Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Getting Clients, Keeping Clients and Keeping People
02:13 • 3min
Is There a Recommendation to Unplug?
05:16 • 2min
What's the Why of the Yolo Policy?
07:04 • 2min
Does It Help With Retention?
08:36 • 3min
Drive More Emotional and Social Intelligence at Work
11:40 • 3min
Are There Any Tell Tale Signs That You're Not Competent?
15:04 • 3min
The Next Generation Team
17:40 • 5min
Is There a Connection There?
22:43 • 4min
The Ten Year Vision
26:50 • 2min
Is Your Fidelity a Value Stack?
28:55 • 4min
The Future of Wealth Management?
33:07 • 4min
Do You Need Managers or Technicians?
37:06 • 3min