In this week’s forward-looking episode of Advisor Talk, Elite Consulting Partners CMO Brian Lutz and Chief Information Officer Sue Cheema dive deep into the world of artificial intelligence – and what it really means for financial advisors. With a blend of...
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank tackle a topic that hits home for many financial advisors: breaking the handcuffs – golden or not – that keep them stuck at the wrong firm. If...
By Griffin Kelly gr*****@************de.com LPL Financial is rolling out the red carpet. The nation’s largest independent broker-dealer is looking to expand its reach even further and has kicked off a new advertising campaign called “What if you could?” featuring...
BREAKING NEWS In this week’s Hot Mic edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa shares his unfiltered thoughts on the headline-making acquisition of Commonwealth by LPL Financial – and what it signals for financial advisors across the...
The key to a thriving advisory firm isn’t just great client relationships – it’s having the right systems in place to optimize efficiency. In this week’s episode of Advisor Talk, host Frank LaRosa sits down with Sue Cheema, Chief Information Officer at Elite...
