NEW EPISODE OUT NOW - Navigating Transitions

The Advisor Flight Plan with Jeff Ambrose

In this episode of the Always On Podcast, host Duncan McPherson sits down with Jeff Ambrose, a Pareto certified business consultant and innovative recruiter, 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. Now streaming on your favorite podcast platform:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb