Ep.66: Protect Yourself – FSI’s New Health Insurance Program for Financial Advisors
Health insurance is an important issue for financial advisors considering independence. Among the primary concerns are how to navigate the process of establishing health insurance and the ultimate cost. To-date the choices and resources for establishing health...
Ep.65: In-Network – Relationships, Recruiting, and Results
The best business relationships don’t just happen, they are built upon years of common philosophy, networking, goals, and achievement. One such relationship that certainly fits that bill – and more – is that between Elite Consulting Partners CEO...
Ep.64: Keep the Home Fires Burning – Wells Fargo Chooses to Leave the International Space
Wells Fargo’s decision to leave the international space is a move that makes sense, as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss during an episode which highlights the pluses and minuses for firms interested in considering...
Ep.63: Watch Your Back – Beware of Hidden Competition
Financial advisors are well aware of their traditional competition, be it advisor vs. advisor or W-2 vs. independent. However, few advisors are aware of a new competitor lurking just in the shadows yet already working hard to take their piece of the client asset pie....
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
