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Penny Phillips - The Power of Practice Management for Financial Advisors

Penny Phillips - The Power of Practice Management for Financial Advisors

FromStandard Deviations with Dr. Daniel Crosby


Penny Phillips - The Power of Practice Management for Financial Advisors

FromStandard Deviations with Dr. Daniel Crosby

ratings:
Length:
43 minutes
Released:
Oct 14, 2021
Format:
Podcast episode

Description

- As someone who works in practice management and as a trainer, how does Penny get advisors to embrace the power of practice management when there are plenty of advisors who are financially successful who are violating all the best practices?- If Penny created her own top 25 advisor list, what criteria would she choose to decide who belongs on that list?- What are some practical means of gaining psychographic insights into clients’ and is there a framework one can use when thinking about clients’ psychology?- Have the psychographics of the average client changed over the past 18 months? How have they shifted if so?- In a sea of 300,000 advisors, what are some pragmatic ways you can stand out from that pack?- What is Penny’s spiciest take on how the industry will change in the coming years?- People really struggle to confront their own mortality. With such a great psychological hurdle at the crux of the conversation, how do you get anyone to plan for succession?https://www.youtube.com/channel/UCWVDdtyWwj61yKLm0unERjwCompliance Code: 2643-OAS-10/13/2021
Released:
Oct 14, 2021
Format:
Podcast episode

Titles in the series (100)

The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more. Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/ Standard Deviations is presented by Orion.