Elite Consulting Partners CEO Frank LaRosa was quoted in the Financial Planning article, “Raymond James pumps out recruiting loans. Will advisors bite?”.
Elite Consulting Partners CEO Frank LaRosa shares his opinions on firms leading the way since the financial crisis in a Voices article, “Why Raymond James, Stifel gain ground at wirehouses’ expense”.
Cohesive branding and messaging is an important component of any financial services company and their success. A disconnect in these fundamental principles can lead to staff and client confusion that creates a ripple effect of negativity which can spread to all areas of a business.
Game Changer – Summit Brokerage Up-Levels Their Business Strategy By Joining Cetera Advisor Networks
Summit Brokerage last week announced their decision to shutter broker-dealer operations and roll-up as a Region into Cetera Financial Group’s Cetera Advisor Networks.
Mergers and acquisitions in the RIA space are occurring at a record pace that has proved to be a driving force in the evolution of financial services as we know it.
Line of Succession – How DUAL-MONETIZATION(TM) and Other Succession Programs Attract Talent Young and Old
Succession programs are one of the most efficient ways for a firm to acquire young talent while honoring the work of the older advisor.