Behind the Wheel – Navigating the Art of The Deal When Making Your Transition
This episode is a blast from the past, but the lessons Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey share still hold true two years later.
Advisor Talk with Frank LaRosa
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Show Notes
Negotiation is a crucial part of any business relationship. This is particularly true for financial advisors considering their transition opportunities. Successful negotiations will help you secure the long-term partnership with your new firm that guarantees success.
In this episode, Frank and Dale take us on an in-depth look at how to negotiate appropriately to protect yourself while also getting what’s suited toward your practice needs going forward – without sacrificing too much or having regrets down the road.