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
148: Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
Even in a predominantly male industry such as financial services, there is something that all of the largest firms have in common – they have women in positions of power that have a massive impact on their firm’s success. In today’s episode of Advisor Talk, Elite...
Our Recent Episodes
148: Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
Even in a predominantly male industry such as financial services, there is something that all of the largest firms have in common – they have women...
147: Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners
It is more important than ever for financial advisors to fully understand their business objectives as many advisors are transitioning away from the...
146: Tactical Growth with Nate Lenz – Co-Founder and CEO, Concurrent Advisors
When you find yourself in an industry where there is an ever-changing landscape, if you want to stay at the top you need to evolve with the times. ...
145: Becoming a Leader with Ray Kelly – Senior Vice President – Think2Perform
Success as a financial advisor isn’t just a factor of the AUM you manage. Leadership is an essential skill in growing a thriving practice. In...
144: Introducing the Financial Advisor Success Syndicate with Jon Kuttin, CEO Kuttin Consulting Group
Listeners of Advisor Talk, we have a major announcement for you! If taking your practice to the next level, connecting with other success driven...
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
Now Also Available On
