Excerpted from “Bouncing Back”, by Frank LaRosa When a financial advisor loses their job—for one of a variety of reasons—their most natural instinct is to be disheartened. And make no mistake: termination is a difficult situation. But for those willing to...
Excerpted from “How Will You Pivot?”, by Frank LaRosa The financial services game is changing. The question is – are advisors up for the task? The shifts occurring now in the industry are palpable. Wirehouse firms are shuffling their business models,...
Excerpted from PR Newswire Press Release. Elite Consulting Partners has announced the opening of their third nationwide office location in Mt. Laurel, New Jersey as the company continues to grow in service to their mission to transition financial advisor goals into...
Recent media coverage of an advisor transition from RBC to UBS and then back to RBC has shone a light on the legal missteps an advisor can make when moving their book of business to a new firm partner. In this episode, Elite Consulting Partners CEO Frank LaRosa is...
Excerpted from “Wealthies Circle: Maximizing Your Firm’s Payout as an Advisor with Frank LaRosa”. Elite Consulting Partners CEO Frank LaRosa shares his thoughts on how advisors should handle the transition and monetization of their company as they...
