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内容由Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby提供。所有播客内容(包括剧集、图形和播客描述)均由 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management

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Manage episode 429447783 series 1454631
内容由Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby提供。所有播客内容(包括剧集、图形和播客描述)均由 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Tune in to hear:

  • What can Elton John’s stage name teach advisors about how to make and set goals?
  • What can Weezer teach advisors about workflows?
  • What is the DICE acronym that can help advisors create a process around their practice?
  • How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advisors approach due diligence when selecting a partner?
  • What are some “comfort traps” advisors might fall into and what can The Beatles teach us about avoiding these?
  • What will it take to make people more proactive and thoughtful about succession planning and what can Lynyrd Skynyrd teach us about this?

Links

Connect with Us

Compliance Code: 1373-OAS-5/30/2024

  continue reading

310集单集

Artwork
icon分享
 
Manage episode 429447783 series 1454631
内容由Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby提供。所有播客内容(包括剧集、图形和播客描述)均由 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Tune in to hear:

  • What can Elton John’s stage name teach advisors about how to make and set goals?
  • What can Weezer teach advisors about workflows?
  • What is the DICE acronym that can help advisors create a process around their practice?
  • How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advisors approach due diligence when selecting a partner?
  • What are some “comfort traps” advisors might fall into and what can The Beatles teach us about avoiding these?
  • What will it take to make people more proactive and thoughtful about succession planning and what can Lynyrd Skynyrd teach us about this?

Links

Connect with Us

Compliance Code: 1373-OAS-5/30/2024

  continue reading

310集单集

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