Latest / Advisor Talk with Frank LaRosa
Greatest Hits: Stop Waiting - Your Deferred Comp is a Trap
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down why 2026 may be the most opportune time in recent memory for financial advisors to evaluate a firm transition and why deciding not to decide is still a decision with real financial consequences.
Frank walks through why transition packages have reached historic highs, what is driving firms to be so aggressive in recruiting top advisors, and what advisors should actually be evaluating when they consider a move.
He also breaks down the real math behind W2 versus 1099, the tax advantages most advisors overlook when going…
The skinny
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