What does looking both ways before you cross the street have to do with planning your transition? Everything, as Elite Consulting Partners CEO Frank LaRosa explains in this episode of 'The Financial Advisor's Advisor' where he shares the methodology by which a financial advisor can filter out the noise, avoid falling prey to shiniest sales pitch, and make their transition based on sound business reasoning as to what makes the best firm partner. Learn more at <a href="http://www.eliteconsultingpartners.com/">www.eliteconsultingpartners.com</a>. Visit us on YouTube. #EliteConsultingPartners #FrankLaRosa #FinancialAdvisorsAdvisor #Recruiting #FinancialServices #FinancialAdvisor #WealthManagement #RIA #Hybrid #Wirehouse #Success #Entrepreneur

What does looking both ways before you cross the street have to do with planning your transition? Everything, as Elite Consulting Partners CEO Frank LaRosa explains in this episode of 'The Financial Advisor's Advisor' where he shares the methodology by which a financial advisor can filter out the noise, avoid falling prey to shiniest sales pitch, and make their transition based on sound business reasoning as to what makes the best firm partner.Learn more at www.eliteconsultingpartners.com.Visit us on YouTube.#EliteConsultingPartners #FrankLaRosa #FinancialAdvisorsAdvisor #Recruiting #FinancialServices #FinancialAdvisor #WealthManagement #RIA #Hybrid #Wirehouse #Success #Entrepreneur

What does looking both ways before you cross the street have to do with planning your transition? Everything, as Elite Consulting Partners CEO Frank LaRosa explains in this episode of 'The Financial Advisor's Advisor' where he shares the methodology by which a financial advisor can filter out the noise, avoid falling prey to shiniest sales pitch, and make their transition based on sound business reasoning as to what makes the best firm partner. Learn more at&nbsp;<a href="http://www.eliteconsultingpartners.com/" rel="noopener noreferrer">www.eliteconsultingpartners.com</a>. Visit us on YouTube. #EliteConsultingPartners #FrankLaRosa #FinancialAdvisorsAdvisor #Recruiting #FinancialServices #FinancialAdvisor #WealthManagement #RIA #Hybrid #Wirehouse #Success #Entrepreneur

Buyer Beware - Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner

Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.

Share Buyer Beware - Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner

Sign up to save your podcasts

Buyer Beware - Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner

Buyer Beware - Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner

More shows like Advisor Talk with Frank LaRosa

Founders

The Diamond Podcast for Financial Advisors

Wall Street Breakfast

Small Business Tax Savings Podcast

The Perfect RIA

The Compound and Friends

Kitces and Carl - Real Talk for Real Financial Advisors

My First Million

The Tony Sirianni Podcast

All-In with Chamath, Jason, Sacks & Friedberg

Barron's Streetwise

Barron's Advisor

The Efficient Advisor: Tactical Business Advice for Financial Planners

The Morgan Housel Podcast

BG2Pod with Brad Gerstner and Bill Gurley