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...