Dec 27, 2021 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
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,...
Dec 27, 2021 | Hybrid, In The News, Independence, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Excerpted from PR Newswire Press Release. Elite Consulting Partners has announced the opening of their third nationwide office location in Mt. Laurel, New Jersey as the company continues to grow in service to their mission to transition financial advisor goals into...
Oct 8, 2021 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Excerpted from “Wealthies Circle: Maximizing Your Firm’s Payout as an Advisor with Frank LaRosa”. Elite Consulting Partners CEO Frank LaRosa shares his thoughts on how advisors should handle the transition and monetization of their company as they...
Oct 6, 2021 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Excerpted from “The Mindset Shift”, by Frank LaRosa The financial services industry has continued to see a pull towards independence for advisors and the trend certainly shows no signs of abating. With last year’s taste of freedom due to work from...
Aug 4, 2021 | Hybrid, In The News, Independence, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Excerpted 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...
May 11, 2021 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Excerpted from “Lease or Own – Why That Decision Matters When Choosing Office Space”, by Frank LaRosa Office space is a major component of an independent financial practice’s success but is often not given much attention until acquiring it...
