One of the fastest and most successful ways for a financial advisor to grow their practice is through acquisition of a retiring advisor’s book of business. While on the surface these transactions may be extremely enticing, there are number of legal nuances at...
If you are an advisor considering making a move, you undoubtedly have a wish list of the cultural, financial, and operational benefits you want your ideal firm partner to provide, In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and...
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...
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...
Standing out from the crowd is a hard thing to do in the financial services industry, but that is exactly what has been achieved with Stifel Independent Advisors. In a dynamic conversation, Elite Consulting Partners CEO Frank LaRosa is joined by Stifel Independent...
