Creating a Systems-Driven and Operationally Efficient Financial Advisory Firm with Amy Koenig

Between Now and Success

Вміст надано Steve Sanduski. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Steve Sanduski або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

4M ago 46:57

MP3•Головна епізоду

Guest: Amy Koenig, a financial advisor coach and the Chief of Operations at ROL Advisor.

In a Nutshell: Amy Koenig was the first coach I hired back in 2004 when I was running Peak Advisor Alliance-now Carson Coaching. She coached advisors, operations leaders, and she developed the entire systems manual that was a key part of our coaching offering back in the Peak days.

Now, Amy coaches with me and heads up operations for my other company, ROL Advisor. Nobody knows systems like Amy.

On today's show, Amy and I discuss how financial advisors can integrate systems into their practices, from identifying a strategy to some practical nuts-and-bolts checklists and tech solutions that will put that strategy into action.

286 епізодів

#Business #Marketing #Coaching #Financialadvisor #Investing #Small #Technology #Steve Sanduski #Motivation #Self-Improvement #Entrepreneur #Adviser #Podcasting Education #Careers #Succession