Jul 6, 2020
In Episode #05 of Mindset Mastery, "Anything is Possible", Marie Swift speaks with Michael Garry, CFP®, AIF®, MBA/JD, Founder and CEO of Yardley Wealth Management, LLC, a Registered Investment Advisory (RIA) firm that provides financial planning, retirement planning and investment management services to approximately 120 clients.
In a nutshell: Michael Garry built his independent financial advisory firm from zero to $100 Million AUM through sheer grit and determination. He tells us how he is keeping in touch and building rapport with clients as we move through the COVID-19 pandemic, how he keeps his mindset strong as we continue to “walk through the wind”, and why he decided to take on the Ironman challenge (Bonus: how the financial planning process is similar to participating in an Ironman event). Listen in as Michael shares his story and encourages us to keep our mental focus sharp, especially during these trying times.
Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org