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As financial advisors head back to the office after 3 months of work from home restrictions, many are struggling with the internal question of whether a W-2 position or the prospect of independence is right for them. Somewhere between the idea of independence and actually making the leap lies the truth every advisor must confront - do they have the entrepreneurial mindset and work habits that will make a move to independence successful for them? There is no wrong answer to that question, as Elite Consulting Partners CEO Frank LaRosa discusses with COO Dale Dempsey in a conversation which takes the temperature of the financial services industry as a whole and gives guidance on how advisors can evaluate the next right move for themselves and their practice.
By Elite Consulting Partners4.8
8989 ratings
As financial advisors head back to the office after 3 months of work from home restrictions, many are struggling with the internal question of whether a W-2 position or the prospect of independence is right for them. Somewhere between the idea of independence and actually making the leap lies the truth every advisor must confront - do they have the entrepreneurial mindset and work habits that will make a move to independence successful for them? There is no wrong answer to that question, as Elite Consulting Partners CEO Frank LaRosa discusses with COO Dale Dempsey in a conversation which takes the temperature of the financial services industry as a whole and gives guidance on how advisors can evaluate the next right move for themselves and their practice.

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