Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Should financial advisors sell a minority stake in their practice? A growing number of broker-dealers, RIAs, and private...
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Will AI replace financial advisors? As artificial intelligence becomes more accessible, many advisors worry that technology will...
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Why do financial advisors stay at firms they know aren’t right for them? Many financial advisors delay making a transition not...
Advisor Talk is a podcast by Elite Consulting Partners focused on advisor transition, recruiting, and long-term growth strategy. Why should you switch financial advisor firms?Financial advisors often switch firms to better serve their clients. Moving firms can provide...
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank dive into a critical decision every advisor eventually faces: Are you making a transactional move – or a transformational one? Too often, advisors focus solely on the upfront deal when switching...
