About this episode

The episode discusses the implications of financial advisors selling a minority stake in their practice and the potential loss of control that may accompany such decisions.

dvisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Should financial advisors sell a minority stake in their practice? A growing number of broker-dealers, RIAs, and private equity-backed firms are offering financial advisors the opportunity to sell 10% to 30% of their business through “sell and stay” deals.

People in this episode

Host: Frank LaRosa

Topics covered

• financial advisor transitions
• selling minority stake
• broker-dealers
• RIAs
• private equity
• sell and stay deals

Keywords

• financial advisors
• minority stake
• broker-dealers
• RIAs
• private equity
• sell and stay

Mentioned in this episode

Organizations: Elite Consulting Partners

More episodes of Advisor Talk with Frank LaRosa

• Know What You're Saying No To | The Ameriprise Truth with Brian Mora · April 23, 2026 · 27 min
• No Jerks Allowed | Raymond James' Philosophy for Financial Advisors · April 16, 2026 · 29 min
• The $9 Million Gap: When Money IS the Reason to Move · April 9, 2026 · 31 min
• Leaving Your Firm? What Advisors Wish They Knew · April 2, 2026 · 26 min
• Stop Waiting: Your Deferred Comp is a Trap · March 26, 2026 · 32 min
• Special Edition: How Financial Advisors Should Be Thinking About AI · March 23, 2026 · 52 min

Explore listener stats, chart rankings, contacts and more on the Advisor Talk with Frank LaRosa podcast page.