The Value Proposition with Rich DeSalvo - CEO of f3Logic, a Gallagher Company

Topics discussed include:*The origin story of f3Logic and how a focus on innovation has served to inform the evolution of the firm.*f3Logic business strategies, including the firm’s focus on portability, technology, and autonomy, and how they scale these components for the benefit of their advisors.*Strategic guidance advisors can use to create better valuations for their own practices and common practice management mistakes that curtail practice growth strategies.*Understanding the spread as it relates to transition deals and how this aligns with an advisor finding the optimal opportunity for their practice when making a move.Frank and Rich blueprint for listeners the exact plan and action steps necessary to create not just a dynamic practice that innovates, but one that capitalizes on the efficiencies that ultimately raise valuation. Be prepared to walk away with a veritable tool kit of insights you need to enact now if you are ready to level up practice growth and success.