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What is Complacency Costing You?

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Manage episode 439487941 series 2815497
内容由Elite Consulting Partners提供。所有播客内容(包括剧集、图形和播客描述)均由 Elite Consulting Partners 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

220集单集

Artwork
icon分享
 
Manage episode 439487941 series 2815497
内容由Elite Consulting Partners提供。所有播客内容(包括剧集、图形和播客描述)均由 Elite Consulting Partners 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

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