Ep.120: A Model For Success with Rita Robbins, Founder & President – Affiliated Advisors
Differentiating yourself within the increasingly competitive financial services landscape has become an imperative for advisors as building a successful practice goes beyond managing assets in today’s marketplace. It involves innovation, leadership, and forging deep...Ep.118: Behind The Wheel – Navigating The Art of The Deal When Making Your Transition
How do you best negotiate moving your practice to a new firm? Frank LaRosa takes this episode of ‘The Financial Advisor’s Advisor’ on the road as he details the nuances in negotiation which insure your move secures both the best price and the best...Ep.117: On The Hunt
Elite Consulting Partners CEO Frank LaRosa is back from an elk hunting trip to Colorado, and he is bringing with him lessons that strike strong parallels between an advisor’s transition journey to find the right firm partner and a hunter’s own mental and physical...Ep.116: Planning & Process for Transition Success
If you are a financial advisor who is planning on making a move in 2023 – or even if you are an advisor who is just thinking about what a transition opportunity could mean for your career and practice – it is time to shift your mindset and begin taking the small...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
