Latest / Advisor Talk with Frank LaRosa
Mad Libs for Advisors
Some of the key take-aways from Frank and Dale's discussion include:
*the many ways firms provide capital to advisors and how to evaluate whether the offer you may be receiving is too good to be true.
*crypto currency and why some advisors are trending towards the opportunity as part of their must-have firm partner criteria.
*opportunity, technology, compliance, and the role all three play in the 'you can't do that' versus 'you can't do that here' conversation between advisors and their firm partners.
*lending as a catalyst for providing clients with profitable and impactful solutions.
*how…
The skinny
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