159: RIA 101 With Vince Leto

159: RIA 101 With Vince Leto

In today’s volatile financial services marketplace, many advisors talk about creating an RIA as if it is the one-size-fits-all solution for taking their practice to the next level.    In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank...
158: Break Free from Decision Fatigue

158: Break Free from Decision Fatigue

In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Elite’s Executive Vice President Stacey Frank to discuss a crucial aspect of professional decision-making – avoiding decision fatigue when making a move to a new firm. ...
157: Unleash Your Potential Through Visualization

157: Unleash Your Potential Through Visualization

While everyone has aspirations and sets goals, the journey from envisioning to achieving is a distinct and often challenging process that demands dedication, strategic planning, and perseverance. In this week’s edition of Advisor Talk, Elite Consulting Partners CEO...
156: To Be an RIA, or Not to Be an RIA

156: To Be an RIA, or Not to Be an RIA

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...
155: Mergers, Acquisitions, and High Net Worth – Part 2 – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group

155: Mergers, Acquisitions, and High Net Worth – Part 2 – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group

For financial advisors looking to attract and retain high-net-worth clients, having a team with a wide repertoire of skills is essential. In this week’s edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa continues his conversation from last week’s...