Matt Ludmer: When Success Stops Feeling Like Success
It is positioned as a step back from production and achievement metrics toward how advisors think about their own success and how they frame goals with clients.
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Matt Ludmer, described as a former top producer at DLJ and author of The Right Mountain, joins host Steve Sanduski to argue that achievement and fulfillment are not the same thing. The episode is framed around why that distinction matters for advisors and for their clients.
Ludmer is described as a former DLJ top producer and the author of The Right Mountain
The episode's premise is that achievement and fulfillment are distinct
The discussion is framed around what that distinction means for advisors and their clients
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