Advisor Talk with Frank LaRosa

The More Things Change . . .


Listen Later

In this episode, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey analyze the W-2 model trend within the independent space, its implications, and the indications that though some things may change in financial services some things continue to remain the same.

Topics covered in the conversation include:
*the progression of the independent space and how it has driven the need for a W-2 option for advisors attracted to the independent model yet preferring the security of the W-2 space.
*the benefits and pay structure impacts of the W-2 model and the advisor specific nature of whether to go 1099 or W-2.
*the practice operations flexibility still available to advisors who choose the W-2 option within the independent space.
*accounting considerations that matter as it relates to both W-2 and 1099 models.

The W-2 models that are emerging in the independent space are not new. And yet, having a W-2 option available is a wise integration for independent firms as 1099 status isn't right for every advisor.

Advisors listening will benefit from Frank and Dale's analysis and should use this episode as a checkpoint as to what model will work best for them personally.

...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

3,366 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Founders by David Senra

Founders

1,906 Listeners

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

Invest Like the Best with Patrick O'Shaughnessy

2,316 Listeners

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

Capital Allocators – Inside the Institutional Investment Industry

802 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,357 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

118 Listeners

Build with Leila Hormozi by Leila Hormozi

Build with Leila Hormozi

881 Listeners

Firm Transitions with Corey Walen by Corey Walen

Firm Transitions with Corey Walen

9 Listeners