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Successful Traits – Lee Cole & John Kailunas II
Manage episode 446506976 series 3605064
İçerik Kevin Berwald and John Kailunas II, Kevin Berwald, and John Kailunas II tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Kevin Berwald and John Kailunas II, Kevin Berwald, and John Kailunas II veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In this podcast episode, host John Kailunas II interviews Lee Cole, a senior advisor advocate at Regal, about the traits that make advisors successful and the traits that hold them back. The three positive traits identified are integrity and ethics, systems and processes, and unwavering tenacity. The three negative traits are lack of accountability, lack of entrepreneurial spirit, and misplaced value. The conversation also touches on the future of the industry, including increased regulation and compressed margins.
Opening with Music
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Podcast Closing
Bölümler
1. Introduction and Background (00:00:00)
2. The Key Traits of Successful Advisors (00:03:25)
3. The Future of the Industry: Regulation and Margins (00:22:33)
4. Defining Success in the Financial Advisory Industry (00:39:22)
5 bölüm
Paylaş
