Ep.83: Legal Lessons for Advisors Making a Move

Ep.83: Legal Lessons for Advisors Making a Move

Recent media coverage of an advisor transition from RBC to UBS and then back to RBC has shone a light on the legal missteps an advisor can make when moving their book of business to a new firm partner. In this episode, Elite Consulting Partners CEO Frank LaRosa is...
Ep.82: The Future is Now – Plan Ahead for a Successful 2022

Ep.82: The Future is Now – Plan Ahead for a Successful 2022

You can only get where you want to go if you plan how to get there. This is the important message Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey share with financial advisors in this episode. Frank and Dale get granular on the topic and provide...
Ep.81: ‘Tis The Season To Hit The Bid

Ep.81: ‘Tis The Season To Hit The Bid

There are more advisors transitioning than ever before and Q4 is a time ripe with lucrative financial deals for advisors making a move. Listen as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss why firms are sharpening their pencils now with...
Ep.80: Entrepreneurial Explosion – The New Advisor Mindset

Ep.80: Entrepreneurial Explosion – The New Advisor Mindset

During the last year and half, a decided change has emerged in financial advisor thinking. What started as a taste of independence due to COVID-19 restrictions has grown into a full-blown mindset revolution as advisors eager to flex their entrepreneurial muscles are...
Ep.79: Power Podcast – Practice Growth by CPA

Ep.79: Power Podcast – Practice Growth by CPA

We have an important message for advisors in private practice. There is untapped potential when it comes to leveraging relationships with CPAs. In fact, one of the best strategies private practice advisors can use for generating lead flow and potential new revenue...
Ep.78: Wirehouse Wave – Why W2 to W2 Moves Are Increasing

Ep.78: Wirehouse Wave – Why W2 to W2 Moves Are Increasing

There is a lot of activity as of late when it comes to advisors moving from wirehouse to wirehouse. In fact, it is a trend Elite Consulting Partners CEO Frank LaRosa predicted three years ago in an episode of The Advisor Talk with Frank LaRosa podcast.    Why advisor...