Podcast Episodes
Back to SearchGreatest Hits - Strong Culture Equals Strong Results with Stacey Frank, VP and Managing Director at Elite Consulting
Some of the topics discussed include:
* A summary of Stacey Frank’s unique background in psychology and education, and how it enables her to build dee…
2 years, 5 months ago
Greatest Hits - Dominate the Marketing Game with Tina Beck , President – Elite Marketing Concepts
Topics discussed in this episode include:
New marketing and technology trends within the financial services industry.
The social media strategies you n…
2 years, 6 months ago
Exit Mastery - Unveiling the Secrets
Episode 157
Show highlights include:
*The universal importance of exit planning
*An exploration of the psychological aspects behind the decision of why someone cho…
2 years, 6 months ago
Greatest Hits - Becoming a Leader with Ray Kelly
Topics discussed include:
* Tactical strategies that you can implement right now to become a stronger leader.
* Why leadership qualities are more impor…
2 years, 6 months ago
Unleash Your Potential Through Visualization
Episode 156
Show highlights include:
*The significance of team building activities in cultivating a positive and productive workplace.
*The power that a vision boa…
2 years, 6 months ago
To Be an RIA, or Not to Be an RIA
Episode 155
Show highlights include:
*Common misconceptions advisors have about going independent.
*A breakdown of the complexities of becoming an RIA, including l…
2 years, 7 months ago
Mergers, Acquisitions, and High Net Worth – Part 2 – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
Episode 154
*A breakdown of strategies that have proven to be successful for attracting and retaining high-net-worth clients.
*Why a culture that fosters collabor…
2 years, 7 months ago
Mergers, Acquisitions, and High Net Worth – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
Episode 153
Show highlights include:
* The value of cultivating long-term client relationships and the role of M&A services in facilitating successful business t…
2 years, 7 months ago
Don’t Get Distracted By Shiny Objects – with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
Episode 152
Show highlights include:
*The importance of not being drawn into hasty decisions when making a move to a new firm partner, based on emotion, or tempti…
2 years, 7 months ago
The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
Episode 151
Topics include:
*The importance of having a clear understanding of what independence means to you so that you can find a firm partner that meets your …
2 years, 8 months ago