PLAY PODCASTS
The Real Impact of Industry Consolidation

The Real Impact of Industry Consolidation

In this week’s Hot Mic edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank for a candid conversation about one of the biggest trends reshaping the financial services industry: consolidation - and what it really means for advisors. This isn’t just another take on LPL and Commonwealth. Frank and Stacey go beyond the headlines to examine the ripple effects that firm mergers and acquisitions are having across the independent broker-dealer and RIA landscape.

Advisor Talk with Frank LaRosa · Frank LaRosa, Stacey Frank

April 8, 202521m 4sbonus

Audio is streamed directly from the publisher (cdn.simplecast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

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!

Topics

elite consulting partnersfinancial advisorfinancial advisorsadvisor transitionslpladvisor talkadvisor recruiting