Ep. 19: Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet
What are the top 5 do’s and dont’s of preparing your broker protocol spreadsheet and why preparing your spreadsheet correctly is essential. Elite Consulting Partners CEO Frank LaRosa discusses the top five do’s and don’ts of broker protocol spreadsheet...
Ep. 18: Leading With Lending And The $50 Million Question
What’s the one question you should be asking every wealthy client or prospect that can bring in $50m in new assets? Find out in episode 18 of the Financial Advisor’s Advisor podcast. From increasing a firms assets and revenue to serving as a client retention tool,...
Ep. 17 Part 2: Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process, Part 2 of a 2-Part Series
This week’s episode of “The Financial Advisor’s Advisor” offers up part two of a special two-part series on the home office visit and the important role it plays in the recruiting process for both the advisor and the firm. In this...
Ep. 17 Part 1: Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process
The home office visit is an important part of the recruiting process for both the advisor and the firm. This week’s episode of “The Financial Advisor’s Advisor” launches a special two-part series on the topic. Part one discusses the home office...
Ep. 16: Location, Location, Location – The Relationship Between Real Estate and Business Success
Real estate, in particular office space, has a big business impact from its financial implications on a company’s P&L, to its influence on overall operations and the image a firm projects. In this episode of the “Financial Advisor’s...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
