In this episode of Advisor Talk, Frank LaRosa sits down with Elite Advisor Successions Managing Director Joseph Greco for part two of their succession planning series, diving into the full lifecycle of a transaction – what happens after the letter of intent is...
In this week’s episode of Advisor Talk, Executive Vice President of Sales Consulting Stacey Frank teams up with Chief Information Officer Sue Cheema for a deep dive into how financial advisors can better leverage their data to drive meaningful business...
In this week’s episode of Advisor Talk with Frank LaRosa, Elite Consulting Partners CEO Frank LaRosa is joined by Joe Greco, Managing Director of Elite Advisor Successions, for a fast-paced and insightful conversation on the real considerations financial...
In this special JEDI Council edition of Advisor Talk, Chief Technical Officer Jim Primiani and Chief Information Officer Sue Cheema team up for the first time on the mic to dive deep into one of the most critical – and often overlooked – topics in the...
In this episode of Advisor Talk with Frank LaRosa, Frank is joined by his co-host Stacey Frank for an in-depth, no-fluff conversation about what actually happens during a financial advisor’s transition. From planning timelines to the emotional rollercoaster of leaving...
In this episode of Advisor Talk with Frank LaRosa, Chief Marketing Officer Brian Lutz is joined by Sue Cheema, CIO of JEDI Database Solutions and Elite Consulting Partners, for a candid conversation on how advisory firms can move from operational chaos to true clarity...
