The key to a thriving advisory firm isn’t just great client relationships – it’s having the right systems in place to optimize efficiency. In this week’s episode of Advisor Talk, host Frank LaRosa sits down with Sue Cheema, Chief Information Officer at Elite...
The independent broker-dealer LPL reported $2.3 billion in net advisor loans last year, up a whopping 53% from 2023, per an SEC filing. Griffin Kelly gr*****@th************.com Brokerages aren’t shying away from big upfront payments to wealth managers who join their...
Mergers and acquisitions in the financial services industry have been accelerating at a record pace – and the momentum isn’t slowing down. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by special guest Joe Greco,...
As the new year is now here, it’s the perfect time to reassess your business strategy and position yourself for success. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by co-host Stacey Frank to tackle the top five questions...
Understanding the metrics behind your business is essential for long-term success. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa takes the mic solo to explore the critical role that data and key performance indicators (KPIs) play...
