Jan 4, 2023 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Excerpted from “It’s All About The Client”, by Frank LaRosa The last half of 2022 for the financial services industry was defined by a swinging pendulum of market fluctuations which resulted in a decided upward trend in client turnover throughout the...
Nov 17, 2022 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Elite Consulting Partners is pleased to announce the promotion of Stacey Frank to the role of Vice President. Elite has established itself as the leading consulting firm in the financial services industry, with nationwide offices and a staff of more than 60 which...
Sep 13, 2022 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Elite Consulting Partners announced today its affiliation with Edgesx, a Fort Lauderdale-based recruiting and transition consulting firm, and the addition of Michael Ryan, Edgesx President, to the Elite Consulting Partners team in the role of Vice President Mergers...
Aug 18, 2022 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Elite Consulting Partners, the recognized financial services industry leader in transition consulting and business services, has crossed the impressive milestone of 50 employees with additional employees in process to join the team in the weeks ahead. This achievement...
Aug 16, 2022 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Excerpted from “Recruiting Ramp-Up: How The Volatile Market Will Accelerate Advisor Transitions”, by Frank LaRosa With market fluctuations becoming the order of the day, advisors are distracted by the implications of a down market and rightly so. For many...
May 12, 2022 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Excerpted from “So You Are An Advisor Who Just Got Fired. Here Are Interview Strategies For Your Next Job”, by Frank LaRosa You’ve just been fired from an advisory firm. In addition to experiencing a range of emotions, you now face the existential question...
