149: Supported Independence Success with David Karr, Chairman – Equitable Advisors 

149: Supported Independence Success with David Karr, Chairman – Equitable Advisors 

by AndrewC19r | Oct 5, 2023

Supported Independence, and why the model is proving attractive to advisors – particularly those transitioning from the wirehouse space – is a hot topic in the financial services industry. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa...
148: Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners 

148: Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners 

by AndrewC19r | Sep 28, 2023

Even in a predominantly male industry such as financial services, there is something that all of the largest firms have in common – they have women in positions of power that have a massive impact on their firm’s success.  In today’s episode of Advisor Talk, Elite...
147: Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners

147: Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners

by AndrewC19r | Sep 21, 2023

It is more important than ever for financial advisors to fully understand their business objectives as many advisors are transitioning away from the W-2 model and looking for more independence. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank...
146: Tactical Growth with Nate Lenz – Co-Founder and CEO, Concurrent Advisors

146: Tactical Growth with Nate Lenz – Co-Founder and CEO, Concurrent Advisors

by AndrewC19r | Sep 14, 2023

When you find yourself in an industry where there is an ever-changing landscape, if you want to stay at the top you need to evolve with the times.  In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by the Co-Founder and CEO of...
145: Becoming a Leader with Ray Kelly – Senior Vice President – Think2Perform

145: Becoming a Leader with Ray Kelly – Senior Vice President – Think2Perform

by AndrewC19r | Sep 7, 2023

Success as a financial advisor isn’t just a factor of the AUM you manage. Leadership is an essential skill in growing a thriving practice. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes Ray Kelly, Senior Vice President of...
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