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”.
Ep. 17 Part 1: Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process
The home office visit is an important part of the recruiting process for both the advisor and the firm. This week’s episode of “The Financial Advisor’s Advisor” launches a special two-part series on the topic. Part one discusses the home office...
Ep. 16: Location, Location, Location – The Relationship Between Real Estate and Business Success
Real estate, in particular office space, has a big business impact from its financial implications on a company’s P&L, to its influence on overall operations and the image a firm projects. In this episode of the “Financial Advisor’s...Now Also Available On
