E127 – Baking a cake or building a company, Recipe for success Part 5
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In this episode of "From Busy to Rich," hosts Wes Young and Justin Lakin explore the significance of structured meetings and effective team coordination for financial advisors. Using the analogy of baking a cake, they emphasize the necessity of having the right strategies and practices in place. Drawing insights from Patrick Lencioni's book "Death by Meeting," they discuss the importance of cadence and calendar management in fostering peak performance.
In today’s episode we will cover:
- Importance of structured meetings in financial advisory practices
- Significance of cadence and calendar management for team coordination
- Insights from Patrick Lencioni's "Death by Meeting" on effective meeting practices
- Efficiency of short meetings and daily headline meetings
- Use of technology, such as Loom, for effective communication
- Strategies for scheduling client meetings, including mid-year and year-end reviews
- Evaluating the necessity of meetings and canceling unnecessary ones
- Establishing clear next steps to enhance meeting productivity
We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here!
Link to episode about stillness Dr. Michael Gervais
If you’re an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you’re interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.
