by AndrewC19r | Sep 2, 2025
Navigate today’s complex financial landscape with our comprehensive 2025 Midyear Outlook. August 13, 2025 Navigate today’s complex financial landscape with our comprehensive 2025 Midyear Outlook. This comprehensive ebook provides wealth managers with a...
by AndrewC19r | Jun 26, 2025
In this week’s episode of Advisor Talk with Frank LaRosa, Elite Consulting Partners CEO Frank LaRosa is joined by Joe Greco, Managing Director of Elite Advisor Successions, for a fast-paced and insightful conversation on the real considerations financial...
by AndrewC19r | Apr 4, 2025
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...
by AndrewC19r | Mar 14, 2025
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...
by AndrewC19r | Jan 10, 2025
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,...
