Ep. 9: You’re Fired – Strategies and Lessons For The Recently Terminated Advisor (Part 1 of a two-part series)
You may think it will never happen to you, but as more and more advisors are discovering, being terminated by your firm is becoming an unpleasant reality for many. In a time when advisors have become more outspoken about both their practices and their client needs,...
Ep. 8: The Core Value Impact
Regardless of the size of your advisory practice, defining your core values as an individual, professional, and a business can be a game changer. By understanding your core values, you essentially gift yourself with a road map that gives structure to your...
Ep. 7: Breaking The Code – Deciphering the Mythology of Hybrid and RIA Models
RIA and Hybrid are financial services buzz words, but do you truly understand these business models and their benefits? In this episode of the ‘Financial Advisor’s Advisor’ Elite Consulting Partners CEO Frank LaRosa breaks these terms down to...
Ep. 6: Shrink to Grow – In Order to Grow It is Necessary to Shrink
Shrinkage can be an uncomfortable subject – particularly when it comes to the ‘more is better’ mentality that prevails in financial services. Many large firms are eager to push their advisors for more, particularly when it comes to more clients....Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
