Advisor Talk with Frank LaRosa

← Advisor Talk with Frank LaRosa6 dagen geleden · 22 min

Are You Really Independent? The Question Every Financial Advisor Should Ask

Are You Really Independent? The Question Every Financial Advisor Should Ask6 dagen geleden22 min

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy.

In this episode, Frank LaRosa and Stacey Frank respond to a public claim that financial advisors are only truly independent if they own their own RIA. Stacey introduces her spectrum of independence framework and both break down what actually determines control, risk and flexibility for financial advisors today.