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...
Financial advisors, are hidden constraints preventing your practice from scaling? In this episode of Advisor Talk, Frank LaRosa is joined by Jon Randall, Founder & CEO of eXtraordinary Coaching, to break down the three biggest constraints holding advisors back...
Financial advisors, are you overlooking one of the most powerful tools to truly understand your clients – sentiment analysis? In this episode of Advisor Talk, Brian Lutz, Chief Marketing Officer of Elite Consulting Partners, is joined by Sue Cheema, Chief...
Financial advisors, are you stuck managing a “book of business” instead of building a real business? In this episode of Advisor Talk, Frank LaRosa is joined by Duncan MacPherson, Founder & CEO of Pareto Systems, to unpack how the Pareto Principle (80/20 Rule) and...
