Summary

In this episode of the High Performance Financial Advisor podcast, host Tony Bates welcomes Josh Crawford, co-CEO and head coach at Matson Money. They discuss the importance of leadership and coaching in the financial advisory industry, emphasising the need for advisors to transition from traditional models to entrepreneurial approaches. Josh shares insights on managing both portfolios and people, the significance of discipline in investing, and the evolving role of leadership in financial services.

Keywords

financial advisor, leadership, coaching, investing, entrepreneurial, discipline, portfolio management, financial services, personal development, business growth

Takeaways

Managing the person is as important as managing the portfolio.

Successful investing requires discipline over a lifetime.

Leadership is about bringing people up with you.

Coaching involves understanding individual motivations and needs.

Financial advisors should think like entrepreneurs.

Building a community is key to scaling a financial advisory business.

Courage is a differentiator for high-performing advisors.

Leadership creates an environment for people to thrive.

The future of leadership involves managing both people and technology.

Empowering individuals to be responsible for their environment is crucial.

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