Penny Phillips - The Power of Practice Management for Financial Advisors

Standard Deviations with Dr. Daniel Crosby

Вміст надано Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 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.

2+ y ago 43:04

MP3•Головна епізоду

- 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?

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