Elite Consulting Partners

If your firm’s name vanished tomorrow, would your clients still follow you? Your clients trust the person who returns their calls, calms their fears, and maps their future - and that’s you. Hear Frank LaRosa and Stacey Frank talk about the emotional side of transitions and why culture, real support, and leadership that actually knows your name matter when you consider a move. Listen in before you underestimate the bond you’ve already built.

Before evaluating a transition offer, ask three questions: Is it better for your clients? Is it better for your practice? Is it better for you? Frank LaRosa and Stacey Frank discuss this approach to choosing a firm, including how to look beyond name recognition and ask for evidence behind recruiting claims.

Would your clients care if your next firm had a name they didn’t recognize? Frank LaRosa and Stacey Frank explore the role of client relationships in a transition and why advisors should look closely at culture, leadership access, and support when evaluating firms. Listen before narrowing your options.

Have you ruled out a firm simply because you’ve never heard of it? That decision could deserve another look. Frank LaRosa and Stacey Frank discuss how advisors can evaluate unfamiliar firms, question culture claims, and assess whether the support matches the pitch. Listen to the latest Advisor Talk episode.

Your reputation is your resume; your integrity is your résumé’s reference. When you think about changing firms, the real test isn’t the size of the logo, it’s the strength of your client relationships and the depth of the support behind you. Join Frank LaRosa and Stacey Frank as they break down what trusted advisors look for - culture, access to leadership, and a team that stands behind your promises - so you can move with confidence, not guesswork.

“Independence” sounds like freedom, but it can also feel like standing on a cliff’s edge. Before you jump, hear how staying W-2 might actually give you more room to grow - with real support, real tech, and fewer late-night worries about payroll and compliance. In this episode of Advisor Talk, you’ll hear stories of advisors who chased the trend, what they didn’t expect to give up, and the questions you should ask so your next move feels exciting instead of terrifying. Listen to episode 293 before you change everything.