Elite Consulting Partners

Elite Consulting Partners We serve as the bridge connecting advisors and businesses to actionable ideas.

We are a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry.

06/03/2026

Stacey is right; no financial advisor wakes up and is excited to transition their book, again.

As Elite's CRO & EVP of Sales, Stacey Frank took the Ignite 2026 stage to moderate a panel of senior consultants, and the conversation was exactly the kind of honest, practical dialogue we like to bring to the wealth management industry.

We simplify the process, we set the right expectations, and we prepare advisors for live conversations with firm recruiters.

That's how we turn one of the most stressful moments in an advisor's career into a seamless experience they can actually trust.

Watch the full clip and let us know what resonates for you.

06/03/2026

After working with some of the largest practices in the country, I can tell you there are 3 types of financial advisors on social media right now.

And only one of them is actually building something.

Advisor 1 posts market updates. "Here's what the Fed did." "Here's my take on inflation." "Here's where the S&P is heading." They get some views. But here's the reality. Your clients already expect you to understand the market. Posting commentary doesn't differentiate you. It just confirms you're doing your job.

Advisor 2 posts polished branding. Office photos. Team birthdays. Community events. It looks nice. But it doesn't attract higher-level clients, and it doesn't move the needle on the value of your business.

Advisor 3 uses social media strategically. They don't just post updates. They communicate how they think. Why they structured their business the way they did. How they evaluate risk. How they plan succession. They post free lead magnets and guides. They use tools like ManyChat to generate actual leads. They're not chasing engagement. They're building positioning.

And when a prospective client looks them up, they see authority.

And when a buyer looks at that practice, they see brand equity.

Everyone says they want a more valuable business. Very few are willing to build a public narrative to support that value.

Your social media is your business card. It might be the difference between whether a client chooses you or the advisor down the street.

Which type are you right now? 👇

06/02/2026

Most advisors are losing their audience in the first 10 seconds. Here's why.

06/02/2026

"Nobody else is doing this. I encourage anyone who has worked with Elite to deepen that engagement." — Andy Wayt, Gladstone Wealth Partners

When someone who has worked with us and seen what we've built looks around the industry and says no one else is doing this.. we don't take that lightly.

As the Director of Advisor Growth & Development for Gladstone Wealth Partners, Andy has seen firsthand how Elite Consulting Partners has continued to expand the way we serve advisors and the firms we partner with.

So what exactly is Elite doing that Andy thinks no other advisor consulting firm is doing?

Find out in the official Ignite 2026 Conference Takeaway Report, and see what other partners and sponsors have to say about working with us: https://ow.ly/uvhM50Z0s4y

06/02/2026

Heard the news about Kristen Kimmel leaving Osaic. A couple people already asked me what I think...

Here is what I know.

I like Kristen a lot. I have always enjoyed our relationship. I watched what happened when she came over from RBC and I can tell you things genuinely improved. The recruiting process. The team. The flow. All of it got better.

As for why she is leaving or where she is going I am not going to speculate. I do not know and candidly I do not really care about the politics people are trying to read into it.

What I do know is this. Change is inevitable in this industry. And the people who got a company to where it is are not always the people who take it to the next level. That is not a knock on anyone. That is just how growth works sometimes.

Kristen is going to land somewhere really good. There are several firms I can already think of that would be lucky to have her. And when she gets there I will absolutely continue to work with her.

Same goes for Shannon. Known her a long time. She did great things at Raymond James and she will do great things at Osaic.

These are good people. The industry will keep moving. And so will they.

Wishing Kristen the very best. I am sure I will talk to her soon. 👇

06/01/2026

A few weeks ago, several of our leaders flew down to Dallas, TX to attend Cetera Financial Group's Showcase for TPR's. The conversations were real, the strategy sessions were productive, and the experience at Texas Motor Speedway? Unforgettable.

Chief Revenue Officer Stacey Frank and Chief Operating Officer JC Young traveled to Dallas to represent Elite Consulting Partners alongside our CEO Frank LaRosa at the 2026 Cetera Showcase for TPRs. They came back with a reminder of why we invest so intentionally in the partnerships that matter most.

Beyond the incredible hospitality, what stood out most was the alignment; on values, on vision, and on a shared commitment to helping advisors build practices they're proud of.

Thank you to Alexa Greer, Chris Sorsoleil, and the full Cetera Financial Group team for investing in these moments and in the relationships that make this industry better. We don't take that partnership lightly.

The right partners don't just share your goals, they share your belief in the people you're both working to serve.

05/31/2026

Advisors can spend months trying to find the “right” time to transition.

Summer feels busy.
Tax season feels complicated.
The holidays feel too close.
Year-end planning feels too important.

The timing itself is rarely what makes or breaks a transition.

The bigger risk is overthinking the move, delaying the process, and waiting for a perfect window that may never actually appear.

In this episode, Frank LaRosa and Stacey Frank break down how advisors should think through timing, client schedules, deferred comp, staff readiness, deal deadlines, and the practical steps that can help make a transition cleaner.

Listen to the full episode here: https://ow.ly/UXca50Z59YE

05/30/2026

How many referrals are you losing because someone looked at you online and decided not to call?

That's the question at the center of the newest Advisor Talk episode and it's one most advisors have never thought to ask.

Brian Lutz, ECP's Chief Marketing Officer, sat down with Wade Shields, Director of Marketing and Brand Strategy at Elite Marketing Concepts, for a conversation that challenges everything the average advisor thinks they know about showing up online.

Wade spent a decade in New York City making documentary and branded content for Google, Ernst & Young, and the American Cancer Society before bringing that same lens to financial advisors. His take on marketing is sharp, specific, and a little uncomfortable — in the best way.

This episode covers:
— Why generic content is quietly costing you referrals you'll never know about
— How video builds trust faster than any other format
— The interview-based approach EMC uses to get advisors out of their heads and into honest, natural delivery
— The real difference between branding and marketing, and why one has to come before the other

Catch the full episode on Advisor Talk: https://ow.ly/xPPg50Z4UjF

Advisor movement isn’t getting easier -- it's getting more Darwinian.Any data release or tracking report will tell you t...
05/29/2026

Advisor movement isn’t getting easier -- it's getting more Darwinian.

Any data release or tracking report will tell you the same story:
Financial advisor movement isn’t a cyclical blip, it’s a structural re-sorting of the entire wealth management industry.

In fact, advisor movement between 2021-2025 was off the charts and was driven by advisors changing platform (RIA, OSJ, Broker-Dealer) for: 1. Economics and 2. The autonomy.

But here’s the contrarian part most people won’t say out loud: Winning isn’t about the biggest headline deal.

And, honestly, we've also seen plenty of advisors get it wrong when they either
• Chase short-term deal value,
• Avoid pressure testing their long-term leverage and retention,
• Or, ignore skillful ex*****on and platform fit

So, the firms that will come out ahead are the ones investors and advisors trust to offer continuity, modern tools, and economic upside without unnecessary structural drag.

đź’¬ DM us if you want to unpack how real leverage is created before you sign a transition deal.

05/28/2026

When is the best time for a financial advisor to transition firms?

The answer is not as simple as January, after tax season, before the holidays, or when the calendar feels “clean.”

In this morning’s episode of Advisor Talk, Frank LaRosa and Stacey Frank break down why there is no one-size-fits-all answer when it comes to transition timing - and why waiting for the “perfect” moment can sometimes create more risk than clarity.

From year-end planning and deferred comp to client schedules, team readiness, deal timelines, and the emotional side of finally making the decision to move, this episode gives advisors a practical framework for thinking through one of the biggest decisions of their careers.

Listen to the full episode here: https://ow.ly/NpOb50Z59Tw

Address

301 North Church Street
Moorestown, NJ
08057

Website

Alerts

Be the first to know and let us send you an email when Elite Consulting Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Elite Consulting Partners:

Shortcuts

Share

Category