Penny Phillips - The Power of Practice Management for Financial Advisors

Standard Deviations with Dr. Daniel Crosby

Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2+ y ago 43:04

MP3•에피소드 홈

- As someone who works in practice management and as a trainer, how does Penny get advisors to embrace the power of practice management when there are plenty of advisors who are financially successful who are violating all the best practices?

- If Penny created her own top 25 advisor list, what criteria would she choose to decide who belongs on that list?

- What are some practical means of gaining psychographic insights into clients’ and is there a framework one can use when thinking about clients’ psychology?

- Have the psychographics of the average client changed over the past 18 months? How have they shifted if so?

- In a sea of 300,000 advisors, what are some pragmatic ways you can stand out from that pack?

- What is Penny’s spiciest take on how the industry will change in the coming years?

- People really struggle to confront their own mortality. With such a great psychological hurdle at the crux of the conversation, how do you get anyone to plan for succession?

https://www.youtube.com/channel/UCWVDdtyWwj61yKLm0unERjw

Compliance Code: 2643-OAS-10/13/2021

287 에피소드