W2 versus Independent: Why Financial Advisors Shouldn't Chase the Trend
Advisor Talk with Frank LaRosa

W2 versus Independent: Why Financial Advisors Shouldn't Chase the Trend

Sep 24, 2026
25:12
E293
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About this episode

Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. In this episode, Frank LaRosa and Stacey Frank push back on the assumption that independence is automatically right for every financial advisor. Stacey lays out why the real question is not W2 versus independent but what is actually right for that specific advisor and Frank breaks down the real spectrum of W2 firms and why the wirehouse model is far from dying.

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Episode Details

Author
Frank LaRosa, Stacey Frank
Show Type
full
Audio Format
audio/mpeg

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