Ep.82: The Future is Now – Plan Ahead for a Successful 2022
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...
Ep.81: ‘Tis The Season To Hit The Bid
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...
Ep.80: Entrepreneurial Explosion – The New Advisor Mindset
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...
Ep.79: Power Podcast – Practice Growth by CPA
We have an important message for advisors in private practice. There is untapped potential when it comes to leveraging relationships with CPAs. In fact, one of the best strategies private practice advisors can use for generating lead flow and potential new revenue...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
