Supported Independence, and why the model is proving attractive to advisors – particularly those transitioning from the wirehouse space – is a hot topic in the financial services industry. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by David Karr, Chairman of Equitable Advisors, for a dynamic conversation that pertains to every financial professional in the industry considering the Supported Independence option.
Topics discussed include:
* David Karr’s career legacy, including his journey from financial advisor to Chairman of Equitable Advisors.
* Why Equitable Advisors’ Supported Independence model, and the firm’s advisor-first mentality, have afforded Equitable Advisors the opportunity to capitalize on the continued momentum of advisors moving to independence.
* How Equitable Advisors’ relationship with LPL Financial enables them to operate with the benefits of a small organization while still having over 4,000 advisors nationwide.
* What the Columbia University Holistic Financial Coach Program is, and what advantages it is giving advisors who complete the program.
Frank and David are two of the industry’s most esteemed thought leaders and this episode presents an incredible opportunity for financial advisors who are looking to take their practice to the next level. Listeners, particularly those interested in Supported Independence, will take away the kind of actionable information that will most certainly inform their practice success.
If you are interested in contacting Equitable Advisors for more information, reach out to Armand Alaverdian at armand.alaverdian@equitable.com, or email Frank LaRosa at frank@eliteconsultingpartners.com.
