by Brian Lutz | Mar 9, 2026
By: Jane Wollman Rusoff, ThinkAdvisor Richest-ever transition deals for switching firms have put financial advisors “in the catbird seat.” So offers Frank LaRosa, founder and CEO of Elite Consulting Partners, in an interview with ThinkAdvisor. LaRosa, a...
by Brian Lutz | Jan 27, 2026
Some of the Commonwealth advisors currently in the LPL system could wind up leaving later this year. By: Griffin Kelly, The Daily Upside Eh, close enough, right? LPL Financial purchased Commonwealth Financial Network last year, with a retention rate goal of 90%,...
by Brian Lutz | Jan 16, 2026
This week I traveled to my Strategic Coach off-site meeting, where the focus is clarity, long-term thinking, and building businesses the right way. And in that spirit, I wanted to address something that’s been generating a lot of noise lately. I’ve been getting calls...
by Brian Lutz | Jan 6, 2026
The financial services industry is in the midst of a massive bifurcation. On one side, you have the “practitioner” – the advisor who loves the markets, cherishes client relationships, and wants nothing to do with HR, compliance, or tech stacks. On the...
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...
