085: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? With Guest Alanah Philips

The Efficient Advisor: Tactical Business Advice for Financial Planners · Dec 13, 2022 · 53m

You love the business you built… but do you ever wonder if you are at the right place? Every firm, broker dealer, or RIA platform has its pros and cons.

In today’s episode my guest, Alanah Philips, walks us through how to know if the grass is REALLY greener on the other side. Do I stay? Do I go? What do I need to consider to make this decision?

She walks us through her process of:

How to determine if it’s time to go

How to figure out where to go

Identifying the right time to go

And developing the best strategy for how to go

I love how Alanah gives some concrete guidance, exercises to do, and…