You love the business you built… but do you ever wonder if you are at the right place? Every firm, broker dealer, or RIA platform has its pros and cons. 

In today’s episode my guest, Alanah Philips, walks us through how to know if the grass is REALLY greener on the other side. Do I stay? Do I go? What do I need to consider to make this decision?

She walks us through her process of:

• How to determine if it’s time to go
• How to figure out where to go
• Identifying the right time to go
• And developing the best strategy for how to go

I love how Alanah gives some concrete guidance, exercises to do, and a little couples therapy.
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LINKS FROM THIS EPISODE:

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Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.