26 episodes

The Financial Advisor’s Advisor podcast was created by Elite Consulting Partners President and CEO Frank LaRosa to give guidance and advice on a host of different topics all centered around the financial advisor, RIA, and other practitioners. Frank’s advice will cover topics likes practice management, business ownership, transition to another firm, technology, wire-house firms, regional firms, independent firms, RIA’s, the M&A side of the business, and any other topics relevant to being a financial advisor in the wealth management business. Frank’s goal and the goal of his Elite Consulting Partners team is now – as ever – to be the Financial Advisor’s Advisor!

The Financial Advisor's Advisor Elite Consulting Partners

    • Management
    • 4.6, 19 Ratings

The Financial Advisor’s Advisor podcast was created by Elite Consulting Partners President and CEO Frank LaRosa to give guidance and advice on a host of different topics all centered around the financial advisor, RIA, and other practitioners. Frank’s advice will cover topics likes practice management, business ownership, transition to another firm, technology, wire-house firms, regional firms, independent firms, RIA’s, the M&A side of the business, and any other topics relevant to being a financial advisor in the wealth management business. Frank’s goal and the goal of his Elite Consulting Partners team is now – as ever – to be the Financial Advisor’s Advisor!

Customer Reviews

4.6 out of 5
19 Ratings

19 Ratings

WFCLurker ,

Great 15 minutes

Sounds like Wall Street Jim Florentine, great listen for advisors curious or serious about exploring alternatives

LWD1017 ,

Great advise !!!

I’ll be going to get my NEW mailbox tomorrow....I’d like to make more money too...

Katsabanis ,

The Advisor's podcast

Anyone in the industry owes it to themsleves to tune in. Frank and Dale are a powerhouse of information.

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