Differentiating yourself within the increasingly competitive financial services landscape has become an imperative for advisors as building a successful practice goes beyond managing assets in today’s marketplace. It involves innovation, leadership, and forging deep...
In an increasingly crowded financial services environment, advisors need to step up their game to separate themselves from the competition. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Matt Reiner, Partner at Capital...
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...
How do you best negotiate moving your practice to a new firm? Frank LaRosa takes this episode of ‘The Financial Advisor’s Advisor’ on the road as he details the nuances in negotiation which insure your move secures both the best price and the best...
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...
