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.
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…
For 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.
Make Your Best Move!
Contact Us for a Free Consultation
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 duediligence and transition process.
Frank LaRosa
Founder/Chief Executive Officer
Business Consultant & Transition Expert
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,…
SERVICES
Our Services
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.
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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, …
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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.
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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.
Learn More
PODCAST
Podcast Series
ADVISOR TALK WITH FRANK LAROSA
NEWS
Latest News
READ ALL NEWS
Age Is Just A Number – Why Every Client Demographic Matters To Savvy Advisors
Change is the one constant we can all count on right now and this certainly holds true in financial services. As we emerge from strict quarantine r...
Frank LaRosa Analyzes The Broker-Dealer Market In AdvisorHub Article
Excerpted from “Survival of The Fittest – Evaluating The Broker-Dealer Market and the New Financial Services Frontier”, by Frank ...
More Than Words – Effective Communication In Times Of Crisis
One of the key elements of managing emotional intelligence during times of crisis, such as we are experiencing now with COVID-19, is through the ef...
The Sands Of The Hourglass Have Just Been Swept Away
I wish I had more time. How often have you said that to yourself – as it relates to your dealings with your clients, your business, and your ...
Standing Out From The Crowd – How Technology Impacts A Firm’s Ability To Achieve Success
Elite Consulting Partners CEO Frank LaRosa has penned the AdvisorHub article “Playing The Long Game – LPL Focuses On Long-Term Relation...
Place Your Bets – Which Customers Are Zero Commission and Other Pricing Strategies Targeting?
Elite Consulting Partners CEO Frank LaRosa has penned the AdvisorHub article “Playing The Long Game – LPL Focuses On Long-Term Relation...
Know Your Mind – The Independent Advisor Mindset
Elite Consulting Partners CEO Frank LaRosa has penned the AdvisorHub article “Playing The Long Game – LPL Focuses On Long-Term Relation...
Elite Consulting Partners CEO Frank LaRosa Published In AdvisorHub
Elite Consulting Partners CEO Frank LaRosa has penned the AdvisorHub article “Playing The Long Game – LPL Focuses On Long-Term Relation...
Elite Consulting Partners CEO Frank LaRosa Quoted in Financial Advisor IQ
Elite Consulting Partners CEO Frank LaRosa has been prominently quoted in the Financial Advisor IQ article, “How Wells Fargo’s Lapsed R...
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 advi...
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 ...
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 pr...
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