Client Service Associates (CSA) are an essential team member of the best, and most profitable, advisory firms. The role of the CSA goes beyond paperwork and, when executed properly, is a vital component to building client rapport and fostering long-term...
Many financial services firms leverage recruiting junior advisors as a growth strategy for their business while struggling to counteract the low success rate these financial advisor newcomers will experience. In this episode, Elite Consulting Partners CEO Frank LaRosa...
Surrounding yourself with professionals who share your business vision, embrace a philosophy of positivity, and foster inspired action can create immeasurable success in your business and your life. In this episode, Elite Consulting Partners CEO Frank LaRosa shares...
Twas the night before Christmas and not a creature was stirring – except Elite Consulting Partners CEO Frank LaRosa and his right-hand man Dale Dempsey recording their latest podcast episode. Listen and learn about core values and the step-by-step process and...
Why is it important to keep your foot on the gas in December to drive your business forward? As Elite Consulting Partners CEO Frank LaRosa explains in this episode, evaluating your practice at the end of the year is essential to long-term success. From the processes...
How can holiday greetings and gifts for your clients impact your business? Elite Consulting Partners CEO Frank LaRosa explains how to set yourself apart with your corporate holiday gifts and details the logistics, gift items, and special touches that matter most while...
