Running an independent advisory firm comes with exciting opportunities – but what happens when you realize that being the CEO isn’t what you love? In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa answers a listener’s question...
Griffin Kelly gr*****@th************.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,...
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...
For financial advisors, navigating legal challenges effectively can mean the difference between a smooth career move and a costly setback. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa sits down with Matt Baum, Partner...
Many advisors assume their client relationships are secure – but failing to connect consistently can erode trust over time. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and Executive Vice President Stacey Frank tackle a...
