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...
May 10, 2022 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
It is with great excitement that Elite Consulting Partners announces the addition of Kyle Kroberger, National Market Manager and Senior Transition Consultant, to their team. In addition to his commendable service as a United States Navy S.E.A.L., Kyle has established...
Jan 21, 2022 | In The News, Industry Perspectives, RIA, Succession, Uncategorized, Wirehouse
Elite Consulting Partners is pleased to announce the promotion of Dale Dempsey to the role of President of Elite Consulting Partners. Dale has served as COO of Elite Consulting Partners for eight years and has established a reputation for leadership and success...
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,...
