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Successful Traits – With Lee Cole -Episode 5
Manage episode 446506976 series 3605064
Kandungan disediakan oleh John Kailunas II. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh John Kailunas II atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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.
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1. Introduction and Background (00:00:00)
2. The Key Traits of Successful Advisors (00:03:26)
3. The Future of the Industry: Regulation and Margins (00:22:50)
4. Defining Success in the Financial Advisory Industry (00:39:23)
21 episod
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