Experience brings insight and this certainly holds true in financial services where legacy professionals offer a unique ability to see the matrix and understand the past, present, and future of the industry in a way only they can. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Bill Walsh, Regional Market Manager and Senior Transition Consultant, for a conversation that puts their more than six decades of combined industry expertise to work analyzing the financial services industry now and where future opportunities lie for advisors.
Topics covered in the conversation include:
*The evolution of the wholesale industry and how those changes have impacted distributors and advisors alike.
*Creating client engagement in a virtual office environment and how to identify top client prospects within this new paradigm.
*The importance of coaching and mentoring when up leveling a team and using the “pillars” model to generate a goal setting strategy.
*The independent model value proposition and the practical considerations for an advisor analyzing whether to make a move.
Listen as Frank and Bill offer a candid business perspective and delve into a nuanced view of financial services as a whole. Their informed take offers up a strategic playbook that serves as a resource which can be translated to an actionable plan for advisors considering their options in the industry today.
and their practices.