Shows / Advisor Talk with Frank LaRosa
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…
Episodes
- Advisor Talk with Frank LaRosa
Greatest Hits: Stop Waiting - Your Deferred Comp is a Trap
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down why 2026 may be the most opportune time in recent memory for financial advisors to…
- Advisor Talk with Frank LaRosa
Greatest Hits: The $9 Million Gap - When Money IS the Reason to Move
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank take a hard look at why advisors with high AUM and lower revenue are sitting on one of the most…
- Advisor Talk with Frank LaRosa
Greatest Hits: Why Do the Most Successful Financial Advisors Focus on Purpose Instead of Payout?
Key questions answered in this episode: What is the difference between a financial advisor’s goals and their purpose? Goals define outcomes; purpose defines…
Advisor Talk with Frank LaRosaGreatest Hits: Inside The Succession Trap - Why Sell and Exit Deals Keep Failing
Most advisors say they want to exit. What they actually want is to stop doing the parts they hate. Scott Danner has had this conversation more times than he…
Advisor Talk with Frank LaRosaYour Clients Follow You, Not Your Firm's Name
Frank has a story from just yesterday that proves clients do not care what your firm is called. Frank opens with a principle he has seen play out for years…
Advisor Talk with Frank LaRosaW2 versus Independent: Why Financial Advisors Shouldn't Chase the Trend
Frank and Stacey recorded this one unscripted, straight from a conversation they were already having. Frank breaks down why a W2 structure is not automatically…
Advisor Talk with Frank LaRosaPerfect Clients: The Financial Advisor Who Built a Practice Around Giving
Michael Brady says he has perfect clients and he means it. Frank sits down with Michael, founder of Generosity Wealth Management, to unpack how his career took…
Advisor Talk with Frank LaRosaAre You Really Independent? The Question Every Financial Advisor Should Ask
Stacey opens this episode with a hot take before Frank even gets a word in. Frank breaks down a comment made online by Cheryl Penny, founder and CEO of Dynasty…
Advisor Talk with Frank LaRosaGreatest Hits: Leaving Your Firm? What Advisors Wish They Knew
Most advisors go into a transition focused on the upfront money. Very few are prepared for everything that happens after they walk out the door. Some surprises…
Advisor Talk with Frank LaRosaInside the Chairman's Trip: Lessons from Elite's Top Producers
Five of Elite's top producers sat down together in Cancun to talk about what actually makes this job matter. Frank goes around the table asking each consultant…
Advisor Talk with Frank LaRosaThe One Last Move: An Alternative to Selling Your Practice
Frank LaRosa is literally getting a text about this exact scenario while recording this episode. Frank opens with a real client story, an advisor in his mid to…
Advisor Talk with Frank LaRosaYour Industry Defining Goal: Why Most Financial Advisors Never Find It
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…
Advisor Talk with Frank LaRosaNobody Is Training Young Advisors Anymore
Frank LaRosa says the problem with young financial advisors is not work ethic, it is training. Frank opens with a story about a young advisor he has been…
Advisor Talk with Frank LaRosaThis Market Won't Last Forever: Why Advisor Deals Are at an All-Time High
Frank LaRosa has been in this business for thirty-two years and he says he has never seen deals like this. Frank opens by explaining why he cannot see how…
Advisor Talk with Frank LaRosaComplacency Is Costing You More Than You Realize
A client once told Stacey Frank he was losing $20,000 a day by doing nothing. That number changed the whole conversation. Frank and Stacey open by unpacking a…
Advisor Talk with Frank LaRosaTo Build an OSJ or Not to Build: The Mistake Costing You Your Multiple
Building an OSJ sounds like the obvious move if you want a bigger valuation. Frank LaRosa says that logic is exactly what's costing advisors their multiple…
Advisor Talk with Frank LaRosaHire Slow Fire Fast: The $400,000 Lesson We Learned
Some decisions get more expensive the longer you wait to make them. Frank LaRosa and Stacey Frank open up about the cost of holding on to people too long…
Advisor Talk with Frank LaRosaGreatest Hits: Direct Affiliation vs. OSJ - Which Model Is Right for You?
Key topics include: -The core differences between direct affiliation and OSJ / enterprise models. -Why payout percentages don’t tell the full financial story…
Advisor Talk with Frank LaRosaThe Advisor CEO: Why Most Advisors Never Become Business Owners
Scaling sounds great until you find out what it costs you. Every advisor wants the high multiple. Far fewer want the version of themselves required to earn it…
Advisor Talk with Frank LaRosaWhat's Behind Your Name? Why Most Financial Advisors Get Rebranding Wrong
Your firm name is not just a label. It is the brand people search for, refer and remember. And most advisors get it wrong. In this solo episode, Frank LaRosa…
Advisor Talk with Frank LaRosaThe Right Move Not The Next Move: What We Learned At Elite Ignite 2026
Four days. Twenty-four firms. $4.5 trillion in controlled assets. Here is what Frank and Stacey took away from Elite Ignite 2026. Frank LaRosa and Stacey Frank…
Advisor Talk with Frank LaRosaGreatest Hits: When Is the Best Time for Financial Advisors to Transition Firms?
Key Highlights from the Episode: 0:00 – Introduction 1:02 – Should I stay or should I go next year? 2:27 – Why Q4 is often the best time to transition 3:59 –…
Advisor Talk with Frank LaRosaMarketing Is Being Brave: Why Authentic Content Wins More Clients
Advisors spend years earning credentials and almost no time showing people who they actually are. Wade Shields thinks that is the whole problem. Wade came to…
Advisor Talk with Frank LaRosaGreatest Hits: How Financial Advisors Should Actually Be Using AI
In this Greatest Hits episode of Advisor Talk, Frank LaRosa and Stacey Frank take a grounded, advisor-first look at how AI is actually changing the profession…
Advisor Talk with Frank LaRosaWhat If You Never Try: One Decision That Changed Her Career
She helped advisors make the move for two decades. Then she had to make it herself. A headhunter called. Shannon said she would do a five minute call just to…
- Advisor Talk with Frank LaRosa
Inside The Succession Trap: Why Sell and Exit Deals Keep Failing
Most advisors say they want to exit. What they actually want is to stop doing the parts they hate. Scott Danner has had this conversation more times than he…
Advisor Talk with Frank LaRosaKnow What You're Saying No To | The Ameriprise Truth with Brian Mora
The firm advisors think they know is not the firm that exists today. And if you are going to say NO, at least know what you are saying no to. Frank LaRosa goes…
Advisor Talk with Frank LaRosaNo Jerks Allowed | Raymond James' Philosophy for Financial Advisors
Every firm says they have great culture. Very few can back it up. Raymond James can. And in this episode, they explain exactly how. Frank LaRosa sits down with…
Advisor Talk with Frank LaRosaThe $9 Million Gap: When Money IS the Reason to Move
Sometimes the money IS the right reason. And pretending otherwise might be the most expensive mistake you ever make. In this episode of Advisor Talk, Frank…
- Advisor Talk with Frank LaRosa
Leaving Your Firm? What Advisors Wish They Knew
Most advisors go into a transition focused on the upfront money. Very few are prepared for everything that happens after they walk out the door. Some surprises…
Advisor Talk with Frank LaRosaStop Waiting: Your Deferred Comp is a Trap
Waiting sounds reasonable. Until you run the numbers. Protect what you have built. Let the deferred comp vest. Move when the timing is right. But is waiting…
Advisor Talk with Frank LaRosaSpecial Edition: How Financial Advisors Should Be Thinking About AI
The truth is, most financial advisors know they should be using AI. Very few know where to actually start. Too many tools. Too many platforms. Too much noise…
Advisor Talk with Frank LaRosaSelling 20% of Your Practice? You May Lose Control
At first glance, these offers can seem attractive. Gain liquidity. Access growth capital or strategic support. Remain with your current firm. Continue building…
Advisor Talk with Frank LaRosaGreatest Hits: M&A Masterclass with Jon Kuttin
Frank and Jon unpack: • Why today's competitive landscape means growth-motivated buyers must approach deals differently. • The three core reasons advisors…
Advisor Talk with Frank LaRosaGreatest Hits: Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan
Frank and Rob dive into: • Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth. • How NewEdge Wealth and NewEdge Advisors differ and advisor…
Advisor Talk with Frank LaRosaGreatest Hits: Cetera CEO Mike Durbin on the Future of Independent Financial Advisors
In this Greatest Hits episode of Advisor Talk, Frank LaRosa sits down with Cetera CEO Mike Durbin for a wide-ranging, candid conversation about ownership…
Advisor Talk with Frank LaRosaMinority Stakes in Advisory Practices: Opportunity or Trap?
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down the realities behind minority equity deals in advisory practices - including what…
- Advisor Talk with Frank LaRosa
How Financial Advisors Should Actually Be Using AI
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank take a grounded, advisor-first look at how AI is actually changing the profession - and why the…
Advisor Talk with Frank LaRosaShould Financial Advisors Stay or Switch Firms? The Cost of Not Deciding
Key questions answered in this episode: What does it mean when financial advisors choose not to decide? Choosing to stay put - without evaluating alternatives…
Advisor Talk with Frank LaRosaWhy Do the Most Successful Financial Advisors Focus on Purpose Instead of Payout?
Frank and Stacey break down the critical difference between goals and purpose, why confusing the two leads to burnout, and how advisors who reconnect to their…
Advisor Talk with Frank LaRosaAre You Making a Transactional or Transformational Career Move?
Show highlights include: -Why focusing only on upfront payouts can leave money on the table. -How growth-minded advisors evaluate leadership, technology, and…
Advisor Talk with Frank LaRosaDon’t Just Grow… Grow the Right Way
Show highlights include: -The difference between being a practitioner vs. a true business owner. -Why growing too fast can break your systems, operations, and…
Advisor Talk with Frank LaRosaGreatest Hits: Inside the Transition - What Really Happens When Advisors Move
Key Highlights: -How long it really takes to prepare and execute a successful move. -What you can - and can't - say to clients during a transition. -The…
Advisor Talk with Frank LaRosaPainpoints Technology Can Solve
Show Highlights Include: -Why manual data entry remains one of the biggest (and most expensive) time drains in advisory firms. -How CRM integrations with…
Advisor Talk with Frank LaRosaGreatest Hits: Financial Advisor Transitions - Don’t Get Played on Recruiting Deal Numbers
Key highlights from the episode: 0:00 – Introduction 4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse 6:45 – Real…
Advisor Talk with Frank LaRosaDirect Affiliation vs. OSJ: Which Model Is Right for You?
Key topics include: -The core differences between direct affiliation and OSJ / enterprise models. -Why payout percentages don’t tell the full financial story…
Advisor Talk with Frank LaRosaComparing Major CRMs: Inside JEDI’s New Platform Comparison Whitepaper
Key topics covered include: -How to match CRM platforms to firm size, growth trajectory, and long-term vision. -Why integration and automation are critical to…
Advisor Talk with Frank LaRosaThe 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…
Advisor Talk with Frank LaRosaHow Advisors Stay Competitive in 2026
Show highlights include: -Why client experience and technology will be the primary differentiators for advisors in 2026. -What a true CRM “health check” looks…
Advisor Talk with Frank LaRosaShould You Go RIA? With Chuck Failla
Together, they explore practical decision points advisors should consider: • The real implications of the $100M AUM threshold and the trade-offs between state…
Advisor Talk with Frank LaRosaWhich CRM Should Financial Advisors Choose?
Show highlights include: -AI note-takers and why 2025 is shaping up to be “the year of the note taker”. -How advisors are using automation to reclaim time and…
Advisor Talk with Frank LaRosaM&A Masterclass with Jon Kuttin
Frank and Jon unpack: • Why today's competitive landscape means growth-motivated buyers must approach deals differently. • The three core reasons advisors…
Advisor Talk with Frank LaRosaGreatest Hits: Why Most CRMs Fail and How to Fix Them
Key Highlights from the Episode: 0:00 – Introduction 0:44 – Future-proofing your CRM and architecting for scalability 2:23 – Why most CRMs fail when firms grow…
Advisor Talk with Frank LaRosaCetera CEO Mike Durbin on the Future of Independent Financial Advisors
From there, the conversation turns to what advisors actually experience on the ground: Cetera’s unique ownership with Genstar and the benefits of a “fresh…
Advisor Talk with Frank LaRosaM&A Outlook 2026: Dual Monetization, PE Pitfalls & What Advisors Need to Know
This conversation covers: -Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger. -The growing appeal of dual monetization for advisors…
Advisor Talk with Frank LaRosaMarketing Vs. Branding: What Advisors Get Wrong
This conversation covers: -What branding really means for financial advisors -How marketing supports your brand—and why they’re not interchangeable -Where…
Advisor Talk with Frank LaRosaListening, Engaging, Converting: Social CRM In Action
Show highlights include: 00:00 – Intro 01:10 – Insights vs. Actionable Insights 05:28 – Understanding Social CRM & Platform Integration 09:31 – Building a…
Advisor Talk with Frank LaRosaYou Don’t Know What You’re Saying No To – with Brian Mora
Frank and Brian also dig into: • The pivotal 2005 spin-off from American Express - and what it unlocked for advisors. • Why it’s “all about how much you make…
Advisor Talk with Frank LaRosaCan Financial Advisors Really Trust Generative AI?
Listen now to learn: 00:00 – Intro: 02:35 – What Is Generative AI (Really)? 06:04 – Compliance Concerns & Data Privacy: 14:20 – Can You Trust AI to Run Your…
Advisor Talk with Frank LaRosa250th EPISODE SPECIAL | The Biggest Lesson's Advisors Never Learn
Chapters: 00:00 – Intro 01:03 – Lessons from 250 Episodes 22:54 – The Mythbuster Mentality 23:26 – Authenticity, Evolution, and Advisor Education 31:29 – Keep…