271: Selling 20% of Your Practice? You May Lose Control

271: Selling 20% of Your Practice? You May Lose Control

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Should financial advisors sell a minority stake in their practice? A growing number of broker-dealers, RIAs, and private...
269: How Financial Advisors Should Actually Be Using AI

269: How Financial Advisors Should Actually Be Using AI

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Will AI replace financial advisors? As artificial intelligence becomes more accessible, many advisors worry that technology will...