Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
M&A Outlook 2026: Dual Monetization, PE Pitfalls & What Advisors Need to Know
Advisor Talk with Frank LaRosa
36 minutes 22 seconds
5 days ago
M&A Outlook 2026: Dual Monetization, PE Pitfalls & What Advisors Need to Know
In this episode of Advisor Talk, Frank LaRosa sits down with Joe Greco, Director of Elite Advisor Successions, for a candid and in-depth look at what’s really happening across the M&A landscape as we move into 2026. With deal volume reaching record highs and consolidation reshaping the broker-dealer world, advisors are facing critical decisions about succession, valuation, and long-term strategy.
Frank and Joe break down why the current environment is creating urgency - yet also unprecedented opportunity - for advisors who prepare early and understand how buyers are evaluating practices. They discuss the rising interest in dual monetization, the risks advisors often overlook in partial PE sales, and the emotional hurdles that frequently derail deals at the finish line.
Advisor Talk with Frank LaRosa
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
