Episode Details

Among the topics discussed are:

*The importance of picking a firm whose culture aligns with your goals, both personally and professionally.

*Commoditization within the current recruiting market and how that translates for advisors.

*The benefits of being transparent about your goals and practice vision when negotiating with potential new firm partners.

*Unexpected negatives brought to the table with the rise in interest of working from home.

*Steps to help create a firm culture that incentivizes employees to come back to the office.

A positive firm culture that both attracts and retains advisors should be considered a must-have component of any firm that an advisor is considering for a transition opportunity. Listen closely as Frank and Dale discuss the ins-and-outs of what a company’s culture really means for an advisor’s success, and use the insights shared in this episode to level up your practice to the place it deserves to be!