In this week’s Hot Mic edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank for a candid conversation about one of the biggest trends reshaping the financial services industry: consolidation – and what it really means for advisors.
This isn’t just another take on LPL and Commonwealth. Frank and Stacey go beyond the headlines to examine the ripple effects that firm mergers and acquisitions are having across the independent broker-dealer and RIA landscape.
In this episode, they unpack:
Why advisor choice is shrinking – and what that means for your future
How OSJ’s and producer group models are more relevant than ever
The cultural disconnect between firm leadership and field teams
Why the RIA space is no longer the “wild west” and is closing the gap with IBDs
How consolidation is forcing advisors to re-evaluate what they really want
Whether you’re looking for better service, more autonomy, or simply trying to avoid being caught in another acquisition wave, this episode delivers straight talk and practical insight to help you make the best move for your business.
Have a question for Frank? Reach out at Frank@EliteConsultingPartners.
Like, subscribe, and leave a review!
