Advisor Talk with Frank LaRosa

Understanding the Process of Finding a New Firm


Listen Later

Topics covered include:

  • Why more conversations don’t always mean more clarity.
     
  • How to know when it’s time to stop looking and start deciding.
     
  • The role a strategic consultant plays in simplifying the firm selection process.
     
  • What really differentiates firms beyond compensation and tech.
     
  • The mindset shift needed to find your “forever firm.”

If you’re in transition or even just thinking about a potential move, this episode offers a candid look at the mistakes to avoid - and the process that actually works.

Listen now and be sure to subscribe on your favorite podcast platform. Want to connect with Frank and the team? Reach out at:
[email protected]
[email protected]
DM Frank on Instagram: @FrankLaRosa.Elite

...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
Masters in Business by Bloomberg

Masters in Business

2,178 Listeners

The Dividend Cafe by The Bahnsen Group

The Dividend Cafe

584 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,455 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,024 Listeners

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

The Diamond Podcast for Financial Advisors

99 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,039 Listeners

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

The Perfect RIA

462 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,116 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

244 Listeners

The Tony Sirianni Podcast by Tony Sirianni

The Tony Sirianni Podcast

8 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,542 Listeners

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

All-In with Chamath, Jason, Sacks & Friedberg

9,935 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

467 Listeners

Firm Transitions with Corey Walen by Corey Walen

Firm Transitions with Corey Walen

9 Listeners