Jay Coulter - The 5 Dimensions of a Great Advisory Practice

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.

1y ago 41:06

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Tune in to hear:

- What are the 5 coaching dimensions that Jay uses to help advisors and how did he arrive at these?

- What is “the protocol system” and how has Jay utilized it to better his mental and physical wellbeing?

- What was it that allowed Jay to put himself back together after a bout of acute depression?

- What role should leadership and accountability play in a great advisory practice?

- What should client communication systems look like in an ideal setting?

- What should an ideal wealth management system look like? Why does Jay like to break this into 3 constituent parts and what are those?

- What business systems need to be in place to have an effective advisory practice and where has Jay noticed the most glaring deficiencies?

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