In this episode, Jeff and Frank discuss:
- Transitioning from being an advisor to being a consultant and coach to advisors.
- Frank’s key message when coaching advisors.
- The questions to answer to know if you should move firms.
- Talking to those who have made transitions.
Key Takeaways:
- You need to understand the advisor and their team as well as they do in order to best help coach them.
- It’s less about placement and more about education and guidance.
- If you are moving firms, you want to be making the relationship between your client and your firm more connected.
- Understand what you want from your firm. That will help you decide if you want to go out on your own or if you want to work with another advisory group or firm.
"I just really want advisors when they make a decision to have all the necessary information to make the right choice." — Frank LaRosa
Connect with Frank LaRosa:
Website: https://eliteconsultingpartners.com/
LinkedIn: https://www.linkedin.com/in/eliteceo-franklarosa/
Twitter: https://twitter.com/ERCBoss
Facebook: https://www.facebook.com/EliteConsultingPartners/
Instagram: https://www.instagram.com/eliteconsultingpartners/
YouTube: https://www.youtube.com/channel/UCRjHhruwbtu1d3N-KleWR_g
LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/
Connect with Jeffrey Concepcion:
Website: https://www.stratoswealthpartners.com
Contact: https://www.stratoswealthpartners.com/contact
Twitter: https://twitter.com/Stratos_Wealth