154: Mergers, Acquisitions, and High Net Worth – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group

154: Mergers, Acquisitions, and High Net Worth – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group

by AndrewC19r | Nov 9, 2023

153: Don’t Get Distracted By Shiny Objects – with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners

153: Don’t Get Distracted By Shiny Objects – with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners

by AndrewC19r | Nov 2, 2023

There is a common tendency for financial advisors to make hasty decisions when making a transition based on perceived immediate gain. While this may be tempting, it is often not always the best choice. In this week’s edition of Advisor Talk, Elite Consulting Partners...
152: The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners 

152: The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners 

by AndrewC19r | Oct 26, 2023

For financial advisors, finding the perfect firm partner fit for your personal, professional, and practice goals begins with self-discovery. And there is no one in the industry who is better at guiding advisors through this process than Elite Consulting Partners’ very...
151: The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners 

151: The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners 

by AndrewC19r | Oct 19, 2023

If you want to have success in financial services, there is one often overlooked strategy that is essential and that is a commitment to Core Values. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes to the studio Elite’s Vice...
150: Dominate the Marketing Game with Tina Beck, President – Elite Marketing Concepts & CMO – Elite Consulting Partners 

150: Dominate the Marketing Game with Tina Beck, President – Elite Marketing Concepts & CMO – Elite Consulting Partners 

by Brian Lutz | Oct 12, 2023

Are you an advisor struggling to juggle client needs and marketing demands?   In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa invites Tina Beck, CMO of Elite Consulting Partners and President of Elite Marketing Concepts, to have a candid...
149: Supported Independence Success with David Karr, Chairman – Equitable Advisors 

149: Supported Independence Success with David Karr, Chairman – Equitable Advisors 

by AndrewC19r | Oct 5, 2023

Supported Independence, and why the model is proving attractive to advisors – particularly those transitioning from the wirehouse space – is a hot topic in the financial services industry. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa...
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