You can only get where you want to go if you plan how to get there. This is the important message Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey share with financial advisors in this episode. Frank and Dale get granular on the topic and provide...
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...
There are more advisors transitioning than ever before and Q4 is a time ripe with lucrative financial deals for advisors making a move. Listen as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss why firms are sharpening their pencils now with...
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...
During the last year and half, a decided change has emerged in financial advisor thinking. What started as a taste of independence due to COVID-19 restrictions has grown into a full-blown mindset revolution as advisors eager to flex their entrepreneurial muscles are...
