Navigating Leadership Waters with Guest Carlos Mendez

Matthew is joined by the incredible Carlos Mendez from Echelon Front, a company co-founded by the renowned Jocko Willink. Carlos, with an impressive 21-year Navy background predominantly in the SEAL teams, takes us through a transformative journey blending military strategies with corporate leadership. As he shares the heart of Echelon's approach, the four laws of combat, he’ll explain why embracing these principles is no easy feat. Carlos also discusses the challenging path of decentralization and stresses the importance of clear communication, a willingness to learn from mistakes, and the critical role of leaders in cultivating a trusting relationship with their teams. https://bit.ly/3ZBVETj  

Om Podcasten

Welcome to The Perfect RIA podcast, the ultimate resource for advisors who want to master time management, optimize advisor-client interactions, achieve unparalleled profitability, and maximize value in their practice. Hosted by industry experts Matthew Jarvis, CFP®, and Micah Shilanski, CFP®, this podcast is your blueprint for success. Matthew and Micah don't talk theory; they share what has worked for them in the real world. They cut through the noise to deliver practical advice that you can implement immediately so you can make the most of your time—allowing you to spend more of it outside the office. Whether you're a seasoned advisor or just starting out, The Perfect RIA podcast equips you with the tools and knowledge you need to excel. Tune in and transform your advisory practice into a powerhouse of success.