In this Advisor Talk episode, Brian Lutz and Sue Cheema dive into one of the biggest strategic decisions advisory firms face today: choosing the right CRM – and understanding how data, integrations, and automation can transform both the client experience and the...
In this episode of Advisor Talk, host Frank LaRosa sits down with Mike Durbin, CEO of Cetera, for a candid, “inside baseball” look at one of the largest independent firms in the industry and how it’s positioning advisors for the next decade of change. Drawing on 35...
In this episode of Advisor Talk, Frank LaRosa sits down with Joe Greco, Director of Elite Advisor Successions, for a candid and in-depth look at what’s really happening across the M&A landscape as we move into 2026. With deal volume reaching record highs and...
In this episode of Advisor Talk, Frank LaRosa sits down with Matt Hicken of Bill Good Marketing for a deep dive into one of the most misunderstood topics in the industry: the difference between branding and marketing – and why advisors need both. Matt breaks...
