Greatest Hits - Don’t Get Distracted By Shiny Objects – with Stacey Frank, Elite Consulting Partners

There is a common tendency for financial advisors to make hasty decisions when making a transition based on perceived immediate gain. While this may be tempting, it is often not always the best choice. In this week’s edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is once again joined by Elite’s Vice President and Managing Director, Stacey Frank. Together, they dive into the intricacies of making an informed transition decision as a financial advisor and uncover the mistakes advisors can make by being lured by enticing but potentially misleading opportunities, which they call shiny objects.