Episode Details

Learn directly from Frank and Dale key insights such as:
*how deferred compensation can be used by firms as a tool to restrain advisors from making a move to a new firm partner.
*the psychology of the compensation break-even point for transitioning advisors and how it can create faulty thinking for timing a move.
*what the real math is behind compensation grids and understanding what you are paying to stay at your current firm partner.
*discovering just how much money you are leaving on the table by not making a move.

Frank and Dale's conversation is a wake-up call for every advisor considering a transition opportunity and challenges advisors to move past the status quo. By using the tools in this episode, listeners can reframe their thinking and view transitioning as along-game play in order to maximize overall financial payout and ultimately achieve the career success they are seeking.