Show notes
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