Want To Be Like the GOAT? Read Frank LaRosa’s AdvisorHub Article

Feb 5, 2021 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse

Excerpted from “Be Like Brady – What Financial Advisors Can Learn From The GOAT “, by Frank LaRosa With the Super Bowl only days away, one story has dominated sports news and that is the decisive legacy of Tom Brady. Love him or hate him, one thing...

The Advisor Trend To Independence Will Continue – Find Out Why In Frank LaRosa’s AdvisorHub Article

Jan 20, 2021 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse

Excerpted from “I Want To Be INDEPENDENT! Why Advisors Will Continue To Move Away From Wirehouse Firms “, by Frank LaRosa On a weekly basis, media coverage of the financial services industry is dominated by news of multi-million dollar, if not billion...

Why Is The Advisor Transition Market So Hot? Frank LaRosa Discusses The Topic In AdvisorHub Article

Jan 7, 2021 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse

Excerpted from “The Market For Advisor Transitions Is ON FIRE – Understand The Reasons Why”, by Frank LaRosa On the surface, it seemingly defied logic given 2020 was a year defined and transformed by COVID-19. Yet, as December drew to a close and the...

Frank LaRosa Analyzes LPL’s New Independent Employee Advisor Model In AdvisorHub Article

Aug 7, 2020 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse

Excerpted from “We’ve Got Your Back – What LPL’s Supported Advisor Model Signals To The Industry “, by Frank LaRosa There is the dawn of a new age occurring in financial services and it is one based on what might seem to be an obvious...

Frank LaRosa Discusses Wirehouse Recruiting In AdvisorHub Article

Jul 27, 2020 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse

Excerpted from “Wirehouses Go Big With Recruiting Deals; Three Key Strategies for Advisors Wanting In”, by Frank LaRosa There has been a flurry of recruiting activity as of late in financial services as wirehouse and other W-2 firms have ramped up...

Age Is Just A Number – Why Every Client Demographic Matters To Savvy Advisors

Jul 2, 2020 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse

Change is the one constant we can all count on right now and this certainly holds true in financial services. As we emerge from strict quarantine restrictions due to COVID-19, it isn’t just how we work in the financial services industry that has changed, it is...