Is the Grass Really Greener on the Other Side? How Do I Know if I’m With the Right Firm?

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 go
  • How to figure out where to goIdentifying the right time to go
  • And developing the best strategy for how to goI love how Alanah gives some concrete guidance, exercises to do, and a little couples therapy.

Related: Plan for 2023: Stop Being a Goal Setter Start Being a Goal Achiever