In the past, whether a firm was or was not in protocol played a major role in an advisor’s decisionย to move firms. Afterall, non-protocol firms were sending the none to veiledย message that clients were theirs and not advisors. This left non-protocol firm...
There has been one predominant effect of COVID on the financial services industry which is poised to have ripple effects in the months and years to come and that is the impact of work from home policies at larger firms. Large firms are essentially training their...
Year-end is always a time of financial maneuvering in the financial services industry, particularly at larger firms. As Frank LaRosa, Elite Consulting Partners CEO, shares in this episode during his conversation with his COO Dale Dempsey, it seems firms just...
Succession planning is of paramount importance to every advisor as it is a direct, financial reflection of the valuation for an advisor’s book of business and lifetime of hard work and achievement. Yet the fact is, the cookie cutter approach for...
The financial services industry is undergoing an awakening, the catalysts for which are many while the impacts are undeniable. In a wide-ranging discussion, Elite Consulting Partners CEO Frank LaRosa is joined by Michael Bryan, CEO of Triad Hybrid Solutions, to...
The COVID-19 pandemic has transformed financial services and understanding where the industry was, where it is now, and where it is going will be vital to creating a new playbook for success. In an insightful and dynamic discussion, Elite Consulting Partners CEO Frank...
