199: The Truth Behind Transition Deals

199: The Truth Behind Transition Deals

In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank dive into one of the most misunderstood, and overanalyzed, aspects of transitioning firms: the payout and comp structure. Drawing from dozens of real...
Looking for an Advisor Job? Better Bring a Book of Business

Looking for an Advisor Job? Better Bring a Book of Business

Griffin Kelly gr*****@************de.com Landing a new job in the advice industry has been arduous for financial advisor Paul Monax.  The certified financial planner, who worked with Transamerica for six years before launching his own practice four years ago,...
184: Big Wins Require Bold Moves  

184: Big Wins Require Bold Moves  

Sometimes, growth requires bold decisions. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and Executive Vice President Stacey Frank take a unique approach to discussing change. Together, they explore how unexpected lessons from...