Latest / Advisor Talk with Frank LaRosa
The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
Topics include:
*The importance of having a clear understanding of what independence means to you so that you can find a firm partner that meets your unique needs.
*An explanation of the varying levels of independence available to advisors, and the differences between the models depending on how much autonomy advisors are seeking.
*How each independent channel has unique differences that can impact your practice and why it's crucial to understand these differences to make an informed decision when considering a transition opportunity.
Through listening to this episode, financial advisors will…
The skinny
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