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:

Connect with Alanah here on LinkedIn.

Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    

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

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

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

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!