Key takeaways from today’s episode include:
- How making small but strategic changes, like switching partners or tools, can lead to exponential growth in business and personal success.
- The emotional hurdles advisors face when considering a move, including loyalty and guilt, and how to overcome them.
- Why a firm change might be necessary for taking your advisory practice to the next level - and how to ensure the transition is smooth and beneficial.
- The importance of aligning your goals, vision, and client needs with a firm's resources and platform to maximize growth opportunities.
Frank and Stacey emphasize that while loyalty and comfort are natural, they should never outweigh the need to prioritize your clients, team, and personal growth. Tune in to learn how making the right moves—both on the court and in business—can help you win at the highest level.
