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เนื้อหาจัดทำโดย Tyson Ray and Kim Cochenour เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Tyson Ray and Kim Cochenour หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
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It’s All in Your Head: Unlocking the Value Trapped in the Founder’s Brain

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Manage episode 506685751 series 3663825
เนื้อหาจัดทำโดย Tyson Ray and Kim Cochenour เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Tyson Ray and Kim Cochenour หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

Is your firm’s future trapped inside your head? Tyson Ray and Kim Cochenour explore why founders who keep critical knowledge, instincts, and processes to themselves risk slowing down growth – and putting succession at risk.

From documenting systems to transferring decision-making skills, they share practical ways to build a business that lasts beyond the founder.

  • Tyson Ray and Kim Cochenour talk about one of the biggest challenges founders have, and that can hinder succession plans: keeping everything in their head.
  • For Tyson, not only is there a lot trapped in the founder’s brain, but there’s also technology not leveraged to the fullest, and the team is not getting educated around the importance of the data that should be shared.
  • Advisors could take inspiration from a valuable, yet common tool in the medical space: the flip chart.
  • With a similar approach, advisors can have all that information shared with and by multiple people – if everything is just in your head, it can’t get accessed by the rest of the team.
  • Most advisors have built a decision-making business muscle that’s really strong, and it’s taken over for decades, but if that instinct isn’t documented and taught or modeled, it can’t be transferred.
  • The so-called Wealth Story is one of the most common knowledge gaps advisors often have.
  • Kim shares a big question founders should ask themselves: “What do you actually need to get out of your head?”
  • Tyson and Kim go over the list of systems and processes that should be documented in every firm in the financial services space.
  • Tyson unpacks the concept of S.P.A.C.E.
  • Kim brings up a challenge for next week: to identify the one thing you know you do well, but there’s no one else on your team who could do any of it tomorrow.
  • Tyson talks about what he considers the best way to “download,” as well as to have next-gen advisors make progress.

Mentioned in This Episode:

TotalSuccession.com

TotalSuccession.com/podcast

FORM Wealth Advisors

Tyson Ray

Kim Cochenour

  continue reading

20 ตอน

Artwork
iconแบ่งปัน
 
Manage episode 506685751 series 3663825
เนื้อหาจัดทำโดย Tyson Ray and Kim Cochenour เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Tyson Ray and Kim Cochenour หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

Is your firm’s future trapped inside your head? Tyson Ray and Kim Cochenour explore why founders who keep critical knowledge, instincts, and processes to themselves risk slowing down growth – and putting succession at risk.

From documenting systems to transferring decision-making skills, they share practical ways to build a business that lasts beyond the founder.

  • Tyson Ray and Kim Cochenour talk about one of the biggest challenges founders have, and that can hinder succession plans: keeping everything in their head.
  • For Tyson, not only is there a lot trapped in the founder’s brain, but there’s also technology not leveraged to the fullest, and the team is not getting educated around the importance of the data that should be shared.
  • Advisors could take inspiration from a valuable, yet common tool in the medical space: the flip chart.
  • With a similar approach, advisors can have all that information shared with and by multiple people – if everything is just in your head, it can’t get accessed by the rest of the team.
  • Most advisors have built a decision-making business muscle that’s really strong, and it’s taken over for decades, but if that instinct isn’t documented and taught or modeled, it can’t be transferred.
  • The so-called Wealth Story is one of the most common knowledge gaps advisors often have.
  • Kim shares a big question founders should ask themselves: “What do you actually need to get out of your head?”
  • Tyson and Kim go over the list of systems and processes that should be documented in every firm in the financial services space.
  • Tyson unpacks the concept of S.P.A.C.E.
  • Kim brings up a challenge for next week: to identify the one thing you know you do well, but there’s no one else on your team who could do any of it tomorrow.
  • Tyson talks about what he considers the best way to “download,” as well as to have next-gen advisors make progress.

Mentioned in This Episode:

TotalSuccession.com

TotalSuccession.com/podcast

FORM Wealth Advisors

Tyson Ray

Kim Cochenour

  continue reading

20 ตอน

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