Frank and Rob dive into:

• Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth.

• How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform.

• How multi-custody and open architecture models can offer flexibility.

• Perspectives of some advisors that have experienced business growth after joining the firm.

• The role of private equity and its innovation in wealth management.

• How advisors may use niche marketing strategies and referral initiatives to identify opportunities.

Whether you’re exploring alternatives to a wirehouse or staying informed on industry developments, this conversation offers a practical look at the choices and trade-offs within today’s independent landscape.

Want to connect?

• Reach out to Frank directly at frank@eliteconsultingpartners.com or send him a DM on LinkedIn.

• You can also connect with Rob by emailing RSechan@NewEdgeCG.com or visiting his LinkedIn page.

Chapters:

0:00 Introduction

1:02 From Wirehouse Advisor to Building a New Platform

6:30 What Makes Elite Financial Advisors Different

8:08 NewEdge Wealth vs NewEdge Advisors Explained

18:08 Why Multi-Custody & Open Architecture Matter

27:00 How Top Advisors Accelerate Growth After Going Independent

36:09 Private Equity’s Role in the Future of Wealth Management

40:46 Why Advisors Should Explore the Independent Model

Learn more about Elite and our 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 & Acquisitions

https://eliteadvisorsuccessions.com

JEDI Database Solutions | Technology Solutions for Advisors

https://jedidatabasesolutions.com

Listen to more Advisor Talk episodes:

https://eliteconsultingpartners.com/podcasts/

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Opinions expressed are as of October 7, 2025, and may change without notice. This content is for informational purposes only and does not constitute investment advice or a recommendation regarding any security, strategy, or business relationship. Past performance does not guarantee future results.

References to advisor experiences (including business growth, win rates, or referrals) reflect individual circumstances and are not representative of all advisors or outcomes. Results vary and are not guaranteed.

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