Latest / Advisor Talk with Frank LaRosa
The Advisor CEO: Why Most Advisors Never Become Business Owners
Scaling sounds great until you find out what it costs you.
Every advisor wants the high multiple. Far fewer want the version of themselves required to earn it.
Frank LaRosa and Stacey Frank tackle the transition that trips up most advisors, the move from doing the work to owning the business to leading it as a CEO. The dream is an enterprise level practice. The obstacle is that the advisor is still the one holding every relationship and refusing to let go.
In this conversation they get into why advisors resist building real infrastructure, why holding onto clients forever quietly limits the…
The skinny
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