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.

10/08/2026

Two $200 million referrals in three years. From the firm itself.

That does not happen everywhere. That does not happen at most places. And that is exactly the kind of thing advisors miss when they are evaluating a move based purely on payout percentages.

I moved a client to Rockefeller three years ago. Since then, the firm has sent him two referrals worth $200 million each. That is not a transition bonus. That is the platform working for him in a way he could not manufacture on his own.

This is what real access looks like. Access to clients. Access to lending strategies. Access to opportunities that simply do not exist at other firms.

And here is the lesson for every firm sitting in a competitive recruiting environment right now.

If an advisor is choosing between five W2 firms, what are they getting at your firm that they cannot get anywhere else? Not better technology. Not a slightly higher payout. What is the genuine differentiator that changes what is possible for their practice?

If you cannot answer that clearly, you are already losing the advisors worth having. 👇

10/07/2026

$295M + in AUM transitioned to Rockefeller Capital Management |🚨 Senior Business Consultant Don O'Fee's first transition close of the year is officially in the books and we couldn't this Advisor and their team.

After more than 18 months of strategic guidance, conversations, and careful evaluation, Don helped this advisor and his team find the right next chapter for their business.

The journey started when the team began exploring their options after challenges surrounding the service and communication they were receiving prompted them to take a closer look at what they wanted from their next firm.

So, rather than rushing into a firm transition, they took the time to evaluate what mattered most.. from the needs of their clients and team to the level of support, resources, and overall alignment they wanted from a new partner.

That’s where Don’s approach made the difference.

For more than a year and a half, Don stayed alongside the team, helping them navigate their options and keeping the focus on one thing: finding the right fit for the business — not simply the most attractive offer.

Now, that work has culminated in a successful transition to Rockefeller Financial, bringing $295M+ in AUM along with it.

The right transition takes time, and the right partner makes the journey worth it.

Understanding your needs. Delivering results. That's Don, and that's Elite Consulting Partners.

10/07/2026

I never want to hear my management team complain when an advisor comes to them for help.

Here is why.

At the end of that question is a client.

The advisor is not calling because they are being difficult, needy, or self-serving. They are trying to solve a problem for someone they care deeply about. A real person whose financial life is in their hands.

That reframe changes everything about how you respond.

When leadership understands that every advisor request ultimately traces back to a client, it stops being an interruption and starts being exactly what the job is.

Serve the advisor. The advisor serves the client. That is the whole chain. And it only works when everyone in it takes it seriously. 👇

10/06/2026

Same coach, just a different playing field, because some things never change. Especially the passion and instinct to coach, guide, and help others reach their full potential.

Twenty years ago, Frank LaRosa was on the sidelines coaching his youngest son Peyton: helping teach the fundamentals, building young players' confidence, and showing up every single game.

That same commitment Frank brought to coaching his sons' sports teams grew and flourished when he founded Elite Consulting Partners to coach Financial Advisors all across the country.

Yes, the headset looks a little different, but the job hasn't changed. Now, with Frank's guidance, the entire team at Elite Consulting Partners is coaching financial advisors. Supporting them through one of the most stressful times in their professional life; helping them see what they're capable of and sharpening their game plan.

Great coaches don't just call plays, they believe in you before you believe in yourself.

Happy to Frank and to every coach who has made someone better, on the field or in the office!

10/06/2026

The firms winning the best advisors right now are not always the ones you would expect.

There is a shift happening, and most advisors are missing it because they only look at the usual suspects. The names everyone knows. The brands they grew up hearing about.

But there is a whole category of firms coming in the rearview mirror that are quietly winning. Advisors who join them get something back they lost years ago. Real growth support. Genuine culture. Strong technology. Flexibility around custodian choice.

These firms may not be household names yet. But the advisors who took a chance on them are not looking back.

My suggestion when you go through your due diligence. Yes, look at the usual suspects. You should. But open the aperture. Because the best fit for your practice might be a firm you have never heard of that has been quietly building exactly what you have been looking for.

We know which ones those are. That is the value of working with someone who tracks the results. 👇

Industry headlines move fast. Understanding what they actually mean for your business, career, and future is a little mo...
10/05/2026

Industry headlines move fast. Understanding what they actually mean for your business, career, and future is a little more complicated.

That’s the purpose of The Financial Advisors’ Industry Signal — a quick look at the latest industry moves, M&A activity, and economic trends, with a focus on what the headlines could actually mean for financial advisors.

This week, we’re looking at new data from DeVoe & Co. reported by https://ow.ly/6cmE50ZUtHW: 72 RIA deals closed in Q3 2026, a 19% drop from the record pace of the first half of the year.

At first glance, that could sound like a market cooling off. But the story underneath the number tells us something different: economic uncertainty may be delaying decisions that were already in motion, while the fundamental drivers of RIA M&A remain in place.

For advisors considering a career move, exploring independence, planning for succession, or simply trying to stay ahead of where the industry is headed, the headline is only the starting point.

Swipe through for three things this latest data could mean for you.

Source: https://ow.ly/6cmE50ZUtHW, “RIA M&A Activity Slows 19% in Third Quarter,” Sept. 24, 2026.

10/05/2026

Culture still wins. And here is what real culture actually looks like.

Not a tagline. Not a values statement on a website.

A firm that is intentionally building an environment for a specific type of advisor. In this case, advisors who want to swim upstream. Who are going after high-net-worth clients. Who want to be in rooms with other million-dollar-plus producers who are chasing the same level of business.

That is culture. The people around you. The conversations you are having. The level of ambition in the building.

And when you layer in things like access to Black Diamond at scaled cost for advisors who need institutional quality tools without the institutional price tag, that is a firm actually building for the advisor they are trying to attract.

Not every firm is right for every advisor. But when the culture matches your trajectory and the tools match your business model, everything accelerates.

Are you at a firm where the culture is pulling you up or just keeping you comfortable? 👇

10/05/2026

If you are not naturally tired at night and excited in the morning, you probably have not found something meaningful to work on.

That hit me when I first heard it.

Because stress does not come from doing too much. It comes from doing too little of what you actually care about.

The grind feels different when it is yours. When the mission is real. When what you are building actually matters to you.

Find that thing. Then work on it until you are genuinely tired. And wake up excited to go again.

10/04/2026

200% of trailing 12.

Let that sink in.

This advisor had a large AUM book with lower revenue relative to assets. So when the firm structured the deal around assets instead of trailing 12, the math worked out to the equivalent of 200% of his production.

That is not a typo.

This is exactly why you cannot evaluate a transition deal by just looking at the headline payout percentage. The structure of the deal matters as much as the number. How they calculate it. What they base it on. Whether it is built around AUM or revenue or some combination of both.

Every advisor's situation is different. And the right structure for your specific book can produce a dramatically different outcome than you would expect going in.

This is the conversation we have every single day. And this is why having someone run the actual math matters before you make any decisions.

Do you know what your deal could actually look like right now? 👇

10/03/2026

The firm that had a mediocre reputation five years ago might be the best option for you today.

This is something most advisors miss because they are making decisions based on outdated information.

Firms that were in the rearview mirror are now coming up fast. Better capital. Better leadership access. More customized marketing support. Improved advisor experience across the board.

And most of the industry did not see it coming.

We did. Because we track the results. We know which firms are actually delivering for advisors after the move, not just promising it before.

Do not let a reputation from five years ago determine a decision you are making today. The landscape has shifted significantly.

Know what is actually happening right now. Not what you heard at a conference two years ago. 👇

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301 North Church Street
Moorestown, NJ
08057

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