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Vice President of Experienced Advisor Recruiting at Ameriprise Financial, for a candid discussion that challenges outdated perceptions of one of the industry’s fastest-growing firms....
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...
In this milestone 250th episode of Advisor Talk, Frank LaRosa and co-host Stacey Frank take a look back at how it all started – from recording in Frank’s office with a single camera and a pair of Marshalls chairs to hosting some of the biggest names in the...
In the third installment of our Raymond James investment-banking series, host Frank LaRosa brings together Ken Grider (Senior Managing Director, Raymond James Investment Banking) and a roundtable of Raymond James advisors – Lisa Detanna, Zac Hersman, Ryan Bass,...
In Part 2 of this Advisor Talk conversation, Frank LaRosa and Ken Grider dive deeper into the IBex education program and the Masterclass initiative that help Raymond James advisors learn to speak the language of business owners. Frank and Ken also share real-world...
In this episode of Advisor Talk, Frank LaRosa, CEO of Elite Consulting Partners, sits down with Ken Grider, Senior Managing Director, Investment Banking at Raymond James, to explore how financial advisors can bridge the gap between wealth management and investment...