Key takeaways from today’s episode include:

• *The critical distinction between managing and leading employees.
• *How to align employee performance with your company’s core values.
• *Best practices for providing training and development tools to your team.
• *Why marketing and branding are key to sustained growth.
• *The role of personal growth in becoming a better leader for your employees.

Join Frank and Stacey as they break down practical steps for maintaining a successful firm beyond your initial transition. From fee structures and pricing to strengthening client relationships, this episode covers what it takes to manage and lead a business effectively. Listen now to discover how their leadership and storytelling approach is transforming the financial services industry- and how you can do the same.