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Contenido proporcionado por Elite Consulting Partners. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Elite Consulting Partners o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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What is Complacency Costing You?

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Manage episode 439487941 series 2815497
Contenido proporcionado por Elite Consulting Partners. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Elite Consulting Partners o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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 episodios

Artwork
iconCompartir
 
Manage episode 439487941 series 2815497
Contenido proporcionado por Elite Consulting Partners. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Elite Consulting Partners o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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 episodios

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