When Is The Best Time For Financial Advisors To Transition Firms? Advisor Talk With Frank LaRosa podcast

When Is the Best Time for Financial Advisors to Transition Firms?

published 20d ago

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Key Highlights from the Episode:

0:00 – Introduction

1:02 – Should I stay or should I go next year?

2:27 – Why Q4 is often the best time to transition

3:59 – How holidays and client schedules factor into timing

5:35 – Deferred comp considerations for advisors

10:23 – Why firms sweeten deals in Q4 to hit quotas

12:48 – The myth of the “perfect” time to move

14:42 – Leveraging holiday parties and events for client communication

17:08 – Why every advisor’s timing decision is unique

23:12 – Emotional readiness vs. waiting too long

25:27 – Rip the Band-Aid off: once you decide, just go

27:09 – Risks of delaying and firm pushback

28:11 – How to connect with Frank & Stacey

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

296 episodes

#MBA #Entrepreneur #Business #Marketing #Elite Consulting Partners #Advisor Recruiting #Practice Management #Entrepeneurship #Wealthmanagement #Recruiting #Financial Planning #RIA #Asset Management #Financial Advisors #Financial Services #CFP® #Broker-dealer

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