In this episode, Jeff and Jeff discuss: 

• The evolution of the brokerage space.

• Key motivations and drivers for advisors when looking to independence. 

• Succession planning and transitions. 

• What advisors value by way of support. 

Key Takeaways: 

• By far, the reason W-2 advisors leave their firm is quality of life. 

• The great advisors say what the client needs to hear, not what they want to hear.

• When clients are used to working with a team, it becomes easier to transfer or transition out because they aren’t used to working with only one person.

• If you have plateaued, the first step is recognizing it. The second is to seek help. 

"Growth is a function of time and time is a function of distraction. When we think about the time spent, there's something to be said on keeping things simple to allow folks to manage more assets and grow their business." —  Jeff Nash