How can advisors truly thrive in their personal and professional lives? Dr. Phil Pearlman brings a refreshing perspective, blending psychology, health, and financial strategy to empower advisors to achieve peak performance.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Dr. Phil Pearlman, Founder of the Pearl Institute, to explore actionable strategies for enhancing well-being, overcoming modern challenges, and optimizing decision-making.
Dr. Pearlman shares insights on building healthier habits, combating distractions, and fostering meaningful connections in an ever-demanding profession.
Dr. Pearlman discusses:
- How to tackle phone addiction and reclaim time for personal growth and relationships
- Simple steps advisors can take to improve health and performance, including dietary and physical activity tips
- Strategies for setting and maintaining achievable goals for long-term success
- The importance of focusing on individual progress over external comparisons to combat FOMO and enhance satisfaction
- Insights on leveraging psychological flexibility to quit bad habits and make more effective decisions
- And more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
Connect with Dr. Phil Pearlman:
- Email: ppearlman@gmail.com
- LinkedIn: Philip Pearlman
- X: @ppearlman
- Website: Dr. Phil Pearlman
- Website: Pearl Institute
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
Connect with Ryan Detrick:
Connect with Sonu Varghese:
About Our Guest:
Phil launched Pearl Institute to help people live healthier, perform better, and make wise decisions. Previously, he spent years serving as an executive in both finance and media. Phil lives with his wife and two boys in Montebello, New York.
Carson Group is committed to advancing financial literacy. Schedule a consultation to learn how Carson can help you help your clients and grow your business.
