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Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management
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
- Matt Ackermann on LinkedIn
- Center Stage: How to Become the Star of Your Practice
- Integrated Partners
Connect with Us
- Meet Dr. Daniel Crosby
- Check Out All of Orion’s Podcasts
- Power Your Growth with Orion
Compliance Code: 1373-OAS-5/30/2024
View all episodes
By Dr. Daniel Crosby
4.8
161161 ratings
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
- Matt Ackermann on LinkedIn
- Center Stage: How to Become the Star of Your Practice
- Integrated Partners
Connect with Us
- Meet Dr. Daniel Crosby
- Check Out All of Orion’s Podcasts
- Power Your Growth with Orion
Compliance Code: 1373-OAS-5/30/2024
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