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The Financial Advisor’s Advisor Podcast
The Financial Advisor’s Advisor podcast was created by Elite Consulting Partners President and CEO Frank LaRosa to give guidance and advice on a host of different topics all centered around the financial advisor, RIA, and other practitioners. Frank’s advice will cover topics likes practice management, business ownership, transition to another firm, technology, wire-house firms, regional firms, independent firms, RIA’s, the M&A side of the business, and any other topics relevant to being a financial advisor in the wealth management business . Frank’s goal and the goal of his Elite Consulting Partners team is now – as ever – to be the Financial Advisor’s Advisor!
Online presence, in particular your website, is more important than many advisors give it credit for.Listen to the podcast
Ignorance is Bliss – The Top Ten Ways Advisors Make Mistakes That Result in Termination (Part 2 of a Two-Part Series)
Compliance for advisors gets trickier and trickier every day. No advisor is a compliance expert and many - unwittingly so - will find themselves in sticky situations which ultimately result in termination.Listen to the podcast
You’re Fired – Strategies and Lessons For The Recently Terminated Advisor (Part 1 of a two-part series)
You may think it will never happen to you, but as more and more advisors are discovering, being terminated by your firm is becoming an unpleasant reality for many.Listen to the podcast