Latest / Advisor Talk with Frank LaRosa
The $9 Million Gap: When Money IS the Reason to Move
Sometimes the money IS the right reason.
And pretending otherwise might be the most expensive mistake you ever make.
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank challenge the conventional wisdom around advisor transitions and make the case that when the difference between two firms is not a few thousand dollars but millions, the economics have to come into play.
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…
The skinny
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