Advisor Talk with Frank LaRosa

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Oct 2026

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About the show

Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.

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October 22, 202630 min

Greatest Hits: The $9 Million Gap - When Money IS the Reason to Move

In this episode of Advisor Talk, Frank LaRosa and Stacey Frank take a hard look at why advisors with high AUM and lower revenue are sitting on one of the most powerful negotiating positions in the market right now, and why too many of them are walking away from life changing money without a good reason. Frank breaks down the unicorn recruit concept, how asset based transition deals are creating massive opportunities for advisors whose AUM far outpaces their revenue, and why the transition window right now is unlike anything the industry has seen in decades. He also explains why advisors should think like their wealthiest business owner clients when evaluating an opportunity, what they can do with that capital to grow their practice faster, and why getting a monster transition package is not selling your business but monetizing it without giving anything up. Questions answered in this episode include: What is a unicorn recruit and why do some advisors have more leverage than they realize? What is the difference between an AUM based deal and a T12 based transition package? Why are transition packages and practice valuations at all time highs right now? Is it okay to make a move primarily because of the economics? How can a large transition package help an advisor grow their business faster? What should advisors be thinking about before a market downturn hits? How do you know if you are leaving money on the table by staying where you are? Key Highlights: 00:00 – The $9 Million Gap: When Money IS the Reason to Move 01:04 – Welcome to Advisor Talk 02:20 – Why Most Firms Look the Same and Where the Difference Really Is 05:00 – The Unicorn Recruit: AUM Based Deals vs T12 09:00 – The $9 Million Question: When Economics Has to Come Into Play 13:00 – Think Like Your Wealthiest Business Owner Clients 27:14 – How to Reach Frank and Stacey Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/ Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy.

October 15, 202629 min

Greatest Hits: Why Do the Most Successful Financial Advisors Focus on Purpose Instead of Payout?

Key questions answered in this episode: What is the difference between a financial advisor’s goals and their purpose? Goals define outcomes; purpose defines motivation. Advisors who mistake goals for purpose often feel lost after achieving success. Why do advisors feel unfulfilled after hitting major milestones? Reaching AUM targets, exit valuations, or retirement dates doesn’t replace the deeper fulfillment that comes from meaningful client impact. How does purpose improve advisor-client relationships? Advisors who understand a client’s underlying purpose - not just financial objectives - build deeper trust and longer-lasting relationships. Why do many advisors think they want to retire when they really want a better environment? Burnout is often driven by firm constraints, not a loss of passion for clients. What conversations should advisors be having with clients that most never do? Purpose-driven conversations lead to better outcomes for both advisors and clients. If you’re a financial advisor questioning your next move, feeling disconnected from your work, or considering a transition, this episode provides a framework to rethink success - and reconnect with why you started in the first place. For many advisors, rediscovering purpose is also what clarifies whether a firm transition is necessary - or whether the real issue is the environment they’re in. Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers & Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Advisor Talk is a podcast by Elite Consulting Partners focused on advisor transition, recruiting, and long-term growth strategy.

October 8, 202628 min

Greatest Hits: Inside The Succession Trap - Why Sell and Exit Deals Keep Failing

Most advisors say they want to exit. What they actually want is to stop doing the parts they hate. Scott Danner has had this conversation more times than he can count. The advisor says they want to sell. Then the deal falls apart. Not because the numbers were wrong but because nobody asked the right question at the start. Scott is the Executive Vice President and Head of Legacy at Steward Partners. He founded Freedom Street Partners in 2016, built it to nearly $3.5 billion in AUM, and sold it to Steward Partners in late 2023. He started at Edward Jones with zero clients and cold called his way into the industry. That background gives him a credibility in this conversation that most people talking about M&A simply do not have. In this episode, Frank and Scott break down what is actually happening inside succession deals when they collapse, why M&A is the mechanism quietly solving the industry's age and talent problem and how the sell, stay and grow model gives advisors a way to monetize without disappearing. Scott also shares how Freedom Street Partners built a career ladder that next generation advisors could actually follow, what independence with infrastructure means at Steward Partners and why he believes advisors who dismiss a W2 model immediately are thinking too small. Questions answered in this episode include: Why do sell and exit deals keep failing? What does M&A actually do for the long-term health of the financial advisory industry? What is the sell, stay and grow model and how does it work? How do you build a career ladder that next generation advisors will actually believe in? What does independence with infrastructure mean at Steward Partners? How can an advisor keep their brand and their clients while still monetizing their practice? Why should advisors think twice before ruling out a W2 model? Chapters: 00:00 Intro and Scott Danner Background 02:53 Building From Scratch at Edward Jones 07:19 Why M&A is Saving the Industry 09:29 The Sell Stay and Grow Model 13:55 Building a Ladder for Next Gen Advisors 17:22 Independence With Infrastructure 26:11 Rethinking the W2 Model Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Elite Wealth Management Insights Report https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes https://eliteconsultingpartners.com/podcasts/

October 1, 202634 min

Your Clients Follow You, Not Your Firm's Name

Frank has a story from just yesterday that proves clients do not care what your firm is called. Frank opens with a principle he has seen play out for years, every firm has its day in the sun and every firm has its day in the darkness. Stacey adds that firms move through natural phases of growth and reputation and that an advisor who assumes their own firm is immune to that cycle is simply not paying attention. Frank shares a real conversation from the day before recording, an advisor in Texas who had never heard of Janney Montgomery despite years of success stories from Edward Jones advisors who made the move . Frank uses it to make the bigger point, most clients do not know or care what their advisor's firm is called, they care about the advisor and the relationship they have built with them. That idea carries into a discussion of firms like Arcadius in Atlanta, a firm with no secret sauce that still wins advisors purely on culture. Stacey explains why access to leadership and the feeling of swimming upstream with other serious producers matters more to advisors than a bigger headline deal and why so many advisors quietly miss the experience they used to have at a smaller, more personal firm. Frank and Stacey pull back the curtain on how they actually vet firms behind the scenes, pushing past vague claims like culture and asking firms to show real proof, whether that is a two person marketing team calling itself a department or a firm that cannot explain how it actually helps advisors grow. Frank breaks down the exact order he uses to evaluate any potential move, is it better for your clients first, is it better for your practice second and only then is it better for you personally. The episode closes with a reminder that a firm's name recognition means nothing if it cannot deliver flexibility, leadership access and real results and that eliminating a firm just because you have never heard of it could mean missing the best fit for your business. Questions answered in this episode include: Why do firms go through cycles of good and bad reputation? Do a financial advisor's clients actually care about the name of the firm? What is the real difference between well known firms and firms nobody has heard of? Why does access to senior leadership matter for financial advisors? How should a financial advisor actually vet a firm's culture claims? What is the right order to evaluate whether a move makes sense, the client, the practice, or the advisor? Why shouldn't financial advisors eliminate firms just because they are unfamiliar? Chapters: 00:53 Introduction: Your Clients Follow You, Not Your Firm's Name 02:02 Every Firm Has Its Day in the Sun and Its Day in the Darkness 07:11 Clients Don't Know Who Your Firm Is 09:49 Why Access to Leadership Matters 15:30 Culture Isn't Enough, Show Us How 25:44 The Advisor and the Advisor's Own Client 27:36 The Final Message 32:24 How to Reach Frank and Stacey Resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

September 24, 202625 min

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

Frank and Stacey recorded this one unscripted, straight from a conversation they were already having. Frank breaks down why a W2 structure is not automatically the wrong choice, using Dan Sullivan's who not how framework to explain that a branch manager, an administrator and operations support are not overhead, they are people an advisor would otherwise have to hire and manage themselves . He shares a real example of a private banking team that moved to Morgan Stanley and grew from one billion to 2.6 billion dollars inside a structured W2 environment. Stacey makes the case that the real conversation with advisors considering W2 is almost never about the math, it is about lifestyle, goals and what an advisor actually wants to spend their time doing. She lays out the two questions she hears most from advisors weighing whether to stay in the W2 world, is the firm truly advisor centric and is it focused on the advisor's needs or someone else's agenda. Frank walks through the real spectrum of W2 firms, from the most restrictive wirehouses to more flexible regionals and Stacey introduces the deeper thesis of the episode, that too many consultants assume whatever is trending, right now that trend is independence, is automatically right for every advisor, when the real job is to start with where that specific advisor is and work from there. The conversation covers why firms need a defined growth plan and real evidence instead of vague promises, why the wirehouse model is very much alive and reinvesting in technology and marketing and why some independent advisors are now rolling back into W2 structures to capture massive transition deals before eventually stepping back. Questions answered in this episode include: Is going independent the right move for every financial advisor? What does the who not how framework mean for financial advisors in a W2 structure? What should a financial advisor actually be asking before choosing a W2 firm? What is the spectrum of W2 firms and how do they differ? How can a financial advisor tell if a firm has a real growth plan versus empty promises? Is the wirehouse model dying or making a comeback? Why are some independent advisors moving back into W2 structures? Chapters: 01:02 Introduction: W2 versus Independent 02:30 There's a Place for Everybody 05:47 The Math Is the Math 07:05 The Spectrum of W2 Firms 11:35 Does the Firm Have a Defined Growth Plan 15:46 The Wirehouse Model Is Not Dying 18:39 The Rollup Trend Back to W2 24:19 How to Reach Frank and Stacey Resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

September 17, 202640 min

Perfect Clients: The Financial Advisor Who Built a Practice Around Giving

Michael Brady says he has perfect clients and he means it. Frank sits down with Michael, founder of Generosity Wealth Management, to unpack how his career took a hard turn away from traditional financial planning. Michael shares the story of a longtime client, one of the first AIDS doctors in Boulder, who retired and went on to train doctors in Uganda, a moment that pushed Michael to eventually take two years off with his wife to travel and volunteer before starting his own firm in 2008. Michael shares how upfront he was with prospective clients from day one about exactly what kind of advisor he is, so the people who are not a fit filter themselves out naturally, a dynamic Frank names himself, calling it positive friction. Frank pushes him to explain what having perfect clients actually looks like in practice and Michael walks through how deeply charity is woven into his firm, from inviting clients onto nonprofit boards alongside him to requiring every advisor at Generosity Wealth Management to serve on a board of their own. The conversation covers how this approach builds real trust and referrals, not just goodwill and why Michael believes purpose driven practices attract clients who stay for decades. Questions answered in this episode include: What does it mean for a financial advisor to have perfect clients? How do you build a financial advisory practice around philanthropy? What is positive friction and how does it help attract the right clients? How can financial advisors get their clients involved in charitable boards? Why does Generosity Wealth Management require advisors to serve on a nonprofit board? How do you know if a charity or nonprofit is legitimate before getting involved? What does it look like to build a business centered on purpose instead of just revenue? Chapters: 00:00 Introduction: Perfect Clients 01:06 From Financial Planning to Purpose 06:35 Founding Generosity Wealth Management 07:24 What Perfect Clients and Positive Friction Really Mean 12:14 Integrating Charity Into Every Client Relationship 19:28 Turning Clients Into Board Members 29:30 Why Every Advisor at the Firm Must Give Back 37:10 How to Reach Michael Brady Michael Brady, Generosity Wealth Management: https://generositywealth.com Resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

September 10, 202622 min

Are You Really Independent? The Question Every Financial Advisor Should Ask

Stacey opens this episode with a hot take before Frank even gets a word in. Frank breaks down a comment made online by Cheryl Penny, founder and CEO of Dynasty Financial Partners, who argued that a financial advisor is only truly independent if they own their own RIA . Frank explains why he disagrees, using real examples of RIAs having their custodial agreements pulled by firms like Schwab and Raymond James, proving that ownership alone does not remove risk or outside control. Stacey pushes back on the idea of captive independence, pointing out that advisors at firms like LPL or Centera are not captive at all, they own their clients and their data and they can leave whenever they want. Frank walks through the real math behind a transition deal to show why taking a check from a firm does not trap an advisor either, since the note can simply be paid back. Stacey introduces what she jokes she should trademark, the spectrum of independence, the idea that independence is not binary but exists on a range from heavily branded wirehouse structures to fully self built RIAs, with plenty of legitimate options in between. Frank adds a real client example of an advisor who has stayed an IAR of an RIA for years because building his own simply is not worth the time and energy and explains how firms like Dynasty help advisors avoid reinventing the wheel with technology and pricing. The conversation turns pointed when Frank and Stacey discuss financial advisors being quietly penalized for keeping smaller clients as their book grows and whether that pressure from a firm should count against how independent an advisor really is. The episode closes with Stacey's real test for independence, if you cannot pick up and leave without restrictions, ask yourself how independent you actually are. Questions answered in this episode include: Is a financial advisor only truly independent if they own their own RIA? What is captive independence and is it a real risk for advisors? What is the spectrum of independence? How does a financial advisor transition deal actually work if you want to leave early? Why do some financial advisors stay as an IAR instead of building their own RIA? Should financial advisors be penalized for keeping smaller clients? What is the real test of whether a financial advisor is independent? Chapters: 00:00 Introduction: You're Not as Independent as You Think 01:55 The Comment That Started the Debate 03:19 Layers of Termination and What True Independence Means 04:21 Captive Independence: Is It Real 09:38 The Spectrum of Independence 13:12 Finding the Right RIA Fit Without Reinventing the Wheel 16:23 Is Your Firm Punishing You for Smaller Clients 21:02 How to Reach Frank and Stacey Resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

September 3, 202625 min

Greatest Hits: Leaving Your Firm? What Advisors Wish They Knew

Most advisors go into a transition focused on the upfront money. Very few are prepared for everything that happens after they walk out the door. Some surprises are good ones. Clients move faster than expected. Assets go up, not down. The income jump is real. But there are also things advisors consistently underestimate, overlook, and wish they had negotiated differently. In this episode of Advisor Talk, Frank LaRosa and Stacey Frank do a post transition breakdown of the things advisors wish they had known going in, including what they underestimate about client loyalty, what they leave on the table in negotiations, and the operational realities that no one warns them about until it is too late. Frank also breaks down the shrink to grow concept, why payout structure matters more than the upfront check long term, and why the first 30 days of a transition can make or break the entire move. Frank and Stacey also discuss what separates advisors who have a smooth transition from those who struggle, and why the more preparation you put in before the move, the less stress you will face after it. Questions answered in this episode include: How many clients do financial advisors actually retain when they switch firms? What do advisors consistently underestimate when making a move? Should a financial advisor negotiate payout or upfront money? What is the shrink to grow concept in financial advisor transitions? What operational issues do advisors face in the first 30 days after a transition? How should a financial advisor prepare their support staff before making a move? What should advisors ask firms to include in their transition support package? Chapters: 00:00 – What Advisors Wish They Knew Before Leaving 01:07 – Welcome to Advisor Talk 02:26 – The Biggest Surprise: Client Loyalty Is Stronger Than You Think 09:01 – The Income Jump Is Real: What the Math Actually Looks Like 12:50 – What Advisors Wish They Negotiated Differently 15:41 – Shrink to Grow: Why Not Every Client Should Come With You 18:13 – Operational Realities Nobody Warns You About 23:54 – How to Reach Frank and Stacey Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Elite Wealth Management Insights Report https://eliteconsultingpartners.com/insight-report Listen to more Advisor Talk episodes https://eliteconsultingpartners.com/podcasts/

August 27, 202631 min

Inside the Chairman's Trip: Lessons from Elite's Top Producers

Five of Elite's top producers sat down together in Cancun to talk about what actually makes this job matter. Frank goes around the table asking each consultant what they enjoy most about the work. Tricia talks about relationships and education, Julie compares every advisor conversation to solving a puzzle, Stacey points to the reward of bringing advisors accurate information in an industry full of misconceptions, Bruce talks about the value of being authentic and getting to know clients on a personal level and Dom shares how twenty-five years as a wholesaler let him rekindle old relationships in a brand new context. Tricia opens up about how eye opening the tax side of W2 versus 1099 was once she crossed over to this side of the business and why she likes to show advisors both paths so they can learn something new about their own business along the way. Bruce lays out a universal truth, that most financial advisors only understand the world inside their own firm and explains why a twenty thousand foot view changes everything. Dom breaks down why even advisors with decades of relationships still benefit from a genuinely objective third party. Stacey shares her go-to answer for advisors who ask why they should work with her over someone they already know and introduces one of the firm's guiding beliefs, that the right answer always surfaces. Frank closes with his Tom Brady analogy for why even elite performers rely on an agent instead of going it alone. The panel wraps by weighing in on whether the industry is shifting back toward W2 structures, especially for advisors nearing retirement who are being offered deals north of four hundred percent. Questions answered in this episode include: What do Elite's consultants enjoy most about helping financial advisors? What does it mean to be authentic with a client instead of just closing a deal? Why do advisors who already have industry relationships still need a consultant? What is the universal truth most financial advisors don't realize about their own knowledge? Why does the right answer always surface during the due diligence process? Is the financial advisor industry shifting back toward W2 firms? Should advisors ignore the money when it comes to major transition deals? Chapters: 00:00 Introduction: Inside the Chairman's Trip 02:17 What Every Consultant Loves About This Work 04:27 What Sets a Real Consultant Apart 04:51 Rekindling Relationships as a Former Wholesaler 12:21 The Universal Truth About Financial Advisors 15:40 Why the Right Answer Always Surfaces 23:06 Is the Shift Back to W2 Real 30:34 How to Reach the Elite Team Meet the panel: - Frank LaRosa, Chief Executive Officer: frank@eliteconsultingpartners.com | 856-316-4651 - Stacey Frank, Chief Revenue Officer and Executive VP of Sales: stacey@eliteconsultingpartners.com | 856-816-6322 - Bruce Fox, Private Client Consultant: bruce@eliteconsultingpartners.com - Domenic Diele, Senior Business Consultant: dle@eliteconsultingpartners.com - Tricia Fischer, Private Client Consultant: 703-395-1147 - Julie Mizerany, Private Client Consultant: julies@eliteconsultingpartners.com Resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

August 20, 202627 min

The One Last Move: An Alternative to Selling Your Practice

Frank LaRosa is literally getting a text about this exact scenario while recording this episode. Frank opens with a real client story, an advisor in his mid to late sixties who has spent a year and a half weighing a full sale against a transition. The multiples sound incredible on paper, ten, twelve, even fourteen times EBITDA but once junior partners, payout structures and sell and stay scenarios come into play, the math gets a lot more complicated than the headline number suggests. Stacey brings in the psychology most advisors never plan for. She explains why so many get stuck at the altar right before retirement, not because the numbers do not work but because their identity and purpose are tied up in the business and they are not ready to let that go. That is where Frank's trademarked concept, dual monetization, comes in. Instead of selling outright, an advisor can transition to a new firm today to unlock a major payout, then set up a succession plan or sale into that same firm years later. Stacey adds important context here, pointing out that transition deals sitting at twenty to sixty percent of trailing twelve just a few years ago are now regularly exceeding one hundred percent. Frank also explains how this same strategy applies to advisors who want to pass their practice down to a son, daughter, or longtime junior partner without forcing them to come up with cash out of pocket and shares a blunt piece of advice about not letting attachment to a specific custodian cost you millions of dollars. The episode closes with a story that sticks with you, a friend of Frank's who left ten million dollars on the table because his junior partners were not willing to do the work required to make one last move. Stacey wraps things up with the reminder that the hardest part of any transition is rarely the mechanics, it is figuring out who will actually take over your clients the way you have for your entire career. Questions answered in this episode include: What is a one last move for a financial advisor nearing retirement? What is dual monetization and how does it apply to a transition instead of a sale? Why do many financial advisors struggle to actually retire? How much have financial advisor transition deals grown in the last few years? Can a financial advisor pass their practice to a child or junior partner without a traditional loan? Should switching custodians affect a financial advisor's decision to move firms? What is the biggest hurdle for financial advisors thinking about succession? Chapters: 00:00 Introduction: The One Last Move 01:33 What Is the One Last Move 03:39 Redefining Retirement and Purpose 05:37 Introducing Dual Monetization 11:33 Passing the Business to the Next Generation 19:16 Think Before You Sign 20:19 The Ten Million Dollar Lesson 25:20 How to Reach Frank and Stacey Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/