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Frank LaRosa Featured Columnist in WealthManagement.com 2023 Market Outlook

Frank LaRosa Featured Columnist in WealthManagement.com 2023 Market Outlook

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...
Frank LaRosa Featured Columnist in WealthManagement.com 2023 Market Outlook

Elite Consulting Partners, The Nation’s Largest Financial Services Transition Consulting Firm, Announces Stacey Frank as Vice President

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...
Frank LaRosa Featured Columnist in WealthManagement.com 2023 Market Outlook

Elite Consulting Partners Appoints Michael Ryan, Vice President Mergers & Acquisitions

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...
Frank LaRosa Featured Columnist in WealthManagement.com 2023 Market Outlook

Elite Consulting Partners Hits 50 Employee Milestone; Continues Rapid Nationwide Growth Trajectory

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...
Frank LaRosa Featured Columnist in WealthManagement.com 2023 Market Outlook

Frank LaRosa Pens Article For WealthManagement.com Mid-Year Outlook Report

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...
Frank LaRosa Featured Columnist in WealthManagement.com 2023 Market Outlook

Frank LaRosa Featured in Barron’s Article Discussing Interview Strategies for Financial Advisors

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...
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ELITE CONSULTING PARTNERS
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