This Market Won't Last Forever: Why Advisor Deals Are at an All-Time High

Advisor Talk with Frank LaRosa · Jul 23, 2026 · 24m

Frank LaRosa has been in this business for thirty-two years and he says he has never seen deals like this.

Frank opens by explaining why he cannot see how financial advisor transition deals get any more lucrative than they are right now. Stacey backs that up with the numbers, pointing out that deals sitting at 100 percent of trailing twelve or 100 basis points today were only 40 or 50 just four or five years ago. That is not an opinion, it is math.

From there, the conversation turns personal. Frank talks candidly about being in his mid-fifties and watching people his age face serious health…