Elite Consulting Partners

06/24/2026

Every advisor is different, and at ECP, we wouldn't have it any other way. Brantley Blew, Senior Business Consultant, put it perfectly during the Good Firm Bad Firm panel at : "We have to really hone in on every advisor because every advisor has something different."

That's not just a mindset.. it's the foundation of everything we do. The isn't built on a one-size-fits-all approach. It's built on understanding where you are today, where you want to be tomorrow, and finding the firm that's the right fit for you.

If you're ready to make your move with confidence reach out to Brantley at [email protected]

06/23/2026

There's a moment every advisor knows. You're sitting with a nagging feeling that something better is out there, a firm that actually fits the way you work, supports the clients you serve, and respects the business you've built. But the transition feels overwhelming. Risky. Lonely.

That's the moment Julie Mizerany, one of our Private Client Consultants, was made for.

With a Master's in Rehabilitation and Counseling, 25+ years in financial services, and nearly 8 years guiding advisors through some of the most important decisions of their careers at ECP, Julie doesn't just help advisors find new firms. She helps them find the right firm.
53 transitions. $7 billion in assets moved or managed. And counting.

What sets Julie apart isn't the numbers; it's that she listen and is committed to your goals and the money. She learns your practice, clients, frustrations, your vision, and then she goes to work as your advocate.

If you've ever thought "I wish I had someone in my corner through this," nothing is stopping you from starting to work with Julie today.

Reach out to Julie today:
📧 [email protected]
📞 205.718.8426

06/22/2026

If your business is doing 5 million and you want to get it to 20, you have to build the team today as if you were already doing 20 million in revenue. Wait too long and the gaps catch up to you.

They crack, they break, they slow you down.

The trap is telling yourself you will hire that person at 10, and the next one at 15. There is some truth to staging it, but the timing has to lead the growth, not trail behind it.

And it cuts both ways. You cannot go build a 12 person team on 2 million in revenue either. You will not make any money.

The skill is hiring just ahead of where you are, not after the strain has already set in.

Full episode is out now. Link in bio.

Are you hiring ahead of your growth or behind it? 👇

06/22/2026

We are incredibly grateful for partners like Brian Kasal (Founder/CEO) and the team at FourStar Wealth Advisors.

At this year's Ignite 2026 conference, Brian — a sponsor of the event and President of FourStar Wealth — had this to say about working with ECP:

We're honored by Brian's confidence in our team, and even more so by the opportunity to deliver real results.

Partners like Brian and the team at FourStar Wealth are exactly who we have in mind when we talk about the right fit. We're grateful for the trust, and we look forward to continuing to deliver.

Watch Brian's full interview to hear more about his experience working with Elite: https://ow.ly/pB8350Z9J8n

We had the privilege of sitting down with Brian Kasal, Founder and ...

06/20/2026

This is where most advisors get scaling wrong. They want the high multiple. They talk about a 15 or 20x exit. The only way that happens is by building an enterprise level business, and most of them are not willing to do the work to get there.

It means changing how you operate. It means swimming upstream on your client size and building real architecture underneath the practice. Systems. Structure. The infrastructure that lets the business run without you in every seat.

That is also where the hires come in. You cannot reach for an enterprise multiple while running a solo practice and expect the numbers to meet you halfway.

Full episode is out now. Link in bio.

Where would your practice break if you tried to double it? 👇

06/19/2026

At what point are you going to stop working with clients?

If you want to scale into a real CEO role, the math does not work. You cannot run the organization and still carry a full client book.

There are only so many hours in the day. At some point the choice is the practice or the business. Most people never make it because they never decide.

Full episode is out now.

What part of your day still keeps you stuck in the work?

06/19/2026

In honor of Juneteenth, we're celebrating the resilience and strength of all who have shaped this country, and our industry.

We're proud of how far we've come, and even more committed to where we're going and the role we play in building a more inclusive future.

06/17/2026

We are pleased to announce and congratulate that the ECP team and FourStar Wealth recently completed a successful Advisor Transition - - a placement that reflects the dedication and expertise our people bring to every Financial Advisor and their unique profile.

A special recognition to Stacey Frank, Chief Revenue Officer and Executive VP of Sales, who led this account with the precision and care our clients deserve. And to Business Development Associate Barranger, whose support and transition management were critical to a seamless experience for all parties involved.

We're grateful for the trust, and we look forward to continuing to deliver results like these for our advisors. To our firm partners, thank you for providing the perfect match for this advisor and their clients' new home.

06/16/2026

When you pick your firm name, it's not just about what you think is cool. It's about what it represents in the marketplace.

Here's the part advisors miss. If you have a similar name to 27 other wealth management businesses within a 10 or 20-mile radius, you've created a problem before you've opened the doors. You start investing in SEO, in Google Analytics, in branding, in all that other stuff, and you're actually helping everybody else with the same name too.

It gets more expensive for you. You've got more dollars fighting for the same eyeballs on Google, and a chunk of every search you pay to win ends up pointing somebody toward a firm that isn't yours.

A name that feels cool in the conference room can quietly cost you for years once you're competing for the same clicks as two dozen other firms. The name isn't a branding decision. It's a business decision.

Have you ever searched your own firm name to see who else shows up next to you? 👇

06/16/2026

In an industry full of people telling you what you want to hear — Frank LaRosa tells you what you need to hear.

No spin. No agenda. Just 30 years of watching advisors win, lose, and leave money on the table... and the hard-won clarity that comes with it.

That's what Advisor Talk is built on. And that's what's dropping in tomorrow's new episode.

Subscribe to AdvisorTalk wherever you listen to podcasts: https://ow.ly/znaV50ZbVs4