June 13, 2024 • 51 mins
Tune in to hear:
- What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation?
- What distinction does Shawn draw between success and significance?
- How does Shawn bring vision into his work at Triad in a way that better synthesizes work and life?
- What is Martin Seligman’s PERMA Model and what can we learn about finding fulfilling work from this model?
- Among the advisors Shawn has encountered, what kinds of visions propelled them to great professional heights? Why is a vision that is “I” focused often doomed to fail?
- What has Shawn done to make the culture at Triad so unique and central to their ethos?
- What is the most effective way to hire and screen candidates who are a good culture fit?
- How can advisors better de-commoditize their advisory businesses?
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