Jay Coulter - The 5 Dimensions of a Great Advisory Practice

Standard Deviations with Dr. Daniel Crosby

Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

9M ago 41:06

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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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