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...
We have an important message for advisors in private practice. There is untapped potential when it comes to leveraging relationships with CPAs. In fact, one of the best strategies private practice advisors can use for generating lead flow and potential new revenue...
There is a lot of activity as of late when it comes to advisors moving from wirehouse to wirehouse. In fact, it is a trend Elite Consulting Partners CEO Frank LaRosa predicted three years ago in an episode of The Advisor Talk with Frank LaRosa podcast. Why advisor...
One of the biggest mistakes a business owner can make is working in the business instead of on the business. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Michelle Seiler Tucker, CEO of Seiler Tucker, recognized M&A expert, and multiple,...
