In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President at Elite Consulting Partners, to discuss the critical factors advisors should consider when contemplating a move to a new firm....
Navigating the complexities of succession planning and business growth can be daunting for financial advisors, especially when considering private equity (PE) as an option. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is...
With how much competition exists today in financial services, standing out and building credibility as a financial advisor is more crucial than ever. Advisors are seeking innovative ways to distinguish themselves and streamline their client acquisition processes. In...
If you’re a financial advisor considering a transition to a new firm, understanding the company culture and work environment is crucial. A home office visit can provide invaluable insights to ensure you find the best fit for your professional growth and personal...
Unlock the secrets to thriving as a financial advisor! This week’s special live episode of Advisor Talk features the CEO of Elite Consulting Partners, Frank LaRosa, along with the CEO of Kuttin Wealth Management, Jon Kuttin, as the two longtime friends have a...
