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,...
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...
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...
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...
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...
