Ep.126: The LPL Playbook
When markets get choppy, it becomes even more important for advisors to understand their options – particularly as it relates to transition opportunities and how the variety of models and deals on offer can serve to level up practice and personal performance. In this...Ep.125: Support Structure with Vince Fertitta, President of Wealth Management, Sanctuary Wealth
The trend towards advisor independence isn’t slowing, yet how independence is defined is taking on decided shifts. To meet advisors where they are at with their practice needs and entrepreneurial aspirations, firms are providing a spectrum of independent options that...Ep.124: The Value Proposition with Rich DeSalvo – CEO of f3Logic, a Gallagher Company
Building a practice which successfully carves a niche space within the financial services industry is an incredible achievement, and one all practitioners should aspire to. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Rich...Ep.123: Get to Work
The pendulum in the labor force has swung in the other direction as current market conditions and staffing contractions at large firms have caused a recent influx of high-quality talent into the labor pool. In this episode of Advisor Talk, Elite Consulting Partners...Ep.122: Playing the Long Game with Scott Curtis, President Private Client Group – Raymond James
Legacy achievement and a place of presence in financial services is a hard-won industry honor. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Scott Curtis, President, Private Client Group at Raymond James for a candid...Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube
