Complacency Is Costing You More Than You Realize

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy.

In this episode, Frank LaRosa and Stacey Frank break down what complacency is really costing financial advisors, using a real client story that put a $20,000-a-day price tag on staying put. Frank also introduces dual monetization, his trademarked strategy for advisors looking to maximize their practice valuation without giving up control of their business.