by AndrewC19r | Apr 7, 2020
How firms manage and work with their advisors during the crisis will determine which ones lead the way after this evolution in financial services. Elite Consulting Partners CEO Frank LaRosa offers his predictions on where to place your bets.
by AndrewC19r | Mar 31, 2020
Is your email process friend or foe? Elite Consulting Partners CEO Frank LaRosa and his main man Dale Dempsey discuss their difference in strategies for email management and what process can work for you to improve productivity.
by AndrewC19r | Mar 20, 2020
It is not the time to field client calls, it’s the time to make client calls as Elite Consulting Partners CEO Frank LaRosa explains while offering up strategies you can use now in your communications with your clients and team to insure business success –...
by AndrewC19r | Mar 16, 2020
Is Private Equity money tempting you? Elite Consulting Partners CEO Frank LaRosa advises that it is best to think twice, as the pressures of taking advantage of cheap Private Equity money could prove costly to advisors.
by AndrewC19r | Mar 9, 2020
Have you presented yourself to your clients as an asset manager? You may find yourself on the outside looking in when the market turns. Process, and your ability to communicate it, is what saves you from losing clients during a down market as Elite Consulting...
by AndrewC19r | Mar 2, 2020
It’s about what you keep, not what you get. The W-2 vs.1099 impact – which one is best for you? In this episode, Elite Consulting Partners CEO Frank LaRosa gets granular and breaks out the white board to analyze the tax implications of both the W-2 and 1099 model and...
