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Advisor Talk with Frank LaRosaUnderstanding Your Needs and Delivering Results Author: Elite Consulting Partners
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Franks goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be. Language: en Genres: Business, Entrepreneurship, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Greatest Hits - How to Build a Practice That Attracts a Premium Buyer
Thursday, 11 September, 2025
Highlights include:-The real difference between recurring and advisory revenue - and why it matters for your valuation.-Why managing client assets yourself can decrease your business’s value.-Red flags buyers look for, including data disorganization, aging client bases, and weak G2s.-The role of infrastructure, compliance, and staff continuity in boosting buyer confidence.-How to apply the 80/20 rule to client segmentation for greater clarity and value.-Why five years is the sweet spot for prepping your business for sale - and how to get started.If you’ve ever thought about retiring, even in passing, this episode is your sign to start preparing now. The earlier you act, the more options and leverage you’ll have when it’s time to make your next big move.Need help building a transferable practice?Visit www.eliteconsultingpartners.com today.
