Latest / Advisor Talk with Frank LaRosa
What's Behind Your Name? Why Most Financial Advisors Get Rebranding Wrong
Your firm name is not just a label.
It is the brand people search for, refer and remember.
And most advisors get it wrong.
In this solo episode, Frank LaRosa pulls back the curtain on the naming conversations he has with breakaway advisors every week. Many default to their last name without realizing it can scare off the very advisors they hope to recruit. Others fall for a name that sounds great until a quick search turns up an identical practice down the street.
Frank explains why your name carries far more weight once you are independent than it ever did inside a wirehouse, where clients…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.