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
280: The Right Move Not The Next Move: What We Learned At Elite Ignite 2026
What does it take to put 24 firms, $4.5 trillion in controlled assets and a room full of the industry’s sharpest minds together for four days and walk away better than you came in? Frank LaRosa and Stacey Frank are back together in the studio to break down what…
Our Recent Episodes
280: The Right Move Not The Next Move: What We Learned At Elite Ignite 2026
279: Marketing Is Being Brave: Why Authentic Content Wins More Clients
278: What If You Never Try: One Decision That Changed Her Career
277: Inside The Succession Trap: Why Sell and Exit Deals Keep Failing
276: Know What You’re Saying No To | The Ameriprise Truth with Brian Mora
Our Complete Series
280: The Right Move Not The Next Move: What We Learned At Elite Ignite 2026
279: Marketing Is Being Brave: Why Authentic Content Wins More Clients
278: What If You Never Try: One Decision That Changed Her Career
277: Inside The Succession Trap: Why Sell and Exit Deals Keep Failing
276: Know What You’re Saying No To | The Ameriprise Truth with Brian Mora
275: Ignite Conference Edition: No Jerks Allowed | The Raymond James Way
274: The $9 Million Gap: When Money IS the Reason to Move
273: Leaving Your Firm? What Advisors Wish They Knew
272: Stop Waiting: Your Deferred Comp is a Trap
271: Selling 20% of Your Practice? You May Lose Control
270: Minority Stakes in Advisory Practices: Opportunity or Trap?
269: How Financial Advisors Should Actually Be Using AI
268: Should Financial Advisors Stay or Switch Firms? The Cost of Not Deciding
267: Why Do the Most Successful Financial Advisors Focus on Purpose Instead of Payout?
266: Are You Making a Transactional or Transformational Career Move?
265: Don’t Just Grow… Grow the Right Way
264: Painpoints Technology Can Solve
263: Direct Affiliation vs. OSJ: Which Model Is Right for You?
262: Comparing Major CRMs: Inside JEDI’s New Platform Comparison Whitepaper
261: The Six Defining Trends Shaping Financial Advisors in 2025
260: How Advisors Stay Competitive in 2026
259: Should You Go RIA? With Chuck Failla
258: Which CRM Should Financial Advisors Choose?
257: M&A Masterclass with Jon Kuttin
256: Cetera CEO Mike Durbin on the Future of Independent Financial Advisors
255: M&A Outlook 2026: Dual Monetization, PE Pitfalls & What Advisors Need to Know
254: Marketing Vs. Branding: What Advisors Get Wrong
253: Listening, Engaging, Converting: Social CRM In Action
252: You Don’t Know What You’re Saying No To – with Brian Mora
251: Can Financial Advisors Really Trust Generative AI?
250: 250th EPISODE SPECIAL | The Biggest Lesson’s Advisors Never Learn
249: Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)
248: Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)
247: Unlocking Hidden Value – with Ken Grider of Raymond James (Part 1)
246: From Lead to Loyalty: CRM’s Role in Customer Journey Mapping
245: Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan
244: The Power of Video Marketing for Financial Advisors – with Angela Wolf
243: From Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors
242: AI and Sentiment Analysis in Social CRM
241: Breaking the Status Quo: How Advisors Can Redefine Success
240: Why Most CRMs Fail (and How to Fix Them)
239: When Is the Best Time for Financial Advisors to Transition Firms?
238: The #1 Tech Mistake RIAs Make (And How to Fix It)
237: Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers
236: Technology That Builds Value
235: Winning High-Net-Worth Clients
234: AI, Automation, and the Next Generation of CRM Solutions
233: What Do You Want to Be When You Grow Up?
232: How The Top 1% of Advisors Actually Spend Their Week
231: Is Your Tech Stack Costing You Clients?
230: It’s Not Just the Payout – It’s the Profitability
229: Can You Trust AI With Your Succession Plan?
228: How Your CRM Can Build Client Loyalty
227: Calling All OSJ’s
226: Future-Proofing Your Tech Stack: What Advisors Need Now
225: Why Advisors Struggle with CRM Adoption – and How to Fix it
224: Is PE Worth It? Don’t Get Enamored By The Check
223: Data-Driven Decision Making: Enhancing Client Relationships
222: From Deal to Done: The Smooth Succession Timeline
221: Making Your Data Work for You
220: The Exit Mindset: When, Why, and How to Plan Your Succession
219: Is Your CRM a Cybersecurity Risk?
218: Inside the Transition: What Really Happens When Advisors Moves
217: From Chaos to Clarity: Streamlining Operations with Data
216: Finding Your Freedom and Doubling Your Revenue: A Case Study
215: Marketing Funnels for Advisors: From Stranger to Client
214: The Real Cost of Doing Nothing: How Inaction Hurts Advisor Growth
213: Stop Losing Leads: How a CRM Captures Every Opportunity
212: How to Build a Practice That Attracts a Premium Buyer
211: Integrating AI Into Advisory Practices
210: Breaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm
209: What is JEDI: And Why it Matters for Financial Advisors
208: Succession Isn’t Sentimental: It’s Strategic
207: Building Trust That Books Meetings
206: Dial In Your Data
205: You Don’t Know What You Don’t Know: A Recap From IGNITE 2025
204: Data-Driven Growth for Advisors
203: Raymond James at IGNITE: A Live Conversation on Firm Culture and Advisor Choice
202: Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change
201: Steward Partners at IGNITE: A Live Conversation on Leadership and Growth
200th Episode Special: The Future of Independence with LPL CEO Rich Steinmeier
HOT MIC – The Real Impact of Industry Consolidation
HOT MIC – LPL Acquires Commonwealth: What Advisors Need to Know – Part 2
199: The Truth Behind Transition Deals
HOT MIC – LPL Acquires Commonwealth: What Advisors Need to Know
198: Understanding the Process of Finding a New Firm
197: Scaling your Practice with the Right CRM Strategy
196: Overwhelmed as a Business Owner? Smart Strategies for Advisors
195: The Power of Automation: 3 Strategies to Streamline Your Practice
194: The Entrepreneurial Mindset Advisors Need to Win
193: M&A in 2025: What Every Advisor Needs to Know
192: Strategic Planning for Advisors: Your 2025 Checklist
191: Mastering Metrics: How Data-Driven Decisions Drive Success
190: Smart Solutions for Advisors Nearing Retirement
189: Key Trends Advisors Need to Watch in 2025
188: Insights from Our Top Episodes of 2024
187: The 10 Habits That Drive Entrepreneurial Success
186: What Every Advisor Needs to Know Before Changing Firms
185: The Most Common Transition Fears – and How to Beat Them
184: Big Wins Require Bold Moves
183: Avoiding the Danger Zone: Legal Essentials for Financial Advisors
182: Client Relationships: The Key to Practice Longevity
181: Mastering Practice Management
180: Thriving in Change: The Power of Brand Evolution
179: What is Complacency Costing You?
178: Shape Your Online Presence: How to Stand Out
177: AI vs. Authenticity: Marketing Trends for Financial Advisors
176: Working On vs. In Your Business
175: Strategic Moves: Embracing Transition Deals in Today’s Market
174: The Hidden Pitfalls of Private Equity Deals
173: Leveraging Authority Marketing for Practice Growth
172: The Power of Home Office Visits
171: Advisor Insights: Making Moves with Jon Kuttin and Frank LaRosa
170: Streamlining Success: How Consultants Empower Financial Advisors: Greatest Hits – Mastering the Art of M&A
169: Raymond James’ Pathways for Advisor Growth
168: Do You Have A Crystal Ball for Your Business?
167: Adapting to Change: Essential Strategies for Advisor Success
166: Hot Mic Discussion: A 9 to 5 is Part Time
165: Amidst Acquisition Chaos
164: Hot Mic Discussion: What’s Your Practice Actually Worth?
163: Welcome to the Real World with Chris Shaw – Sanctuary Wealth
165: Greatest Hits – The Power of Branding Series with Tina Beck, CMO – Elite Consulting Partners – EP.2
162: Empowerment Strategies for Business Success
161: Unlocking Success for Independent Advisors161: Mastering the Art of M&A
160: Mastering the Art of M&A
159: RIA 101 With Vince Leto
158: Break Free from Decision Fatigue
157: Unleash Your Potential Through Visualization
156: To Be an RIA, or Not to Be an RIA
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
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
153: Don’t Get Distracted By Shiny Objects – with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
152: The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
151: The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
150: Dominate the Marketing Game with Tina Beck, President – Elite Marketing Concepts & CMO – Elite Consulting Partners
149: Supported Independence Success with David Karr, Chairman – Equitable Advisors
148: Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
147: Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners
146: Tactical Growth with Nate Lenz – Co-Founder and CEO, Concurrent Advisors
145: Becoming a Leader with Ray Kelly – Senior Vice President – Think2Perform
144: Introducing the Financial Advisor Success Syndicate with Jon Kuttin, CEO Kuttin Consulting Group
143: The Keys to Consolidation with Kristen Kimmell – EVP, Head of Business Development – Osaic formerly Advisor Group
142: Preventers of Growth Episode 3 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
141: Preventers of Growth Episode 2 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
140: Preventers of Growth with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
Ep.139: Behind the Wheel – Advisors Pay Attention
Ep.138: The Advisor Advantage with Private Advisor Group
Ep.137: The What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners
Ep.136: Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial
Ep.135: Lead by Example with Stephen Drum – Leadership Expert/Trainer, Author, Retired US Navy SEAL
Ep.134: Break the Mold with Chip Munn, CEO – Signature Wealth Group
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
Ep.131: The Power of Branding Series With Tina Beck, CMO – Elite Consulting Partners
Ep.130: Behind the Wheel – Leadership Lessons
Ep.129: Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent
Ep.128: Advisor Empowerment with Libet Anderson, President – Concourse Financial Group Securities
Ep.127: Culture as Catalyst
Ep.126: The LPL Playbook
Ep.125: Support Structure with Vince Fertitta, President of Wealth Management, Sanctuary Wealth
Ep.124: The Value Proposition with Rich DeSalvo – CEO of f3Logic, a Gallagher Company
Ep.123: Get to Work
Ep.122: Playing the Long Game with Scott Curtis, President Private Client Group – Raymond James
Ep.121: Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer
Ep.120: A Model For Success with Rita Robbins, Founder & President – Affiliated Advisors
Ep.119: Power Performance – with Matt Reiner, Managing Partner, Capital Investment Advisors and Host of Bridging the Gap Podcast
Ep.118: Behind The Wheel – Navigating The Art of The Deal When Making Your Transition
Ep.117: On The Hunt
Ep.116: Planning & Process for Transition Success
Ep.115: Finish Strong
Ep.114: Tactical Teachings with Jeff Concepcion, Founder & CEO – Stratos Wealth Partners
Ep.113: Compound Pound Your Effort
Ep.112: Learn About LPL Linsco with Clare Kiesel – Senior Vice President, Business Development, LPL Independent Employee Channel
Ep.111: It’s Time to Get Social
Ep.110: The Frontlines of Financial Services – with Dave Rutherford and Kyle Kroberger, Former U.S. Navy SEALs
Ep.109: M&A Masterclass
Ep.108: Lessons Learned – A Recap of the LPL Conference
Ep.107: Behind the Wheel Edition – A Time of Opportunity
Ep.106: Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management
Ep.105: Peak Performance with Alan Stein Jr. – World Renowned Speaker, Coach, and Best-Selling Author
Ep.104: Advisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth Management
Ep.103: You Started a BD or RIA – Now What?
Ep.102: Behind the Wheel – Strategies for Advisors on the Move
Ep.101: The More Things Change . . .
Ep.100: 100th Episode Celebration
Ep.99: Attract the Right Talent
Ep.98: Advisor First – with Desireé Sii, President and CEO – SagePoint Financial Inc.
Ep.97: Purpose Driven Mindset with Ben Newman – Performance Coach, International Speaker, Bestselling Author
Ep.96: Legal Perspectives Episode 4 with Brian Neville, Founding Partner of Lax & Neville
Ep.95: Legal Perspectives Episode 3 with Brian Neville, Founding Partner of Lax & Neville
Ep.94: Mad Libs for Advisors
Ep.93: Stifel Independent Advisors with Alex David, President & CEO, and Tim Boostrom, Director of Business Development
Ep.92: Purpose Over Profit
Ep.91: The Lion Hunter and The Advisor
Ep.90: Vision for Growth – with Jon Kuttin, Founder & CEO – Kuttin Wealth Management
Ep.89: LPL Financial’s Strategic Wealth Services Model – with Kimberly Sanders, Senior Vice President
Ep.88: Legal Perspective Series Episode 2 – with Brian Neville, Founding Partner – Lax & Neville
Ep.87: Legal Perspective Series – with Brian Neville, Founding Partner of Lax & Neville
Ep.86: The Slow Boil
Ep.85: Your Questions Answered!
Ep.84: Double Down on Service
Ep.83: Legal Lessons for Advisors Making a Move
Ep.82: The Future is Now – Plan Ahead for a Successful 2022
Ep.81: ‘Tis The Season To Hit The Bid
Ep.80: Entrepreneurial Explosion – The New Advisor Mindset
Ep.79: Power Podcast – Practice Growth by CPA
Ep.78: Wirehouse Wave – Why W2 to W2 Moves Are Increasing
Ep.77: RIA Boom – An Interview with Nathan Stibbs, President & CSO – Continuum Advisory LLC
Ep.76: Build Your Business For Success – An Interview with Michelle Seiler Tucker, CEO, Seiler Tucker
Ep.75: Road Warrior – An Unfiltered Financial Services Discussion
Ep.74: HAVE FAITH – An Interview with Vaughn Kohler
Ep.73: Independent Thinking with Bill Walsh – Regional Market Manager, Senior Transition Consultant
Ep.72: Industry Impact – A Discussion with Scott Breault, Regional Market Manager, Senior Transition Consultant
Ep.71: Expand Your Mind, Expand Your Business
Ep.70: NFT Confusion – Why the Disruptive Trend Is One To Watch
Ep.69: No Grind, No Glory
Ep.68: Crypto Currency – Why Advisors Need to Pay Attention
Ep.67: Eyes Wide Open – Is it a DEAL or a LOAN?
Ep.66: Protect Yourself – FSI’s New Health Insurance Program for Financial Advisors
Ep.65: In-Network – Relationships, Recruiting, and Results
Ep.64: Keep the Home Fires Burning – Wells Fargo Chooses to Leave the International Space
Ep.63: Watch Your Back – Beware of Hidden Competition
Ep.62: Lead-Gen Lessons with Jeremiah Desmarais, CEO – Advisorist
Ep.61: Babies, Boxing, and Business – A Conversation With Austin Philbin, Chief Administrative Officer, Dynasty Financial Partners
Ep.60: Thinking Ahead – Predictions That Matter For Financial Services In 2021
Ep.59: HubTalk – The COVID Wave To Independence
Ep.58: Much Ado About Nothing – The Protocol Non-Event
Ep.57: Watch For The Waves – The Effect of COVID on Financial Services
Ep.56: ‘Tis The Season – Analyzing The Fiscal Maneuvering Firms Will Use To Close 2020
Ep.55: Want To Increase Your Succession Payout by 288%? Consider Dual-Monetization
Ep.54: Forward Thinking – An Interview with Michael Bryan, CEO, Triad Hybrid Solutions
Ep.53: Leading and Listening – An Interview With Adam Antoniades, CEO, Cetera Financial Group
Ep.52: A Time of Opportunity – An Interview with Manish Dave, Senior Vice President, Business Development, Ameriprise Financial
Ep.51: A New Kind Of Independence – An Interview with James Gold, CEO, and Douglas Kentfield, Head of Wealth Management, Steward Partners
Ep.50: Behind the Scenes with Rich Steinmeier and LPL’s new EMPLOYEE MODEL
Ep.49: What got you HERE will not get you THERE…
Ep.48: It’s Time To Step Up – Why Advisors Need to Elevate Their Client Communication Game
Ep.47: The Pitfalls of Zoom Technology On Long-Term Client Relationships
Ep.46: You Do You – Independence Isn’t The Only Option
Ep.45: The Leadership Series: Business Partners Jonathan Freeman and Brian McCarver, Stonebridge Financial Group
Ep.44: Mental Toughness Series: Ben Newman, Mental Conditioning Coach for University of Alabama Football
Ep.43: The Interview Series – Joe Lyons, Managing Partner, Mooney Lyons
Ep.42: Master Your Craft – Skills Advisors Need To Win On Today’s Playing Field
Ep.41: Plan For The Worst, Hope For The Best – Strategies For Smaller Firms and Their Advisors
Ep.40: The Interview Series – Conor Delaney, Founder of The Good Life Companies
Ep.39: Which Firms Are The Winners And The Losers Of The Crisis?
Ep.38: Tech Tips – Using Email for Efficiency
Ep.37: Talk to Me – Are You Communicating Effectively During The COVID-19 Crisis?
Ep.36: Proceed With Caution – The Pitfalls of Private Equity
Ep.35: Process Over Percentage Is What Keeps Your Business Up When Markets Are Down
Ep.34: Did You Do The Math? The Tax Implications of W-2 Vs. 1099 Deals
Ep.33: Making An Impression – The Latest News On The Firms, Strategies And Deals Making An Impact
Hot Mic – The Flip Side: The Real ‘Why’ Behind The Morgan Stanley Acquisition Of E-Trade
Ep.32: The Big Reveal: Unboxing The Experience – Designing Meaningful Follow-up Rituals To Create Business Momentum
Ep.31: Knowing What Matters – Clarify Your Process For Client Retention Success
Ep.30: The Customer Is King – Empower Your Client Relationships By Hiring a Client Service Associate
Ep.29: The Next Generation – Training and Mentoring Junior Advisors
Ep.28: Collaboration Is Key – Utilizing A Mastermind Group To Maximize Your Business
Ep.27: The Season Of Giving – Gifting Your Business By Defining Your Core Values
Ep.26: Looking Back to Look Forward – Evaluate Your Business Past and You Will Create Your Business Future
Ep.25: Jingle All The Way – Separate Yourself From The Competition This Holiday Season
Ep.24: Behind The Wheel – Navigating The Art of The Deal When Making Your Transition
Ep.23: Buyer Beware – Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner
Ep. 22: Merger Monopoly – The Tale of Ladenburg Thalman and It’s Five Broker-Dealers
Ep. 21: Grow Your Business 10X By Getting Comfortable With Being Uncomfortable!
Ep. 20: The Race to Zero Commissions and The Lost Podcast
Ep. 19: Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet
Ep. 18: Leading With Lending And The $50 Million Question
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. 17 Part 1: Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process
Ep. 16: Location, Location, Location – The Relationship Between Real Estate and Business Success
Ep. 15: Independent Mindset – Whether The Choice To Go Independent Is Right For You
Ep. 14: What’s In a Name?
Ep. 13: Hot Mic Episode: The Elephant In The room
Ep. 12: The Art of Leveling-Up Your Business
Ep. 11: Making A Good First Impression – What Your Website Says About You, Your Firm, And Why It Matters
Ep. 10: Ignorance is Bliss – The Top Ten Ways Advisors Make Mistakes That Result in Termination (Part 2 of a Two-Part Series)
Ep. 9: You’re Fired – Strategies and Lessons For The Recently Terminated Advisor (Part 1 of a two-part series)
Ep. 8: The Core Value Impact
Ep. 7: Breaking The Code – Deciphering the Mythology of Hybrid and RIA Models
Ep. 6: Shrink to Grow – In Order to Grow It is Necessary to Shrink
Ep. 5: It’s All About The Net
Ep. 4: What Does A Mailbox Have To Do With Your Business?
Ep. 3: It’s Not About The Money, But It’s About The Money
Ep. 2: The Independent W-2 Model
Ep. 1: Advisors Should Eat Their Own Cooking
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