Succession planning is of paramount importance to every advisor as it is a direct, financial reflection of the valuation for an advisor’s book of business and lifetime of hard work and achievement. Yet the fact is, the cookie cutter approach for...
The financial services industry is undergoing an awakening, the catalysts for which are many while the impacts are undeniable. In a wide-ranging discussion, Elite Consulting Partners CEO Frank LaRosa is joined by Michael Bryan, CEO of Triad Hybrid Solutions, to...
The COVID-19 pandemic has transformed financial services and understanding where the industry was, where it is now, and where it is going will be vital to creating a new playbook for success. In an insightful and dynamic discussion, Elite Consulting Partners CEO Frank...
As firms, advisors, and clients come to grips with the new financial services landscape of the post COVID-19 world, it is important to recognize that with skillful planning, business management practices, and an eye to the future there is the potential for great...
The realization that true independence is not for every advisor has gained a strong foothold in the financial services industry. Top firms are innovating and evolving to offer models which address this, while holding the delicate line between advisor support and...
