If you’re a financial advisor considering a transition to a new firm, understanding the company culture and work environment is crucial. A home office visit can provide invaluable insights to ensure you find the best fit for your professional growth and personal...
Unlock the secrets to thriving as a financial advisor! This week’s special live episode of Advisor Talk features the CEO of Elite Consulting Partners, Frank LaRosa, along with the CEO of Kuttin Wealth Management, Jon Kuttin, as the two longtime friends have a...
As a financial advisor, if you want to be able to navigate the marketplace effectively, it requires comprehensive research and expertise. In this week’s special live episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank,...
There is a clear trend across the financial services industry – an increasing emphasis on advisor mobility and career flexibility. This trend underscores the value placed on advisor autonomy and the ability to tailor one’s professional journey to achieve...
KPI’s can act as a crystal ball for your practice, providing invaluable foresight into upcoming trends, potential challenges, and opportunities for growth. By diligently monitoring KPI’s, you gain a comprehensive understanding of your practice’s...
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Scott Curtis – President, Private Client Group, Raymond James Financial. Together, the two long-time peers break down a number of current industry trends that...
