by Steve Weissman | Jan 15, 2026
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank tackle one of the most important – and often overlooked – questions advisors face as they grow: How do you scale your business without losing your soul? Drawing from real advisor conversations,...
by Steve Weissman | Jan 5, 2026
In this episode of Advisor Talk with Frank LaRosa, Brian Lutz sits down with Sue Cheema for a practical, no-fluff conversation on one of the biggest challenges facing advisory firms today: inefficient systems and the hidden cost of bad processes. Drawing from real...
by Steve Weissman | Dec 26, 2025
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank tackle one of the most common decisions independent advisors face: choosing between a direct affiliation with a firm or aligning with an OSJ / large enterprise model. Drawing from real advisor...
by Steve Weissman | Dec 22, 2025
In this episode of Advisor Talk, Brian Lutz and Sue Cheema dive into one of the most important – and most misunderstood – decisions advisory firms face today: choosing the right CRM and understanding how data, integration, and automation directly impact...
by Steve Weissman | Dec 18, 2025
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down six of the most important themes that have shaped the financial advisory industry from 2025. These are the topics that consistently generated the most advisor questions, conversations, and...
