085: Is the grass REALLY greener on the other side? How do I know if I'm with the right firm? With Guest Alanah Philips The Efficient Advisor: Tactical Business Advice for Financial Planners

You love the business you built… but do you ever wonder if you are at the right place? Every firm, broker dealer, or RIA platform has its pros and cons. In today’s episode my guest, Alanah Philips, walks us through how to know if the grass is REALLY greener on the other side. Do I stay? Do I go? What do I need to consider to make this decision?She walks us through her process of:How to determine if it’s time to goHow to figure out where to goIdentifying the right time to goAnd developing...