Latest / Advisor Talk with Frank LaRosa
You Started a BD or RIA - Now What?
That's where this episode of Advisor Talk bridges the gap. Listen as Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey breakdown the strategic action steps a RIA or broker-dealer need to take in order to attract and retain the right advisory talent to build a successful enterprise.
Topics covered include:
*the importance of preparing a business plan when establishing your RIA or broker-dealer and using it is as your playbook when evaluating opportunities for growth.
*the pitfalls of the 'what's in it for me' mindset of broker-dealer and RIA owners, how this inhibits…
The skinny
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