Best Elite Consulting Partners Podcasts (2025)

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George Khalaf on the Steep Trail for Schweikert & Why Arizona is Turning Redder 44:15

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2h ago44:15

44:15

Data and election guru, George Khalaf joins Chris and Sean to break down the hard data behind Rep. David Schweikert’s leap into the Arizona governor’s race. As George bluntly puts it—Schweikert’s “path” to victory looks more like a rugged hiking trail up a very steep hill. From there, the conversation widens to Arizona’s state races, where new numb…

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From DOJ to Digital Assets: Joshua Smeltzer on Deals, Courts & Crypto 48:46

1h ago48:46

48:46

Lisa sits down with litigator and tax specialist Joshua Smeltzer to unpack how Texas is positioning itself as a digital-asset hub, what the new business-court and “business judgment rule” mean for companies, and how tax and regulatory choices ripple through M&A, treasury strategy, and day-to-day operations. From plain-English explanations of blockc…

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Breaking the Status Quo: How Advisors Can Redefine Success 46:09

2d ago46:09

46:09

Key Highlights from the Episode: 0:00 – Introduction 3:21 – Professional scarcity: why focusing on fewer clients creates greater impact 5:12 – Shifting from book of business to real business 7:10 – Why client experience outweighs investment performance 9:15 – The law of familiarity and loyalty fatigue 14:23 – How to reset client relationships durin…

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Back in the Cave: Shutdowns, Non-Woke War, RFK’s Numbers, and Schweikert’s Gamble 33:39

9h ago33:39

33:39

Chris and Sean are back in their undisclosed cave—firing off hot takes on the looming government shutdown, Pete’s bold declaration of “non-wokism” at the Department of War (cementing his place as a transformational Secretary), and a sober fact-check on RFK Jr.’s inflated yet troubling statistics. Then the bombshell: our friend David Schweikert is g…

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590: Wall Street Journal Best Selling Author on What Good Leaders Can Learn From Bad Bosses 52:08

2h ago52:08

52:08

Mita Mallick, Wall Street Journal–bestselling author and workplace strategist, examines how everyday managerial choices determine whether organizations are resilient, humane, and productive. Drawing on her leadership roles in marketing and human resources, as well as her lived experience as a woman of color in corporate America, she reframes common…

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Charles C. W. Cooke on Buckley’s Legacy, Conservatism’s Future, and the Left’s Radical Drift 49:29

4d ago49:29

49:29

National Review’s Charles C. W. Cooke joins Chris and Sean for a wide-ranging conversation on the enduring legacy of William F. Buckley and the pivotal role National Review continues to play in shaping conservative thought. Cooke unpacks the current state of politics and the conservative movement—its momentum, its challenges, and the obstacles ahea…

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Why Most CRMs Fail (and How to Fix Them) 41:57

5d ago41:57

41:57

Key Highlights from the Episode: 0:00 – Introduction 0:44 – Future-proofing your CRM and architecting for scalability 2:23 – Why most CRMs fail when firms grow 5:08 – AI in CRMs: more than just dashboards 10:34 – Inside “Elite Genie” and how it supports advisors 11:48 – Why your CRM is really a data warehouse 14:05 – Integration-first architecture …

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Forgiveness, Fallout, and a Fire (at the Pentagon) 52:03

7d ago52:03

52:03

Chris and Sean are back with a wide-ranging episode that begins at the memorial service for Charlie Kirk—a moment equal parts humbling and overreaching. They unpack Erika Kirk’s astonishing forgiveness of her husband’s killer, Tucker Carlson’s gospel-fueled call to love that stirred no shortage of controversy, and Marco Rubio’s bold evangelism of t…

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From Tax Partner to Bitcoin Builder: Tim Savage on Value Creation Post-M&A 42:06

5d ago42:06

42:06

In this episode of M&A+ The Art After the Deal, Lisa Scott sits down with Tim Savage, CPA and Tax Partner at Weaver, who leads the firm’s Blockchain & Digital Assets practice. Tim shares how he built a crypto-forward tax practice inside a traditional firm, where digital assets fit in M&A due diligence, and the tax levers that quietly drive value (o…

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When Is the Best Time for Financial Advisors to Transition Firms? 29:41

9d ago29:41

29:41

Key Highlights from the Episode: 0:00 – Introduction 1:02 – Should I stay or should I go next year? 2:27 – Why Q4 is often the best time to transition 3:59 – How holidays and client schedules factor into timing 5:35 – Deferred comp considerations for advisors 10:23 – Why firms sweeten deals in Q4 to hit quotas 12:48 – The myth of the “perfect” time…

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589: CEO of FCLT Global and Former Senior Engagement Manager at McKinsey & Company on Turning Investor Dialogue into Strategy 50:55

10d ago50:55

50:55

Sarah Keohane Williamson, CEO of FCLT Global and coauthor of The CEO’s Guide to the Investment Galaxy, offers a disciplined primer for executives operating at the intersection of corporate strategy and capital markets. Drawing from her background in investment banking, government, consulting, and asset management, she explains why “investors are no…

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588: Former CEO of Jamba Juice on Leading with Culture 42:57

8d ago42:57

42:57

James D. White, former CEO of Jamba Juice, current board chair, and coauthor of Culture Design, shares how culture becomes a management discipline rather than a slogan. Drawing on his eight-year turnaround of Jamba, service on more than 15 boards, and leadership toolkit, he explains how listening, rituals, and disciplined systems embed values into …

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The #1 Tech Mistake RIAs Make (And How to Fix It) 22:06

12d ago22:06

22:06

Key Highlights from the Episode: 2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available 4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support 6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valu…

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Saving Children, Changing Laws: Darcy Olsen’s Fight for Reform 35:34

12d ago35:34

35:34

Darcy Olsen has spent decades in the political arena, but her greatest legacy is in the lives of children. As president and CEO of the Center for the Rights of Abused Children, she has been at the forefront of enacting groundbreaking legislation to protect kids trapped in an unforgiving system. Beyond policy, her story is deeply personal—Darcy has …

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Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers 38:00

16d ago38:00

38:00

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 consult…

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From Mourning to Unity: America’s Response to the Assassination of Charlie Kirk 42:58

13d ago42:58

42:58

The shocking assassination of Charlie Kirk has left millions grieving—and revealed a disturbing divide. While most Americans mourn with anguish, prayer, and a call for unity, a small but vocal fringe on the far left has responded with celebration. Chris and Sean tackle the dangerous implications of this reaction, the urgent need to confront politic…

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587: Globally Recognized Marketing Strategist on How to Build Brands That Dominate 45:32

13d ago45:32

45:32

Laura Ries, globally recognized marketing strategist and author of The Strategic Enemy, outlines a category-first approach to brand building. As she explains, “while people talk in brands, they really think in categories. The category is king.” Her core message: focus, contrast, and clarity determine whether a brand leads or disappears. The convers…

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586: Father of the Cable Modem Rouzbeh Yassini-Fard on Innovation and the Global Broadband Transformation 55:55

19d ago55:55

55:55

Rouzbeh Yassini-Fard, founder of LANcity, author of The Accidental Network, and widely known as the “father of the cable modem”, shares the story of how broadband was built and the lessons it offers for today’s leaders navigating AI and emerging technologies. Arriving in the U.S. with $750 in savings, Yassini-Fard envisioned carrying “voice, data a…

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Charlie Kirk is a Hero — Prove Us Wrong 28:18

20d ago28:18

28:18

Yesterday, America lost a giant. Charlie Kirk was senselessly murdered at Utah Valley State University, leaving behind his beloved wife, two children, and a conservative movement he helped shape with courage and conviction. Two humble hosts—Sean, who worked with Charlie on several occasions, and Chris, who admired him deeply—are shattered by this l…

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Greatest Hits - How to Build a Practice That Attracts a Premium Buyer 37:26

23d ago37:26

37:26

Highlights include: -The real difference between recurring and advisory revenue - and why it matters for your valuation. -Why managing client assets yourself can decrease your business’s value. -Red flags buyers look for, including data disorganization, aging client bases, and weak G2s. -The role of infrastructure, compliance, and staff continuity …

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Marathons, Madness, and McCullough: A Full Pour of Hot Takes 49:59

21d ago49:59

49:59

Chris and Sean kick things off with Sean’s marathon ambitions—and the painful lesson of a 15-mile run that ran out of gas. From there, the conversation shifts to a packed lineup of hot takes, each one hitting a different nerve. The “Phillies Karen” episode gets a mention—a dad trying to make his son’s 10th birthday special at the ballpark, only to …

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585: Former Goldman Sachs Executive, Erin Coupe, on Rituals for Success, Meditation, and Self-Leadership 53:43

20d ago53:43

53:43

Former Goldman Sachs executive Erin Coupe shares how she transformed her life and career by replacing routines with rituals, practicing meditation, and stepping into self-leadership. In this episode of the Strategy Skills Podcast, Kris Safarova and Erin dive deep into practical lessons for entrepreneurs, consultants, and online business owners who …

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Virginia’s Culture War Ignites 18:25

23d ago18:25

18:25

We’re joined by Matthew Hurtt, Republican strategist in Virginia, who first broke the photo of leftist activists trolling Lt. Gov. Winsome Sears. This image sparked a firestorm and set the tone for one of the most heated political debates in the Commonwealth. In this episode, we dive into Virginia’s unique position as a political bellwether, the si…

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584: ESSEC Business School Professor on How Geopolitics Shapes Corporate Strategy 46:01

22d ago46:01

46:01

Srividya Jandhyala, professor of management at ESSEC Business School and author of The Great Disruption, offers a clear framework for how geopolitics is reshaping corporate strategy. Her central thesis is direct: “The fundamental idea, ‘Where are you from?’—the nationality of the company—is the defining feature of the type of reactions you face fro…

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Media Earthquakes, Vaccine Revolts, and Trump’s Space Force Vision 30:27

27d ago30:27

30:27

Hollywood mogul David Ellison is shaking up the media world with plans to acquire The Free Press and elevate Bari Weiss into a top role at CBS—sending the Left into a tailspin. Chris and Sean break down what this means for journalism, culture, and the growing divide in the press. Meanwhile, Florida breaks with federal orthodoxy by scrapping vaccine…

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Technology That Builds Value 28:17

1M ago28:17

28:17

Other key takeaways include: -Why scalable systems and automation matter for growth and valuation. -How poor processes and outdated tech can undermine succession planning. -The importance of integrating platforms to eliminate inefficiencies. -How AI and automation can support, not replace, advisor expertise. -Why investing in tech today protects yo…

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Believing in the American Dream 32:09

30d ago32:09

32:09

A new Wall Street Journal poll reveals that only 31% of Americans still believe in the American Dream—a shocking sign that nearly 70% have lost faith in the promise of opportunity and success in the greatest nation on earth. Chris and Sean unpack why this belief is fading and what it will take to restore confidence in America’s future. They take on…

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583: The Four Pillars of Elite Teams (with Colin M. Fisher) 57:31

27d ago57:31

57:31

In this rigorous and insight-rich episode, Dr. Colin Fisher, author of The Collective Edge, deconstructs high-performing teams using decades of organizational research and field-tested frameworks. If you lead, manage, or influence teams, the insights here can recalibrate how you build and guide collaboration. We explore four foundational elements (…

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582: McKinsey's Venkat Atluri, How to thrive in the ecosystem economy (Strategy Skills classics) 58:18

1M ago58:18

58:18

Venkat Atluri, McKinsey senior partner and coauthor of The Ecosystem Economy: How to Lead in the New Age of Sectors Without Borders, explains how value creation is shifting from stand-alone enterprises to coordinated networks of collaborators. Drawing on two decades advising leaders in technology, media, and telecom, he outlines what makes ecosyste…

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Cody Ritchie: Creating a Lasting Legacy for His Business and for Arizona 40:29

1M ago40:29

40:29

From our Star Worldwide studio, we sit down with Cody Ritchie, founder of Crest Insurance. Cody’s journey is pure Arizona grit—starting at Mueller Insurance, watching it get bought out, then boldly buying it back to build Crest into a regional powerhouse across Arizona, San Diego, Wyoming, and Colorado. We honor the life of "Uncle" Joe Caesare, a t…

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Winning High-Net-Worth Clients 18:54

1M ago18:54

18:54

Other key takeaways include: -Why branding and marketing are different, and why you need both. -How high net worth clients are influenced by your website, social media, and content strategy. -The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections. -Why consistent, professional content and video are c…

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Taylor & Travis Engaged, Cracker Barrel Meltdown & Trump’s Coalition Revealed 36:06

1M ago36:06

36:06

Chris and Sean are back in the "LBDM Cave" with a show packed full of breaking news and hot takes. First up: Taylor Swift and Travis Kelce are officially engaged—and yes, the photos are everywhere. We break down what this “modern American royal couple” means for pop culture, the NFL, and maybe even Taylor’s next album rollout. Then we turn to the c…

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581: President of the Sy Syms Foundation on Legacy, Leadership, and Family Enterprise 55:39

1M ago55:39

55:39

Marcy Syms, former CEO of Syms Corporation and president of the Sy Syms Foundation, reflects on leadership, governance, and the responsibilities of stewarding a family-founded, publicly traded business. Her perspective blends the operational discipline of retail with long-term thinking shaped by philanthropy and board service. Syms underscores that…

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Joe Higgins Wants America to Wake Up! to Charter School Success 27:21

1M ago27:21

27:21

In his first appearance on the show, former Wake Up Tucson co-host Joe Higgins joins to highlight the explosive growth of Arizona’s charter school movement. With 11 Arizona schools recently ranked among the best in the nation—including BASIS Tucson at #1—Higgins explains why Arizona is leading the way. He also introduces Ethos/Logos, his homeschool…

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580: The Hidden Belief Blocking High Performers: “I’m Not Good Enough” 54:56

1M ago54:56

54:56

Why do even the most successful executives and management consultants secretly struggle with the belief that they’re not good enough? In this conversation with Josh Davis, PhD (psychology & neuroscience, Columbia University, NLP trainer) and Greg Prosmushkin (trial lawyer turned entrepreneur), we unpack: Why top leaders and consultants battle with …

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AI, Automation, and the Next Generation of CRM Solutions 33:06

1M ago33:06

33:06

Show Highlights: -The shift from static databases to intelligent, proactive CRMs. -How AI and automation streamline advisor workflows and client communications. -Real stories on personalization, from birthday emails to portfolio updates. -Why understanding acquisition costs is critical for advisors. -Best practices for securing client data and mini…

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Democrats’ Voter Registration Meltdown 25:59

1M ago25:59

25:59

The numbers are in—and they’re brutal for Democrats. A New York Times report reveals that from 2020 to 2024, Democrats shed more than 2 million registered voters while Republicans gained 2.4 million. Chris and Sean break down why this seismic shift is happening, what it means for 2026 and beyond, and whether the Democratic Party has a path forward.…

1
What Do You Want to Be When You Grow Up? 40:31

1M ago40:31

40:31

Show Highlights Include: -The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent. -Why choosing a new firm should solve for tomorrow, not just today’s pain point. -Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself. -Act “as if” now: build…

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579: Former Accenture Partner Brad Englert on Career Growth Through Relationships 52:24

1M ago52:24

52:24

Brad Englert, former Accenture partner, IT strategist, CIO, and author, shares how building genuine relationships has been the cornerstone of his career success. From his early days in technology consulting to leading large-scale initiatives, Brad reveals the mindset and habits that helped him grow, earn trust, and thrive in a competitive corporate…

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Hot Takes from the LBDM Cave with Chris Clements 28:49

1M ago28:49

28:49

Chris Clements goes solo from the LBDM Cave with a no-holds-barred round of hot takes on the week’s wild headlines: Soros-funded protests in D.C. — demonstrations erupt as homeless encampments are cleared, with activists railing against the city even trying to make the capital a safe place to live and work. The red carpet in Alaska — pomp and power…

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Congressman Schweikert: Defusing America’s Fiscal Time Bomb 46:40

2M ago46:40

46:40

Congressman David Schweikert joins Chris and Sean in studio to deliver a sobering—and solutions-driven—look at America’s looming fiscal crisis. He explains the demographic “time bomb” set to explode our national debt, and why inaction will leave the next generation buried under its weight. But Schweikert doesn’t stop at warnings. He outlines bold, …

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578: Stanford’s Robert E. Siegel on Navigating the Toughest Leadership Trade-Offs 51:29

1M ago51:29

51:29

Robert E. Siegel, Stanford Graduate School of Business professor, venture capitalist, and former executive, shares the leadership lessons he learned working with Intel’s legendary CEO, Andy Grove, and other amazing leaders, and how to thrive in today’s era of conflicting pressures. In this in-depth conversation, we explore the concept of the system…

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Waking Up Tucson — With Chris DeSimone 39:41

2M ago39:41

39:41

Chris and Sean welcome radio legend Chris DeSimone, host of Wake Up with Chris DeSimone — the voice that, for years alongside Joe Higgins, shook Tucson’s political and business establishment awake. Their Wake Up Tucson show pulled no punches in calling out hypocrisy, incompetence, and corruption from City Hall to the Chamber. Sadly, not much has ch…

1
How The Top 1% of Advisors Actually Spend Their Week 46:57

2M ago46:57

46:57

Show Highlights: -The difference between working hard and working smart in today’s advisory space. -Why intentional scheduling is critical to sustainable growth. -The top priorities high-performing advisors focus on daily. -How effective delegation drives business scalability. -Practical ways to protect your calendar and say no to the wrong opportu…

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Trump Takes Over D.C. — Hot Takes & Heartfelt Tributes 26:25

2M ago26:25

26:25

In this episode, Chris and Sean fire off a series of hot takes: from President Trump’s controversial move to take control of the D.C. police — separating what’s real from what’s political theater — to a CNN reporter’s rare flight over Gaza, where the devastation lies squarely at the feet of Hamas. They argue that if Hamas simply laid down its arms,…

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577: Former Submarine Commander L. David Marquet on How Leaders Make Better Decisions 55:31

2M ago55:31

55:31

L. David Marquet, former nuclear submarine commander and author of Leadership Is Language, shares a precise, operational approach to leadership, one that replaces command-and-control with a language designed for clarity, ownership, and adaptability. Drawing on his experience turning the USS Santa Fe from one of the worst-performing submarines in th…

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576: Bain Senior Partner Sarah Elk on Doing Agile Right (Strategy Skills classics) 1:01:38

2M ago1:01:38

1:01:38

Sarah Elk, Senior Partner at Bain & Company and global leader of its operating model work, brings a clear, pragmatic lens to why so many large-scale change efforts fail to stick. Drawing on decades of advising multinational organizations, she diagnoses the structural and behavioral traps that cause transformations to stall, and shares the disciplin…

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Is Your Tech Stack Costing You Clients? 21:32

2M ago21:32

21:32

Brian and Sue dig deep into: -Why “siloed platforms create siloed advice” - and how to break out of that trap. -What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability. -The hidden costs of redundancy and how to identify them in your current tech stack. -How AI and automation are transforming client servi…

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200 Days In: Trump’s Winning Streak and Democrat Double Standards 35:54

2M ago35:54

35:54

Chris and Sean celebrate President Trump’s first 200 days in office, arguing he’s accomplished more in that short time than many presidents do in an entire term. From keeping campaign promises to pushing bold reforms, they break down the major wins that define the early Trump era. They also tackle the battle over redistricting, exposing the blatant…

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It’s Not Just the Payout - It’s the Profitability 33:37

2M ago33:37

33:37

Show Highlights: -The emotional allure of upfront transition compensation - and why it’s misleading -How to evaluate a deal over 10-15 years, not just day one. -Common pitfalls advisors overlook when calculating effective payouts. -How Elite’s pro forma models bring hidden deal structures to light. -Why choosing the right firm can double or triple …