In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank get candid about a topic many advisors avoid until it’s too late: building a business that’s actually sellable. Drawing on years of real-world...
In this week’s forward-looking episode of Advisor Talk, Elite Consulting Partners CMO Brian Lutz and Chief Information Officer Sue Cheema dive deep into the world of artificial intelligence – and what it really means for financial advisors. With a blend of...
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank tackle a topic that hits home for many financial advisors: breaking the handcuffs – golden or not – that keep them stuck at the wrong firm. If...
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*****@************de.com Brokerages aren’t shying away from big upfront payments to wealth managers who join their...
