by Steve Weissman | Jan 16, 2026
This week I traveled to my Strategic Coach off-site meeting, where the focus is clarity, long-term thinking, and building businesses the right way. And in that spirit, I wanted to address something that’s been generating a lot of noise lately. I’ve been getting calls...
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 6, 2026
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...
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...
