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Key Highlights:

-Why “not deciding” is still a decision - and often an expensive one.

-How long-term inaction can lead to seven-figure opportunity losses.

-Real-life stories of advisors who waited too long to make a move.

-The importance of intentionality when exploring independence.

-Why your clients care more about you than your current firm.

-The power of burning the ships and fully committing to a path.

If you’ve been thinking about change but haven’t acted, this episode is your wake-up call.

Ready to explore what’s possible? Connect with Frank at frank@eliteconsultingpartners.com or Stacey at stacey@eliteconsultingpartners.com.

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283 episodes