There is a clear trend across the financial services industry – an increasing emphasis on advisor mobility and career flexibility. This trend underscores the value placed on advisor autonomy and the ability to tailor one’s professional journey to achieve...
KPI’s can act as a crystal ball for your practice, providing invaluable foresight into upcoming trends, potential challenges, and opportunities for growth. By diligently monitoring KPI’s, you gain a comprehensive understanding of your practice’s...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Scott Curtis – President, Private Client Group, Raymond James Financial. Together, the two long-time peers break down a number of current industry trends that...
In this week’s Hot Mic episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President for Elite Consulting Partners. Together, the power duo explores the reevaluation of the traditional 9 to 5 work week,...
There is an unsettling reality faced by many advisors across the industry, as decisions and acquisitions are increasingly made on their behalf, eroding their sense of control over their businesses. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO...
