Barron's Advisor Tom Morgan: What Is Your Curiosity Calling You to Do?
33 snips
Sep 26, 2023 Tom Morgan, a director at St. Piant Capital, discusses the role of curiosity in the financial advisory profession and the importance of right hemisphere thinking. The podcast also explores the value of financial advisors in helping people live a better life, breaking free from societal pressures, the impact of AI on society, and the significance of following one's calling.
AI Snips
Chapters
Transcript
Episode notes
Curiosity As A Life Engine
- Tom Morgan calls himself a "curiosity shopper" who finds meaningful ideas and shares them with others.
- He believes cultivating curiosity and following what energizes you leads to personal growth and impact.
Chase Energizing Information
- Pursue information that leaves you energized rather than depleted to cultivate curiosity.
- Trust those high-energy encounters and prioritize them even if you must leave other opportunities behind.
Use Wealth To Unlock Curiosity
- Ask clients: "What is your curiosity calling you to do?" to surface their deeper motivations.
- Use wealth as a platform to enable clients to pursue curiosity once basic needs are met.