Latest / Advisor Talk with Frank LaRosa
Complacency Is Costing You More Than You Realize
A client once told Stacey Frank he was losing $20,000 a day by doing nothing. That number changed the whole conversation.
Frank and Stacey open by unpacking a real story from one of Stacey's clients, a junior partner at an independent firm stuck with outdated technology, a flat payout and a senior partner unwilling to change. When Stacey ran the math with him, the true cost of staying became impossible to ignore and complacency became the real competitor in the room.
From there, the conversation shifts into something more personal. Frank references a recent story about an advisor in his…
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