Artwork

Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

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

35:30
 
Share
 

Manage episode 429447783 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

326 episodes

Artwork
iconShare
 
Manage episode 429447783 series 1454631
Content provided by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

  continue reading

326 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play