Smart Solutions for Advisors Nearing Retirement

Transitioning to retirement or scaling back your practice is a significant decision - one that requires careful consideration and strategic planning. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and Executive Vice President Stacey Frank share their insights into the pitfalls and opportunities that come with these decisions. Drawing on decades of experience, Frank and Stacey tackle the common mistakes advisors make when selling their businesses and offer actionable strategies for achieving long-term success.