Latest / Advisor Talk with Frank LaRosa
Behind the Wheel - Strategies for Advisors on the Move
That is the very question Elite Consulting Partners CEO Frank LaRosa tackles in this special Behind the Wheel episode of the Advisor Talk podcast. Listeners will join Frank on the road as he travels through Florida visiting clients while carving out time to share his significant expertise on this important topic.
Key points Frank covers in the episode include:
*a step-by-step breakdown of the actions an advisor needs to take after saying yes to a new firm partner in order to ensure a successful move.
*practical business operations and marketing considerations to tackle now in order to achieve…
The skinny
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