Advisor Talk with Frank LaRosa Elite Consulting Partners

When buying, selling, or transitioning a financial advisory practice it is vital to have a focused, specialized plan in place in order to produce great outcomes.

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 long-term success and fulfillment.

In this week's episode of Advisor Talk, Frank LaRosa is joined by Jodi Perry, the new National Head of Advisor Recruiting at Raymond James. With over 30 years of experience at Raymond James, Perry is passionate about recruiting and aims to leverage her expertise to enhance the firm's recruitment strategies.

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 performance in real-time.

In this week's episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President for Elite Consulting Partners. Together, the dynamic duo explores the significance of KPI's in achieving a successful practice. KPI's, or Key Performance Indicators, serve as vital benchmarks for measuring various aspects of a business's performance. They provide key insights into the health and progress of a practice by quantifying critical areas such as client acquisition, retention rates, revenue growth, and operational efficiency.

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 are shaping the future of financial services, and what advisors should be doing themselves if they are looking to get ahead of the curve.

In this week's Hot Mic episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President for Elite Consulting Partners. Together, the power duo explores the reevaluation of the traditional 9 to 5 work week, emphasizing the necessity of putting in extra hours to achieve your goals. They discuss the vital commitment to success, highlighting how actions speak louder than words, and delve into the abundant opportunities and wealth available to advisors who are willing to put in the work.

There is an unsettling reality faced by many advisors across the industry, as decisions and acquisitions are increasingly made on their behalf, eroding their sense of control over their businesses.

In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined on the show by Elite’s very own Executive Vice President, Stacey Frank. Together, the dynamic duo sheds light on the current trend of significant acquisitions reshaping the independent financial advisor landscape. As smaller firms are swallowed up by large institutional entities, Frank and Stacey emphasize the enduring value of smaller firms and the importance of preserving their unique qualities.