by admin46 | Aug 28, 2023 | News
Legacy achievement and a place of presence in financial services is a hard-won industry honor. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Scott Curtis, President, Private Client Group at Raymond James for a candid...
by admin46 | Aug 28, 2023 | News
Advisors, as we kick off 2023 and look forward to a strong year ahead – we wanted to start this year off with a focus on leadership. This week, Jon reviews 5 thoughtful leadership questions that were asked of him on one of his last Mastermind Group Coaching Session...
by admin46 | Jun 13, 2023 | Uncategorized
All members are required to be doing a minimum of $500k GDC regardless of level. Level 1: Free quality material from all 7Cs (videos, podcasts, etc.) community of like-minded advisors but minimal/no contributions from 7Cs (will still require a "community...
by admin46 | Jun 13, 2023 | News
Document your most important financial goals and track your progress online. I’ll align your risk tolerance and asset allocation to support your financial goals. Create a plan to pursue your goals through comprehensive financial advice. I’ll design a plan and provide...
by admin46 | Jun 13, 2023 | News
Excerpted from “It’s All About The Client”, by Frank LaRosa The last half of 2022 for the financial services industry was defined by a swinging pendulum of market fluctuations which resulted in a decided upward trend in client turnover throughout the industry, which...