Zebra Smash - Real Financial Planners | Real Conversations

Nothing - and we mean nothing - says Thanksgiving holiday like hiding out in your room with a plate full of turkey and cranberry sauce and an industry-specific book. And we we have the book for you! In this very special episode, Roger and Ben review Philip Palaveev's G2: Building the Next Generation. Roger spouts page numbers, Ben recites chapters, we have a spirited debate over the appropriateness of always sending in firm principals to close sales...it's just just like Thanksgiving dinner, but with your favorite ZebraSmash co-hosts.  We both liked this book a lot, particularly because it spoke both to G2 professionals and to firm founders, which seems like a first to us. We highly recommend it to both groups. Topics include: Defining and recruiting G2 Transitioning lead advisors in client relationships - getting G2 from "second chair" to the lead role G2's role in Business Development Management of teams, managing "up" to founders, and management of self (e.g,, the elusive work-life balance question) Buyin