The Future is Now - Plan Ahead for a Successful 2022


Manage episode 304583785 series 2815497
By Elite Consulting Partners. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Topics covered include:
*Why it is important to evaluate whether your current firm partner is still the right partner for you.
*How to capitalize on new advisor-friendly product solutions to pivot your offerings for better client alignment.
*Using valuations and continuity planning to gain strategic insight and employing a dual-monetization strategy to maximize your payout opportunity.
*Creating a team culture with the right people in the right seats promoting a unified firm vision.
The most successful advisors and practices have goals and can articulate well the actions and strategies they are taking to make those goals a reality. Take the opportunity to put this episode and its teachings to work now to realize your vision of success for 2022!

85 episodes