What’s the one question you should be asking every wealthy client or prospect that can bring in $50m in new assets? Find out in episode 18 of the Financial Advisor’s Advisor podcast. From increasing a firms assets and revenue to serving as a client retention tool, Elite Consulting Partners CEO Frank LaRosa outlines the ways in which lending can be utilized in the asset gathering mix to contribute to overall firm success.
Ep. 18: Leading With Lending And The $50 Million Question
