Ep.138: The Advisor Advantage with Private Advisor Group
Independent advisors are in the perfect position to elevate their practices to the next level, particularly when employing strategies focused on optimized and strategic growth. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa has a...Ep.137: The What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners
The most successful independent financial advisors are the ones who have built the most successful teams. And building successful teams means providing the resources and benefits that inspire employees to dedication to both your firm and its goals. In today’s episode...Ep.136: Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial
As the trend of advisor moves to independence remains dominant in the industry, firms have responded to the call by developing a spectrum of models which provide tools, support, and resources to meet the advisor where they are at in terms of their goals for practice...Ep.135: Lead by Example with Stephen Drum – Leadership Expert/Trainer, Author, Retired US Navy SEAL
Financial advisors and entrepreneurs alike, it’s time to buckle your seatbelts for this fast-paced episode of Advisor Talk as Elite Consulting Partners CEO Frank LaRosa is joined by Leadership Expert/Trainer, Author, and Retired US Navy SEAL Stephen Drum for a...Ep.134: Break the Mold with Chip Munn, CEO – Signature Wealth Group
As more advisors continue to gravitate to independent models, the ability to efficiently scale practices for growth has become paramount. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa speaks with the CEO of Signature Wealth Group, Chip...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
