Game Changer – Elite Consulting Partners Celebrates 10-Years Redefining Financial Services RecruitingExcerpted from AdvisorHub article. Elite Consulting Partners CEO Frank LaRosa founded his financial services recruiting and consulting firm on a simple yet revolutionary vision – to work in service to advisors in order to elevate their career, practice, and...
What’s In A Name – Merrill Lynch’s Identity Crisis Leads to Advisor Confusion and Attrition
Cohesive branding and messaging is an important component of any financial services company and their success. A disconnect in these fundamental principles can lead to staff and client confusion that creates a ripple effect of negativity which can spread to all areas of a business.
Line of Succession – How DUAL-MONETIZATION(TM) and Other Succession Programs Attract Talent Young and Old
Succession programs are one of the most efficient ways for a firm to acquire young talent while honoring the work of the older advisor.
Watch What They Do, Not What They Say – Where Are Financial Services Firms Putting Their Tech Focus?
Financial services firms are investing in technology, but it might not be where you would expect.
To The Victor Goes The Spoils- The Benefits of Strategic Growth Through Acquisition
Last year financial services saw a boom in mergers and acquisitions that strategically redefined the landscape of the industry. Statistically speaking, 2018 registered a 6% increase in financial services mergers and acquisitions, representing a cumulative 461 deals according to a White & Case research report.