Show notes
In this episode, Jeff and Mark discuss:
- Transitioning away from a large firm.
- Flexibility and collaboration in a financial advising firm.
- Misconceptions about moving into the RIA space.
- Key attributes of successful teams.
Key Takeaways:
- The more firms can evolve, the more they are likely to retain advisors throughout their career.
- Collaboration is key in a good, supportive firm.
- If you’re going out on your own, make sure you understand what it means and that you do understand what it means to own your own business.
- Advisors need to be coachable, open, and be willing to analyze their practice to best succeed.
"I would really encourage every advisor who is open to evaluating where they're at, for their clients and for their career, I would ask you to close your eyes and imagine you had a clean slate. Would you want to be at your existing firm serving clients? Or would you potentially be interested in looking at other alternatives?" — Rob Samson
Connect with Rob Samson:
Website: https://www.joinstratos.com/
LinkedIn: https://www.linkedin.com/in/robert-samson-059a3a23/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth