Latest / Advisor Talk with Frank LaRosa
Insights from Our Top Episodes of 2024
This episode dives into pivotal themes, including:
Insights from Scott Curtis, COO of Raymond James Financial, on the importance of flexibility and continuous learning, including how to navigate AI advancements and shifting practice valuations.
A breakdown of the discussion with Vince Leto on the fundamentals of becoming an RIA, weighing the pros and cons of independence, and understanding the hidden costs and liabilities of running your own firm.
Strategies for building a high-performing team, optimizing processes, and making tough decisions about staff and business operations to accelerate…
The skinny
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