Ep.117: On The Hunt

Ep.117: On The Hunt

Elite Consulting Partners CEO Frank LaRosa is back from an elk hunting trip to Colorado, and he is bringing with him lessons that strike strong parallels between an advisor’s transition journey to find the right firm partner and a hunter’s own mental and physical...
Ep.116: Planning & Process for Transition Success

Ep.116: Planning & Process for Transition Success

If you are a financial advisor who is planning on making a move in 2023 – or even if you are an advisor who is just thinking about what a transition opportunity could mean for your career and practice – it is time to shift your mindset and begin taking the small...