Podcast Episodes
Back to SearchLegal Perspective Series - with Brian Neville, Founding Partner of Lax & Neville
Episode 88
In particular, this episode focuses on client solicitations when making a move. Topics covered by Frank and Brian include:
4 years, 2 months ago
The Slow Boil
Episode 87
Learn directly from Frank and Dale key insights such as:
*how deferred compensation can be used by firms as a tool to restrain advisors from making a …
4 years, 2 months ago
Your Questions Answered!
Episode 86
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey provide exactly that thought leadership, offer…
4 years, 2 months ago
Double Down on Service
Episode 85
In this episode, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey educate their listener on the specifics of why focusing on cli…
4 years, 2 months ago
Legal Lessons for Advisors Making a Move
Episode 84
Topics covered in the conversation include:
*best practices, from a legal perspective, for transitioning a book of business and how to avoid making un…
4 years, 4 months ago
The Future is Now - Plan Ahead for a Successful 2022
Episode 83
Topics covered include:
*Why it is important to evaluate whether your current firm partner is still the right partner for you.
*How to capitalize on ne…
4 years, 6 months ago
'Tis The Season To Hit The Bid
Episode 82
Key insights Frank and Dale cover include:
*Why year-end AUM, head count, and other revenue targets drive the deal making decisions of firms during Q4…
4 years, 7 months ago
Entrepreneurial Explosion - The New Advisor Mindset
Episode 81
Key points covered in the conversation include:
*the strategic and empirical differences between a practitioner, a business owner, and an entrepreneur…
4 years, 7 months ago
Power Podcast - Practice Growth by CPA
Episode 80
Key points from the conversation include:
*CPA acquisition as a client information and referral source.
*Structuring a CPA acquisition deal to provide …
4 years, 8 months ago
Wirehouse Wave - Why W2 to W2 Moves Are Increasing
Episode 79
There is a lot of activity as of late when it comes to advisors moving from wirehouse to wirehouse. In fact, it is a trend Elite Consulting Partners …
4 years, 8 months ago