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Among the topics discussed are:
*The importance of picking a firm whose culture aligns with your goals, both personally and professionally.
*Commoditization within the current recruiting market and how that translates for advisors.
*The benefits of being transparent about your goals and practice vision when negotiating with potential new firm partners.
*Unexpected negatives brought to the table with the rise in interest of working from home.
*Steps to help create a firm culture that incentivizes employees to come back to the office.
A positive firm culture that both attracts and retains advisors should be considered a must-have component of any firm that an advisor is considering for a transition opportunity. Listen closely as Frank and Dale discuss the ins-and-outs of what a company’s culture really means for an advisor’s success, and use the insights shared in this episode to level up your practice to the place it deserves to be!
4.8
9292 ratings
Among the topics discussed are:
*The importance of picking a firm whose culture aligns with your goals, both personally and professionally.
*Commoditization within the current recruiting market and how that translates for advisors.
*The benefits of being transparent about your goals and practice vision when negotiating with potential new firm partners.
*Unexpected negatives brought to the table with the rise in interest of working from home.
*Steps to help create a firm culture that incentivizes employees to come back to the office.
A positive firm culture that both attracts and retains advisors should be considered a must-have component of any firm that an advisor is considering for a transition opportunity. Listen closely as Frank and Dale discuss the ins-and-outs of what a company’s culture really means for an advisor’s success, and use the insights shared in this episode to level up your practice to the place it deserves to be!
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