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When Is the Best Time for Financial Advisors to Transition Firms?

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Manage episode 508355024 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Key Highlights from the Episode:

0:00 – Introduction

1:02 – Should I stay or should I go next year?

2:27 – Why Q4 is often the best time to transition

3:59 – How holidays and client schedules factor into timing

5:35 – Deferred comp considerations for advisors

10:23 – Why firms sweeten deals in Q4 to hit quotas

12:48 – The myth of the “perfect” time to move

14:42 – Leveraging holiday parties and events for client communication

17:08 – Why every advisor’s timing decision is unique

23:12 – Emotional readiness vs. waiting too long

25:27 – Rip the Band-Aid off: once you decide, just go

27:09 – Risks of delaying and firm pushback

28:11 – How to connect with Frank & Stacey

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

  continue reading

293 episodes

Artwork
iconShare
 
Manage episode 508355024 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Key Highlights from the Episode:

0:00 – Introduction

1:02 – Should I stay or should I go next year?

2:27 – Why Q4 is often the best time to transition

3:59 – How holidays and client schedules factor into timing

5:35 – Deferred comp considerations for advisors

10:23 – Why firms sweeten deals in Q4 to hit quotas

12:48 – The myth of the “perfect” time to move

14:42 – Leveraging holiday parties and events for client communication

17:08 – Why every advisor’s timing decision is unique

23:12 – Emotional readiness vs. waiting too long

25:27 – Rip the Band-Aid off: once you decide, just go

27:09 – Risks of delaying and firm pushback

28:11 – How to connect with Frank & Stacey

Resources:

Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

  continue reading

293 episodes

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