As the number of financial advisors making a move to new firm partners continues on an upward trajectory, the top question for those making a transition remains, “I’ve decided on a new firm partner, now what do I do to successfully move my practice?”
That is the very question Elite Consulting Partners CEO Frank LaRosa tackles in this special Behind the Wheel episode of the Advisor Talk podcast. Listeners will join Frank on the road as he travels through Florida visiting clients while carving out time to share his significant expertise on this important topic.
Key points Frank covers in the episode include:
*a step-by-step breakdown of the actions an advisor needs to take after saying yes to a new firm partner in order to ensure a successful move.
*practical business operations and marketing considerations to tackle now in order to achieve future practice success.
*how to establish a digital presence and the importance of clarifying your image and your brand in order to solidify client relationships.
*how transitions differ within the independent and wirehouse space and the nuances advisors need to be aware of in both scenarios.
Franks insights are detailed and exacting. Save this episode and refer to it again and again, as the intelligence shared highlights why Frank and his Elite Consulting Partners team are considered the top financial services transition consulting firm in the industry.