Latest / Advisor Talk with Frank LaRosa
Greatest Hits: The $9 Million Gap - When Money IS the Reason to Move
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank take a hard look at why advisors with high AUM and lower revenue are sitting on one of the most powerful negotiating positions in the market right now, and why too many of them are walking away from life changing money without a good reason.
Frank breaks down the unicorn recruit concept, how asset based transition deals are creating massive opportunities for advisors whose AUM far outpaces their revenue, and why the transition window right now is unlike anything the industry has seen in decades.
He also explains why advisors…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.