Jay Coulter - The 5 Dimensions of a Great Advisory Practice
Standard Deviations with Dr. Daniel Crosby
English - September 28, 2023 04:00 - 41 minutes - 37.6 MB - ★★★★★ - 102 ratingsEducation invesment how to invest dr. daniel crosby behavioral finance fintech daniel crosby befi behavioral economics investor psychology investor emotion Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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
Meet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with Orion