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The Real Impact of Industry Consolidation

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Manage episode 475926651 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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 [email protected] or DM him on Instagram (@FrankLaRosa.Elite).

Like, subscribe, and leave a review!

  continue reading

253 episodes

Artwork
iconShare
 
Manage episode 475926651 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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 [email protected] or DM him on Instagram (@FrankLaRosa.Elite).

Like, subscribe, and leave a review!

  continue reading

253 episodes

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