Purpose Over Profit

Advisor Talk with Frank LaRosa

English - April 28, 2022 08:00 - 20 minutes - 18.9 MB - ★★★★★ - 158 ratings
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Previous Episode: The Lion Hunter and The Advisor

Next Episode: Stifel Independent Advisors with Alex David, President & CEO, and Tim Boostrom, Director of Business Development

Insights covered include:

clearly defining your purpose so all actions you take are aligned to that end.
how clearly defining your core values are essential to team building and company growth.
the duality between clear brand messaging and unified company action toward a goal.
why focusing only on the money is the worst mistake a transitioning advisor can make.

If you lead with purpose, everything else falls into place. This isn't just a business lesson; it's a life lesson and the advice Frank and Dale share prove transformative to every advisor willing to listen.