Advisor Talk with Frank LaRosa Elite Consulting Partners

Contrary to common belief, achieving independence as a Registered Investment Advisor (RIA) involves more than just financial considerations and a desire to run your own business.

In this week’s edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes back into the studio Vice President and Managing Director of Elite Consulting Partners, Stacey Frank. Together they unravel the intricacies of the term 'RIA', shedding light on the multifaceted journey to independence.

For financial advisors looking to attract and retain high-net-worth clients, having a team with a wide repertoire of skills is essential.

In this week’s edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa continues his conversation from last week’s episode with Russ Jones, the Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group. Together, the three industry experts highlight Lincoln Financial Advisors' effective blueprint for introductions, their unique collaboration approach, and why these factors enable Lincoln to not only attract but retain high-net-worth clients.

For financial advisors looking to grow their AUM, learning how to attract and retain high-net-worth clients is essential.

In this week’s edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes into the studio Russ Jones, the Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group. Together, the trifecta discusses a wide range of topics, including comprehensive financial planning, mergers and acquisitions, and catering to high-net-worth clients.

There is a common tendency for financial advisors to make hasty decisions when making a transition based on perceived immediate gain. While this may be tempting, it is often not always the best choice.

In this week’s edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is once again joined by Elite’s Vice President and Managing Director, Stacey Frank. Together, they dive into the intricacies of making an informed transition decision as a financial advisor and uncover the mistakes advisors can make by being lured by enticing but potentially misleading opportunities, which they call shiny objects.

For financial advisors, finding the perfect firm partner fit for your personal, professional, and practice goals begins with self-discovery. And there is no one in the industry who is better at guiding advisors through this process than Elite Consulting Partners’ very own, Stacey Frank, who Elite’s CEO Frank LaRosa welcomes back to the studio for this week’s episode of Advisor Talk.

Together, they discuss the importance of understanding what independence truly means to you as an advisor.

If you want to have success in financial services, there is one often overlooked strategy that is essential and that is a commitment to Core Values.

In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes to the studio Elite’s Vice President and Managing Director, Stacey Frank. Together, they discuss the reasons why Elite Consulting Partners has made dedication to Core Values central to the firm’s culture, and why you should be implementing Core Values of your own into your practice.