Behind the Wheel – Navigating the Art of The Deal When Making Your Transition

Advisor Talk with Frank LaRosa · Nov 25, 2022 · 16m

Negotiation is a crucial part of any business relationship. This is particularly true for financial advisors considering their transition opportunities. Successful negotiations will help you secure the long-term partnership with your new firm that guarantees success.

In this episode, Frank and Dale take us on an in-depth look at how to negotiate appropriately to protect yourself while also getting what’s suited toward your practice needs going forward – without sacrificing too much or having regrets down the road.