Show highlights include:

*The importance of not being drawn into hasty decisions when making a move to a new firm partner, based on emotion, or tempting offers.

*Why advisors need to conduct thorough research and gather all the necessary information before making a transition decision.

*How to separate emotional appeals and stories from concrete facts when evaluating opportunities.

*Why advisors are encouraged to consider various factors such as payout structures, lead generation support, and the overall firm partner fit when making a move.

By providing valuable insights and advice, Frank and Stacey guide advisors in making well-informed choices that align with their unique personal and professional goals. Whether you are a seasoned professional or a financial advisor looking to scale your practice, this episode offers crucial guidance for success.

Topics include:

*The importance of having a clear understanding of what independence means to you so that you can find a firm partner that meets your unique needs.

*An explanation of the varying levels of independence available to advisors, and the differences between the models depending on how much autonomy advisors are seeking.

*How each independent channel has unique differences that can impact your practice and why it's crucial to understand these differences to make an informed decision when considering a transition opportunity.

Through listening to this episode, financial advisors will gain insights into the spectrum of independence, from complete autonomy to supported independence within a larger organization. Together, Frank and Stacey have helped hundreds of advisors successfully transition to various independent channels. Use this episode as your go-to resource for understanding the nuances of financial advisor independence.

Show highlights include:

*How Elite uses our Core Values as a thermostat to measure and ensure that the decisions we are making are aligning with our ultimate goals.

*What we mean when we say that we speak with advisors every day who don’t have a clear definition of who they want to be.

*Why our Elite team is adamant about the connection between success at work and success at home.

*A breakdown of why Core Values are necessary for every scale of practice or firm, whether you’re a 2-person team or a corporate team with hundreds of employees.

Throughout the course of the episode, it is easy to see why Frank and Stacey as leaders place an emphasis on Core Values. For Elite Consulting Partners, our Core Values are not just words on a page. They are the foundation of our company culture and the driving force behind everything we do. As you are listening to this episode, think about what your own personal and professional goals, and start formulating a list of the Core Values you will commit to in order to achieve them.

Topics discussed in this episode include:

New marketing and technology trends within the financial services industry.

The social media strategies you need to implement to see increased ROI on marketing efforts.

The importance of creating structure and consistency in terms of brand messaging and marketing cadence.

How to use traditional marketing psychology and techniques in combination with new technology to attract your ideal clients.

The value that a strong marketing strategy can bring to your business for when you decide to sell your book of business.

Join Frank and Tina as they dive into the world of financial services marketing and discuss strategies that have consistently delivered transformative results.

To learn more about Elite Marketing Concepts and how you can level up your practice marketing strategies, email [email protected] for more information.

Topics discussed include:

* David Karr’s career legacy, including his journey from financial advisor to Chairman of Equitable Advisors.

* Why Equitable Advisors’ Supported Independence model, and the firm’s advisor-first mentality, have afforded Equitable Advisors the opportunity to capitalize on the continued momentum of advisors moving to independence.

* How Equitable Advisors’ relationship with LPL Financial enables them to operate with the benefits of a small organization while still having over 4,000 advisors nationwide.

* What the Columbia University Holistic Financial Coach Program is, and what advantages it is giving advisors who complete the program.

Frank and David are two of the industry’s most esteemed thought leaders and this episode presents an incredible opportunity for financial advisors who are looking to take their practice to the next level. Listeners, particularly those interested in Supported Independence, will take away the kind of actionable information that will most certainly inform their practice success.

If you are interested in contacting Equitable Advisors for more information, reach out to Armand Alaverdian at[email protected], or email Frank LaRosa at [email protected].

Some of the topics discussed include:

* A summary of Stacey Frank’s unique background in psychology and education, and how it enables her to build deeper connections with her clients.

* The benefits that come along with empowering women in the financial services industry.

* An explanation of the differences between firms who have women in positions of power just to “check a box”, and firms who are genuinely investing time and resources into ensuring their female practitioners are in the perfect position for success.

* The true value of having a strong culture in your firm that everyone can buy into.

* The immense power that comes from actively listening to your clients, and what this really means with regards to consulting with financial advisors.

The expertise shared by Frank and Stacey throughout this episode is detailed. If you are a financial advisor who is now realizing that the culture of your current firm is not up to your standards, then it's time for you to start exploring what transition opportunities are available to you. Reach out today by sending an email to [email protected], or call at (856) 316-4651.

You can also reach Stacey Frank via email at [email protected], or by phone at (856) 316-7736.

Some of the topics discussed include:
 

• How Thom Powers’ background and expertise led him to the recruiting and transition space within financial services.
   
• Determining whether an advisor wants to be independent or have independence (there’s a big difference).
   
• A breakdown of some of the hybrid affiliation channels that are proving to be great options for advisors who don’t want true independence, but still want to leave the W-2 space.
   
• Why advisors need to consider the scalability of their practice before moving to a new firm.
   

Frank and Thom are so passionate about this topic that if each episode of Advisor Talk didn’t have a time constraint, they would have talked for hours. Today’s show is full of information that advisors need to hear if they are deciding whether their next step is gaining independence or going completely independent. If you are interested in learning more about the independent space or any transition opportunities that are available to you, reach out today. Send an email to [email protected] or call at (856) 316-4651.

Topics discussed include:

*A breakdown of the Concurrent Advisors value proposition, the firm’s evolution, and goals for the future. 

*Why Concurrent Advisors believes that an intentional, specialized approach to the suite of services they offer is strategically advantageous.

*The Concurrent relationship with Merchant and how the alignment of core philosophies between the organizations has impacted advisor entrepreneurial success.

*How working with Fidelity and Schwab has amplified Concurrent’s ability to support advisors who have strong entrepreneurial motivations.

This episode is packed with information that every financial advisor will benefit from. Listen closely as Frank and Nate share tactical growth strategies advisors can use now to assure future success.

Topics discussed include:

* Tactical strategies that you can implement right now to become a stronger leader.

* Why leadership qualities are more important for financial advisors than ever before.

* How Ray Kelly’s career path within financial services led to him being a leadership coach and consultant.

* How the Financial Advisor Success Syndicate, an online community of which Frank and Ray are both founding members, inspires and fosters advisor leadership.

* An explanation of what the 70-20-10 Rule of Adult Learning is and how we can all apply it to our personal and professional lives.

The conversation between Frank and Ray is packed with information that every advisor can benefit from hearing. Listen with the intention of applying these lessons to your own practice, and you will walk away from this episode with the tools that you need to be a successful leader.

If you are interested in joining the Financial Advisor Success Syndicate and learning even more from these two industry thought leaders, visit JoinFASS.com.

Topics discussed include:

* The conceptualization of FASS and a description of the platform.
* How FASS intends to fill a much-needed gap in the financial services industry.
* Details on the Founding Members of the FASS community and their specific areas of thought leadership.
* Why FASS can be considered a ‘family office’ for financial advisors.
* How advisors who join FASS benefit and future plans for the community.

Frank and Jon could talk for hours about why they are so excited for the Financial Advisor Success Syndicate! For advisors eager to grow their practice this episode of Advisor Talk is a must listen.

If you are a financial advisor and are interested in joining the Financial Advisor Success Syndicate, visit joinfass.com for more information.