Greatest Hits: Leaving Your Firm? What Advisors Wish They Knew

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. What do financial advisors wish they knew before leaving their firm? After moving hundreds of advisors over 30 years, Frank LaRosa, CEO of Elite Consulting Partners has seen the same surprises, miscalculations, and missed opportunities come up again and again, and in this episode he and Stacey Frank lay all of it out.