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Looking for an Advisor Job? Better Bring a Book of Business
Griffin Kelly griffin@thedailyupside.com Landing a new job in the advice industry has been arduous for financial advisor Paul Monax. The certified financial planner, who worked with Transamerica for six years before launching his own practice four years ago,...
The Top 5 Traits of Leading Recruiters in the Financial Services Industry
by Frank LaRosa, President/CEO – Elite Consulting Partners and Philip Waxelbaum, CEO, Masada Consulting Navigating the many complexities of business transitions as a financial advisor is no small feat. It is a process that demands not only strategic planning, but also...
Independent Advisor Insights: Keys to Unlocking Sustainable Success
by Frank LaRosa, President/CEO – Elite Consulting Partners In the competitive realm of financial advising, independent advisors play a crucial role in helping clients navigate complex financial situations. Achieving sustainable success as an independent advisor...
From Deal Breakers to Deal Makers: Navigating Financial M&As
by Frank LaRosa, President/CEO – Elite Consulting Partners In the high-stakes world of mergers and acquisitions (M&A), where an advisor’s life’s work can be bought or sold in the blink of an eye, success often hinges on the ability of buyers to navigate through...
Elite Consulting Partners Announces Acquisition of Advisor Successions, LLC, as Part of the Launch of Its Newest Business Entity, Elite Advisor Successions
by Elite Consulting Partners Elite Consulting Partners, the nation’s largest financial services transition and business consulting firm, announced their acquisition of Advisors Successions, LLC, a firm specializing in matching qualified buyers and sellers within the...
Questions to Ask Yourself When Considering a Transition
by Frank LaRosa, President/CEO – Elite Consulting Partners Knowing when to make a move as a financial advisor can be difficult. There are many factors to consider before determining if a transition is the right decision for you, your practice, and your clients. Here...
Kelce versus Kelce: How Two Brothers Journey to the Big Game Mirrors an Advisor’s Journey to Independence
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...
Frank LaRosa Featured Columnist in WealthManagement.com 2023 Market Outlook
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, The Nation’s Largest Financial Services Transition Consulting Firm, Announces Stacey Frank as Vice President
Elite Consulting Partners is pleased to announce the promotion of Stacey Frank to the role of Vice President. Elite has established itself as the leading consulting firm in the financial services industry, with nationwide offices and a staff of more than 60 which...
Elite Consulting Partners Appoints Michael Ryan, Vice President Mergers & Acquisitions
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 Hits 50 Employee Milestone; Continues Rapid Nationwide Growth Trajectory
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...
Frank LaRosa Pens Article For WealthManagement.com Mid-Year Outlook Report
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,...
Frank LaRosa Featured in Barron’s Article Discussing Interview Strategies for Financial 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...
Elite Consulting Partners Announces Kyle Kroberger, National Market Manager, Senior Transition Consultant
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, a leading national financial services transition consulting firm, announces Dale Dempsey as President.
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...
Frank LaRosa Pens Article For WealthManagement.com 2022 Market Outlook
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...
Frank LaRosa Featured in Barron’s Article on Key Insights for Recently Terminated Advisors
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...
Frank LaRosa Shares Strategies Advisors Can Use Now to Ensure Future Success In AdvisorHub Magazine
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...
Elite Consulting Partners, a Financial Services Transition Consulting Firm, Opens Third Nationwide Office Location in Mt. Laurel, New Jersey
Excerpted from PR Newswire Press Release. Elite Consulting Partners has announced the opening of their third nationwide office location in Mt. Laurel, New Jersey as the company continues to grow in service to their mission to transition financial advisor goals into...
Frank LaRosa is a Featured Guest on the WealthManagement.com Wealthies Podcast
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....
Frank LaRosa Discusses Advisor Entrepreneurial Mindset In AdvisorHub Magazine
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...
Game Changer – Elite Consulting Partners Celebrates 10-Years Redefining Financial Services Recruiting
Excerpted from AdvisorHub article. Elite Consulting Partners CEO Frank LaRosa founded his financial services recruiting and consulting firm on a simple yet revolutionary vision - to work in service to advisors in order to elevate their career, practice, and life. This...
What Is The Best Option For Acquiring Office Space, Leasing or Owning? Frank LaRosa Discusses In AdvisorHub.
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...
Frank LaRosa’s Latest AdvisorHub Article Covers Game-Changing Developments in Financial Advisor Health Insurance, Payroll, and HR Solutions
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...
Want To Be Like the GOAT? Read Frank LaRosa’s AdvisorHub Article
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 -...
The Advisor Trend To Independence Will Continue – Find Out Why In Frank LaRosa’s AdvisorHub Article
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...
Why Is The Advisor Transition Market So Hot? Frank LaRosa Discusses The Topic In AdvisorHub Article
Excerpted from "The Market For Advisor Transitions Is ON FIRE - Understand The Reasons Why", by Frank LaRosa On the surface, it seemingly defied logic given 2020 was a year defined and transformed by COVID-19. Yet, as December drew to a close and the numbers came in,...
Frank LaRosa Analyzes LPL’s New Independent Employee Advisor Model In AdvisorHub Article
Excerpted from "We've Got Your Back - What LPL's Supported Advisor Model Signals To The Industry ", by Frank LaRosa There is the dawn of a new age occurring in financial services and it is one based on what might seem to be an obvious edict, yet it took a while to...
Frank LaRosa Discusses Wirehouse Recruiting In AdvisorHub Article
Excerpted from "Wirehouses Go Big With Recruiting Deals; Three Key Strategies for Advisors Wanting In", by Frank LaRosa There has been a flurry of recruiting activity as of late in financial services as wirehouse and other W-2 firms have ramped up recruiting...
Age Is Just A Number – Why Every Client Demographic Matters To Savvy Advisors
Change is the one constant we can all count on right now and this certainly holds true in financial services. As we emerge from strict quarantine restrictions due to COVID-19, it isn't just how we work in the financial services industry that has changed, it is who we...
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