The current market correction being experienced in financial services makes it even more important that financial advisors take the right actions to protect – if not grow – their practice. But, what action should an advisor take first? In this...
Elite Consulting Partners is pleased to announce the promotion of Dale Dempsey to the role of President of Elite Consulting Partners. Dale has served as COO of Elite Consulting Partners for eight years and has established a reputation for leadership and success...
Excerpted from “Stand Out From The Crowd”, by Frank LaRosa The migration of advisors to the independent model has been a trend that has shown no signs of slowing, based in large part on the model’s inherent flexibility which enables...
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,...
