Leaving Your Firm? What Advisors Wish They Knew
About this episode
Frank LaRosa and Stacey Frank discuss the common surprises and miscalculations financial advisors face when leaving their firms.
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. What do financial advisors wish they knew before leaving their firm? After moving hundreds of advisors over 30 years, Frank LaRosa, CEO of Elite Consulting Partners has seen the same surprises, miscalculations, and missed opportunities come up again and again, and in this episode he and Stacey Frank lay all of it out.
People in this episode
Host: Frank LaRosa
Guest: Stacey Frank
Topics covered
- financial advisor transitions
- recruiting
- long-term growth strategy
- firm departure
- advisor insights
Keywords
- financial advisors
- firm transition
- miscalculations
- opportunities
- growth strategy
Mentioned in this episode
Organizations: Elite Consulting Partners
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