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...
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...
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*****@************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,...
