Watch For The Waves - The Effect of COVID on Financial Services

Advisor Talk with Frank LaRosa · Nov 12, 2020 · 18m

There has been one predominant effect of COVID on the financial services industry which is poised to have ripple effects in the months and years to come and that is the impact of work from home policies at larger firms. Large firms are essentially training their W-2 advisors on how to go independent without realizing the financial upside that independence offers. In this episode, Elite Consulting Partners CEO Frank LaRosa and his COO Dale Dempsey dive deep into the issue.

Insights which the duo offer include:

*how working from home measures have changed advisor efficiency even in the midst of…