Kelce versus Kelce: How Two Brothers Journey to the Big Game Mirrors an Advisor’s Journey to Independence

Kelce versus Kelce: How Two Brothers Journey to the Big Game Mirrors an Advisor’s Journey to Independence

by Brian Lutz | Feb 9, 2023

By Frank LaRosa, CEO – Elite Consulting Partners, Excerpted from AdvisorHub Every sports fan’s favorite weekend is upon us as Philadelphia and Kansas City gear up for an epic face-off at the Big Game. Highlights from the media coverage surrounding the event include...
Ep.119: Power Performance – with Matt Reiner, Managing Partner, Capital Investment Advisors and Host of Bridging the Gap Podcast

Ep.119: Power Performance – with Matt Reiner, Managing Partner, Capital Investment Advisors and Host of Bridging the Gap Podcast

by Brian Lutz | Jan 12, 2023

In an increasingly crowded financial services environment, advisors need to step up their game to separate themselves from the competition. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Matt Reiner, Partner at Capital...
Kelce versus Kelce: How Two Brothers Journey to the Big Game Mirrors an Advisor’s Journey to Independence

Frank LaRosa Featured Columnist in WealthManagement.com 2023 Market Outlook

by Brian Lutz | Jan 4, 2023

Excerpted from “It’s All About The Client”, by Frank LaRosa The last half of 2022 for the financial services industry was defined by a swinging pendulum of market fluctuations which resulted in a decided upward trend in client turnover throughout the...
Kelce versus Kelce: How Two Brothers Journey to the Big Game Mirrors an Advisor’s Journey to Independence

Elite Consulting Partners, The Nation’s Largest Financial Services Transition Consulting Firm, Announces Stacey Frank as Vice President

by Brian Lutz | Nov 17, 2022

Elite Consulting Partners is pleased to announce the promotion of Stacey Frank to the role of Vice President. Elite has established itself as the leading consulting firm in the financial services industry, with nationwide offices and a staff of more than 60 which...
Kelce versus Kelce: How Two Brothers Journey to the Big Game Mirrors an Advisor’s Journey to Independence

Elite Consulting Partners Appoints Michael Ryan, Vice President Mergers & Acquisitions

by Brian Lutz | Sep 13, 2022

Elite Consulting Partners announced today its affiliation with Edgesx, a Fort Lauderdale-based recruiting and transition consulting firm, and the addition of Michael Ryan, Edgesx President, to the Elite Consulting Partners team in the role of Vice President Mergers...
« Older Entries
Next Entries »

Exploring independence or a firm transition?
Before you make a move, understand the offers, structures, and pitfalls advisors face today.

Schedule a Private Consultation

Want the inside perspective on advisor deals and industry shifts?
Stay ahead of the market with insights from Elite Consulting Partners.

Name(Required)
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow
  • Follow

ELITE CONSULTING PARTNERS
301 North Church Street
Suite 226
Moorestown, NJ 08057
P: 856.316.4664
F: 856.437.4323
el***@*********************rs.com

Privacy Policy.

Our Addresses

Mount Laurel Offices
309 Fellowship Road
Suite 100/115
Mount Laurel, NJ 08057

Boca Raton Office
5550 Glades Road
Suite 535
Boca Raton, FL 33431

©2024 Elite Consulting Partners. All Rights Reserved.