Frank Larosa,

1. What Firms Look for in
Financial Advisors
Frank Larosa

2. Frank Larosa: What Firms Look for in
Financial Advisors
Financial expert Frank Larosa possesses years of
experience in the financial services industry. Most
recently he launched Elite Recruiting and
Consulting, a firm that specializes in the placement
of financial advisors across the country.

3. Frank Larosa: What Firms Look for in
Financial Advisors
Firms looking for new financial advisors will typically
be looking at several key components for each
prospective employee:

4. Frank Larosa: What Firms Look for in
Financial Advisors
1. Production: Potential employers will be looking at
production, client asset size, and product mix of
applicants. Most firms will have minimum
requirements for applicants.
2. Work history: Firms will want to know that
applicants have experience and, almost as
importantly, have maintained employment with
other firms for a reasonable length of time.

5. Frank Larosa: What Firms Look for in
Financial Advisors
3. Fee-based business: Employers will investigate
what amount of the applicant’s production and
assets are fee-based. Some firms may prefer
transaction business to fee-based business.
4. Business goals: Financial firms will want to hire
motivated advisors with an eye toward the future
and a solid plan for growth. Applicants are expected
to clearly explain their vision.

6. Frank Larosa: What Firms Look for in
Financial Advisors
Financial advisors looking for new positions are
encouraged to contact Elite Recruiting and
Consulting for more information and consultation.