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Elite Consulting Partners Acquires 3xEquity
Elite Consulting Partners announced today the acquisition of 3xEquity, a leading valuation and advisory platform serving financial advisors, RIAs, broker-dealers, and wealth management firms nationwide.
The Real Story Behind Raising Recruiter Fees to 16 Percent at Ameriprise
This is an unfiltered take on why the fees the best firms are paying have continued to rise, why that trend is going to accelerate, and why anyone reading the 16% headline as “recruiters got greedy” is missing the actual story of where this industry is heading.
Elite Consulting Partners Adds 35-Year Capital Markets Veteran Greg Noble
Elite Consulting Partners is proud to announce that Greg Noble has joined the team as a Senior Business Consultant. With more than 35 years of experience across capital markets, wealth management, and advisor recruiting, Greg brings a rare depth of perspective and a consultative approach built on firsthand industry experience.
Elite Consulting Partners Promotes Stacey Frank to Chief Revenue Officer, Executive Vice President of Sales
Elite Consulting Partners, a leading consulting firm dedicated to empowering financial advisors through growth, transition, and strategic advisory services, today announced the promotion of Stacey Frank to the role of Chief Revenue Officer, Executive Vice President of Sales.
Elite Consulting Partners Releases 2026 Wealth Management Insight Report Highlighting Major Industry Shift Toward Advisor Ownership
Elite Consulting Partners is pleased to release the 2026 Elite Wealth Management Insight Report, a comprehensive industry analysis examining advisor movement, deal economics, and consolidation trends reshaping the wealth management landscape. The report, “Trends,…
What to Watch, What to Avoid in This Hot Advisor Deal Market: Recruiter
By: Jane Wollman Rusoff, ThinkAdvisor Richest-ever transition deals for switching firms have put financial advisors “in the catbird seat.” So offers Frank LaRosa, founder and CEO of Elite Consulting Partners, in an interview with ThinkAdvisor. LaRosa, a former Smith…
LPL Might Not Retain 90% of Commonwealth Advisors. Why That’s Not Necessarily a Problem
Some of the Commonwealth advisors currently in the LPL system could wind up leaving later this year. By: Griffin Kelly, The Daily Upside Eh, close enough, right? LPL Financial purchased Commonwealth Financial Network last year, with a retention rate goal of 90%,…
Let’s Talk About the Cetera-Osaic Rumors
This week I traveled to my Strategic Coach off-site meeting, where the focus is clarity, long-term thinking, and building businesses the right way. And in that spirit, I wanted to address something that’s been generating a lot of noise lately. I’ve been getting calls…
The Evolution of the Modern Advisor
The financial services industry is in the midst of a massive bifurcation. On one side, you have the “practitioner” – the advisor who loves the markets, cherishes client relationships, and wants nothing to do with HR, compliance, or tech stacks. On the other side, you…
Elite Marketing Concepts and FMG Announce Strategic Partnership to Empower Financial Advisors with Next-Generation Marketing Solutions
Moorestown, NJ — October 15, 2025 — Elite Marketing Concepts, a division of Elite Consulting Partners, today announced a strategic partnership with FMG, a leading marketing technology platform built specifically for financial advisors. The collaboration unites Elite’s…
Gladstone Wealth Partners and Elite Consulting Partners Announce Strategic Partnership to Accelerate Advisor Growth Through Recruiting and M&A Services
Palm Beach Gardens, FL — September 12, 2025 — Gladstone Wealth Partners, one of the nation’s foremost independent wealth management firms, today announced a strategic partnership with Elite Consulting Partners, the premier consulting and advisor recruitment firm in…
Wealth Management 2025 Midyear Outlook
Navigate today’s complex financial landscape with our comprehensive 2025 Midyear Outlook. August 13, 2025 Navigate today’s complex financial landscape with our comprehensive 2025 Midyear Outlook. This comprehensive ebook provides wealth managers with a curated…
LPL Taps Anna Kendrick in Latest Ad Campaign
By Griffin Kelly gr*****@************de.com LPL Financial is rolling out the red carpet. The nation’s largest independent broker-dealer is looking to expand its reach even further and has kicked off a new advertising campaign called “What if you could?” featuring…
Brokerages Up the Ante on Advisor Loans
The independent broker-dealer LPL reported $2.3 billion in net advisor loans last year, up a whopping 53% from 2023, per an SEC filing. Griffin Kelly gr*****@************de.com Brokerages aren’t shying away from big upfront payments to wealth managers who join their…
Turning Your Vision into Reality as an Entrepreneur
by Frank LaRosa, President/CEO – Elite Consulting Partners December 10, 2024 Entrepreneurship is often defined by a drive to turn a vision into reality, whether it’s establishing a successful business, or redefining a practice. In the financial services industry,…
Looking for an Advisor Job? Better Bring a Book of Business
Griffin Kelly gr*****@************de.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…
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…
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…
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…
