In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Scott Curtis – President, Private Client Group, Raymond James Financial. Together, the two long-time peers break down a number of current industry trends that...
In this week’s Hot Mic episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President for Elite Consulting Partners. Together, the power duo explores the reevaluation of the traditional 9 to 5 work week,...
There is an unsettling reality faced by many advisors across the industry, as decisions and acquisitions are increasingly made on their behalf, eroding their sense of control over their businesses. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO...
As the financial services industry witnesses a significant shift with advisors transitioning into the W2 space, it becomes increasingly crucial for practitioners to recognize that entitlement and a lack of trust between you and your employees can pose a formidable...
The clock’s ticking, and when it comes to the fast-paced realm of M&As, both buyers and sellers must learn to set realistic expectations regarding the price of what a practice is actually worth. In this week’s special Hot Mic episode of Advisor Talk, Elite...
With more and more financial advisors migrating to independence, it is more crucial than ever to completely understand the nuances and benefits of this shift. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Chris Shaw,...
