The One Last Move: An Alternative to Selling Your Practice

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 breaks down the one last move, a strategy for advisors nearing retirement who want to unlock a major payout without giving up their practice. Stacey Frank brings in the psychology behind why so many advisors struggle to actually retire and both explain how dual monetization gives advisors a path to cash in today and set up succession later.