Podcast Episodes
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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, 4 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, 6 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, 8 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, 8 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, 9 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, 9 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, 10 months ago
RIA Boom - An Interview with Nathan Stibbs, President & CSO - Continuum Advisory LLC
Episode 78
Learn from these two industry insiders what makes the RIA space so compelling to advisors today, including:
*RIA model growth as a direct corollary be…
4 years, 10 months ago
Build Your Business For Success - An Interview with Michelle Seiler Tucker, CEO, Seiler Tucker
Episode 77
Subjects covered by Frank and Michelle's include:
*How to use Michelle's proprietary GPS Exit Model to define where you want your business to go, and …
4 years, 11 months ago
Road Warrior - An Unfiltered Financial Services Discussion
Episode 76
In this week's episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa takes his podcast on the road and shares his candid and insightful…
4 years, 11 months ago