Latest / Advisor Talk with Frank LaRosa
Stop Waiting: Your Deferred Comp is a Trap
Waiting sounds reasonable. Until you run the numbers.
Protect what you have built. Let the deferred comp vest. Move when the timing is right.
But is waiting actually costing you more than you realize?
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down why 2026 may be the most opportune time in recent memory for financial advisors to evaluate a firm transition and why deciding not to decide is still a decision with real financial consequences.
Frank walks through why transition packages have reached historic highs, what is driving firms to be so aggressive in recruiting…
The skinny
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