Penny Phillips - The Power of Practice Management for Financial Advisors

43:04
 
Chia sẻ
 

Manage episode 304563724 series 1454631
Thông tin tác giả Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby được phát hiện bởi Player FM và cộng đồng của chúng tôi - bản quyền thuộc sở hữu của nhà sản xuất (publisher), không thuộc về Player FM, và audio được phát trực tiếp từ máy chủ của họ. Bạn chỉ cần nhấn nút Theo dõi (Subscribe) để nhận thông tin cập nhật từ Player FM, hoặc dán URL feed vào các ứng dụng podcast khác.

- 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

179 tập