Are You Making a Transactional or Transformational Career Move?
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Are You Making a Transactional or Transformational Career Move?
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Show highlights include:
-Why focusing only on upfront payouts can leave money on the table.
-How growth-minded advisors evaluate leadership, technology, and firm culture.
-What truly separates firms that say they help you grow from those that actually do.
-Why due diligence matters more than most advisors realize.
-The importance of viewing your firm as a long-term partner, not a temporary stop.
If you’re considering a move - or even thinking about your future trajectory - this episode will challenge you to rethink what success really looks like and how to avoid costly mistakes along the way.
Learn more about our companies and 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 | Technology Solutions for Advisors: https://jedidatabasesolutions.com
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
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