by AndrewC19r | Jun 16, 2022
The labor market has been disrupted and it is becoming increasing difficult to hire – and retain – the team members necessary to generate sustainable growth. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale...
by AndrewC19r | Jun 9, 2022
The growth of the independent model has been fueled by the passion for entrepreneurship held by the advisors themselves, who are attracted to the model for both its growth potential and advisor-first autonomy. This is something Desireé Sii, President and CEO of...
by AndrewC19r | Jun 2, 2022
Knowing who you are and what you want to achieve is the key to success in every area of life. This is a deep and powerful realization and one which Elite Consulting Partners CEO Frank LaRosa and his guest Ben Newman tackle with passion in this episode of Advisor Talk....
by AndrewC19r | May 26, 2022
There was a time in financial services when teams of advisor were the exception, but not anymore. More and more advisors are looking into team building as a way to achieve revenue growth and establish a succession strategy. Team building; however, can be rife with...
by AndrewC19r | May 19, 2022
One of the fastest and most successful ways for a financial advisor to grow their practice is through acquisition of a retiring advisor’s book of business. While on the surface these transactions may be extremely enticing, there are number of legal nuances at...
by AndrewC19r | May 12, 2022
If you are an advisor considering making a move, you undoubtedly have a wish list of the cultural, financial, and operational benefits you want your ideal firm partner to provide, In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and...
