Description

In this episode, they unpack:

• Why advisor choice is shrinking - and what that means for your future
   
• How OSJ’s and producer group models are more relevant than ever
   
• The cultural disconnect between firm leadership and field teams
   
• Why the RIA space is no longer the “wild west” and is closing the gap with IBDs
   
• How consolidation is forcing advisors to re-evaluate what they really want

Whether you’re looking for better service, more autonomy, or simply trying to avoid being caught in another acquisition wave, this episode delivers straight talk and practical insight to help you make the best move for your business.

Have a question for Frank? Reach out at Frank@EliteConsultingPartners.com or DM him on Instagram (@FrankLaRosa.Elite).

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