We’re turning ideas into action. ?? Here’s a behind-the-scenes look of some video content I’ve been recording in the studio! As seasoned professionals, we’re always focused on innovating and creating resources that inspire, educate, and elevate the financial services community. Stay tuned for updates, and to see our full library of video content, visit https://lnkd.in/eA6Tm9v2. #Elite #EliteConsultingPartners #Innovation #FrankLaRosa #AdvisorSuccess #VideoContent #ContentCreation #Leadership #FinancialServices
Elite Consulting Partners
金融服务
Moorestown,NJ 1,962 位关注者
Understanding Your Needs and Delivering Results.
关于我们
Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry. Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process. We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages. We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.
- 网站
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https://www.eliteconsultingpartners.com
Elite Consulting Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Moorestown,NJ
- 类型
- 私人持股
- 创立
- 2011
- 领域
- RIA Consulting、Advisor Transitions、Advisor Recruiting、Broker-Dealer M&A、Break-Away Advisors、RIA Roll-ups、Outsourced BD Recruiting、OSJ Roll-ups、Terminated Advisors、Expert Witness Services、RIA Roll-ups、Custodian Consulting、Technology Consulting Services、BD Start-up Services、RIA Start-up Services、Deal Negotiations、Transition Consulting、Wire-House Firms、Regional Firms、Independent Broker-Dealers、RIA's、OSJ's、Custodian Changes、Clearing Firms、Clearing Firm Changes、Succession Planning、Practice Growth Strategies、Internal Recruiting Team Coaching、Recruiting Process Development和Branch Manager Development
地点
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主要
301 North Church St.
Suite 226
US,NJ,Moorestown,08057
Elite Consulting Partners员工
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Jon Whitwell
Elite Consulting Partner, PMP, 2nd Alpha Consulting-PMP
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Brian Lutz
Growth Strategist ?? | AI Enablement Leader ?? | Digital Marketer ?? | Proven Sales Executive ??
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Kyle Kroberger
National Market Manager/Senior Transition Consultant / Military Veteran / Navy S.E.A.L
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Kenneth Smith
Systems Administrator
动态
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Being a leader means having the vision and courage to push boundaries and create new opportunities. At Elite Consulting Partners, we challenge ourselves to think differently, adapt to change, and stay ahead in an ever-evolving industry. True leaders don’t just follow trends- they create them. To learn more about Elite and our innovative culture, visit https://lnkd.in/eJsRppfs. #SteveJobs #LeadershipQuotes #Entrepreneurship #Innovation #Elite #EliteConsultingPartners #Leadership #SuccessMindset #FinancialServices
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At Elite Consulting Partners, the transition process isn’t about simply changing firms- it’s about discovering more about yourself and your business.? ? We take the time to understand your unique goals, values, and vision. Along the way, advisors often realize that their ideal path looks a little different than they first expected. That’s why we focus on more than just the move- we focus on helping you uncover what’s truly the best fit for you and your clients.? ? Let’s make your next move the right move. Send an email to [email protected] today to start a conversation.? ? #Elite #EliteConsultingPartners #AdvisorTransitions #AdvisorSuccess #FinancialAdvisors #FinancialServices #GoalSetting #Leadership #BusinessGrowth??
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Building a successful business is more than just having a vision- it’s implementing systems and staying disciplined to bring that vision to life.? ? One of my favorite books, Traction by Gino Wickman, emphasizes the importance of the Entrepreneurial Operating System (EOS) to create accountability, clarity, and alignment within a company. It’s a principle I’ve implemented at Elite Consulting Partners to ensure every team member knows their role, stays focused on their goals, and feels empowered to contribute to our collective success.? ? Great businesses thrive on structure and consistent action. To learn more about Elite and our mission, visit https://lnkd.in/eMDSwnnG.?? ? #Traction #GinoWickman #Entrepreneurship #Leadership #Elite #EliteConsultingPartners #EOS #BusinessGrowth #GoalSetting #EntrepreneurBooks?
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My advice to those just starting out: remember that success isn’t handed to you- it’s earned through consistent effort and dedication. For young professionals entering the workforce, it’s easy to expect immediate rewards, but the truth is that your actions always speak louder than your words. The best way to prove your value is by putting in the hours and doing your best every day. Over time, those small daily wins add up, and you’ll find yourself not just achieving success, but transforming into the best version of yourself. Your work ethic is your greatest asset, so make it count. For more leadership advice, send me an email at [email protected]. #Leadership #WorkEthic #ProfessionalGrowth #CareerAdvice #WinningMindset #EntrepreneurLife #SuccessMindset #Elite #EliteConsultingPartners
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Think of us as a sports agent for your career as a financial advisor. ?? At Elite Consulting Partners, we’ve negotiated countless deals, leveraging our deep experience to ensure that you can maximize opportunities and make a seamless transition. Your job is to focus on your clients; our job is to focus on YOU. With the right partner, you can move forward in your career with ease and confidence. If you’re ready to explore your next big opportunity, visit https://lnkd.in/eHrbRpAq. #Elite #EliteConsultingPartners #FrankLaRosa #AdvisorSuccess #FinancialServices #FinancialAdvisors #AdvisorTransition #CareerGrowth
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We’re working on some exciting new video content in the studio that I can’t wait to share with you all! Whether it’s through podcasts, mentorship videos, or behind-the-scenes peeks at Elite, my goal is to keep providing value and sparking new ideas. As an entrepreneur, creativity isn’t optional- it’s essential. It fuels innovation, helps you connect with your audience, and keeps you evolving in a fast-paced world. Every new project is an opportunity to grow, inspire, and push the boundaries of what’s possible. Stay tuned for updates, and for more entrepreneurial advice, send me an email me at [email protected]. #Entrepreneurship #Leadership #BusinessGrowth #Creativity #CreativeMindset #ContinuousLearning #EliteConsultingPartners #Elite #SuccessMindset
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For financial advisors, navigating legal challenges effectively can mean the difference between a smooth career move and a costly setback. In this week's episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa sits down with Matt Baum, Partner - Fox Rothschild LLP, for an in-depth discussion on avoiding legal “Danger Zones” that advisors often encounter. Together, they tackle best practices in advisor transitions, the challenges of mergers and acquisitions, and the complexities of leveraging AI in financial services while managing compliance risks. Today’s episode highlights include: *Considerations in legal representation when making a career move or planning an M&A transaction. *Critical safeguards for buyers and sellers to secure M&A contracts and ensure a smooth transition. *AI in finance—opportunities and the risks associated with fraud, client confidentiality, and regulatory compliance. *Client communication and compliance pitfalls, with tips on maintaining accuracy and transparency in a digital-first world. Frank and Matt provide a well-rounded perspective on staying vigilant about legal risks, managing client data, and protecting practice value. Listen in to learn practical insights that will help you safeguard your business, build trust with clients, and strengthen your career path. This episode is essential for advisors who want to stay ahead in an industry where the stakes—and potential legal challenges—are always high. To watch the full episode, visit https://lnkd.in/ehvcijiW. ATTORNEY ADVERTISING. THE CONTENT CONTAINED IN THIS PODCAST IS MEANT FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE RELIED ON FOR ANY PURPOSE. NOTHING CONTAINED IN THIS EPISODE SHOULD BE CONSTRUED AS LEGAL, INVESTMENT, OR TAX ADVICE. LISTENING TO THIS EPISODE DOES NOT CREATE AN ATTORNEY-CLIENT RELATIONSHIP. #AdvisorTalk #AdvisorPodcast #FrankLaRosa #Elite #EliteConsultingPartners #FoxRothschild #FinancialServices #MergersAndAcquisitions #AdvisorSuccess #AdvisorTransition
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Success is rarely a solo journey. When people with unique skills, experiences, and perspectives come together, they create something far greater than any one person could achieve alone. At Elite, we believe in building a culture where every team member’s contributions drive us toward a shared goal. It’s not just about having a vision- it’s about everyone being aligned, working hard, and playing their part to make that vision a reality. Great things happen when collaboration meets dedication. If you’re interested in becoming part of the Elite team, visit https://lnkd.in/eWNpfXRK. #Collaboration #Leadership #SuccessJourney #Elite #EliteConsultingPartners #EntrepreneurialMindset #SuccessMindset #Partnership
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Every morning, the management team at Elite gathers for a quick huddle right in the middle of the office. These meetings are more than just updates on projects and goals- they are opportunities to connect, communicate, and align as a team. Candid conversations like these build trust, keep us accountable, and ensure that everyone feels supported in achieving both individual and company-wide objectives. When teams communicate openly and rally behind shared goals, the results are powerful. To learn more about Elite Consulting Partners, visit https://lnkd.in/gurDGAjC. #Elite #EliteConsultingPartners #ManagementTeam #Leadership #GoalsDriven #CompanyCulture #Teamwork #SuccessMindset #EntrepreneurLife