Topics discussed include: *Stephen Berman’s career story and the value proposition of CSG Partners. *A breakdown of what an ESOP Plan is and the opportunity it presents for independent advisors. *How an ESOP plan can be utilized to inspire positive employee action and commitment. *The process for implementing an ESOP and the demographics of firms which stand to benefit most from the offering. Not only will you walk away from this episode with a detailed understanding of how an ESOP plan can impact your practice, but also an new perspective on how to foster the dedicated team environment essential to scalable practice growth.

Topics discussed include:*Stephen Berman’s career story and the value proposition of CSG Partners.*A breakdown of what an ESOP Plan is and the opportunity it presents for independent advisors.*How an ESOP plan can be utilized to inspire positive employee action and commitment.*The process for implementing an ESOP and the demographics of firms which stand to benefit most from the offering.Not only will you walk away from this episode with a detailed understanding of how an ESOP plan can impact your practice, but also an new perspective on how to foster the dedicated team environment essential to scalable practice growth.

Topics discussed include: *Stephen Berman’s career story and the value proposition of CSG Partners. *A breakdown of what an ESOP Plan is and the opportunity it presents for independent advisors. *How an ESOP plan can be utilized to inspire positive employee action and commitment. *The process for implementing an ESOP and the demographics of firms which stand to benefit most from the offering. Not only will you walk away from this episode with a detailed understanding of how an ESOP plan can impact your practice, but also an new perspective on how to foster the dedicated team environment essential to scalable practice growth.

The What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners

Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.

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The What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners

The What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners

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