Greatest Hits - Strong Culture Equals Strong Results with Stacey Frank, VP and Managing Director at Elite Consulting

Advisor Talk with Frank LaRosa

English - December 28, 2023 09:00 - 35 minutes - 24.2 MB - ★★★★★ - 158 ratings
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Previous Episode: Greatest Hits - Dominate the Marketing Game with Tina Beck , President – Elite Marketing Concepts

Next Episode: Greatest Hits - The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners

Some of the topics discussed include:

* A summary of Stacey Frank’s unique background in psychology and education, and how it enables her to build deeper connections with her clients.

* The benefits that come along with empowering women in the financial services industry.

* An explanation of the differences between firms who have women in positions of power just to “check a box”, and firms who are genuinely investing time and resources into ensuring their female practitioners are in the perfect position for success.

* The true value of having a strong culture in your firm that everyone can buy into.

* The immense power that comes from actively listening to your clients, and what this really means with regards to consulting with financial advisors.

The expertise shared by Frank and Stacey throughout this episode is detailed. If you are a financial advisor who is now realizing that the culture of your current firm is not up to your standards, then it's time for you to start exploring what transition opportunities are available to you. Reach out today by sending an email to [email protected], or call at (856) 316-4651.

You can also reach Stacey Frank via email at [email protected], or by phone at (856) 316-7736.