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...
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...
