Episode Details

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. Somewhere between the idea of independence and actually making the leap lies the truth every advisor must confront - do they have the entrepreneurial mindset and work habits that will make a move to independence successful for them? There is no wrong answer to that question, as Elite Consulting Partners CEO Frank LaRosa discusses with COO Dale Dempsey in a conversation which takes the temperature of the financial services industry as a whole and gives guidance on how advisors can evaluate the next right move for themselves and their practice.