Ep.55: Want To Increase Your Succession Payout by 288%? Consider Dual-Monetization
Succession planning is of paramount importance to every advisor as it is a direct, financial reflection of the valuation for an advisor’s book of business and lifetime of hard work and achievement. Yet the fact is, the cookie cutter approach for...
Ep.54: Forward Thinking – An Interview with Michael Bryan, CEO, Triad Hybrid Solutions
The financial services industry is undergoing an awakening, the catalysts for which are many while the impacts are undeniable. In a wide-ranging discussion, Elite Consulting Partners CEO Frank LaRosa is joined by Michael Bryan, CEO of Triad Hybrid Solutions, to...
Ep.53: Leading and Listening – An Interview With Adam Antoniades, CEO, Cetera Financial Group
The COVID-19 pandemic has transformed financial services and understanding where the industry was, where it is now, and where it is going will be vital to creating a new playbook for success. In an insightful and dynamic discussion, Elite Consulting Partners CEO Frank...
Ep.52: A Time of Opportunity – An Interview with Manish Dave, Senior Vice President, Business Development, Ameriprise Financial
As firms, advisors, and clients come to grips with the new financial services landscape of the post COVID-19 world, it is important to recognize that with skillful planning, business management practices, and an eye to the future there is the potential for great...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
