Jay Coulter - The 5 Dimensions of a Great Advisory Practice

Standard Deviations with Dr. Daniel Crosby

Contenu fourni par Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

8M ago 41:06

MP3•Maison d'episode

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?

https://www.resilientadvisor.com

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.

Compliance Code: 2254-OAS-8/15/2023

Ad Compliance Code: 2120-OPS-8/2/2023

Connect with Us

289 episodes