While complacency may feel comfortable, it could be preventing financial advisors from unlocking new opportunities for growth and success.
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President of Elite Consulting Partners. Together, they explore the risks of staying at a firm that isn’t fully invested in your growth as an advisor, and what options you have if you find yourself in this situation.
Today’s show highlights include:
- How complacency creates a cycle that stops your business from advancing.
- The hidden dangers of working for a “neutral” firm and how it can limit your success.
- A growing trend of firms driving a wedge between financial advisors and their clients.
- Why the advisor-client relationship holds more value than the firm-client relationship.
Tune in as Frank and Stacey dissect how complacency impacts advisors, their firms, and their clients. They provide meaningful insights on why a firm switch might be the key to sparking your growth and offer practical tips on guiding your clients through this transition. This is a can’t-miss episode for financial advisors who feel stuck and are eager to elevate their business to new heights.
