Ep.31: Knowing What Matters – Clarify Your Process For Client Retention Success
There is one certainty in financial services and that is markets will go up and markets will go down. For firms attempting to balance their business in light of this truth, a tried and true method for stabilizing your client base regardless of market fluctuations is...
Ep.30: The Customer Is King – Empower Your Client Relationships By Hiring a Client Service Associate
Client Service Associates (CSA) are an essential team member of the best, and most profitable, advisory firms. The role of the CSA goes beyond paperwork and, when executed properly, is a vital component to building client rapport and fostering long-term...
Ep.29: The Next Generation – Training and Mentoring Junior Advisors
Many financial services firms leverage recruiting junior advisors as a growth strategy for their business while struggling to counteract the low success rate these financial advisor newcomers will experience. In this episode, Elite Consulting Partners CEO Frank LaRosa...
Ep.28: Collaboration Is Key – Utilizing A Mastermind Group To Maximize Your Business
Surrounding yourself with professionals who share your business vision, embrace a philosophy of positivity, and foster inspired action can create immeasurable success in your business and your life. In this episode, Elite Consulting Partners CEO Frank LaRosa shares...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
