Ep.26: Looking Back to Look Forward – Evaluate Your Business Past and You Will Create Your Business Future

Ep.26: Looking Back to Look Forward – Evaluate Your Business Past and You Will Create Your Business Future

by AndrewC19r | Dec 17, 2019

Why is it important to keep your foot on the gas in December to drive your business forward? As Elite Consulting Partners CEO Frank LaRosa explains in this episode, evaluating your practice at the end of the year is essential to long-term success. From the processes...
Ep.26: Looking Back to Look Forward – Evaluate Your Business Past and You Will Create Your Business Future

Ep.25: Jingle All The Way – Separate Yourself From The Competition This Holiday Season

by AndrewC19r | Dec 11, 2019

How can holiday greetings and gifts for your clients impact your business? Elite Consulting Partners CEO Frank LaRosa explains how to set yourself apart with your corporate holiday gifts and details the logistics, gift items, and special touches that matter most while...
Ep.26: Looking Back to Look Forward – Evaluate Your Business Past and You Will Create Your Business Future

Ep.24: Behind The Wheel – Navigating The Art of The Deal When Making Your Transition

by AndrewC19r | Nov 25, 2019

How do you best negotiate moving your practice to a new firm? Frank LaRosa takes this episode of ‘The Financial Advisor’s Advisor’ on the road as he details the nuances in negotiation which insure your move secures both the best price and the best...
Ep.26: Looking Back to Look Forward – Evaluate Your Business Past and You Will Create Your Business Future

Ep.23: Buyer Beware – Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner

by AndrewC19r | Nov 19, 2019

What does looking both ways before you cross the street have to do with planning your transition? Everything, as Elite Consulting Partners CEO Frank LaRosa explains in this episode of ‘The Financial Advisor’s Advisor’ where he shares the methodology by which a...
Ep.26: Looking Back to Look Forward – Evaluate Your Business Past and You Will Create Your Business Future

Ep. 22: Merger Monopoly – The Tale of Ladenburg Thalman and It’s Five Broker-Dealers

by AndrewC19r | Nov 11, 2019

Is it the same financial services story with different names? Elite Consulting Partners CEO Frank LaRosa analyzes the implications of the equity purchase rumors swirling around Ladenburg Thalman and the potential industry impacts in this episode of the Financial...
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