Your Clients Follow You, Not Your Firm's Name

Frank has a story from just yesterday that proves clients do not care what your firm is called. Frank opens with a principle he has seen play out for years, every firm has its day in the sun and every firm has its day in the darkness. Stacey adds that firms move through natural phases of growth and reputation and that an advisor who assumes their own firm is immune to that cycle is simply not paying attention. Frank shares a real conversation from the day before recording, an advisor in Texas who had never...