About this episode
Navigating the complexities of succession planning and business growth can be daunting for financial advisors, especially when considering private equity (PE) as an option. In this week's episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President for Elite Consulting Partners. Together, they explain the emotional and strategic dimensions of choosing a successor and the implications of selling to a PE firm.
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Episode Details
- Author
- Elite Consulting Partners
- Show Type
- full
- Audio Format
- audio/mpeg