Money, Mind And Meaning

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?LinksMatt Ackermann on LinkedInCenter Stage: How to Become the Star of Your PracticeIntegrated PartnersConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 1373-OAS-5/30/2024