Social media isn’t just for entertainment – the technology behind these platforms offers an amazingly effective way to increase brand awareness and client retention. And yet, many financial advisors do not tap into this vast resource primarily due to preconceived...
There is no denying that volatile markets have created a financial services battle ground and to navigate these uncertain times successfully, advisors are compelled to change their thinking when it comes to practice operations and client engagement. Achievement is no...
M&A has enjoyed sustained upward growth in recent years, but with choppy markets influencing all sectors of financial services many are wondering what the implications on the M&A trend will be. In this episode of Advisor Talk, Elite Consulting Partners CEO...
A commitment to continuous learning in order to grow and achieve is a vital component of success for every financial advisor. This message was on full display at the recent LPL Focus 2022 event, where Elite Consulting Partners CEO Frank LaRosa and President Dale...
With ongoing market volatility becoming the order of the day, it has become necessary for firms to pivot their thinking and shore up their positions before year end. Given it is foreseeable that the market will slow even further, firms are making the wise and...
