Transitioning to a new firm is a pivotal decision for any financial advisor – but knowing how to approach it is key. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and Executive Vice President Stacey Frank take a fresh approach by diving into the most frequently asked questions advisors have about making a move. From common concerns to strategies for success, Frank and Stacey offer their expert insights in a conversational, unscripted format.

Key takeaways from today’s episode include:

Why the “right firm” depends entirely on your unique practice and goals – and how to determine what’s truly best for you.

The critical difference between recruiters and consultants – and why working with the right partner changes everything.

Why a comprehensive preparation process can make your transition smoother and more efficient.

How to navigate deal negotiations and ensure you’re getting the best value – not just the highest upfront dollar amount.

Real-world advice for solidifying client relationships before, during, and after a transition.

Frank and Stacey emphasize that every advisor’s journey is unique, and the best transitions come down to meticulous preparation, clear objectives, and the right support. With Elite Consulting Partners as your guide, you can confidently navigate the complexities of your next career move. Tune in for an engaging discussion filled with practical tips, real-life anecdotes, and valuable insights to take your advisory practice to the next level.

If you’re thinking about making a change or just want to understand the process better, this episode is a must-listen.