Age Is Just A Number – Why Every Client Demographic Matters To Savvy Advisors
Change is the one constant we can all count on right now and this certainly holds true in financial services. As we emerge from strict quarantine restrictions due to COVID-19, it isn’t just how we work in the financial services industry that has changed, it is...
Frank LaRosa Analyzes The Broker-Dealer Market In AdvisorHub Article
Excerpted from “Survival of The Fittest – Evaluating The Broker-Dealer Market and the New Financial Services Frontier”, by Frank LaRosa The financial services industry is facing a contraction within itself based on both an economic and systemic...
More Than Words – Effective Communication In Times Of Crisis
One of the key elements of managing emotional intelligence during times of crisis, such as we are experiencing now with COVID-19, is through the efficiency of your communication. This is particularly important when it comes to your dealings with your clients. By...
The Sands Of The Hourglass Have Just Been Swept Away
I wish I had more time. How often have you said that to yourself – as it relates to your dealings with your clients, your business, and your life? Those parameters have been eliminated with the COVID-19 virus. The fact is, given self distancing and work from...
Standing Out From The Crowd – How Technology Impacts A Firm’s Ability To Achieve Success
Elite Consulting Partners CEO Frank LaRosa has penned the AdvisorHub article “Playing The Long Game – LPL Focuses On Long-Term Relationships With Their Advisors By Rolling Out New M&A and Succession Services”.
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