Ep.35: Process Over Percentage Is What Keeps Your Business Up When Markets Are Down
Have you presented yourself to your clients as an asset manager? You may find yourself on the outside looking in when the market turns. Process, and your ability to communicate it, is what saves you from losing clients during a down market as Elite Consulting...
Ep.34: Did You Do The Math? The Tax Implications of W-2 Vs. 1099 Deals
It’s about what you keep, not what you get. The W-2 vs.1099 impact – which one is best for you? In this episode, Elite Consulting Partners CEO Frank LaRosa gets granular and breaks out the white board to analyze the tax implications of both the W-2 and 1099 model and...
Standing Out From The Crowd – How Technology Impacts A Firm’s Ability To Achieve Success
Elite Consulting Partners CEO Frank LaRosa has penned the AdvisorHub article “Playing The Long Game – LPL Focuses On Long-Term Relationships With Their Advisors By Rolling Out New M&A and Succession Services”.
Ep.33: Making An Impression – The Latest News On The Firms, Strategies And Deals Making An Impact
It’s been a notable few weeks in financial services with a number of newsworthy firms going public with information on the deals and strategies which will certainly impact the industry landscape. From Advisor Group completing their merger with...
