There is no denying that volatile markets have created a financial services battle ground and to navigate these uncertain times successfully, advisors are compelled to change their thinking when it comes to practice operations and client engagement. Achievement is no longer guaranteed and to win not just the battle but the war, financial advisors must take a hard look at their procedures and embrace the tactics and techniques that assure victory on the new financial services playing field.
In this hard-hitting episode of Advisor Talk, advisors will learn exactly how to execute a strategic plan of action forward from a dynamic and powerful conversation as Elite Consulting Partners CEO Frank LaRosa is joined by not just one, but two, former U.S. Navy SEALs who put their vast mission driven expertise to work for the advantage of every financial advisor listening.
Dave Rutherford is a former U.S. Navy SEAL, leading motivational speaker, podcast host, author, performance coach, and creator of Team Froglogic. Kyle Kroberger is a former U.S. Navy SEAL and Elite Consulting Partners Senior Transition Consultant and National Market Manager.
Get ready to have your mind blown by the energetic dialogue and the impactful information shared as Frank, Dave, and Kyle discuss:
*The correlation between strategic lessons learned in the military to the daily business processes of a financial advisor.
*How a paradigm shift in leadership-based thought can empower an advisor to make right decisions during difficult market conditions.
*Why learning to pivot mentally and strategically is a skill set that every financial services professional must embrace.
*Using the power of information collection and communication to fundamentally improve your practice operations and procedures at every level.
*What you can do to manage your perceptions of achievement during challenging times and stay focused on achieving your goals.
The concepts and vision in this episode of Advisor Talk are powerful and the lessons covered should be seen as a challenge to every financial advisor driven to succeed. Listen with focus, then take the ideas Frank, Dave, and Kyle share and put them to work crushing your goals and leveling-up your practice performance in ways you may not have ever thought possible.