The $9 Million Gap: When Money IS the Reason to Move

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. When should the economics of a transition deal be the deciding factor? Frank LaRosa and Stacey Frank take a hard look at why advisors with high AUM and lower revenue are sitting on one of the most powerful negotiating positions in the market right now, and why too many of them are walking away from life changing money without a good reason.