1. EachPod

Shawn Sparks - The Advisor Transformation: Unlocking New Strategies for Financial Success

Author
Dr. Daniel Crosby, Shawn Sparks
Published
Thu 13 Jun 2024
Episode Link
https://www.standarddeviationspod.com/

Tune in to hear:

  • What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation?
  • What distinction does Shawn draw between success and significance?
  • How does Shawn bring vision into his work at Triad in a way that better synthesizes work and life?
  • What is Martin Seligman’s PERMA Model and what can we learn about finding fulfilling work from this model?
  • Among the advisors Shawn has encountered, what kinds of visions propelled them to great professional heights? Why is a vision that is “I” focused often doomed to fail?
  • What has Shawn done to make the culture at Triad so unique and central to their ethos?
  • What is the most effective way to hire and screen candidates who are a good culture fit?
  • How can advisors better de-commoditize their advisory businesses?

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