Podcast Episodes
Back to SearchTalk to Me - Are You Communicating Effectively During The COVID-19 Crisis?
Episode 37
It is not the time to field client calls, it's the time to make client calls as Elite Consulting Partners CEO Frank LaRosa explains while offering up…
6 years, 1 month ago
Proceed With Caution - The Pitfalls of Private Equity
Episode 36
Is Private Equity money tempting you? Elite Consulting Partners CEO Frank LaRosa advises that it is best to think twice, as the pressures of taking a…
6 years, 1 month ago
Process Over Percentage is What Keeps Your Business Up When Markets Are Down
Episode 35
Have you presented yourself to your clients as an asset manager? You may find yourself on the outside looking in when the market turns. Process, and…
6 years, 1 month ago
Did You Do The Math? The Tax Implications of W-2 Vs. 1099 Deals
Episode 34
It’s about what you keep, not what you get. The W-2 vs.1099 impact – which one is best for you? In this episode, Elite Consulting Partners CEO Frank …
6 years, 2 months ago
Making An Impression - The Latest News On The Firms, Strategies And Deals Making An Impact
Episode 33
It's been a notable few weeks in financial services with a number of newsworthy firms going public with information on the deals and strategies which…
6 years, 2 months ago
Hot Mic - The Flip Side: The Real 'Why' Behind The Morgan Stanley Acquisition Of E-Trade
Whenever there is a big merger in financial services, there is the told and untold story behind the reasons why. In this special Hot Mic Episode, Eli…
6 years, 2 months ago
The Big Reveal: Unboxing The Experience - Designing Meaningful Follow-up Rituals To Create Business Momentum
Episode 32
Whether you are a firm in the process of recruiting a new advisor or an advisor actively engaging a new client, the impression you create in order to…
6 years, 2 months ago
Knowing What Matters - Clarify Your Process For Client Retention Success
Episode 31
There is one certainty in financial services and that is markets will go up and markets will go down. For firms attempting to balance their business …
6 years, 2 months ago
The Customer Is King - Empower Your Client Relationships By Hiring a Client Service Associate
Episode 30
Client Service Associates (CSA) are an essential team member of the best, and most profitable, advisory firms. The role of the CSA goes beyond paperw…
6 years, 3 months ago
The Next Generation - Training and Mentoring Junior Advisors
Episode 29
Many financial services firms leverage recruiting junior advisors as a growth strategy for their business while struggling to counteract the low succ…
6 years, 3 months ago