As a financial advisor, if you want to be able to navigate the marketplace effectively, it requires comprehensive research and expertise. In this week’s special live episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank,...
When buying, selling, or transitioning a financial advisory practice it is vital to have a focused, specialized plan in place in order to produce great outcomes. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes to the show...
There is a clear trend across the financial services industry – an increasing emphasis on advisor mobility and career flexibility. This trend underscores the value placed on advisor autonomy and the ability to tailor one’s professional journey to achieve...
KPI’s can act as a crystal ball for your practice, providing invaluable foresight into upcoming trends, potential challenges, and opportunities for growth. By diligently monitoring KPI’s, you gain a comprehensive understanding of your practice’s...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Scott Curtis – President, Private Client Group, Raymond James Financial. Together, the two long-time peers break down a number of current industry trends that...
In this week’s Hot Mic episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President for Elite Consulting Partners. Together, the power duo explores the reevaluation of the traditional 9 to 5 work week,...
