In this episode, Jeff and Mike discuss: 

• Business development trends from 2021.
• Why people move jobs (and job models). 
• Components necessary to build an enduring firm. 
• Establishing your vision and strategy. 

Key Takeaways: 

• Take the opportunity and time that we have now to ask the right questions about what you want for your life and career. 
• Flexibility, autonomy, and control tend to be the heart of the reasons why people in financial services move jobs. Culture and building wealth are also critical reasons. 
• Communication is critical to being a CEO. 
• Vision and strategy incorporate what you do, but also who you do it for. 

"The future of our business is a multi-gender, multi-ethnic, multi-generational team that has a strong technology adoption and is able to really mirror the marketplace and be resources to all types of clients, and all types of communities." —  Mike O'Brien

Connect with Mike O'Brien:

Website: https://www.stratoswealthpartners.com

LinkedIn: https://www.linkedin.com/in/michgerob

Connect with Jeffrey Concepcion: 

Website: https://www.stratoswealthpartners.com

Contact: https://www.stratoswealthpartners.com/contact

Twitter: https://twitter.com/Stratos_Wealth

Facebook: https://www.facebook.com/stratoswealthpartners

LinkedIn: https://www.linkedin.com/in/jeffconcepcion1/