Advisor Talk with Frank LaRosa

Smart Solutions for Advisors Nearing Retirement


Listen Later

Key takeaways from today’s episode include:

  • Why selling your business to a larger enterprise may not solve your operational challenges - and how to avoid becoming a W-2 employee again.
  • The importance of maintaining control over your practice and building a structure that aligns with your goals.
  • How to surround yourself with the right team and resources to achieve both personal and professional fulfillment.
  • Why it’s critical to explore all transition options - beyond outright sales - and how to identify the best fit for your needs.
  • Real-life anecdotes that illustrate the consequences of rushed decisions and the value of a strategic, consultative approach.

Frank and Stacey emphasize that the journey to a successful transition starts with understanding your motivations and exploring every possible avenue. They discuss the benefits of surrounding yourself with the right people, investing in leadership development, and using strategic planning to achieve both freedom and business growth. With Elite Consulting Partners as your guide, you can chart a path that ensures your long-term success while preserving your practice’s legacy.

Whether you’re contemplating retirement, scaling back, or simply looking to optimize your business, this episode is packed with valuable advice and strategies. Don’t miss this engaging and thought-provoking conversation!

...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

89 ratings


More shows like Advisor Talk with Frank LaRosa

View all
Founders by David Senra

Founders

2,105 Listeners

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

The Diamond Podcast for Financial Advisors

103 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,028 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

254 Listeners

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

The Perfect RIA

456 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,112 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

246 Listeners

My First Million by Hubspot Media

My First Million

2,642 Listeners

The Tony Sirianni Podcast by Tony Sirianni

The Tony Sirianni Podcast

7 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,830 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,551 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

107 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,040 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

502 Listeners