What Every Advisor Needs to Know Before Changing Firms

Transitioning to a new firm is a pivotal decision for any financial advisor - but knowing how to approach it is key. In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and Executive Vice President Stacey Frank take a fresh approach by diving into the most frequently asked questions advisors have about making a move. From common concerns to strategies for success, Frank and Stacey offer their expert insights in a conversational, unscripted format.