 17:15to Big A. We're talking about five minutes. He says,
- 17:17gentlemen, if your wife were to call me right now, would you
- 17:20hang up this call and answer your wife's call? And we said
- 17:24no, because we're on this call with you. Man, like, Listen, if
- 17:27my wife called me, I would hang up on you guys and I would
- 17:30answer her call. And we're like, Come on, give me a break. He's
- 17:33like, I just let you know my wife is more important to me
- 17:36than you are, and I'm embarrassed for you that you
- 17:39that I'm more important to you than your wife is. And for us,
- 17:41those are, like, fighting or Micah, the conviction. Like we
- 17:45got off the call, we were both like, this, up, man, right? Who
- 17:47is this guy? And then it was like, wow, that level of
- 17:50conviction, like we could argue the right or wrong move, like we
- 17:53could have a whole debate on that totally but the conviction
- 17:54was like, this is never think about it, and this is one of the
- 17:58ways that evidence is That's why I called it back. I don't want
- 18:02to call your number. I've paid 10s of 1000s of dollars in
- 18:05coaching, and it can all be traced back to get that much
- 18:08conviction. I gotta talk to this kind of more.
- 18:11Dr Andy: Yeah, there's an interesting study that started
- 18:14around the law of attraction, right? A lot of people misapply
- 18:17the law of attraction. Was they're kind of productive,
- 18:19right? They say things that they want to be true. They don't
- 18:22believe adult work, or they were able to measure the frequency,
- 18:30the energy wave. There's tools that can do that. For sure. You
- 18:34can fill some energy right so. And then, because they had
- 18:38access to them, they were able to ask, what was it? What are
- 18:41you feeling? And so they could match the psychological state to
- 18:44the frequency that people gave up. And they found in this study
- 18:47that there was a particular psychological state that is by
- 18:50far the most powerful psychological state that we can
- 18:52exist in, 4000 times stronger than love, which was the second
- 18:56strongest one. And it was the state of authenticity, right
- 18:59when we're operating, and effectively, the way described
- 19:01it is when we are saying things and demonstrating things no to
- 19:04be true, and it's fueled by belief and conviction. That's
- 19:07why, when you say, I'm a millionaire, but you look at
- 19:09your bank account, you're broke, right? That doesn't have any
- 19:12power. I had a client who kept saying, I love obstacles. He
- 19:15hates obstacles, switching to I am well equipped and resourced
- 19:21to overcome the obstacles in my life. You can feel the
- 19:23conviction in his voice when he says that he's crushing all
- 19:26these obstacles now, right? Because he's saying things that
- 19:29you know to be true.
- 19:30Matthew Jarvis: So one of the most powerful resilience tools
- 19:32that you can have is operating an authenticity and conviction
- 19:35what it's what we do entire episodes on this I loved your
- 19:38distinction. I want to make sure it's not missed by our
- 19:41listeners, because, you know, I'm a big fan of of mantras, and
- 19:45I'm a big fan but, but you're right if you don't believe it,
- 19:48and the same is true if you're talking to clients right? Like
- 19:51we talk all the time, like, if you're recommending to a client
- 19:53something you're not doing yourself, we have a big problem.
- 19:55So if you're telling your client, like, yes, hey, listen,
- 19:56if you have kids, you have to own life insurance. I'm just
- 19:58picking a random example, but you yourself, people know that
- 20:01they know what you're lying. Yeah, it's amazing, even if it's
- 20:04just, like an implied lie. Like, I'm just like, Hey, Dr Andy, you
- 20:06really got to have life insurance because your kids, but
- 20:08I don't have any for my kids. Like, somehow, you know that,
- 20:11right? Like, something's wrong with this guy, something's off.
- 20:13Dr Andy: Yeah, 100% experience that sometimes we've done, you
- 20:18know, price, you know, increases. I don't believe that
- 20:22I'm worth you know what it is that we're saying it's 100% felt
- 20:25by the client, but if I know what the price is I'm saying, I
- 20:28know that what I'm delivering is worth this value and more. It's
- 20:32amazing. I get almost no pushback. There's times people
- 20:34can't afford it, of course, but, but it's crazy how it's felt.
- 20:38And yeah, it's that affirmations and even vision boards. I'm a
- 20:41fan of blue house. Yeah, we take a different take, right? Like,
- 20:44if you, if you do affirmations again, that you don't believe I
- 20:47am beautiful, but you don't feel that way, it'll actually make
- 20:49you feel worse. It will undermine self worth, right? And
- 20:52creating affirmations and vision boards around your core values
- 20:56and around guiding principles, some of those power. It is crazy
- 20:59how powerful that is in guiding you to, you know, greater
- 21:03success, and just just really having a massive impact on on
- 21:07you.
- 21:07Matthew Jarvis: Well, let's, let's pull that thread just a
- 21:08little bit more. Because I think I definitely spent a lot of my
- 21:10career where I was doing that incorrectly, when I sort of
- 21:12figured it out, or someone showed me the way, it made a big
- 21:15difference, right? So, like, if I, if my affirmation was, hey,
- 21:18I'm the best financial advisor that's ever lived, that's ever
- 21:20lived that's clearly not true. Like, that's objectively not
- 21:22true. I know in my heart it's not true, like, I don't even
- 21:24know how we would get to that point, right? Yeah, but when I
- 21:26changed that to say, like, I'm getting better and better every
- 21:29day, and then I made sure, I was like, I'm always reading, I'm
- 21:31always like, it's like, I put that out there, but I also made
- 21:34it true, like, I'm never gonna say anything that I can't
- 21:36control, right? Somebody say I'm getting better and better every
- 21:38day, okay? I better make sure. I'm time blocked out every
- 21:40morning to read. So I am, in fact, getting better and better,
- 21:43but tell us, give us some more examples of that. Dr Hague,
- 21:46where people write some specifics we can use?
- 21:48Unknown: Yeah, of the love of your example that's, you nailed
- 21:51it often, putting them in action statements right? I value
- 21:54family, and every day, I strive to make my family, you know,
- 21:57feel important and loving them. You know, seeing things that
- 22:00when you say it, usually you feel it right. It makes you feel
- 22:03stronger. It strengthens your conviction. Good point. And so,
- 22:06you know, just sometimes we have a kind of exercise, a worksheet,
- 22:10that we help guide people through guiding principles, but
- 22:13also in their affirmations. And so, but, but I love guiding
- 22:16principles. I often have people do them in the form of
- 22:18questions. You know, is true with a rotary club.
- 22:22Matthew Jarvis: Oh, sure, the four way test, yeah.
- 22:24Unknown: Yeah. Like, that's a great example, right? That you
- 22:26can very quickly recite and will help you to consistently operate
- 22:29at a high level, consistent with the values and principles of
- 22:32Rotary Club. But how do you set that up for your business? But
- 22:36ideally, if you've got a bunch of people working for you, you
- 22:38know, and they're in high stress, high pressure
- 22:40environments, giving them a handful, but it can't be too
- 22:43many, because then it becomes really impractical and
- 22:46accessible. But if you've got just four or five questions they
- 22:49can ask that will enable them to consistently make great
- 22:52decisions operate with, you know, high level of ethical
- 22:56integrity. You're going to have people performing self
- 22:59actualized state. They're going to be performing, you know, up
- 23:02near the highest of their potential.
- 23:04Matthew Jarvis: So, yeah, I love that you highlight it as a
- 23:06question, right? Because I think all the time we see like, core
- 23:08values of companies, and they're so cliched, right? Like
- 23:11integrity and hard work. A buddy of mine, Dustin frost, who's
- 23:15been on this podcast, his core values for his company are all
- 23:17in the form of questions, like, are we always the solution? Are
- 23:23we the solution to this problem? Are we being easy to work with?
- 23:25That's one of his core values, again, always as a question. So
- 23:28all of his situations, all of his performances, everything,
- 23:32are questions that he's asking related to the core value. Was
- 23:36this the customer first? Oh, you're right. It wasn't, okay,
- 23:39cool. Like, how do we put the customer first situation. I love
- 23:42that I never thought about, if a sensitive business environment,
- 23:44I didn't think about it personally. I love that insight
- 23:47there.
- 23:47Unknown: Yeah, the actions really should be turned into
- 23:50something that, again, is easily accessed, and that becomes very
- 23:54practical. You know, I think there's one of the things we
- 23:56focus on is, how do we get tools that people can, you know, go
- 23:59through and exercise and immediately apply it and get
- 24:02your real time results from it. And in a core values is one of
- 24:05those things that, especially when you take the time, not just
- 24:08to come up with cliche words, yeah, but you can explain this
- 24:11is what it means to me. This is why it's important, and this is
- 24:14how I apply it, or live it off the daily basis. You can just
- 24:17from an identity standpoint, whether it's the identity of
- 24:19your corporation or if it's the identity of you as a leader or
- 24:22an admin. individual, you know, of a really secure mature
- 24:25foundation for what it is that you believe, for what you do.
- 24:29We've seen a lot of times when people come to our program. I'm
- 24:31going to figure out my true north. Right. I'm not going to
- 24:33take crap from anybody that's coming from a place of
- 24:38reactionary placement security. place of insecurity. It's
- 24:42amazing when people do the work and suddenly feel really secure
- 24:45within themselves and comfortable in their own skin
- 24:47and trust themselves, right? Trusting yourself is the basis
- 24:50for getting into flow state on a consistent basis. But that
- 24:53ability to feel, you know, secure within yourself, it's,
- 24:56it's amazing how much more tolerant, loving, accepting,
- 25:00right? When people question, why do you do that, or start to
- 25:02challenge you on things you're not threatened by it, because
- 25:05you're really secure what what it is you believe in and why you
- 25:07do what you do. And so from a leadership standpoint, it's such
- 25:11an important game to go through insecure leaders. And I'm not
- 25:14saying this is someone that's perfectly secure, right? Most of
- 25:16my bad decisions come out of insecurity, but those of the
- 25:20insecure leaders, managers do so much damage in the workplace.
- 25:23Matthew Jarvis: Yeah, I was actually, as you're walking
- 25:25through that was thinking through it from the lens of in
- 25:27your home, which we you, and you touched on just a little bit at
- 25:29the beginning of the episode. And we don't have time to go
- 25:31super deep in it, but I want to think about my own deal with my
- 25:33teenagers, or working with my wife. They go, okay, when I'm
- 25:35acting from the spot of insecurity, which I've never
- 25:37used that word touch now, that's when I sort of like, had this
- 25:40tendency to lash out, like, you know, what? Everyone needs 7000
- 25:43chores today, right? Or, or no one can ever drive the car.
- 25:46You're like, whatever it is. But as I think of those, like, when
- 25:48I'm tempted to lash out, he said, do harm, whether that's,
- 25:51you know, however we describe that, that's usually where it's
- 25:54rooted. So, so if you catch yourself, Dr Eddie, in that spot
- 25:56of insecurity, whether that's in your home life or your
- 25:58professional life. Like, if you happen to know, I guess, how do
- 26:01you notice that? And then when you notice it, like, what do you
- 26:04do in that situation?
- 26:04Amber Kuhn: Yeah, I had a situation with my wife driving
- 26:08out to 45 minute car drive, and five minutes into the car drive,
- 26:13my wife said something that hurt my feelings. I felt attacked.
- 26:16I'm a sensitive guy. I can appreciate it on that. And my
- 26:19initial response was, this was, like, just lost, like, this is,
- 26:24of course, what she's gonna get. I'm now gonna shut down. I'm
- 26:26gonna emotionally punish her. Seems fair, yeah? Fortunately,nI
- 26:31was able to, you know, I was, like, wrestling with myself, and
- 26:34I've done this before where I know I'm not making the right
- 26:36decision, and yet I find myself just falling down, yeah, but
- 26:41this time, you know, because I've written out my identity
- 26:43statement as a husband, right, as a business owner, like I knew
- 26:47very clearly that this is not in alignment with what you've
- 26:50written. This is not alignment with your convictions, not how
- 26:52you want to treat your wife. So I was able to ask some of the
- 26:56guidance sure and realizing if I follow through with this, I kind
- 27:02of played this out quickly in my mind, if I stick with the next
- 27:0945 minutes is wildly uncomfortable. We're gonna get
- 27:11to this event. I'm gonna put a fake smile, but I'm gonna go and
- 27:14do my social thing, but inside I'm gonna feel like, Hey, we're
- 27:17gonna get back in the car, and there's a good chance it kicks
- 27:19right up, right? I've just now created a whole bunch of damage
- 27:22I need to undo, or I can pick right, and I can choose to go
- 27:26down a different path, because this one, I put my hand out for
- 27:29my wife to hold, hold her hand. Yeah, she went to go grab it,
- 27:32and I pulled it out, like that. Psych real quick. Fortunately,
- 27:35she looked at me like, are you serious? It broke the system. We
- 27:42had a short conversation, was all did, had a beautiful drive
- 27:45out there, right? Had a great social event, and ended up being
- 27:50a big deposit into our overall relationship, kind of bank
- 27:53account. And the same thing happens around the hospital
- 27:55time, and we're forced from a decision, and often, if you can
- 28:01catch yourself when you're when you recognize some of the
- 28:04emotions that trigger beliefs or the trigger emotions, being able
- 28:08to pause long enough to recognize where there's
- 28:11opportunity again, going to that phone call, quote, using that
- 28:15space to increase or maximize your capacity for Growth and
- 28:18Freedom.
- 28:19Matthew Jarvis: Fascinating. I love that, that framework, like,
- 28:21am I? Am I acting contrary or attempted to act contrary to my
- 28:24core value, to my true daughter? So, so in your, in your example
- 28:27here, which we all run into, hey, I, you know, I want to,
- 28:29like, not obviously physically harm, but like, I want, like,
- 28:32emotionally harming her. Like, I'm not gonna make my life, my
- 28:34wife's life, better. Like, all right, well, that's not my core
- 28:37value. Like, my core value is to make her life wonderful and
- 28:39treat her like a queen. Okay, I'm tempted to not act that way.
- 28:43Something's wrong here, which I guess back to your business
- 28:45example, like, hey, I want to uplift all my employees. All
- 28:47right, well, if I'm getting ready to push somebody down, all
- 28:49right, somehow I'm not in alignment. I think we go for
- 28:52hours on this thing. I want to make sure, though, Dr Andy, we
- 28:54take just a minute to give action items to our listeners.
- 28:56Like we talked about some amazing action items. But what
- 29:00are a couple of that our listeners could be doing as a
- 29:01Dr Andy: I would say that the first place to start off right
- 29:03result of this podcast?
- 29:04like we have the three what I believe the most important high
- 29:07level skills necessary to maximize success right now over
- 29:11the next 10 years. I mean, really, they're timeless.
- 29:13Mistake. We can exist in right convictions that finding what
- 29:17that is, you know, developing resilient strategies. Some of
- 29:18Matthew Jarvis: That makes a lot of sense. I would give one other
- 29:20that's Thank you. You mentioned that, focusing on what you can
- 29:23control, having mindfulness techniques, having a great
- 29:26support system in place, and then having the ability to be
- 29:29resilient in an agile manner. Now, drilling that into an
- 29:32actionable item, I think the most powerful place to start is,
- 29:36we've been talking a lot about core values, but string there
- 29:39is, is, you know, there's, there's good assessments out
- 29:42there. Sure, my favorite, you can find a lot of these online.
- 29:45I'm happy if anybody wants to reach out to me to share our
- 29:49tool on this. It's one where you just, it has about 100 values
- 29:52based words. It asks you to go through, and, you know, to
- 29:55identify your top five, top five, you know, sometimes it
- 29:58takes a little while to kind of cross out figure and a lot of
- 30:01the works out great, you know. So you got a little and you
- 30:05start to categorize, well, this is really a subset of this, but
- 30:08then going again a level deeper to say this is what that value
- 30:11needs me. This is why it's important, and this is how I
- 30:14wanted to show up in my work or in my family or these areas,
- 30:18that that alone is transformational. So my favorite
- 30:20conversation to have my client is having them explain after
- 30:24they've done that work, it is, it is so eye opening for them to
- 30:27recognize most of their pain points, the things they're
- 30:30struggling with just because they're doing things completely
- 30:33out of alignment with their values. And so that a lot is
- 30:36this incredibly powerful work. We know there's tons of research
- 30:40that when you feel connected what matters most, you start to
- 30:43develop an inner belief of self efficacy, right? You believe
- 30:46that you can just overcome hard beings. So that creates its own
- 30:50form of resilience just doing that. You know, I think there's
- 30:53a lot more you can add to it, layer on top of that, but even
- 30:56replacing old dysfunctional beliefs or old patterns, the
- 30:59ability to anchor habits, decisions to your values, it's
- 31:02the most powerful lever in what these are the things that have
- 31:06the most emotional significance and conviction behind them. So
- 31:09if you know, a lot of times people get to have it so they go
- 31:12straight to certain goals without ever even questioning,
- 31:16does this have anything to do with my values. It's like
- 31:19throwing paint on the wall and just connecting it to a cloud.
- 31:22Value is like putting primer down before. It's amazing how
- 31:25much more likely that not only it sticks, but you get exactly
- 31:28the result that you're helping out of it interesting.
- 31:32action item that I'd love to hear, how people can learn more
- 31:35about you. I know we talked a little bit about affirmation,
- 31:37really just a huge fan of this. But again, doctor, use your
- 31:41framework. There has to be true to that. I've used, like, my
- 31:44entire career, well, not my entire career, which I used it
- 31:46more of my career, but I've used for the last decade is that
- 31:49first one, like, I'm getting better and better every day,
- 31:51which that's what I go to anytime I beat myself from a
- 31:53second cheese I can't live. You know what? Good news, good news,
- 31:57I'm getting better and better every day, and I would make sure
- 31:59that's true. The other one I use, I guess I'm curious your
- 32:01thoughts. I always use this. If it were easy, everybody would do
- 32:05it and nobody get paid. And so when I get it right, right into
- 32:08hard things, in my practice, easy, everybody would do it and
- 32:11nobody would get paid. Like, hey, I'm back to your authentic
- 32:13like, this is really hard. It's really hard, but the reward is
- 32:17incredible, if I can scribe it out. And great news,
- 32:18Yeah, the best place to go is to my website, ag-thrive.com. Yeah,
- 32:19I'm getting better every day. On Flint seven, step closer to it.
- 32:22So, Doctor, I love this stuff. How can people learn more about
- 32:25your work? You've got a positive your true program. We can track
- 32:28that down.
- 32:37on there. We've got a resilience challenge. It says it's a seven
- 32:39day challenge. I really need to replace that. It's got like,
- 32:41nine days in there. And people sometimes say, if I don't finish
- 32:44it in seven days, like, do I lose access? No, I just like
- 32:48number seven. But that's you just go through that alone.
- 32:53You've got a comprehensive strategy. It includes our core
- 32:55values assessment. You know, we've got our corporate offer.
- 32:58We're seeing the companies that are going through these
- 33:00trainings are having, you know, incredible increase in revenue,
- 33:04but seeing way less turnover and loss, you know,
- 33:07underperformance, absenteeism, things like that. So we do have
- 33:10a program for teens, just to mention, real quick, yeah,
- 33:13please. Because really, that's the age right from teens in
- 33:15early adulthood, where you're really starting to question, you
- 33:18know, whatever identity you had as a child, and you took on from
- 33:20your environment, and you're starting to kind of establish
- 33:24your independence. And so we have some coaches that are
- 33:26really kind of leading that, using our framework and material
- 33:30to go into schools and working and having incredible,
- 33:33incredible impact. They have a couple colleges that are
- 33:35actually reaching out because they're seeing attrition rates,
- 33:38right? I mean, so many kids are going on medical, you know,
- 33:40dropping out and so again, when hurts their bottom line,
- 33:43suddenly they'll reach out and prioritize stuff like this.
- 33:46Really, it's not a clinical program. It really is an
- 33:49optimization program, right? It's like, it's really meant for
- 33:52people that are heading towards burnout. Like this will help to
- 33:55light fire under you, sure that you also don't get to burn out,
- 33:59that you start to get back to doing teaching you best and
- 34:01enjoying the heck out of it? I love it. I love it. Well. Dr
- 34:03Andy, hey, thank you so much for your time today.
- 34:05Very insightful information. Look forward to having you on
- 34:08the show again and for all of our listeners. Until next time.
- 34:10Happy planning.
- 34:10Amber Kuhn: TPR nation, it's a competitive market out there. So
- 34:15how are you standing out as an advisor while still having a
- 34:19streamlined process? If you're looking for a way to provide
- 34:22value and help your clients with estate planning, then it's time
- 34:25for you to download our Estate Planning Guide help your clients
- 34:29document their last wishes to ensure they have a piece of
- 34:31mind. Visit theperfectria.com/estateguide to
- 34:36get your access today.