2020 AdvisorHub Industry in Transition Speaker: Frank LaRosa

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Frank LaRosa

President and CEO of Elite Consulting Partners and host of podcast “Advisor Talk with Frank LaRosa”

Channel “Advisor Talk with Frank LaRosa”, has achieved a distinguished career in financial services, spanning more than 25 years. Frank is a sought-after industry leader whose expert opinion is frequently quoted in publications including AdvisorHub, Investment News, OnWallStreet, and Forbes Business Council. Frank began his career in  the business sector after graduating from Kean University with a B.S. in marketing. His resume includes financial advisor positions at Smith Barney and Prudential Securities, as well as executive  director for Morgan Stanley. In 2011, Frank launched  his company Elite Consulting Partners, a transition  consulting firm with a unique, advisor-first approach  to recruiting, informed by Frank’s prominent positions within the financial industry. Under Frank’s leadership, Elite Consulting Partners has become one of the most prominent, successful, and well-respected recruiting firms in the industry.

Elite Consulting Partners’ team of expert transition professionals serves as consultants to leading financial services industry advisors from across the country, representing some of the industry’s most notable firms, in order to assist them in effectively securing the right new firm for their business and their clients. Whether the advisor is interested in transitioning to another broker-dealer, independent broker-dealer, existing RIA, or starting their own RIA, Elite Consulting Partners’ team ensures the transition is executed with maximum success from start to finish. 

Frank explains, “Elite Consulting Partners takes an agnostic approach to how we help advisors transition from one firm to another firm or platform.  We work with over 100 firms to find the best fit for each individual advisor by not only focusing on their financial needs but also the most synergistic placement from a business culture and philosophy standpoint.”  

Ultimately, the goal is to find the best solution and the right fit for each Elite client, so they never want to make a move again. Frank adds that building strong relationships is of essential importance in his field. “We really get to know our advisors well and become good friends.” 

By offering each client unparalleled service, unbiased advice, and expert guidance, many of Elite’s satisfied clients become an important source of referrals and new business for the firm.

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