By Frank LaRosa, CEO – Elite Consulting Partners, Excerpted from AdvisorHub Every sports fan’s favorite weekend is upon us as Philadelphia and Kansas City gear up for an epic face-off at the Big Game. Highlights from the media coverage surrounding the event include...

Excerpted from "It's All About The Client", by Frank LaRosa The last half of 2022 for the financial services industry was defined by a swinging pendulum of market fluctuations which resulted in a decided upward trend in client turnover throughout the industry, which...

Elite Consulting Partners announced today its affiliation with Edgesx, a Fort Lauderdale-based recruiting and transition consulting firm, and the addition of Michael Ryan, Edgesx President, to the Elite Consulting Partners team in the role of Vice President Mergers...

Elite Consulting Partners, the recognized financial services industry leader in transition consulting and business services, has crossed the impressive milestone of 50 employees with additional employees in process to join the team in the weeks ahead. This achievement...

Excerpted from "Recruiting Ramp-Up: How The Volatile Market Will Accelerate Advisor Transitions", by Frank LaRosa With market fluctuations becoming the order of the day, advisors are distracted by the implications of a down market and rightly so. For many advisors,...

Excerpted from "So You Are An Advisor Who Just Got Fired. Here Are Interview Strategies For Your Next Job", by Frank LaRosa You’ve just been fired from an advisory firm. In addition to experiencing a range of emotions, you now face the existential question common to...

It is with great excitement that Elite Consulting Partners announces the addition of Kyle Kroberger, National Market Manager and Senior Transition Consultant, to their team. In addition to his commendable service as a United States Navy S.E.A.L., Kyle has established...

Elite Consulting Partners is pleased to announce the promotion of Dale Dempsey to the role of President of Elite Consulting Partners. Dale has served as COO of Elite Consulting Partners for eight years and has established a reputation for leadership and success...

Excerpted from "Stand Out From The Crowd", by Frank LaRosa The migration of advisors to the independent model has been a trend that has shown no signs of slowing, based in large part on the model's inherent flexibility which enables advisors the freedom to grow their...

Excerpted from "Bouncing Back", by Frank LaRosa When a financial advisor loses their job—for one of a variety of reasons—their most natural instinct is to be disheartened. And make no mistake: termination is a difficult situation. But for those willing to put in the...

Excerpted from "How Will You Pivot?", by Frank LaRosa The financial services game is changing. The question is - are advisors up for the task? The shifts occurring now in the industry are palpable. Wirehouse firms are shuffling their business models, with many turning...

Excerpted from "Wealthies Circle: Maximizing Your Firm's Payout as an Advisor with Frank LaRosa". Elite Consulting Partners CEO Frank LaRosa shares his thoughts on how advisors should handle the transition and monetization of their company as they approach retirement....

Excerpted from "The Mindset Shift", by Frank LaRosa The financial services industry has continued to see a pull towards independence for advisors and the trend certainly shows no signs of abating. With last year's taste of freedom due to work from home measures from...

Excerpted from "Lease or Own - Why That Decision Matters When Choosing Office Space", by Frank LaRosa Office space is a major component of an independent financial practice's success but is often not given much attention until acquiring it becomes an inevitable...

Excerpted from "Here's To Your Business Health - Game Changing Payroll, HR, and Insurance Programs for Financial Advisors", by Frank LaRosa The continued trend of more and more advisors moving from W-2 to independent models shows no sign of slowing and has proved to...

Excerpted from "Be Like Brady - What Financial Advisors Can Learn From The GOAT ", by Frank LaRosa With the Super Bowl only days away, one story has dominated sports news and that is the decisive legacy of Tom Brady. Love him or hate him, one thing is undeniable -...

Excerpted from "I Want To Be INDEPENDENT! Why Advisors Will Continue To Move Away From Wirehouse Firms ", by Frank LaRosa On a weekly basis, media coverage of the financial services industry is dominated by news of multi-million dollar, if not billion dollar, advisors...