Ep. 18: Leading With Lending And The $50 Million Question
What’s the one question you should be asking every wealthy client or prospect that can bring in $50m in new assets? Find out in episode 18 of the Financial Advisor’s Advisor podcast. From increasing a firms assets and revenue to serving as a client retention tool,...Ep. 17 Part 2: Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process, Part 2 of a 2-Part Series
This week’s episode of “The Financial Advisor’s Advisor” offers up part two of a special two-part series on the home office visit and the important role it plays in the recruiting process for both the advisor and the firm. In this...Know Your Mind – The Independent Advisor Mindset
Elite Consulting Partners CEO Frank LaRosa has penned the AdvisorHub article “Playing The Long Game – LPL Focuses On Long-Term Relationships With Their Advisors By Rolling Out New M&A and Succession Services”.