Advisor Talk with Frank LaRosa

← Advisor Talk with Frank LaRosa24 Sept · 25 min

W2 versus Independent: Why Financial Advisors Shouldn't Chase the Trend

W2 versus Independent: Why Financial Advisors Shouldn't Chase the Trend24 Sept25 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 push back on the assumption that independence is automatically right for every financial advisor. Stacey lays out why the real question is not W2 versus independent but what is actually right for that specific advisor and Frank breaks down the real spectrum of W2 firms and why the wirehouse model is far from dying.