Money, Mind And Meaning

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? https://www.resilientadvisor.comOrion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor. Orion Portfolio Solutions, LLC, is a subsidiary of Orion Advisor So