In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank tackle one of the most common (and costly) mistakes advisors make when exploring new firms – talking to too many of them. Drawing from real advisor...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Chief Information Officer Sue Cheema to explore the critical role of CRM systems in advisory practices. As technology continues to shape the industry, selecting the...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank dive into five powerful business lessons learned from industries outside of financial services. Frank shares insights gained from high-level mastermind...
by Frank LaRosa, President/CEO – Elite Consulting Partners December 10, 2024 Entrepreneurship is often defined by a drive to turn a vision into reality, whether it’s establishing a successful business, or redefining a practice. In the financial services industry,...
by Frank LaRosa, President/CEO – Elite Consulting Partners and Philip Waxelbaum, CEO, Masada Consulting Navigating the many complexities of business transitions as a financial advisor is no small feat. It is a process that demands not only strategic planning, but also...
