Jan 4, 2022 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Excerpted from “Stand Out From The Crowd”, by Frank LaRosa The migration of advisors to the independent model has been a trend that has shown no signs of slowing, based in large part on the model’s inherent flexibility which enables...
Dec 28, 2021 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Excerpted from “Bouncing Back”, by Frank LaRosa When a financial advisor loses their job—for one of a variety of reasons—their most natural instinct is to be disheartened. And make no mistake: termination is a difficult situation. But for those willing to...
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...
