Frank LaRosa, Elite Consulting Partners CEO, Quoted In Financial Planning Article
Elite Consulting Partners CEO Frank LaRosa was quoted in the Financial Planning article, "Raymond James pumps out recruiting loans. Will advisors bite?".
Read MoreFor Advisors On The Move
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. These key challenges and frustrations continue to be voiced by wirehouse, independent, and RIA advisors…
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For Firms Looking to Grow
At Elite Consulting Partners, we believe your needs and the needs of your advisors are of utmost importance. Our value-add is based upon our deep understanding and relationships within the financial services ecosystem, consisting of captive and independent financial advisory firms…
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About Elite Consulting Partners
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 due-diligence and transition process.
We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing head count, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages.
Free Consultation
Recently Terminated Advisors
Elite Consulting Partners consults with financial advisors that have been recently terminated by their broker dealer…+
Retainer Fee Services
Financial advisors and independent RIA/Hybrid business owners are continually exploring options to enhance their client experience,…+
Why Elite Consulting
Deep Understanding & Relationships
Our Associates have deep industry r... +Our Associates have deep industry relationships developed over many years. We tap into to these relationships to us deliver you the results you deserve.Our Associates have deep industry relationships developed over many years. We tap into to these relationships to us deliver you the results you deserve.Expert Guidance
Our advice and guidance come from d... +Our advice and guidance come from decades of experience in the industry. We bring that experience to the advice given to our clients.Our advice and guidance come from decades of experience in the industry. We bring that experience to the advice given to our clients.Unparalleded Service
Our consultative approach and proce... +Our consultative approach and process to a transition allows us to deliver a higher-end service experience to all of our clients. This approach helps us make every move a great success.Our consultative approach and process to a transition allows us to deliver a higher-end service experience to all of our clients. This approach helps us make every move a great success.Considerable Time For You
We take the extra time to get to kn... +We take the extra time to get to know each client and their needs. We work with clients throughout the transition process to make sure your move is successful.We take the extra time to get to know each client and their needs. We work with clients throughout the transition process to make sure your move is successful.Superior Advice
Our Associates have years of experi... +Our Associates have years of experience in the industry, and know what’s important to every one of our clients. They bring this knowledge to every relationship.Our Associates have years of experience in the industry, and know what’s important to every one of our clients. They bring this knowledge to every relationship.Unbaised Advice
Our goal is to deliver the very bes... +Our goal is to deliver the very best solutions our clients are looking for. We put your needs and goals at the forefront of every decision we make.Our goal is to deliver the very best solutions our clients are looking for. We put your needs and goals at the forefront of every decision we make.
In The News
13 August
12 August
Elite Consulting Partners CEO Frank LaRosa Pens Financial Planning Voices Article
Elite Consulting Partners CEO Frank LaRosa shares his opinions on firms leading the way since the financial crisis in a Voices article, "Why Raymond James, Stifel gain ground at wirehouses' expense".
Read More 29 July
What’s In A Name – Merrill Lynch’s Identity Crisis Leads to Advisor Confusion and Attrition
Cohesive branding and messaging is an important component of any financial services company and their success. A disconnect in these fundamental principles can lead to staff and client confusion that creates a ripple effect of negativity which can spread to all areas of a business.
Read More 15 July
Game Changer – Summit Brokerage Up-Levels Their Business Strategy By Joining Cetera Advisor Networks
Summit Brokerage last week announced their decision to shutter broker-dealer operations and roll-up as a Region into Cetera Financial Group's Cetera Advisor Networks.
Read More 08 July
Let’s Make A Deal – RIA M&A Trends and Challenges
Mergers and acquisitions in the RIA space are occurring at a record pace that has proved to be a driving force in the evolution of financial services as we know it.
Read More 29 May
Elite Consulting Partners Founder and CEO, Frank LaRosa, Quoted in Multiple Media Outlets
Elite Consulting Partners Founder and CEO, Frank LaRosa, was quoted in a recently released article featured in two media outlets.
Read More 23 May
Line of Succession – How DUAL-MONETIZATION(TM) and Other Succession Programs Attract Talent Young and Old
Succession programs are one of the most efficient ways for a firm to acquire young talent while honoring the work of the older advisor.
Read More 21 May
Advisor Pay Day – Are Wirehouses Breaking the Bank to Keep Advisors Happy or Is There Another Motive?
An interesting study was released this week by SourceMedia detailing advisor compensation plans for the $2 million producer. The study also included comparative reporting on the top compensation packages found at wirehouse, regional, and national firms.
Read More 10 May
Watch What They Do, Not What They Say – Where Are Financial Services Firms Putting Their Tech Focus?
Financial services firms are investing in technology, but it might not be where you would expect.
Read More 03 May
Keep Your Eye On The Ball – The Disease of Distraction at Wells Fargo
By now it has become commonplace to read in the news about the misadventures of Wells Fargo as turmoil and upheaval at the organization have become a near daily occurrence.
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