Advisors, particularly in the W-2 space, are having the heat turned up on them and they don’t even realize it. The question is, how? In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey provide the answer to that...
For advisors considering making a move to a new firm partner, approaching each transition opportunity comprehensively and relying on expert insight to guide the transition process are two vital elements to ensure the right firm partner fit. In this episode of Advisor...
You can only get where you want to go if you plan how to get there. This is the important message Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey share with financial advisors in this episode. Frank and Dale get granular on the topic and provide...
There are more advisors transitioning than ever before and Q4 is a time ripe with lucrative financial deals for advisors making a move. Listen as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss why firms are sharpening their pencils now with...
During the last year and half, a decided change has emerged in financial advisor thinking. What started as a taste of independence due to COVID-19 restrictions has grown into a full-blown mindset revolution as advisors eager to flex their entrepreneurial muscles are...
