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...
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank tackle one of the most important – and often overlooked – questions advisors face as they grow: How do you scale your business without losing your soul? Drawing from real advisor conversations,...
The financial services industry is in the midst of a massive bifurcation. On one side, you have the “practitioner” – the advisor who loves the markets, cherishes client relationships, and wants nothing to do with HR, compliance, or tech stacks. On the...
