Unlocking Success for Independent Advisors

Advisor Talk with Frank LaRosa

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5M ago 31:31

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Today’s show highlights include:

*The trend of more and more advisors moving from the W2 environment to the independent world, and what effects this is having on the financial advisory space as a whole.

*The biggest mistake advisors make when they first start their own independent practice.

*Why advisors need to adopt the mindset of working for their employees, treating them as clients rather than as if everyone works for them.

*Understanding the true “Why” behind your employees as a proven formula for success.

*A breakdown of some of the strategies that Frank utilizes to ensure that his employees know that he has their best interests at heart.

Listen in and get ready to take notes as Frank and Stacey delve into key insights essential for independent financial advisors striving to unlock their practice's full potential.

202 episoder

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