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...
In this episode of Advisor Talk, Executive VP of Sales Stacey Frank and Chief Information Officer Sue Cheema explore how financial advisors can turn their data into one of their most powerful growth tools. From optimizing your tech stack to improving client retention,...
In this episode of Advisor Talk, Frank LaRosa speaks with Rob Sechan, CEO and Co-Founder of NewEdge Wealth, about the evolution of the independent advisor model. With more than $72 billion in assets serviced (as of June 30, 2025) across NewEdge Capital Group, NewEdge...
In this episode of Advisor Talk, Brian Lutz, Chief Marketing Officer at Elite Consulting Partners, sits down with Angela Wolf, founder of Angela Wolf Video, to explore how financial advisors can use video to strengthen trust, boost engagement, and enhance their brand...
