As the financial services industry witnesses a significant shift with advisors transitioning into the W2 space, it becomes increasingly crucial for practitioners to recognize that entitlement and a lack of trust between you and your employees can pose a formidable...
The clock’s ticking, and when it comes to the fast-paced realm of M&As, both buyers and sellers must learn to set realistic expectations regarding the price of what a practice is actually worth. In this week’s special Hot Mic episode of Advisor Talk, Elite...
With more and more financial advisors migrating to independence, it is more crucial than ever to completely understand the nuances and benefits of this shift. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Chris Shaw,...
Social media is here to stay, and it’s time for advisors to start taking advantage of the marketing opportunity it presents. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by our CMO, Tina Beck, for the second installment of...
There is a common tendency for financial advisors to make hasty decisions when making a transition based on perceived immediate gain. While this may be tempting, it is often not always the best choice. In this week’s edition of Advisor Talk, Elite Consulting Partners...
Contrary to common belief, achieving independence as a Registered Investment Advisor (RIA) involves more than just financial considerations and a desire to run your own business. In this week’s edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa...
