Ep.89: LPL Financial’s Strategic Wealth Services Model – with Kimberly Sanders, Senior Vice President
LPL Financial’s Strategic Wealth Services model has achieved exponential growth with financial advisors who are looking to break-away and run their own practices within a supported independent framework. In this episode of Advisor Talk, Elite Consulting...Ep.88: Legal Perspective Series Episode 2 – with Brian Neville, Founding Partner – Lax & Neville
In this episode, Elite Consulting Partners CEO Frank LaRosa is once again joined by Brian Neville, Founding Partner of Lax & Neville, for the legal perspective series, tackling some of the most common legal issues confronting transitioning advisors. The...Ep.87: Legal Perspective Series – with Brian Neville, Founding Partner of Lax & Neville
The legal nuances behind making a move to a new firm partner intimidate many an advisor, but it’s time to move past that block. In this first episode in Advisor Talk’s Legal Perspective Series, Elite Consulting Partners CEO Frank LaRosa is joined by Brian...Ep.86: The Slow Boil
Advisors, particularly in the W-2 space, are having the heat turned up on them and they don’t even realize it. The question is, how? In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey provide the answer to that...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
