Latest / Advisor Talk with Frank LaRosa
The Six Defining Trends Shaping Financial Advisors in 2025
Show Highlights Include:
00:00 – Introduction & Why These Topics Matter
Frank and Stacey explain why this episode focuses on the six themes that got the most traction from advisors in 2025.
03:28 – Data as an Asset and Its Impact on Valuation
Why CRM, data quality, and accessibility now play a major role in how buyers evaluate advisory firms.
08:10 – Industry Consolidation and the LPL - Commonwealth Ripple Effect
How major M&A deals are reshaping recruiting packages, advisor leverage, and firm competition.
13:56 – Staying in the Driver’s Seat During Acquisitions
Why advisors should evaluate…
The skinny
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