Ep.119: Power Performance – with Matt Reiner, Managing Partner, Capital Investment Advisors and Host of Bridging the Gap Podcast
In an increasingly crowded financial services environment, advisors need to step up their game to separate themselves from the competition. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Matt Reiner, Partner at Capital...Ep.84: Double Down on Service
The current market correction being experienced in financial services makes it even more important that financial advisors take the right actions to protect – if not grow – their practice. But, what action should an advisor take first? In this...
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
