Gehen Sie mit der App Player FM offline!
What is Complacency Costing You?
Manage episode 439487941 series 2815497
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.
213 Episoden
Manage episode 439487941 series 2815497
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.
213 Episoden
Alle Folgen
×Willkommen auf Player FM!
Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.