Episode description
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?
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