Show highlights include:
-The ripple effects of a $90M SEC fine and how it may have triggered this acquisition
-The unintended consequences advisors face when their firm’s actions force them into quick decisions
-How consolidation is impacting advisor choice and independence
-Why now is the time to be selfish - and strategic - when it comes to your business
Whether you’re with Commonwealth, LPL, or any other firm navigating today’s rapidly evolving industry, this episode is a must-listen.
Have a question for Frank? Reach out at Frank@EliteConsultingPartners.com, or DM him on Instagram (@FrankLaRosaElite).
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