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Whether you’re moving from one firm to another, going independent, or preparing for an exit, having a process in place can make your transition easier.
In this episode, Jon Kuttin joins Frank LaRosa, founder, and CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa.” Together, they explore strategies to help advisors make smart decisions and avoid common mistakes during their transition.
Jon and Frank discuss:
- The importance of finding a firm that is aligned with your values and goals
- Latest trends among advisors moving across wirehouses, independent broker-dealers, and RIAs
- How to drive up the equity value of your current business
- Why now is the best time for advisors to make a move
- And more!
Resources:
Connect with Frank LaRosa:
- Frank@eliteconsultingpartners.com
- Elite Consulting Partners
- LinkedIn: Frank LaRosa
- Instagram: Frank LaRosa
- Facebook: Elite Consulting Partners
Connect with Kuttin Consulting Group:
- (855) 722-9393
- kuttinconsultinggroup.com
- LinkedIn: Jonathan Kuttin
- CPA Alliance Coaching
- Request A Consultation
- Submit yourself as a guest for the podcast
About our Guest:
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 Investment News, OnWallStreet, AdvisorHub, 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. Under Frank’s leadership, Elite Consulting Partners has become one of the most prominent, successful, and well-respected recruiting firms in the industry.
Jon Kuttin is a Barron’s Hall of Fame Advisor with 25+ years of experience leading and growing a financial advisory practice. Driven by a mission to build leaders and give back to the financial services industry, Jon launched Kuttin Consulting Group to provide training and consulting services from seasoned practitioners. Jon is skilled at building companies, M&A, leadership, Professional Alliances, Recruiting, and other growth oriented activities. He regular speaks and contributes articles and has been featured in a number of publications including Financial Advisor Magazine. In addition to serving as CEO of Kuttin Consulting Group, Jon serves as a partner in Haydenrock Solutions, a consulting firm helping CPAs build 21st century practices.