Time Management and Helping Advisors Focus to Find Success with Jody Jacobson

22/01/2025 37 min Temporada 3

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Episode Synopsis

Jody Jacobson, PhD, is the co-founder and CEO of the Human Skills Institute™. As a brain-based consultant, coach, and trainer with over 20 years of experience, she helps financial advisors align their business, marketing, and life strategies to their unique strengths and values so they can sustain long-term growth and experience the joys of creating greater profitability and meaning for their clients and themselves. Whether they want to become an owner-leader, build a higher-functioning team, hire the right people, or stop giving away their time and expertise to the wrong clients, she helps clients change their mindset and achieve their biggest goals with confidence and ease. Never one-size-fits-all, Jody tailors her approach to each client's unique needs, thinking, workstyles, and goals.Featured Resources  The Human Skills Institute Jody Jacobson on LinkedIn Email Jody for free time management resources or to schedule a complimentary 30-minute callEnjoyed This? You’ll Also Love: Trends and Strategic Steps for Growth for Advisory Firms with Jake DeKinder of Dimensional Fund Advisors How Lifestyle and Solo Advisor Firm Owners Can Grow Business Intentionally with Natalie Bergsma Using a Coach Mindset to Unlock Your Full Leadership Potential How to Align Your Values with Your Career and Service Model

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