Elite Consulting Partners
Kayla Smith is a proficient marketing associate currently employed at Elite Consulting Partners since October 2022. Prior to this role, Kayla served as a mortgage loan processor at Financial Freedom Mortgage from June 2019 to September 2022. Kayla's leadership experience includes a position as director at Monkey Bars Learning Center from June 2018 to April 2019. Additionally, Kayla honed customer service skills as a front end supervisor at Party City between September 2013 and June 2018. Kayla holds a Bachelor's degree in Childhood Studies from Rutgers University - Camden.
Elite Consulting Partners
Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry. Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. We ensure our clients' objectives and goals are realized during their due-diligence and transition process. We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within a practice or business through negotiated mergers or simple advisor recruiting deals and packages. We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s). We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.