Insights from Our Top Episodes of 2024

12/26/24 • 21 min

This episode dives into pivotal themes, including:

Insights from Scott Curtis, COO of Raymond James Financial, on the importance of flexibility and continuous learning, including how to navigate AI advancements and shifting practice valuations.
A breakdown of the discussion with Vince Leto on the fundamentals of becoming an RIA, weighing the pros and cons of independence, and understanding the hidden costs and liabilities of running your own firm.
Strategies for building a high-performing team, optimizing processes, and making tough decisions about staff and business operations to accelerate growth.
Why staying stagnant can hurt your business and how deeper client conversations and proactive planning can reignite growth and strengthen relationships.

This episode is packed with straightforward advice, industry trends, and real-world lessons drawn from some of the year’s most impactful discussions. If you’re looking to reflect on the year that was and prepare for the opportunities ahead, this episode is for you.

Stay tuned for the next installment in our series, where we’ll explore predictions for 2025 and how to position yourself for success in the new year.

Listen now to gain valuable insights and elevate your practice for the future!

This episode dives into pivotal themes, including:

Insights from Scott Curtis, COO of Raymond James Financial, on the importance of flexibility and continuous learning, including how to navigate AI advancements and shifting practice valuations.
A breakdown of the discussion with Vince Leto on the fundamentals of becoming an RIA, weighing the pros and cons of independence, and understanding the hidden costs and liabilities of running your own firm.
Strategies for building a high-performing team, optimizing processes, and making tough decisions about staff and business operations to accelerate growth.
Why staying stagnant can hurt your business and how deeper client conversations and proactive planning can reignite growth and strengthen relationships.

Stay tuned for the next installment in our series, where we’ll explore predictions for 2025 and how to position yourself for success in the new year.

Listen now to gain valuable insights and elevate your practice for the future!

Previous Episode

The 10 Habits That Drive Entrepreneurial Success

Key takeaways from today’s episode include:

Why honing in on what you do best and letting go of the rest is critical for growth.
How adopting a 10x mindset shifts your focus to activities that create exponential results.
A strategy to celebrate progress, maintain perspective, and stay motivated.
Insights on balancing your workload to foster creativity and maintain focus.
Simple practices that drive efficiency and keep you energized for the road ahead.

This episode is packed with actionable advice inspired by Sullivan’s approach, tailored for advisors seeking to refine their practice and mindset. With insights from Frank and Stacey’s decades of experience, this discussion offers a powerful blueprint for growth.

Stay tuned for the next episodes in this special series, where we’ll continue the reflection and explore predictions for 2025. For now, dive into this engaging breakdown and discover new ways to optimize your business and achieve your goals.

Listen now and take the first step toward making 2025 your best year yet!

Next Episode

Key Trends Advisors Need to Watch in 2025

Key predictions explored in this episode include:

Why smaller RIAs are rolling up into larger entities and how this trend will reshape the landscape for firms under $1 billion in assets.
Increased seller interest, high valuations, and the influx of new private equity and outside capital driving competition in the advisory space.
The rise of new players entering the industry and how their investments are impacting advisor valuations and business strategies.
Changes in how broker-dealers fund and support large enterprises, with a closer look at evolving recruitment strategies.
Why some independent advisors and RIA owners are choosing to move back to W-2 channels for simplicity, camaraderie, and upfront financial incentives.

Frank and Stacey offer thoughtful analysis on these trends, backed by their expertise and real-world conversations with advisors across the industry. Whether you’re navigating RIA options, considering an M&A deal, or looking to refine your business model, this episode provides invaluable insights to prepare you for 2025 and beyond.

Tune in now for expert predictions and strategies to position your practice for success!