Understanding the Process of Finding a New Firm

In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and EVP of Sales Stacey Frank tackle one of the most common (and costly) mistakes advisors make when exploring new firms - talking to too many of them. Drawing from real advisor experiences and decades of consulting insight, Frank and Stacey break down how to avoid decision fatigue, refine your search process, and zero in on the firm that aligns with your long-term goals.