Recent media coverage of an advisor transition from RBC to UBS and then back to RBC has shone a light on the legal missteps an advisor can make when moving their book of business to a new firm partner. In this episode, Elite Consulting Partners CEO Frank LaRosa is...
Excerpted from “Wealthies Circle: Maximizing Your Firm’s Payout as an Advisor with Frank LaRosa”. Elite Consulting Partners CEO Frank LaRosa shares his thoughts on how advisors should handle the transition and monetization of their company as they...
Excerpted from “The Mindset Shift”, by Frank LaRosa The financial services industry has continued to see a pull towards independence for advisors and the trend certainly shows no signs of abating. With last year’s taste of freedom due to work from...
Excerpted from AdvisorHub article. Elite Consulting Partners CEO Frank LaRosa founded his financial services recruiting and consulting firm on a simple yet revolutionary vision – to work in service to advisors in order to elevate their career, practice, and...
Excerpted from “Lease or Own – Why That Decision Matters When Choosing Office Space”, by Frank LaRosa Office space is a major component of an independent financial practice’s success but is often not given much attention until acquiring it...
