Advisor Talk with Frank LaRosa
Our Latest Episode

Ep.135: Lead by Example with Stephen Drum – Leadership Expert/Trainer, Author, Retired US Navy SEAL
Financial advisors and entrepreneurs alike, it’s time to buckle your seatbelts for this fast-paced episode of Advisor Talk as Elite Consulting Partners CEO Frank LaRosa is joined by Leadership Expert/Trainer, Author, and Retired US Navy SEAL Stephen Drum for a...
Our Recent Episodes
Ep.135: Lead by Example with Stephen Drum – Leadership Expert/Trainer, Author, Retired US Navy SEAL
Financial advisors and entrepreneurs alike, it’s time to buckle your seatbelts for this fast-paced episode of Advisor Talk as Elite Consulting...
Ep.134: Break the Mold with Chip Munn, CEO – Signature Wealth Group
As more advisors continue to gravitate to independent models, the ability to efficiently scale practices for growth has become paramount. In this...
Ep.133: Behind the Wheel – Focus on What’s in Front of You
Ep.132: The Power of Branding Series with Tina Beck, CMO – Elite Consulting Partners – Episode 2
Social media is here to stay, and it’s time for advisors to start taking advantage of the marketing opportunity it presents. In this episode of...
Ep.131: The Power of Branding Series With Tina Beck, CMO – Elite Consulting Partners
The integral role that marketing and branding efforts play in an advisor’s ability to next level their practice growth is undeniable. From social...
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