Podcast Episodes
Back to SearchDid 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, 3 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, 4 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, 4 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, 4 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, 4 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, 4 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, 5 months ago
Collaboration Is Key - Utilizing A Mastermind Group To Maximize Your Business
Episode 28
Surrounding yourself with professionals who share your business vision, embrace a philosophy of positivity, and foster inspired action can create imm…
6 years, 5 months ago
The Season Of Giving - Gifting Your Business By Defining Your Core Values
Episode 27
Twas the night before Christmas and not a creature was stirring - except Elite Consulting Partners CEO Frank LaRosa and his right-hand man Dale Demps…
6 years, 6 months ago