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 the best strategy for how to goI love how Alanah gives some concrete guidance, exercises to do, and a little couples therapy.
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LINKS FROM THIS EPISODE:

Connect with Alanah here on LinkedIn.

Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com


Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!




Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

Connect with Libby on LinkedIn Here!

Get on the Systems to Scale Group Coaching Waitlist Here

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!