Ep.183 – Matt Zeigler – Transforming Consumer Mode to Creator Mode
What happens when two financial advisors get together for a conversation about non-financial planning topics? A dynamic conversation that dives into current culture and the broader landscape of behavioral finance.
My friend and colleague Matt Zeigler joins me for a first-of-its-kind Emotional Balance Sheet podcast episode. There was no agenda, pre-scheduled questions, or thoughts on how the conversation would go. It is completely unfiltered.
We explore the importance of community and continuous learning, sharing their experiences from being part of Brian Portnoy's Building the Behavioral Advisor group and why behavioral finance is a topic the public should know more about.
We navigate the concept of remaining connected in a world that feels increasingly disconnected, uninformed, and calloused, emphasizing the value of turning consumers into creators to break the cycle. We explore the challenges of creating a personal archive for complete thoughts amidst the constant barrage of information, touching on Matt's innovative Cultish Creative YouTube channel.
Please enjoy my conversation with Matt Zeigler.
Connect with Paul
Contact Paul here or schedule a time to meet with Paul here.
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And feel free to email Paul at pfenner@tammacapital.com with any feedback, questions, or ideas for future guests and topics.
ADDITIONAL RESOURCES YOU MAY LIKE
1 Big Idea to Think About
One insightful takeaway from the show is the importance of creating a personal archive where you reflect and capture complete thoughts on experiences and information you consume. This practice, as discussed by Matt Zeigler, helps shift from merely consuming information to actively engaging with it, fostering greater connection, understanding, and creativity in both personal and professional life.
1 Way You Can Apply This
One way to enhance personal and professional growth is through the practice of personal archiving, as discussed by Matt Zeigler on the Emotional Balance Sheet podcast. By regularly reflecting on and recording creative thoughts or insights gained from daily experiences, you can foster a deeper understanding of yourself and the world, ultimately contributing to a more informed and connected life. This practice not only aids in the retention and recall of valuable knowledge but also transforms passive consumption into active creation, enriching personal and professional endeavors.
1 Question to Ask
How can I actively engage in creator mode rather than just being a consumer when faced with the overwhelming amount of external information and emotions?
Key Moments From the Show
00:22 Paul reflects on starting recordings spontaneously and relates to Marc Maron's style.
01:41 Matt agrees to join as a guest because of his friendship with Paul formed in the financial planning community.
02:54 Paul talks about his daughter Madison's curiosity about his work and financial planning.
05:58 Paul and Matt discuss the challenge of tuning out noise from politics and media in financial planning.
07:00 Matt shares his approach to moving clients from feeling disconnected to connected by fostering curiosity.
11:02 Paul emphasizes understanding clients' purpose and objectives to combat financial noise.
17:02 Matt explains why he joined Brian Portnoy’s Building the Behavioral Advisor program.
20:02 Paul talks about his journey into the financial planning industry and the importance of community.
24:06 Matt discusses using cultural references to explain his role to clients of different generations.
40:59 Cultish Creative’s origin and purpose as an archive of thoughts, books, and ideas.
Resources Featured in This Episode:
Cutting Through the Noise: Removing Distractions for Decision Making