Transitioning to retirement or scaling back your practice is a significant decision – one that requires careful consideration and strategic planning. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and Executive Vice President...
In the final installment of our year-end series, Advisor Talk hosts Frank LaRosa, CEO of Elite Consulting Partners, and Executive Vice President Stacey Frank look ahead to 2025, diving into five key trends poised to shape the financial services industry in the coming...
In the second installment of our year-end series, Advisor Talk hosts Frank LaRosa, CEO of Elite Consulting Partners, and Executive Vice President Stacey Frank take a closer look at episodes 2 through 5 of the most-listened-to podcasts from the past year. These...
As we kick off a special series reflecting on the past year and looking ahead to 2025, this episode of Advisor Talk dives into a breakdown of one of our most impactful topics from the year: Dan Sullivan’s top ten habits for entrepreneurs. Elite Consulting Partners CEO...
Transitioning to a new firm is a pivotal decision for any financial advisor – but knowing how to approach it is key. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and Executive Vice President Stacey Frank take a fresh...
