How do you revolutionize your business using social media? You get comfortable with using Social Media outlets to attract new clients and grow your business as a brand. Elite Consulting Partners CEO Frank LaRosa discusses this and other new age marketing topics while...
What happens when you forget to press record on your podcast? In this week’s unedited version of ‘The Financial Advisor’s Advisor’, take a Behind-The-Scenes look as Elite Consulting Partners CEO Frank LaRosa breaks down the current and future implications of 0%...
What are the top 5 do’s and dont’s of preparing your broker protocol spreadsheet and why preparing your spreadsheet correctly is essential. Elite Consulting Partners CEO Frank LaRosa discusses the top five do’s and don’ts of broker protocol spreadsheet...
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,...
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...
