The growth of the independent model has been fueled by the passion for entrepreneurship held by the advisors themselves, who are attracted to the model for both its growth potential and advisor-first autonomy. This is something Desireé Sii, President and CEO of...
Knowing who you are and what you want to achieve is the key to success in every area of life. This is a deep and powerful realization and one which Elite Consulting Partners CEO Frank LaRosa and his guest Ben Newman tackle with passion in this episode of Advisor Talk....
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...
