What Is The Best Option For Acquiring Office Space, Leasing or Owning? Frank LaRosa Discusses In AdvisorHub.

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...

Frank LaRosa’s Latest AdvisorHub Article Covers Game-Changing Developments in Financial Advisor Health Insurance, Payroll, and HR Solutions

Mar 3, 2021 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse

Excerpted from “Here’s To Your Business Health – Game Changing Payroll, HR, and Insurance Programs for Financial Advisors”, by Frank LaRosa The continued trend of more and more advisors moving from W-2 to independent models shows no sign of...

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...