BREAKING NEWS In this week’s Hot Mic edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa shares his unfiltered thoughts on the headline-making acquisition of Commonwealth by LPL Financial – and what it signals for financial advisors across the...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank tackle one of the most common (and costly) mistakes advisors make when exploring new firms – talking to too many of them. Drawing from real advisor...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Chief Information Officer Sue Cheema to explore the critical role of CRM systems in advisory practices. As technology continues to shape the industry, selecting the...
Running an independent advisory firm comes with exciting opportunities – but what happens when you realize that being the CEO isn’t what you love? In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa answers a listener’s question...
The key to a thriving advisory firm isn’t just great client relationships – it’s having the right systems in place to optimize efficiency. In this week’s episode of Advisor Talk, host Frank LaRosa sits down with Sue Cheema, Chief Information Officer at Elite...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank dive into five powerful business lessons learned from industries outside of financial services. Frank shares insights gained from high-level mastermind...
