Advisors contemplating a transition have many reasons for making a move; however, the financial upside is always at the top of the list. Given how hot the transition market is right now, with firms offering ever increasing transition deals to attract the right talent,...
Health insurance is an important issue for financial advisors considering independence. Among the primary concerns are how to navigate the process of establishing health insurance and the ultimate cost. To-date the choices and resources for establishing health...
The best business relationships don’t just happen, they are built upon years of common philosophy, networking, goals, and achievement. One such relationship that certainly fits that bill – and more – is that between Elite Consulting Partners CEO...
Wells Fargo’s decision to leave the international space is a move that makes sense, as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss during an episode which highlights the pluses and minuses for firms interested in considering...
Financial advisors are well aware of their traditional competition, be it advisor vs. advisor or W-2 vs. independent. However, few advisors are aware of a new competitor lurking just in the shadows yet already working hard to take their piece of the client asset pie....
Every financial advisor intends to grow their AUM and build their client list, but have they developed a solid marketing and branding strategy that delivers on generating consistent sales growth? Get out your pen and paper and get ready to take some notes as Elite...
