The Future is Now - Plan Ahead for a Successful 2022

Advisor Talk with Frank LaRosa

Elite Consulting Partners에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Elite Consulting Partners 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2+ y ago 23:54

MP3•에피소드 홈

Topics covered include:
*Why it is important to evaluate whether your current firm partner is still the right partner for you.
*How to capitalize on new advisor-friendly product solutions to pivot your offerings for better client alignment.
*Using valuations and continuity planning to gain strategic insight and employing a dual-monetization strategy to maximize your payout opportunity.
*Creating a team culture with the right people in the right seats promoting a unified firm vision.
The most successful advisors and practices have goals and can articulate well the actions and strategies they are taking to make those goals a reality. Take the opportunity to put this episode and its teachings to work now to realize your vision of success for 2022!

193 에피소드