Penny Phillips - Unlocking the Power of Practice Management for Financial Advisors: Boost Efficiency & Client Satisfaction

- As someone who works in practice management and as a trainer, how does Penny get advisors to embrace the power of practice management when there are plenty of advisors who are financially successful who are violating all the best practices? - If Penny created her own top 25 advisor list, what criteria would she choose to decide who belongs on that list? - What are some practical means of gaining psychographic insights into clients’ and is there a framework one can use when thinking about clients’ psychology? - Have the psychographics of the average client changed over the past 18 months? How have they shifted if so? - In a sea of 300,000 advisors, what are some pragmatic ways you can stand out from that pack? - What is Penny’s spiciest take on how the industry will change in the coming years? - People really struggle to confront their own mortality. With such a great psychological hurdle at the crux of the conversation, how do you get anyone to plan for succession? https://www.youtube.com/channel/UCWVDdtyWwj61yKLm0unERjw Compliance Code: 2643-OAS-10/13/2021