In this week’s Hot Mic edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank for a candid conversation about one of the biggest trends reshaping the financial services industry: consolidation – and what it really means for...
HOT MIC In this week’s Hot Mic edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa returns with a follow-up to the LPL acquisition of Commonwealth – and dives deeper into the real story behind the headlines. With decades of experience and a no-nonsense...
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...
