In this episode, Jeff, Lou, and Jeff discuss: 

• Running a successful private practice to launching a national brand.
• Reasons for going independent. 
• Creating the vision and keeping the local flavor of your firm. 
• Building a great team with next-generation talent. 

Key Takeaways: 

• Think big! When you achieve your goals, think about what is next and set your next goal. 
• Working with a coach can better assist you in your transition from being an advisor to being a CEO and running an organization. 
• Look ahead, don’t focus on the past. Don’t hold attachment to the sunk costs that aren’t working for you any longer. 
• As a financial guide, you need to know your clients, the financial landscape, where they want to go, and the timeline they want to get there. 
• Harness the power of collaboration and team, delegate everything that someone else does better than you. Put the right people in the right seats, let them do their thing, and you will be amazed at what happens. 

"The clients don’t care about the name - they care about the service they are getting." —  Jeff Brown

Connect with Jeff Brown: 

Website: https://stratosprivatewealth.com/

LinkedIn: https://www.linkedin.com/in/jeff-brown-15349b/

Connect with Lou Camacho:

Twitter:https://twitter.com/loucamachoswa

Website: https://www.stratoswealthpartners.com

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

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/