LPL Financial’s Strategic Wealth Services model has achieved exponential growth with financial advisors who are looking to break-away and run their own practices within a supported independent framework.  In this episode of Advisor Talk, Elite Consulting...
In this episode, Elite Consulting Partners CEO Frank LaRosa is once again joined by Brian Neville, Founding Partner of Lax & Neville, for the legal perspective series, tackling some of the most common legal issues confronting transitioning advisors. The...
The legal nuances behind making a move to a new firm partner intimidate many an advisor, but it’s time to move past that block. In this first episode in Advisor Talk’s Legal Perspective Series, Elite Consulting Partners CEO Frank LaRosa is joined by Brian...
Advisors, particularly in the W-2 space, are having the heat turned up on them and they don’t even realize it. The question is, how? In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey provide the answer to that...
For advisors considering making a move to a new firm partner, approaching each transition opportunity comprehensively and relying on expert insight to guide the transition process are two vital elements to ensure the right firm partner fit. In this episode of Advisor...
The current market correction being experienced in financial services makes it even more important that financial advisors take the right actions to protect – if not grow – their practice. But, what action should an advisor take first? In this...
