Ep.83: Legal Lessons for Advisors Making a Move
Recent media coverage of an advisor transition from RBC to UBS and then back to RBC has shone a light on the legal missteps an advisor can make when moving their book of business to a new firm partner. In this episode, Elite Consulting Partners CEO Frank LaRosa is...
Ep.62: Lead-Gen Lessons with Jeremiah Desmarais, CEO – Advisorist
Every financial advisor intends to grow their AUM and build their client list, but have they developed a solid marketing and branding strategy that delivers on generating consistent sales growth? Get out your pen and paper and get ready to take some notes as Elite...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
