It’s Your Move, Make it With Confidence.
Knowledge and skill are but pawns to use
in the larger game.
Strategy And Mindset Are Keys
Success comes through seeing that big picture
and making the right next step
The Right Team Insures The Right Outcome
Gather the resources and insight which will
guide your course
Elite Consulting Partners is a transition consultant, practice management,
and business consulting firm focused on providing strategic advice
and solutions to the financial services industry.
Make Your Best Move!
Contact Us for a Free Consultation
Let us help you with your next move because
a good partner is critical to your success.
Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry.
We offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients’ objectives and goals are realized during their duediligence and transition process.
Founder/Chief Executive Officer
Business Consultant & Transition Expert
WHAT WE CAN DO FOR YOU
Valuation & Deal Services
Elite Consulting Partners consults with financial advisors and teams that are contemplating a transition to a new broker-dealer, rolling into an RIA, or succession planning.
Broker Deal & RIA Services
At Elite Consulting Partners we believe your needs and the needs of your advisors are of the utmost importance. Our value-add is based upon our deep understanding of and relationships within the financial services ecosystem, …
Financial Advisor Services
Elite Consulting Partners consults with financial advisors to explore transition opportunities within the wirehouse, regional, independent, and registered investment advisor (RIA) platforms.
Break-Away Advisor Consulting
Financial advisors and RIA’s are always searching for ways to enhance their client experience, gain greater control of their practice, maximize the value of their business, and optimize their growth.
ADVISOR TALK WITH FRANK LAROSA
READ ALL NEWS
Kelce versus Kelce: How Two Brothers Journey to the Big Game Mirrors an Advisor’s Journey to Independence
By Frank LaRosa, CEO – Elite Consulting Partners, Excerpted from AdvisorHub Every sports fan’s favorite weekend is upon us as Philadelphia and ...
Excerpted from “It’s All About The Client”, by Frank LaRosa The last half of 2022 for the financial services industry was defined...
Elite Consulting Partners, The Nation’s Largest Financial Services Transition Consulting Firm, Announces Stacey Frank as Vice President
Elite Consulting Partners is pleased to announce the promotion of Stacey Frank to the role of Vice President. Elite has established itself as the l...
Elite Consulting Partners announced today its affiliation with Edgesx, a Fort Lauderdale-based recruiting and transition consulting firm, and the a...
Elite Consulting Partners, the recognized financial services industry leader in transition consulting and business services, has crossed the impres...
Excerpted from “Recruiting Ramp-Up: How The Volatile Market Will Accelerate Advisor Transitions”, by Frank LaRosa With market fluctuati...
Excerpted from “So You Are An Advisor Who Just Got Fired. Here Are Interview Strategies For Your Next Job”, by Frank LaRosa You’ve ju...
Elite Consulting Partners Announces Kyle Kroberger, National Market Manager, Senior Transition Consultant
It is with great excitement that Elite Consulting Partners announces the addition of Kyle Kroberger, National Market Manager and Senior Transition ...
Elite Consulting Partners, a leading national financial services transition consulting firm, announces Dale Dempsey as President.
Elite Consulting Partners is pleased to announce the promotion of Dale Dempsey to the role of President of Elite Consulting Partners. Dale has serv...
Excerpted from “Stand Out From The Crowd”, by Frank LaRosa The migration of advisors to the independent model has been a trend that ...
Excerpted from “Bouncing Back”, by Frank LaRosa When a financial advisor loses their job—for one of a variety of reasons—their most...
Excerpted from “How Will You Pivot?”, by Frank LaRosa The financial services game is changing. The question is – are advisors up ...