The Slow Boil

Advisor Talk with Frank LaRosa · Feb 24, 2022 · 14m

Learn directly from Frank and Dale key insights such as:

*how deferred compensation can be used by firms as a tool to restrain advisors from making a move to a new firm partner.

*the psychology of the compensation break-even point for transitioning advisors and how it can create faulty thinking for timing a move.

*what the real math is behind compensation grids and understanding what you are paying to stay at your current firm partner.

*discovering just how much money you are leaving on the table by not making a move.

Frank and Dale's conversation is a wake-up call for every advisor…