156: To Be an RIA, or Not to Be an RIA
Contrary to common belief, achieving independence as a Registered Investment Advisor (RIA) involves more than just financial considerations and a desire to run your own business. In this week’s edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa...155: Mergers, Acquisitions, and High Net Worth – Part 2 – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
For financial advisors looking to attract and retain high-net-worth clients, having a team with a wide repertoire of skills is essential. In this week’s edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa continues his conversation from last week’s...154: Mergers, Acquisitions, and High Net Worth – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
153: Don’t Get Distracted By Shiny Objects – with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
There is a common tendency for financial advisors to make hasty decisions when making a transition based on perceived immediate gain. While this may be tempting, it is often not always the best choice. In this week’s edition of Advisor Talk, Elite Consulting Partners...152: The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
For financial advisors, finding the perfect firm partner fit for your personal, professional, and practice goals begins with self-discovery. And there is no one in the industry who is better at guiding advisors through this process than Elite Consulting Partners’ very...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
