by Steve Weissman | Nov 17, 2025
In this Advisor Talk episode, Brian Lutz and Sue Cheema break down one of the most overlooked advantages advisors have today: truly leveraging social CRM to listen, engage, and convert in a modern, data-driven world. Drawing from real examples and decades spent...
by Steve Weissman | Nov 13, 2025
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Vice President of Experienced Advisor Recruiting at Ameriprise Financial, for a candid discussion that challenges outdated perceptions of one of the industry’s fastest-growing firms....
by Steve Weissman | Nov 10, 2025
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...
by Brian Lutz | Nov 6, 2025
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...
by Brian Lutz | Oct 30, 2025
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,...
by Brian Lutz | Oct 27, 2025
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...
