Advisor Talk with Frank LaRosa

Behind the Wheel – Advisors Pay Attention


Listen Later

During choppy markets, many advisors get the impression that firms shy away from handing out lucrative transition deals, but this couldn’t be any further from the truth. In today’s Behind the Wheel episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa breaks down how current market conditions translate into improved transition prospects for advisors.

 

Topics discussed include:

 

*The precise reasons why advisors looking to make a transition are in the power position when it comes to recruiting deals.

 

*How some firms utilize retirement plans to keep advisors from leaving, and how this gives advisors a false impression as to the state of the transition market.

 

*A detailed explanation of why going independent gives advisors the upper hand.

 

*Recruiting from the firm perspective during choppy markets and why it proves to be the go-to remedy for combating market conditions.

 

Use the lessons learned in this episode, apply them to your own situation, and then analyze whether current markets, combined with making a move, could prove advantageous to you and your practice. It is a season of opportunity for advisors and how you capitalize on it is in your hands!

...more
View all episodesView all episodes
Download on the App Store

Advisor Talk with Frank LaRosaBy Elite Consulting Partners

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

92 ratings


More shows like Advisor Talk with Frank LaRosa

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,369 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

938 Listeners

Founders by David Senra

Founders

1,938 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,322 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

804 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,389 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

99 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

The Tony Sirianni Podcast by Tony Sirianni

The Tony Sirianni Podcast

5 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Quantum Growth for Financial Advisors by Jonathan Kuttin

Quantum Growth for Financial Advisors

40 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

123 Listeners

Build with Leila Hormozi by Leila Hormozi

Build with Leila Hormozi

887 Listeners

Firm Transitions with Corey Walen by Corey Walen

Firm Transitions with Corey Walen

9 Listeners