Latest / Advisor Talk with Frank LaRosa
Watch Your Back - Beware of Hidden Competition
Financial advisors are well aware of their traditional competition, be it advisor vs. advisor or W-2 vs. independent. However, few advisors are aware of a new competitor lurking just in the shadows yet already working hard to take their piece of the client asset pie. In this episode, Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey expose the newest competitor in the wealth management space - large payroll companies such as ADP and Paychex - and pull back the curtain on the tactics these large service providers are using to solidify their wealth management market position…
The skinny
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