Greatest Hits - Don’t Get Distracted By Shiny Objects – with Stacey Frank, Elite Consulting Partners

Advisor Talk with Frank LaRosa

English - March 07, 2024 09:00 - 20 minutes - 19.2 MB - ★★★★★ - 158 ratings
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Previous Episode: Greatest Hits - To Be an RIA, or Not to Be an RIA

Next Episode: Greatest Hits - The Power of Branding Series with Tina Beck, CMO - Elite Consulting Partners - Episode 2

Show highlights include:

*The importance of not being drawn into hasty decisions when making a move to a new firm partner, based on emotion, or tempting offers.

*Why advisors need to conduct thorough research and gather all the necessary information before making a transition decision.

*How to separate emotional appeals and stories from concrete facts when evaluating opportunities.

*Why advisors are encouraged to consider various factors such as payout structures, lead generation support, and the overall firm partner fit when making a move.

By providing valuable insights and advice, Frank and Stacey guide advisors in making well-informed choices that align with their unique personal and professional goals. Whether you are a seasoned professional or a financial advisor looking to scale your practice, this episode offers crucial guidance for success.