Jay Coulter - Mastering the 5 Dimensions of a Great Advisory Practice for Business Growth

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 Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion