Show notes
In this episode, Jeff and Mike discuss:
- Business development trends from 2021.
- Why people move jobs (and job models).
- Components necessary to build an enduring firm.
- Establishing your vision and strategy.
Key Takeaways:
- Take the opportunity and time that we have now to ask the right questions about what you want for your life and career.
- Flexibility, autonomy, and control tend to be the heart of the reasons why people in financial services move jobs. Culture and building wealth are also critical reasons.
- Communication is critical to being a CEO.
- Vision and strategy incorporate what you do, but also who you do it for.
"The future of our business is a multi-gender, multi-ethnic, multi-generational team that has a strong technology adoption and is able to really mirror the marketplace and be resources to all types of clients, and all types of communities." — Mike O'Brien
Connect with Mike O'Brien:
Website: https://www.stratoswealthpartners.com
LinkedIn: https://www.linkedin.com/in/michgerob
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth