What does looking both ways before you cross the street have to do with planning your transition? Everything, as Elite Consulting Partners CEO Frank LaRosa explains in this episode of ‘The Financial Advisor’s Advisor’ where he shares the methodology by which a financial advisor can filter out the noise, avoid falling prey to the shiniest sales pitch, and make their transition based on sound business reasoning as to what makes the best firm partner.
Ep.23: Buyer Beware – Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner
