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The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
Advisor Talk with Frank LaRosa
English - October 26, 2023 08:00 - 22 minutes - 15.6 MB - ★★★★★ - 158 ratingsManagement Business Marketing advisor recruiting practice management entrepeneurship wealthmanagement recruiting financial planning ria asset management financial advisor financial services Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Topics include:
*The importance of having a clear understanding of what independence means to you so that you can find a firm partner that meets your unique needs.
*An explanation of the varying levels of independence available to advisors, and the differences between the models depending on how much autonomy advisors are seeking.
*How each independent channel has unique differences that can impact your practice and why it's crucial to understand these differences to make an informed decision when considering a transition opportunity.
Through listening to this episode, financial advisors will gain insights into the spectrum of independence, from complete autonomy to supported independence within a larger organization. Together, Frank and Stacey have helped hundreds of advisors successfully transition to various independent channels. Use this episode as your go-to resource for understanding the nuances of financial advisor independence.