Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management
Jul 18, 2024•36 min•Ep. 296
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Tune in to hear:
- What can Elton John’s stage name teach advisors about how to make and set goals?
- What can Weezer teach advisors about workflows?
- What is the DICE acronym that can help advisors create a process around their practice?
- How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advisors approach due diligence when selecting a partner?
- What are some “comfort traps” advisors might fall into and what can The Beatles teach us about avoiding these?
- What will it take to make people more proactive and thoughtful about succession planning and what can Lynyrd Skynyrd teach us about this?
Links
Connect with Us
Compliance Code: 1373-OAS-5/30/2024
For the best experience, listen in Metacast app for iOS or Android