In this episode, Duncan MacPherson sits down with Frank LaRosa, CEO of Elite Consulting Partners and host of Advisor Talk with Frank LaRosa Podcast, for a powerful conversation about navigating transitions in the financial services space.
Frank shares his experience helping advisors make meaningful and measurable moves, whether scaling up, going independent, or rethinking their next chapter. Together, Duncan and Frank explore how to:
- Prime and prepare for any professional transition
- Launch with clarity, confidence, and the right messaging to clients
- Maximize long-term success once the dust settles
They also dig into the mindset behind real growth, balancing what you’re getting with who you’re becoming, and how advisors can think bigger about enterprise value, leadership, and personal fulfillment.
If you’re considering your next move, this episode will help you make it the right one.
Resources Mentioned:
- Visit Advisor Talk Podcast for more from Frank LaRosa
Promotions:
- The Ultimate Guide to Financial Advisor Coaching: paretosystems.com/guide-to-financial-advisor-coaching
- Toolkit by Pareto: toolkitcrm.com
- Practice Management Index report: practicemanagementindex.com
Connect With Duncan MacPherson:
- Pareto Systems
- 866.593.8020
- Schedule a Call
- Duncan on LinkedIn
Connect With Frank LaRosa:
- LinkedIn: Frank Larosa
- Instagram: franklarosa.elite
- Elite Consulting Partners
About Our Guest:
Frank LaRosa is the Chief Executive Officer of Elite Consulting Partners, a nationally recognized leader in financial advisor recruiting, transition consulting, and M&A advisory. With more than 25 years of experience in the wealth management industry, Frank brings a unique perspective rooted in his early career as a financial advisor and branch manager at major firms including Morgan Stanley, Smith Barney, and Prudential Securities.
Since founding Elite Consulting Partners in 2011, Frank has led the firm to complete thousands of advisor transitions, helping practices grow, scale, and realize their enterprise value. Under his leadership, Elite has become a trusted resource for financial professionals navigating the complexities of independence, firm movement, and succession planning.
Frank is also the host of the popular industry podcast Advisor Talk with Frank LaRosa, where he shares unfiltered insights on trends shaping financial services, advisor success stories, and interviews with top leaders in the space. He is a member of the Forbes Business Council and author of the book Counterpunch: How to Fight Back and Win as an Advisor, offering guidance for advisors looking to build resilient and impactful practices.
Recognized for his “advisor-first” philosophy and strategic vision, Frank continues to serve as a sought-after voice in wealth management driving meaningful conversations around growth, innovation, and the future of the advisory profession.
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