The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Strategic Moves: Embracing Transition Deals in Today's Market
Manage episode 430649494 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Today's show highlights include:
Understanding the narrow differences among top broker-dealers in today’s market.
Why embracing transition money can be a strategic move when switching firms.
The rationale behind the larger transition deals being offered now more than ever.
How to balance culture, technology, compliance, and economics when making a move.
Frank and Stacey both bring their extensive industry experience to the table, offering valuable insights into the current state of broker-dealer transitions. They discuss the slim disparities among traditional top broker-dealers and why firms are currently offering unprecedented amounts of transition money. This episode highlights the importance of not being bashful about the economic factors in your decision, especially when it can lead to life-changing opportunities.
Join Frank and Stacey as they provide a comprehensive overview of the key considerations advisors must weigh when deciding to transition to a new firm. This episode offers a blend of strategic advice and industry insights, making it a must-listen for any advisor thinking about making a move.
211 episodes
Share
Manage episode 430649494 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Today's show highlights include:
Understanding the narrow differences among top broker-dealers in today’s market.
Why embracing transition money can be a strategic move when switching firms.
The rationale behind the larger transition deals being offered now more than ever.
How to balance culture, technology, compliance, and economics when making a move.
Frank and Stacey both bring their extensive industry experience to the table, offering valuable insights into the current state of broker-dealer transitions. They discuss the slim disparities among traditional top broker-dealers and why firms are currently offering unprecedented amounts of transition money. This episode highlights the importance of not being bashful about the economic factors in your decision, especially when it can lead to life-changing opportunities.
Join Frank and Stacey as they provide a comprehensive overview of the key considerations advisors must weigh when deciding to transition to a new firm. This episode offers a blend of strategic advice and industry insights, making it a must-listen for any advisor thinking about making a move.
211 episodes
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Similar to Advisor Talk with Frank LaRosa
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
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…
continue reading
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continue reading
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
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continue reading
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…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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