Steve Weissman, Author at Elite Consulting Partners

273: Leaving Your Firm? What Advisors Wish They Knew

by Steve Weissman | Apr 1, 2026

272: Stop Waiting: Your Deferred Comp is a Trap

by Steve Weissman | Mar 26, 2026

271: Selling 20% of Your Practice? You May Lose Control

by Steve Weissman | Mar 19, 2026

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Should financial advisors sell a minority stake in their practice? A growing number of broker-dealers, RIAs, and private...

Elite Consulting Partners Releases 2026 Wealth Management Insight Report Highlighting Major Industry Shift Toward Advisor Ownership

by Steve Weissman | Mar 18, 2026

What to Watch, What to Avoid in This Hot Advisor Deal Market: Recruiter

by Steve Weissman | Mar 9, 2026

By: Jane Wollman Rusoff, ThinkAdvisor Richest-ever transition deals for switching firms have put financial advisors “in the catbird seat.” So offers Frank LaRosa, founder and CEO of Elite Consulting Partners, in an interview with ThinkAdvisor. LaRosa, a...

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