Advisor Talk with Frank LaRosa Elite Consulting Partners

As the trend of advisor moves to independence remains dominant in the industry, firms have responded to the call by developing a spectrum of models which provide tools, support, and resources to meet the advisor where they are at in terms of their goals for practice growth. One such model is the LPL Strategic Wealth Services offering, which continues to gain notice in the industry. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa discusses with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial about how the Strategic Wealth Services model has evolved and the positive impacts it has realized for advisors utilizing its capabilities.

Financial advisors and entrepreneurs alike, it’s time to buckle your seatbelts for this fast-paced episode of Advisor Talk as Elite Consulting Partners CEO Frank LaRosa is joined by Leadership Expert/Trainer, Author, and Retired US Navy SEAL Stephen Drum for a conversation that focuses in on what it means to be a successful leader.

As more advisors continue to gravitate to independent models, the ability to efficiently scale practices for growth has become paramount. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa speaks with the CEO of Signature Wealth Group, Chip Munn, about how the current conditions in the financial services industry have aligned to create the perfect opportunity for firms to break down the mold of the past to create a new paradigm for practice growth and efficiency.

Change is inevitable, especially in the financial services industry. Advisors can either do everything in their power to keep up with the pace of things or be left behind. In this special Behind the Wheel episode of the Advisor Talk podcast, Elite Consulting Partners CEO Frank LaRosa gets real with listeners on the trends impacting the financial services industry and offers his projections on the impacts we can anticipate in the months ahead.

The transformation, change, and growth that advisor moves to independence has fostered within the financial services industry is undeniable. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by fellow industry veteran and thought leader Ed Harrington, Oppenheimer’s Executive Vice President – Private Client Division, for a conversation that evaluates and applies the lessons and opportunities found within that trend. Informed through the lens of the Oppenheimer legacy, the subjects covered by Frank and Ed are both informative and insightful.

There is no denying that volatile markets have created a financial services battle ground and to navigate these uncertain times successfully, advisors are compelled to change their thinking when it comes to practice operations and client engagement. Achievement is no longer guaranteed and to win not just the battle but the war, financial advisors must take a hard look at their procedures and embrace the tactics and techniques that assure victory on the new financial services playing field.