Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management

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

• Matt Ackermann on LinkedIn
• Center Stage: How to Become the Star of Your Practice
• Integrated Partners

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• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
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Compliance Code: 1373-OAS-5/30/2024