by AndrewC19r | Sep 2, 2021 | podcasts
We have an important message for advisors in private practice. There is untapped potential when it comes to leveraging relationships with CPAs. In fact, one of the best strategies private practice advisors can use for generating lead flow and potential new revenue...
by AndrewC19r | Aug 26, 2021 | podcasts
There is a lot of activity as of late when it comes to advisors moving from wirehouse to wirehouse. In fact, it is a trend Elite Consulting Partners CEO Frank LaRosa predicted three years ago in an episode of The Advisor Talk with Frank LaRosa podcast. Why advisor...
by Frank LaRosa | Jul 29, 2021 | podcasts
The shift of advisors moving to the RIA space and away from the W-2, Hybrid, or even IBD space, has reached unprecedented proportions. Why this shift is occurring and how it will revolutionize the financial services industry in the years to come is the basis for the...
by AndrewC19r | Jul 15, 2021 | podcasts
One of the biggest mistakes a business owner can make is working in the business instead of on the business. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Michelle Seiler Tucker, CEO of Seiler Tucker, recognized M&A expert, and multiple,...
by AndrewC19r | Jul 8, 2021 | podcasts
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa takes his podcast on the road and shares his candid and insightful viewpoint on the latest news impacting advisors in the financial services industry. Frank’s...
by AndrewC19r | Jun 10, 2021 | podcasts
If you take the time to consider the one trait every successful entrepreneur has in common, you inevitably arrive at the simplest of answers – Faith. Faith means different things to different people. It can represent a higher power or the universe but...