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The Importance of Infrastructure in Creating Efficient Firms with Frank LaRosa
On this episode of Bridging The Gap, we are joined by Frank LaRosa, CEO of Elite Consulting Partners and Host of The Advisor Talk Podcast. Frank starts by sharing his journey from architecture into the financial services industry, and how he uses the same tactics he used to build his firm to help other advisors build their business.
Matt and Frank discuss operational efficiencies, and Frank shares his insights on the importance of infrastructure in businesses, the trend toward independence, and the common inefficiencies in many financial advisory and wealth management firms.
We dive into the ongoing trend of mergers and acquisitions in the industry, the rise of private equity firms, and the benefits of being an independent advisor. This episode wraps up with Frank sharing his thoughts around the advantages of automation in creation more capacity to help advisors serve their clients, as well as how we can use social media and branding to help firms and advisors attract new clients.
Frank LaRosa Bio:
Frank LaRosa, Chief Executive Officer of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa”, has achieved a distinguished career in financial services, spanning more than 25 years. Frank is a sought-after industry leader whose expert opinion is frequently quoted in publications including Barron’s, http://WealthManagement.com , Investment News, OnWallStreet, AdvisorHub, and Forbes Business Council.
Frank began his career in the business sector after graduating from Kean University with a B.S. in marketing. His resume includes financial advisor positions at Smith Barney and Prudential Securities, as well as Executive Director for Morgan Stanley.
In 2011, Frank launched his company Elite Consulting Partners, a transition consulting firm with a unique, advisor-first approach to recruiting, informed by Frank’s prominent positions within the financial industry. Under Frank’s leadership, Elite Consulting Partners has become the most prominent, successful, and well-respected recruiting firms in the industry.
Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:
www.mattreiner.com
YouTube
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By Matt Reiner
4.7
1313 ratings
On this episode of Bridging The Gap, we are joined by Frank LaRosa, CEO of Elite Consulting Partners and Host of The Advisor Talk Podcast. Frank starts by sharing his journey from architecture into the financial services industry, and how he uses the same tactics he used to build his firm to help other advisors build their business.
Matt and Frank discuss operational efficiencies, and Frank shares his insights on the importance of infrastructure in businesses, the trend toward independence, and the common inefficiencies in many financial advisory and wealth management firms.
We dive into the ongoing trend of mergers and acquisitions in the industry, the rise of private equity firms, and the benefits of being an independent advisor. This episode wraps up with Frank sharing his thoughts around the advantages of automation in creation more capacity to help advisors serve their clients, as well as how we can use social media and branding to help firms and advisors attract new clients.
Frank LaRosa Bio:
Frank LaRosa, Chief Executive Officer of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa”, has achieved a distinguished career in financial services, spanning more than 25 years. Frank is a sought-after industry leader whose expert opinion is frequently quoted in publications including Barron’s, http://WealthManagement.com , Investment News, OnWallStreet, AdvisorHub, and Forbes Business Council.
Frank began his career in the business sector after graduating from Kean University with a B.S. in marketing. His resume includes financial advisor positions at Smith Barney and Prudential Securities, as well as Executive Director for Morgan Stanley.
In 2011, Frank launched his company Elite Consulting Partners, a transition consulting firm with a unique, advisor-first approach to recruiting, informed by Frank’s prominent positions within the financial industry. Under Frank’s leadership, Elite Consulting Partners has become the most prominent, successful, and well-respected recruiting firms in the industry.
Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At:
www.mattreiner.com
YouTube
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