Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers

Advisor Talk with Frank LaRosa

Key highlights from the episode:

0:00 – Introduction

4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse

6:45 – Real examples of how inflated promises derail transitions and waste time

9:55 – What advisors should demand up front to ensure accurate pro formas and offers

16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes

36:35 – Closing thoughts & contact info

If you’re considering a transition, don’t let hype or half-truths guide your decision. Learn how to spot red flags, negotiate effectively, and choose a firm that truly supports your business.

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Learn more about our companies and resources:

-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/