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

  • Jul 18 2024
  • Length: 36 mins
  • Podcast

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

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  • Summary

  • 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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