Podcast Episodes
Back to SearchMergers, 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, 5 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, 6 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, 6 months ago
The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
Episode 150
Show highlights include:
*How Elite uses our Core Values as a thermostat to measure and ensure that the decisions we are making are aligning with our …
2 years, 6 months ago
Dominate the Marketing Game with Tina Beck, President – Elite Marketing Concepts & CMO – Elite Consulting Partners
Episode 149
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
Supported Independence Success with David Karr, Chairman - Equitable Advisors
Episode 148
Topics discussed include:
* David Karr’s career legacy, including his journey from financial advisor to Chairman of Equitable Advisors.
* Why Equitable…
2 years, 7 months ago
Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
Episode 147
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, 7 months ago
Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners
Episode 146
Some of the topics discussed include:
2 years, 7 months ago
Tactical Growth with Nate Lenz - Co-Founder and CEO, Concurrent Advisors
Episode 145
Topics discussed include:
*A breakdown of the Concurrent Advisors value proposition, the firm’s evolution, and goals for the future.
*Why Concurrent…
2 years, 7 months ago
Becoming a Leader with Ray Kelly - Senior Vice President - Think2Perform
Episode 144
Topics discussed include:
* Tactical strategies that you can implement right now to become a stronger leader.
* Why leadership qualities are more impor…
2 years, 8 months ago