Key Highlights:-How long it really takes to prepare and execute a successful move.-What you can - and can't - say to clients during a transition.-The emotional cost of waiting too long to leave.-Why your assistant should be part of the due diligence process.-Using the transition conversation to grow your book of business.-Legal tips for navigating non-protocol firms.-The value of having a transition project manager on your team.Whether you're planning a move next month or just starting to consider your options, this episode provides actionable insights and firsthand advice from industry veterans who have seen it all.Ready to talk? Reach out to Stacey at Stacey@EliteConsultingPartners.com.

Key Highlights: -How long it really takes to prepare and execute a successful move. -What you can - and can't - say to clients during a transition. -The emotional cost of waiting too long to leave. -Why your assistant should be part of the due diligence process. -Using the transition conversation to grow your book of business. -Legal tips for navigating non-protocol firms. -The value of having a transition project manager on your team. Whether you're planning a move next month or just starting to consider your options, this episode provides actionable insights and firsthand advice from industry veterans who have seen it all. Ready to talk? Reach out to Stacey at Stacey@EliteConsultingPartners.com.

Inside the Transition: What Really Happens When Advisors Moves

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 Inside the Transition: What Really Happens When Advisors Moves

Sign up to save your podcasts

Inside the Transition: What Really Happens When Advisors Moves

Inside the Transition: What Really Happens When Advisors Moves

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