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HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know

HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know

‼️BREAKING NEWS‼️ In this week’s Hot Mic edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa shares his unfiltered thoughts on the headline-making acquisition of Commonwealth by LPL Financial - and what it signals for financial advisors across the industry. Frank draws on 30 years of experience to break down the implications of this deal and why it may be a turning point for many advisors.

Advisor Talk with Frank LaRosa · Frank LaRosa

March 31, 202515m 50sbonus

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Show Notes

Show highlights include:

-The ripple effects of a $90M SEC fine and how it may have triggered this acquisition

-The unintended consequences advisors face when their firm’s actions force them into quick decisions

-How consolidation is impacting advisor choice and independence

-Why now is the time to be selfish - and strategic - when it comes to your business

Whether you’re with Commonwealth, LPL, or any other firm navigating today’s rapidly evolving industry, this episode is a must-listen.

Have a question for Frank? Reach out at [email protected], or DM him on Instagram (@FrankLaRosaElite).

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Topics

podcastelite consulting partnersfinancial advisorfinancial podcastcommonwealthfinancial servicesfinancial advisorsadvisor transitionslpladvisor talkadvisor recruiting