Mad Libs for Advisors

Some of the key take-aways from Frank and Dale's discussion include:*the many ways firms provide capital to advisors and how to evaluate whether the offer you may be receiving is too good to be true.*crypto currency and why some advisors are trending towards the opportunity as part of their must-have firm partner criteria.*opportunity, technology, compliance, and the role all three play in the 'you can't do that' versus 'you can't do that here' conversation between advisors and their firm partners.*lending as a catalyst for providing clients with profitable and impactful solutions.*how the product, service, and pricing mix a firm offers affect an advisor's decision to transition.It is important to understand that there is an ideally suited firm partner for every advisor looking to make a move. It's a matter of an advisor delineating the 'need to haves' versus the 'want to haves' on their wish list and then working with a consultant to find the right firm partner fit. Use this episode as your insider's guide as Frank and Dale give a snapshot on just how impactful the informed counsel of consultants such as themselves can be for advisors considering their transition opportunities.