In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Chief Information Officer Sue Cheema to explore the critical role of CRM systems in advisory practices. As technology continues to shape the industry, selecting the...
Running an independent advisory firm comes with exciting opportunities – but what happens when you realize that being the CEO isn’t what you love? In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa answers a listener’s question...
The key to a thriving advisory firm isn’t just great client relationships – it’s having the right systems in place to optimize efficiency. In this week’s episode of Advisor Talk, host Frank LaRosa sits down with Sue Cheema, Chief Information Officer at Elite...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank dive into five powerful business lessons learned from industries outside of financial services. Frank shares insights gained from high-level mastermind...
Mergers and acquisitions in the financial services industry have been accelerating at a record pace – and the momentum isn’t slowing down. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by special guest Joe Greco,...
As the new year is now here, it’s the perfect time to reassess your business strategy and position yourself for success. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by co-host Stacey Frank to tackle the top five questions...
