Using The Alignment Model With Your Firm And Clients
Update: 2021-04-01
Description
In this episode, Doug Lennick of Think 2 Perform describes how the industry has evolved and the importance of using the Alignment Model with your firm and clients. Specifically Doug shares how the alignment model looks at morals, principles and values, and goals to ensure that our actions as advisors are in alignment with universal morals, our personal values, and what we want for ourselves. Doug explains how to use that model to make smart purposeful decisions within your firm. He then shows how to use it to help clients make smart decisions with their money and how to eliminate some of the emotion and irrational behaviors that are common in personal finance.
Key Links
To learn more about Think2Perform: https://www.think2perform.com/
To contact Doug: dlennick@think2perform.com
Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com
Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/
Connect with Jon Kuttin on LinkedIn: https://www.linkedin.com/in/jonkuttin/
Key Links
To learn more about Think2Perform: https://www.think2perform.com/
To contact Doug: dlennick@think2perform.com
Learn more about Kuttin Consulting Group: https://www.kuttinconsultinggroup.com
Submit yourself as a guest for the podcast: https://www.kuttinconsultinggroup.com/quantum-growth-for-advisors-podcast/
Connect with Jon Kuttin on LinkedIn: https://www.linkedin.com/in/jonkuttin/
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