Ep.48: It’s Time To Step Up – Why Advisors Need to Elevate Their Client Communication Game
Communicating with clients successfully is a business fundamental for every financial advisor, but very few advisors get it right – putting them at risk for having existing clients lured away and the funnel of new prospects drying up. In this episode, Stop...
Ep.47: The Pitfalls of Zoom Technology On Long-Term Client Relationships
Financial services as an industry has traditionally approached a crisis situation as an opportunity for re-evaluation in order to maximize business efficiencies and minimize expenses. That is certainly the case now as many large firms are reconsidering the...
Ep.46: You Do You – Independence Isn’t The Only Option
As financial advisors head back to the office after 3 months of work from home restrictions, many are struggling with the internal question of whether a W-2 position or the prospect of independence is right for them. Perhaps they enjoyed the freedom and autonomy of...
Ep.45: The Leadership Series: Business Partners Jonathan Freeman and Brian McCarver, Stonebridge Financial Group
The most notable business partnerships strike a balance between personalities, methodologies, and work styles, resulting in an alignment of goals and vision to achieve ultimate success. In a thoughtful discussion on the first-hand tips and insights that make a...
Ep.44: Mental Toughness Series: Ben Newman, Mental Conditioning Coach for University of Alabama Football
Elite Consulting Partners CEO Frank LaRosa is joined by Ben Newman, Mental Conditioning Coach for University of Alabama Football, in a hard-hitting conversation that cuts through the clutter and challenges advisors to action through focused and intentional daily...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
