Your Clients Follow You, Not Your Firm's Name

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 break down why financial advisor clients almost never care about the name of the firm their advisor works for. Frank shares a real story about an advisor who had never heard of a well known regional firm and both explain how they actually vet firm culture claims instead of taking them at face value.