In Part 2 of this Advisor Talk conversation, Frank LaRosa and Ken Grider dive deeper into the IBex education program and the Masterclass initiative that help Raymond James advisors learn to speak the language of business owners. Frank and Ken also share real-world...
In this episode of Advisor Talk, Frank LaRosa, CEO of Elite Consulting Partners, sits down with Ken Grider, Senior Managing Director, Investment Banking at Raymond James, to explore how financial advisors can bridge the gap between wealth management and investment...
In this episode of Advisor Talk, Executive VP of Sales Stacey Frank and Chief Information Officer Sue Cheema explore how financial advisors can turn their data into one of their most powerful growth tools. From optimizing your tech stack to improving client retention,...
In this episode of Advisor Talk, Frank LaRosa speaks with Rob Sechan, CEO and Co-Founder of NewEdge Wealth, about the evolution of the independent advisor model. With more than $72 billion in assets serviced (as of June 30, 2025) across NewEdge Capital Group, NewEdge...
Moorestown, NJ — October 15, 2025 — Elite Marketing Concepts, a division of Elite Consulting Partners, today announced a strategic partnership with FMG, a leading marketing technology platform built specifically for financial advisors. The collaboration unites Elite’s...
