by Steve Weissman | Jan 29, 2026
Advisor Talk is a podcast by Elite Consulting Partners focused on advisor transition, recruiting, and long-term growth strategy. Why should you switch financial advisor firms?Financial advisors often switch firms to better serve their clients. Moving firms can provide...
by Frank LaRosa | Jan 22, 2026
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank dive into a critical decision every advisor eventually faces: Are you making a transactional move – or a transformational one? Too often, advisors focus solely on the upfront deal when switching...
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...
