Sep 20, 2024 | In The News
by Frank LaRosa, President/CEO – Elite Consulting Partners and Philip Waxelbaum, CEO, Masada Consulting Navigating the many complexities of business transitions as a financial advisor is no small feat. It is a process that demands not only strategic planning, but also...
Jun 18, 2024 | In The News
by Frank LaRosa, President/CEO – Elite Consulting Partners In the competitive realm of financial advising, independent advisors play a crucial role in helping clients navigate complex financial situations. Achieving sustainable success as an independent advisor...
Mar 20, 2024 | In The News
by Frank LaRosa, President/CEO – Elite Consulting Partners In the high-stakes world of mergers and acquisitions (M&A), where an advisor’s life’s work can be bought or sold in the blink of an eye, success often hinges on the ability of buyers to navigate through...
Dec 6, 2023 | In The News
by Elite Consulting Partners Elite Consulting Partners, the nation’s largest financial services transition and business consulting firm, announced their acquisition of Advisors Successions, LLC, a firm specializing in matching qualified buyers and sellers within the...
Sep 20, 2023 | In The News
by Frank LaRosa, President/CEO – Elite Consulting Partners Knowing when to make a move as a financial advisor can be difficult. There are many factors to consider before determining if a transition is the right decision for you, your practice, and your clients. Here...
Feb 9, 2023 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
By Frank LaRosa, CEO – Elite Consulting Partners, Excerpted from AdvisorHub Every sports fan’s favorite weekend is upon us as Philadelphia and Kansas City gear up for an epic face-off at the Big Game. Highlights from the media coverage surrounding the event include...
