46: Defining “Enough” And “Off The Balance Sheet” Conversations with Jeremy Walter

In an industry that praises the relentless pursuit of growth, Jeremy Walter chose to pursue "enough." He chose to optimize for satisfaction rather than revenue. But, as Jeremy learned, even crafting a business with intention has its own set of challenges when you've been preached "grow, grow, grow" your whole career. Jeremy shares his journey to building his current advisory business, his process for having "off the balance sheet" conversations with clients, and how he uses his one-page financial plan. We discuss: How Jeremy defined "enough" for himself and his family How he handles the mental challenges of being content in a growth-oriented industry Why a "Discovery Meeting Recap" email has been so powerful "Generosity Philosophy" - Jeremy's favorite method to deepen the conversation and focus on values What his values-based one-page financial plan looks like And way more! To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier X:@jbrendanfrazier