The Future is Now - Plan Ahead for a Successful 2022

Advisor Talk with Frank LaRosa · Oct 14, 2021 · 23m

Topics covered include:

*Why it is important to evaluate whether your current firm partner is still the right partner for you.

*How to capitalize on new advisor-friendly product solutions to pivot your offerings for better client alignment.

*Using valuations and continuity planning to gain strategic insight and employing a dual-monetization strategy to maximize your payout opportunity.

*Creating a team culture with the right people in the right seats promoting a unified firm vision.

The most successful advisors and practices have goals and can articulate well the actions and strategies they…