The Power Of Conviction, Vulnerability, And Delegation With Matt Miller The Admired Advisor podcast

The Power of Conviction, Vulnerability, and Delegation with Matt Miller

2y ago 31:34

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Much thought and discussion go into the right way to do things in financial services. But what is the right way? While every financial advisor has their methodologies, processes, and systems, successful financial advisors share things in common. They are passionate about their work, have a deep conviction that they are making a difference in their clients' lives, and are vulnerable with their clients, sharing their own stories and experiences in a way that builds trust.

In today's episode, Steve talks with Matt Miller, Regional Director at Buckingham Strategic Partners. Before joining Buckingham, Matt worked as an Associate Regional Director for Dimensional Fund Advisors. At Buckingham, Matt manages the Associate Regional Director's team, which serves advisors, start-ups, and clients interested in partnering with the company.

Matt talks with Steve about his life and business experiences, how conviction usually leads to vulnerability, and how vulnerability plays an important role in creating strong relationships with clients.

Key Takeaways

[01:44] - How Matt came to join Buckingham Strategic Partners.
[05:48] - People who had a significant impact on Matt's life.
[10:10] - How Matt knows if an advisor has a conviction.
[13:09] - What Matt did to overcome advisors' resistance.
[14:57] - How an advisor runs a great practice.
[17:36] - What Matt usually talks about during client events.
[20:29] - The qualities that make advisors more successful.
[24:48] - What advisors need to do to avoid burnout and keep their passion high.
[26:13] - How Matt spends his time outside of work.
[27:27] - What Matt learned from people who have had the biggest impact on his life.

Quotes

[08:02] - "As I begin to see the power of relationships, I see those things that I thought were my biggest weakness could be my biggest strength if I embraced them." ~ Matt Miller

[09:55] - "We need to wake up every day, and we don't want just to strap our shoes on to go to the office. We wanted purpose, conviction, and passion behind what we do." ~ Matt Miller

[12:13] - "To have conviction, you have to have the ability and the skills. You can't just think you're doing a good job. You have to know you are doing a good job." ~ Matt Miller

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Disclosure

For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third-party data which may become outdated or otherwise superseded without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)

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