Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Will AI replace financial advisors? As artificial intelligence becomes more accessible, many advisors worry that technology will...
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Why do financial advisors stay at firms they know aren’t right for them? Many financial advisors delay making a transition not...
Advisor Talk is a podcast by Elite Consulting Partners focused on advisor transition, recruiting, and long-term growth strategy. Why should you switch financial advisor firms?Financial advisors often switch firms to better serve their clients. Moving firms can provide...
Some of the Commonwealth advisors currently in the LPL system could wind up leaving later this year. By: Griffin Kelly, The Daily Upside Eh, close enough, right? LPL Financial purchased Commonwealth Financial Network last year, with a retention rate goal of 90%,...
This week I traveled to my Strategic Coach off-site meeting, where the focus is clarity, long-term thinking, and building businesses the right way. And in that spirit, I wanted to address something that’s been generating a lot of noise lately. I’ve been getting calls...
