In this episode of the Always On Podcast, host Duncan McPherson sits down with Jeff Ambrose to discuss the “advisor flight plan.” This strategic framework is designed to help financial advisors transition smoothly to new environments. Jeff shares his expertise on the evolving financial landscape and the importance of aligning professional settings with personal and client goals.
Discover the key elements of the “advisor flight plan” for a seamless transition.
Key Takeaways:
- Conduct effective due diligence and make informed decisions.
- Understand the role of client advisory councils in strengthening client relationships.
- Explore the benefits of focusing on future opportunities rather than past limitations.
Tune in to gain insights on navigating professional transitions with confidence and clarity.
Resources:
- Pareto Systems Coaching: Schedule a Call
- Pareto Systems: Practice Management Index (PMI)
Connect With Duncan MacPherson:
- Pareto Systems
- 866.593.8020
- Schedule a Call
- Duncan on LinkedIn
Connect With Jeff Ambrose:
- Pareto Systems: Jeff Ambrose
- Email: jambrose@paretosystems.com
About Our Guest:
Jeff Ambrose has 20 years of experience in the financial services industry working with successful advisory teams through his wholesale relationships. He has consistently met and exceeded goals in every aspect of his career; growing revenue with existing clients, attracting new clients, and turning around failing territories resulting in consistent promotions leading up to Senior Vice President and, most recently, Partner.
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