There was a time in financial services when teams of advisor were the exception, but not anymore. More and more advisors are looking into team building as a way to achieve revenue growth and establish a succession strategy. Team building; however, can be rife with...
One of the fastest and most successful ways for a financial advisor to grow their practice is through acquisition of a retiring advisor’s book of business. While on the surface these transactions may be extremely enticing, there are number of legal nuances at...
If you are an advisor considering making a move, you undoubtedly have a wish list of the cultural, financial, and operational benefits you want your ideal firm partner to provide, In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and...
Standing out from the crowd is a hard thing to do in the financial services industry, but that is exactly what has been achieved with Stifel Independent Advisors. In a dynamic conversation, Elite Consulting Partners CEO Frank LaRosa is joined by Stifel Independent...
In the financial services industry, we naturally as professionals focus on the money. If you are an advisor considering making a move from W-2 to independence, you are most likely motivated by the financial upside. For any advisor, focusing on driving profits for your...
