About this episode

The episode discusses the economic factors influencing financial advisor transitions and the importance of negotiation for advisors with high AUM and lower revenue.

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. When should the economics of a transition deal be the deciding factor? Frank LaRosa and Stacey Frank take a hard look at why advisors with high AUM and lower revenue are sitting on one of the most powerful negotiating positions in the market right now, and why too many of them are walking away from life changing money without a good reason.

People in this episode

Host: Frank LaRosa

Guest: Stacey Frank

Topics covered

• financial advisor transitions
• negotiation
• recruiting
• AUM
• revenue
• transition deals

Keywords

• financial advisors
• transition deals
• negotiating positions
• AUM
• revenue
• life changing money

Mentioned in this episode

Organizations: Elite Consulting Partners

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