Ep. 8: The Core Value Impact
Regardless of the size of your advisory practice, defining your core values as an individual, professional, and a business can be a game changer. By understanding your core values, you essentially gift yourself with a road map that gives structure to your...
Ep. 7: Breaking The Code – Deciphering the Mythology of Hybrid and RIA Models
RIA and Hybrid are financial services buzz words, but do you truly understand these business models and their benefits? In this episode of the ‘Financial Advisor’s Advisor’ Elite Consulting Partners CEO Frank LaRosa breaks these terms down to...
Ep. 6: Shrink to Grow – In Order to Grow It is Necessary to Shrink
Shrinkage can be an uncomfortable subject – particularly when it comes to the ‘more is better’ mentality that prevails in financial services. Many large firms are eager to push their advisors for more, particularly when it comes to more clients....
Ep. 5: It’s All About The Net
When you are in negotiations with a potential new firm partner, it is easy to get enamored with the big numbers a firm may present as part of your transition package. While on the surface the number may seem like a dream come true, it’s important to peel back...
Ep. 4: What Does A Mailbox Have To Do With Your Business?
As the old adages go ‘the devil is in the details’ and ‘you only get one chance to make a first impression’. Picture your own home and the mailbox outside. It’s a small detail of the landscape and yet it’s care and condition speak...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
