250: 250th EPISODE SPECIAL | The Biggest Lesson’s Advisors Never Learn

250: 250th EPISODE SPECIAL | The Biggest Lesson’s Advisors Never Learn

by Brian Lutz | Nov 6, 2025

In this milestone 250th episode of Advisor Talk, Frank LaRosa and co-host Stacey Frank take a look back at how it all started – from recording in Frank’s office with a single camera and a pair of Marshalls chairs to hosting some of the biggest names in the...
249: Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)

249: Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)

by Brian Lutz | Oct 30, 2025

In the third installment of our Raymond James investment-banking series, host Frank LaRosa brings together Ken Grider (Senior Managing Director, Raymond James Investment Banking) and a roundtable of Raymond James advisors – Lisa Detanna, Zac Hersman, Ryan Bass,...
248: Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)

248: Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)

by Brian Lutz | Oct 27, 2025

In Part 2 of this Advisor Talk conversation, Frank LaRosa and Ken Grider dive deeper into the IBex education program and the Masterclass initiative that help Raymond James advisors learn to speak the language of business owners. Frank and Ken also share real-world...
247: Unlocking Hidden Value – with Ken Grider of Raymond James (Part 1)

247: Unlocking Hidden Value – with Ken Grider of Raymond James (Part 1)

by Brian Lutz | Oct 23, 2025

In this episode of Advisor Talk, Frank LaRosa, CEO of Elite Consulting Partners, sits down with Ken Grider, Senior Managing Director, Investment Banking at Raymond James, to explore how financial advisors can bridge the gap between wealth management and investment...
246: From Lead to Loyalty: CRM’s Role in Customer Journey Mapping

246: From Lead to Loyalty: CRM’s Role in Customer Journey Mapping

by Brian Lutz | Oct 20, 2025

In this episode of Advisor Talk, Executive VP of Sales Stacey Frank and Chief Information Officer Sue Cheema explore how financial advisors can turn their data into one of their most powerful growth tools. From optimizing your tech stack to improving client retention,...
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