The Advisor CEO: Why Most Advisors Never Become Business Owners

The Advisor CEO: Why Most Advisors Never Become Business Owners

June 18, 2026 · 22 min · Episode 282

About this episode

Frank LaRosa and Stacey Frank discuss the challenges financial advisors face in transitioning to business owners and CEOs.

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. Why do so many advisors say they want to scale yet never become true business owners? Frank LaRosa and Stacey Frank sit down for a quick paced conversation about the transition from practitioner to business owner to CEO and the uncomfortable changes that transition actually demands.

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