by Steve Weissman | Nov 24, 2025
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...
by Steve Weissman | Nov 20, 2025
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...
by Steve Weissman | Nov 17, 2025
In this Advisor Talk episode, Brian Lutz and Sue Cheema break down one of the most overlooked advantages advisors have today: truly leveraging social CRM to listen, engage, and convert in a modern, data-driven world. Drawing from real examples and decades spent...
by Steve Weissman | Nov 13, 2025
In this episode of Advisor Talk, host Frank LaRosa sits down with Brian Mora, Senior Vice President of Experienced Advisor Recruiting at Ameriprise Financial, for a candid discussion that challenges outdated perceptions of one of the industry’s fastest-growing firms....
by Steve Weissman | Nov 10, 2025
In this episode of Advisor Talk, Brian Lutz, Chief Marketing Officer of Elite Consulting Partners, sits down with Sue Cheema, Chief Information Officer of Elite Consulting Partners and JEDI Database Solutions, for a lively debate on whether generative AI is truly the...
