Advisor Talk with Frank LaRosa
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank’s unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
Our Latest Episode
Greatest Hits – The Spectrum of Advisor Independence
For financial advisors, finding the perfect firm partner fit for your personal, professional, and practice goals begins with self-discovery. And there is no one in the industry who is better at guiding advisors through this process than Elite Consulting Partners’ very...
Our Recent Episodes
Greatest Hits – The Spectrum of Advisor Independence
For financial advisors, finding the perfect firm partner fit for your personal, professional, and practice goals begins with self-discovery. And...
Greatest Hits – The Power of Home Office Visits
If you're a financial advisor considering a transition to a new firm, understanding the company culture and work environment is crucial. A home...
Greatest Hits – Empowerment Strategies for Business Success: Mastering Practice Management
In the world of entrepreneurship and finance, success often hinges on a combination of strategic habits, thoughtful practices, and insightful...
181: Mastering Practice Management
As a financial advisor, switching firms is just the beginning- keeping your practice running smoothly is where the real work begins. In this week’s...
Greatest Hits – Hot Mic Discussion: What’s Your Practice Actually Worth?
The clock’s ticking, and when it comes to the fast-paced realm of M&As, both buyers and sellers must learn to set realistic expectations...
Our Complete Series
- Ep. 1: Advisors Should Eat Their Own Cooking
- Ep. 2: The Independent W-2 Model
- Ep. 3: It’s Not About The Money, But It’s About The Money
- Ep. 4: What Does A Mailbox Have To Do With Your Business?
- Ep. 5: It’s All About The Net
- Ep. 6: Shrink to Grow – In Order to Grow It is Necessary to Shrink
- Ep. 7: Breaking The Code – Deciphering the Mythology of Hybrid and RIA Models
- Ep. 8: The Core Value Impact
- Ep. 9: You’re Fired – Strategies and Lessons For The Recently Terminated Advisor (Part 1 of a two-part series)
- Ep. 10: Ignorance is Bliss – The Top Ten Ways Advisors Make Mistakes That Result in Termination (Part 2 of a Two-Part Series)
- Ep. 11: Making A Good First Impression – What Your Website Says About You, Your Firm, And Why It Matters
- Ep. 12: The Art of Leveling-Up Your Business
- Ep. 13: Hot Mic Episode: The Elephant In The room
- Ep. 14: What’s In a Name?
- Ep. 15: Independent Mindset – Whether The Choice To Go Independent Is Right For You
- Ep. 16: Location, Location, Location – The Relationship Between Real Estate and Business Success
- Ep. 17 Part 1: Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process
- Ep. 17 Part 2: Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process, Part 2 of a 2-Part Series
- Ep. 18: Leading With Lending And The $50 Million Question
- Ep. 19: Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet
- Ep. 20: The Race to Zero Commissions and The Lost Podcast
- Ep. 21: Grow Your Business 10X By Getting Comfortable With Being Uncomfortable!
- Ep. 22: Merger Monopoly – The Tale of Ladenburg Thalman and It’s Five Broker-Dealers
- Ep.23: Buyer Beware – Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner
- Ep.24: Behind The Wheel – Navigating The Art of The Deal When Making Your Transition
- Ep.25: Jingle All The Way – Separate Yourself From The Competition This Holiday Season
- Ep.26: Looking Back to Look Forward – Evaluate Your Business Past and You Will Create Your Business Future
- Ep.27: The Season Of Giving – Gifting Your Business By Defining Your Core Values
- Ep.28: Collaboration Is Key – Utilizing A Mastermind Group To Maximize Your Business
- Ep.29: The Next Generation – Training and Mentoring Junior Advisors
- Ep.30: The Customer Is King – Empower Your Client Relationships By Hiring a Client Service Associate
- Ep.31: Knowing What Matters – Clarify Your Process For Client Retention Success
- Ep.32: The Big Reveal: Unboxing The Experience – Designing Meaningful Follow-up Rituals To Create Business Momentum
- Hot Mic – The Flip Side: The Real ‘Why’ Behind The Morgan Stanley Acquisition Of E-Trade
- Ep.33: Making An Impression – The Latest News On The Firms, Strategies And Deals Making An Impact
- Ep.34: Did You Do The Math? The Tax Implications of W-2 Vs. 1099 Deals
- Ep.35: Process Over Percentage Is What Keeps Your Business Up When Markets Are Down
- Ep.36: Proceed With Caution – The Pitfalls of Private Equity
- Ep.37: Talk to Me – Are You Communicating Effectively During The COVID-19 Crisis?
- Ep.38: Tech Tips – Using Email for Efficiency
- Ep.39: Which Firms Are The Winners And The Losers Of The Crisis?
- Ep.40: The Interview Series – Conor Delaney, Founder of The Good Life Companies
- Ep.41: Plan For The Worst, Hope For The Best – Strategies For Smaller Firms and Their Advisors
- Ep.42: Master Your Craft – Skills Advisors Need To Win On Today’s Playing Field
- Ep.43: The Interview Series – Joe Lyons, Managing Partner, Mooney Lyons
- Ep.44: Mental Toughness Series: Ben Newman, Mental Conditioning Coach for University of Alabama Football
- Ep.45: The Leadership Series: Business Partners Jonathan Freeman and Brian McCarver, Stonebridge Financial Group
- Ep.46: You Do You – Independence Isn’t The Only Option
- Ep.47: The Pitfalls of Zoom Technology On Long-Term Client Relationships
- Ep.48: It’s Time To Step Up – Why Advisors Need to Elevate Their Client Communication Game
- Ep.49: What got you HERE will not get you THERE…
- Ep.50: Behind the Scenes with Rich Steinmeier and LPL’s new EMPLOYEE MODEL
- Ep.51: A New Kind Of Independence – An Interview with James Gold, CEO, and Douglas Kentfield, Head of Wealth Management, Steward Partners
- Ep.52: A Time of Opportunity – An Interview with Manish Dave, Senior Vice President, Business Development, Ameriprise Financial
- Ep.53: Leading and Listening – An Interview With Adam Antoniades, CEO, Cetera Financial Group
- Ep.54: Forward Thinking – An Interview with Michael Bryan, CEO, Triad Hybrid Solutions
- Ep.55: Want To Increase Your Succession Payout by 288%? Consider Dual-Monetization
- Ep.56: ‘Tis The Season – Analyzing The Fiscal Maneuvering Firms Will Use To Close 2020
- Ep.57: Watch For The Waves – The Effect of COVID on Financial Services
- Ep.58: Much Ado About Nothing – The Protocol Non-Event
- Ep.59: HubTalk – The COVID Wave To Independence
- Ep.60: Thinking Ahead – Predictions That Matter For Financial Services In 2021
- Ep.61: Babies, Boxing, and Business – A Conversation With Austin Philbin, Chief Administrative Officer, Dynasty Financial Partners
- Ep.62: Lead-Gen Lessons with Jeremiah Desmarais, CEO – Advisorist
- Ep.63: Watch Your Back – Beware of Hidden Competition
- Ep.64: Keep the Home Fires Burning – Wells Fargo Chooses to Leave the International Space
- Ep.65: In-Network – Relationships, Recruiting, and Results
- Ep.66: Protect Yourself – FSI’s New Health Insurance Program for Financial Advisors
- Ep.67: Eyes Wide Open – Is it a DEAL or a LOAN?
- Ep.68: Crypto Currency – Why Advisors Need to Pay Attention
- Ep.69: No Grind, No Glory
- Ep.70: NFT Confusion – Why the Disruptive Trend Is One To Watch
- Ep.71: Expand Your Mind, Expand Your Business
- Ep.72: Industry Impact – A Discussion with Scott Breault, Regional Market Manager, Senior Transition Consultant
- Ep.73: Independent Thinking with Bill Walsh – Regional Market Manager, Senior Transition Consultant
- Ep.74: HAVE FAITH – An Interview with Vaughn Kohler
- Ep.75: Road Warrior – An Unfiltered Financial Services Discussion
- Ep.76: Build Your Business For Success – An Interview with Michelle Seiler Tucker, CEO, Seiler Tucker
- Ep.77: RIA Boom – An Interview with Nathan Stibbs, President & CSO – Continuum Advisory LLC
- Ep.78: Wirehouse Wave – Why W2 to W2 Moves Are Increasing
- Ep.79: Power Podcast – Practice Growth by CPA
- Ep.80: Entrepreneurial Explosion – The New Advisor Mindset
- Ep.81: ‘Tis The Season To Hit The Bid
- Ep.82: The Future is Now – Plan Ahead for a Successful 2022
- Ep.83: Legal Lessons for Advisors Making a Move
- Ep.84: Double Down on Service
- Ep.85: Your Questions Answered!
- Ep.86: The Slow Boil
- Ep.87: Legal Perspective Series – with Brian Neville, Founding Partner of Lax & Neville
- Ep.88: Legal Perspective Series Episode 2 – with Brian Neville, Founding Partner – Lax & Neville
- Ep.89: LPL Financial’s Strategic Wealth Services Model – with Kimberly Sanders, Senior Vice President
- Ep.90: Vision for Growth – with Jon Kuttin, Founder & CEO – Kuttin Wealth Management
- Ep.91: The Lion Hunter and The Advisor
- Ep.92: Purpose Over Profit
- Ep.93: Stifel Independent Advisors with Alex David, President & CEO, and Tim Boostrom, Director of Business Development
- Ep.94: Mad Libs for Advisors
- Ep.95: Legal Perspectives Episode 3 with Brian Neville, Founding Partner of Lax & Neville
- Ep.96: Legal Perspectives Episode 4 with Brian Neville, Founding Partner of Lax & Neville
- Ep.97: Purpose Driven Mindset with Ben Newman – Performance Coach, International Speaker, Bestselling Author
- Ep.98: Advisor First – with Desireé Sii, President and CEO – SagePoint Financial Inc.
- Ep.99: Attract the Right Talent
- Ep.100: 100th Episode Celebration
- Ep.101: The More Things Change . . .
- Ep.102: Behind the Wheel – Strategies for Advisors on the Move
- Ep.103: You Started a BD or RIA – Now What?
- Ep.104: Advisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth Management
- Ep.105: Peak Performance with Alan Stein Jr. – World Renowned Speaker, Coach, and Best-Selling Author
- Ep.106: Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management
- Ep.107: Behind the Wheel Edition – A Time of Opportunity
- Ep.108: Lessons Learned – A Recap of the LPL Conference
- Ep.109: M&A Masterclass
- Ep.110: The Frontlines of Financial Services – with Dave Rutherford and Kyle Kroberger, Former U.S. Navy SEALs
- Ep.111: It’s Time to Get Social
- Ep.112: Learn About LPL Linsco with Clare Kiesel – Senior Vice President, Business Development, LPL Independent Employee Channel
- Ep.113: Compound Pound Your Effort
- Ep.114: Tactical Teachings with Jeff Concepcion, Founder & CEO – Stratos Wealth Partners
- Ep.115: Finish Strong
- Ep.116: Planning & Process for Transition Success
- Ep.117: On The Hunt
- Ep.118: Behind The Wheel – Navigating The Art of The Deal When Making Your Transition
- Ep.119: Power Performance – with Matt Reiner, Managing Partner, Capital Investment Advisors and Host of Bridging the Gap Podcast
- Ep.120: A Model For Success with Rita Robbins, Founder & President – Affiliated Advisors
- Ep.121: Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer
- Ep.122: Playing the Long Game with Scott Curtis, President Private Client Group – Raymond James
- Ep.123: Get to Work
- Ep.124: The Value Proposition with Rich DeSalvo – CEO of f3Logic, a Gallagher Company
- Ep.125: Support Structure with Vince Fertitta, President of Wealth Management, Sanctuary Wealth
- Ep.126: The LPL Playbook
- Ep.127: Culture as Catalyst
- Ep.128: Advisor Empowerment with Libet Anderson, President – Concourse Financial Group Securities
- Ep.129: Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent
- Ep.130: Behind the Wheel – Leadership Lessons
- Ep.131: The Power of Branding Series With Tina Beck, CMO – Elite Consulting Partners
- Ep.132: The Power of Branding Series with Tina Beck, CMO – Elite Consulting Partners – Episode 2
- Ep.133: Behind the Wheel – Focus on What’s in Front of You
- Ep.134: Break the Mold with Chip Munn, CEO – Signature Wealth Group
- Ep.135: Lead by Example with Stephen Drum – Leadership Expert/Trainer, Author, Retired US Navy SEAL
- Ep.136: Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial
- Ep.137: The What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners
- Ep.138: The Advisor Advantage with Private Advisor Group
- Ep.139: Behind the Wheel – Advisors Pay Attention
- 140: Preventers of Growth with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
- 141: Preventers of Growth Episode 2 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
- 142: Preventers of Growth Episode 3 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
- 143: The Keys to Consolidation with Kristen Kimmell – EVP, Head of Business Development – Osaic formerly Advisor Group
- 144: Introducing the Financial Advisor Success Syndicate with Jon Kuttin, CEO Kuttin Consulting Group
- 145: Becoming a Leader with Ray Kelly – Senior Vice President – Think2Perform
- 146: Tactical Growth with Nate Lenz – Co-Founder and CEO, Concurrent Advisors
- 147: Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners
- 148: Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
- 149: Supported Independence Success with David Karr, Chairman – Equitable Advisors
- 150: Dominate the Marketing Game with Tina Beck, President – Elite Marketing Concepts & CMO – Elite Consulting Partners
- 151: The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
- 152: The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
- 153: Don’t Get Distracted By Shiny Objects – with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
- 154: Mergers, Acquisitions, and High Net Worth – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
- 155: Mergers, Acquisitions, and High Net Worth – Part 2 – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
- 156: To Be an RIA, or Not to Be an RIA
- 157: Unleash Your Potential Through Visualization
- 158: Break Free from Decision Fatigue
- 159: RIA 101 With Vince Leto
- 160: Mastering the Art of M&A
- 161: Unlocking Success for Independent Advisors161: Mastering the Art of M&A
- 162: Empowerment Strategies for Business Success
- Greatest Hits – To be an RIA or Not to be an RIA
- Greatest Hits – Don’t Get Distracted By Shiny Objects – with Stacey Frank, Elite Consulting Partners
- Greatest Hits – The Power of Branding Series with Tina Beck, CMO – Elite Consulting Partners – EP.2
- 163: Welcome to the Real World with Chris Shaw – Sanctuary Wealth
- 164: Hot Mic Discussion: What’s Your Practice Actually Worth?
- Greatest Hits – Unlocking Success for Independent Advisors
- 165: Amidst Acquisition Chaos
- 166: Hot Mic Discussion: A 9 to 5 is Part Time
- 167: Adapting to Change: Essential Strategies for Advisor Success
- 168: Do You Have A Crystal Ball for Your Business?
- 169: Raymond James’ Pathways for Advisor Growth
- Greatest Hits – Mastering the Art of M&A
- 170: Streamlining Success: How Consultants Empower Financial Advisors: Greatest Hits – Mastering the Art of M&A
- 171: Advisor Insights: Making Moves with Jon Kuttin and Frank LaRosa
- Greatest Hits – Unleash Your Potential Through Visualization
- 172: The Power of Home Office Visits
- Greatest Hits – Purpose Driven Mindset with Ben Newman
- 173: Leveraging Authority Marketing for Practice Growth
- Greatest Hits – Peak Performance with Alan Stein Jr.
- Greatest Hits – Do You Have A Crystal Ball for Your Business?
- 174: The Hidden Pitfalls of Private Equity Deals
- 175: Strategic Moves: Embracing Transition Deals in Today’s Market
- Greatest Hits – RIA 101 With Vince Leto
- Greatest Hits – Amidst Acquisition Chaos
- Greatest Hits – A 9 to 5 is Part Time
- 176: Working On vs. In Your Business
- 177: AI vs. Authenticity: Marketing Trends for Financial Advisors
- 178: Shape Your Online Presence: How to Stand Out
- 179: What is Complacency Costing You?
- 180: Thriving in Change: The Power of Brand Evolution
- Greatest Hits – The Hidden Pitfalls of Private Equity Deals
- Greatest Hits – Streamlining Success: How Consultants Empower Financial Advisors
- Greatest Hits – Hot Mic Discussion: What’s Your Practice Actually Worth?
- 181: Mastering Practice Management
- Greatest Hits – Empowerment Strategies for Business Success: Mastering Practice Management
- Greatest Hits – The Power of Home Office Visits
- Greatest Hits – The Spectrum of Advisor Independence
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