Your Industry Defining Goal: Why Most Financial Advisors Never Find It

Advisor Talk with Frank LaRosa · Aug 6, 2026 · 40m

Frank LaRosa says most financial advisors never take the time to find their industry defining goal.

Frank opens by explaining what he calls a workation, time away from the office where real strategic thinking can actually happen. Stacey shares how she caught him working by the pool at five thirty in the morning on their most recent trip and Frank explains how that kind of deliberate space led him to write an entire internal operating playbook after reading eight books in eleven days.

That same thinking space is where Frank landed on his industry defining goal, or IDG, a concept similar to the…