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, Executive Vice President for Elite Consulting Partners. Together the dynamic duo dives into the importance of working with a professional consultant when considering buying, selling, or transitioning a financial advisory practice.
Today’s show highlights include:
*The benefits of working with a professional consultant, and why it’s crucial specifically for financial advisors.
*The extensive research involved in identifying the right firms and how professionals streamline this process.
*The time constraints advisors face and how consultants help manage research and client care.
*Insights on the diverse firms available and finding the perfect match for each advisor.
*The value of experience and how consultants bring knowledge from working with similar clients.
*The importance of taking emotions out of client decisions to help them succeed.
Join Frank and Stacey as they explore the “how” and “why” of partnering with a professional consultant, ensuring you have the knowledge and support to thrive in the financial services industry. Learn how their expertise can simplify your process, allowing you to focus on what you do best while they handle the complexities of the marketplace.
