Episode Details

Key topics covered by Frank and Libet include:

*The Concourse Financial Group value proposition and how Libet’s own career trajectory informs how she implements resources for advisor success.

*The importance of technology innovation to advisor achievement and how Concourse has applied this insight within their own organization.

*Why having access to a comprehensive support team is a necessary addition to every advisor’s repertoire.

*Creating strong firm culture and applying it to building relationships in an increasingly digital world.

*What every advisor should be doing today to ensure that they are capitalizing on current industry opportunities.

The expertise shared by Frank and Libet is detailed and accessible. If you are an advisor who is evaluating what independence might mean for you, or if you are an advisor who is simply looking for applicable strategies to take your practice to the next level, then get ready to benefit from the thought leadership of two of financial services most respected leaders.