This episode of The Top One, hosted by Jerry Corliss and Chas Emerson, delves into the concept of hidden costs that can severely limit a financial planner's growth and vision. The hosts categorize these costs into three main areas, starting with Mindset, which focuses on the critical distinction between expenses and necessary investments. They emphasize that growth comes from making strategic investments, not by being "too cheap" and cutting expenses. Key investments discussed include hiring administrative assistance sooner than an advisor might think they are ready for, adopting technology like a CRM and automation, and committing to personal development through coaching programs and books. The overarching message of the first category is that to reach the "top one," advisors must focus on the highest and best use of their time.

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In this episode of the Top One podcast, co-hosts Jerry Corless and Chas Emerson welcome Matt Hutchinson, co-owner of Wellness Financial Advisors in Nashville, Tennessee, to discuss the asset gatherer model versus the money manager model. Matt shares his 28-year journey in the financial industry, including a past experience where he and his business partner realized their self-built investment models consistently underperformed the benchmark.

Matt explains their decision to shift completely to an asset gatherer, relationship-focused practice, which involves outsourcing investment selection to professional strategists like BlackRock, Vanguard, or Fidelity. The value they now add is focused on superior service and providing holistic financial counsel to clients, including discussions about taxes, insurance, major purchases, and lifestyle goals, rather than just investment returns

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In this episode, you'll discover why most goal-setting fails—and what actually works. Drawing from research showing that graduates with written goals significantly out-earned their peers, Chas Emerson and Jerry Corless break down their proven frameworks for achieving extraordinary results across business, relationships, health, and spiritual life.

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Access our website here: https://www.axiomplanningresources.com/

Connect with us on LinkedIn: https://www.linkedin.com/company/axiom-planning-resources/