NEW EPISODE OUT NOW - Be a Business Owner, Not Just an Advisor
Be a Business Owner, Not Just an Advisor with Frank LaRosa
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 discuss 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.
Stream the full podcast for these, and more, valuable insights:
Apple Podcasts: paretosys.co/ao_ap
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb
