088: Triad Member - Unlocking 7X Growth and Scaling for Significance with Matt Dixon

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Today, I’m sitting down with Triad member Matt Dixon, the founder and CEO of TRU North Advisors, to discuss the blueprint he followed to double his business three years in a row while pursuing a life of true significance.

Matt was an independent financial advisor gathering $23 million in new assets in 2021, and today, his team is on track to gather $160 million this year—a staggering 7X growth in just three years! But it’s not just about the numbers.

In this episode, Matt dives into how becoming a better leader, setting clear and consistent goals, and staying grounded in humility have been the keys to his success. More importantly, he explains how shifting from chasing success to pursuing significance has transformed not only his business but also his personal life, including major milestones like growing his family.

If you're looking to scale your business, evolve as a leader, and create a passionate, purpose-driven team, this conversation is loaded with actionable insights you can start leveraging today.

3 of the biggest insights from Matt Dixon…

1.) Setting Goals That Lead to Growth: Matt shares how being a lifelong learner and writing down clear, specific goals has been essential to achieving 7X business growth in just three years.

2.) Significance Over Success: How to build a profitable business that also blesses others and brings deeper meaning to your life.

3.) Build a Business Bigger Than You: Learn how to craft a culture of passionate contributors who grow alongside the business.

SHOW NOTES

https://bradleyjohnson.com/88

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DISCLOSURE

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.

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