transitioning isn’t always smooth sailing.
by jackie meyer
when i made the decision to shift from a compliance-heavy firm to an advisory-first firm focused on delivering measurable roi, i wish i could say it was seamless. it wasn’t. this kind of transformation brings new opportunities, but it also brings challenges – some that you can anticipate, and others that take you by surprise. the key to success isn’t avoiding challenges altogether (that’s impossible); it’s learning to navigate them when they arise.
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in this article, i want to help you understand the common pitfalls that can derail your progress and the practical steps you can take to overcome them. whether it’s dealing with clients who are stuck in the old model, learning to price confidently or avoiding burnout, there are solutions to keep you moving forward.
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