Ep.96: Legal Perspectives Episode 4 with Brian Neville, Founding Partner of Lax & Neville
There was a time in financial services when teams of advisor were the exception, but not anymore. More and more advisors are looking into team building as a way to achieve revenue growth and establish a succession strategy. Team building; however, can be rife with...Ep.95: Legal Perspectives Episode 3 with Brian Neville, Founding Partner of Lax & Neville
One of the fastest and most successful ways for a financial advisor to grow their practice is through acquisition of a retiring advisor’s book of business. While on the surface these transactions may be extremely enticing, there are number of legal nuances at...Ep.94: Mad Libs for Advisors
If you are an advisor considering making a move, you undoubtedly have a wish list of the cultural, financial, and operational benefits you want your ideal firm partner to provide, In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and...Ep.93: Stifel Independent Advisors with Alex David, President & CEO, and Tim Boostrom, Director of Business Development
Standing out from the crowd is a hard thing to do in the financial services industry, but that is exactly what has been achieved with Stifel Independent Advisors. In a dynamic conversation, Elite Consulting Partners CEO Frank LaRosa is joined by Stifel Independent...Ep.92: Purpose Over Profit
In the financial services industry, we naturally as professionals focus on the money. If you are an advisor considering making a move from W-2 to independence, you are most likely motivated by the financial upside. For any advisor, focusing on driving profits for your...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
