Ep.102: Behind the Wheel – Strategies for Advisors on the Move
As the number of financial advisors making a move to new firm partners continues on an upward trajectory, the top question for those making a transition remains, “I’ve decided on a new firm partner, now what do I do to successfully move my practice?”...Ep.101: The More Things Change . . .
The W-2 model is being taken off the shelf, dusted off, and being presented again as a relevant option for advisors. In particular, independent firms, who are recognizing that the 1099 model within independence is not for every advisor, are integrating W-2 options as...Ep.100: 100th Episode Celebration
With this episode, Advisor Talk celebrates the recording of its 100th episode and we are excited to have our tens of thousands of listeners join in. Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey commemorate the occasion with a trip down...Ep.99: Attract the Right Talent
The labor market has been disrupted and it is becoming increasing difficult to hire – and retain – the team members necessary to generate sustainable growth. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale...Ep.98: Advisor First – with Desireé Sii, President and CEO – SagePoint Financial Inc.
The growth of the independent model has been fueled by the passion for entrepreneurship held by the advisors themselves, who are attracted to the model for both its growth potential and advisor-first autonomy. This is something Desireé Sii, President and CEO of...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
