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 Steve Weissman | 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 Steve Weissman | 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,...
245: Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan

245: Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan

by Steve Weissman | Oct 16, 2025

In this episode of Advisor Talk, Frank LaRosa speaks with Rob Sechan, CEO and Co-Founder of NewEdge Wealth, about the evolution of the independent advisor model. With more than $72 billion in assets serviced (as of June 30, 2025) across NewEdge Capital Group, NewEdge...

Elite Marketing Concepts and FMG Announce Strategic Partnership to Empower Financial Advisors with Next-Generation Marketing Solutions

by Steve Weissman | Oct 15, 2025

Moorestown, NJ — October 15, 2025 — Elite Marketing Concepts, a division of Elite Consulting Partners, today announced a strategic partnership with FMG, a leading marketing technology platform built specifically for financial advisors. The collaboration unites Elite’s...
244: The Power of Video Marketing for Financial Advisors – with Angela Wolf

244: The Power of Video Marketing for Financial Advisors – with Angela Wolf

by Steve Weissman | Oct 13, 2025

In this episode of Advisor Talk, Brian Lutz, Chief Marketing Officer at Elite Consulting Partners, sits down with Angela Wolf, founder of Angela Wolf Video, to explore how financial advisors can use video to strengthen trust, boost engagement, and enhance their brand...
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