Insights covered include:
- clearly defining your purpose so all actions you take are aligned to that end.
- how clearly defining your core values are essential to team building and company growth.
- the duality between clear brand messaging and unified company action toward a goal.
- why focusing only on the money is the worst mistake a transitioning advisor can make.
If you lead with purpose, everything else falls into place. This isn't just a business lesson; it's a life lesson and the advice Frank and Dale share prove transformative to every advisor willing to listen.
