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Jay Coulter - The 5 Dimensions of a Great Advisory Practice
Manage episode 378175193 series 1454631
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.com
Orion 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 Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.
Compliance Code: 2254-OAS-8/15/2023
Ad Compliance Code: 2120-OPS-8/2/2023
Connect with Us
309 episoder
Manage episode 378175193 series 1454631
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.com
Orion 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 Solutions, Inc. (“Orion”). Please visit https://orion.com/OCIO/custom-indexing for more information on Custom Indexing.
Compliance Code: 2254-OAS-8/15/2023
Ad Compliance Code: 2120-OPS-8/2/2023
Connect with Us
309 episoder
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