Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
Penny Phillips - The Power of Practice Management for Financial Advisors
Manage episode 304563724 series 1454631
- 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 tập
Manage episode 304563724 series 1454631
- 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 tập
Alle afleveringen
×Chào mừng bạn đến với Player FM!
Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.