50% of advisors are looking to make or are planning a move. Are you ready to make a change?
In this episode, Matt Ackermann is joined by Robert Sandrew, Chief Growth Officer and David Kline of Integrated Partners. They discuss the importance of change for clients and advisors and the benefit of evolution. David shares his experience of changing companies and how he has developed within Integrated Partners.
- Why advisors are resistant to change
- How David made the move to Integrated Partners
- What is the next step after transitioning
- The importance of reviewing your plan every quarter
- And more