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July 18, 2024 35 mins

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?

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