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 LaRosaHOT MIC: The Truth Hurts - Why Discomfort Drives Growth
In this quick-hit discussion, the two dive into: -Why most leaders are too busy “working in” their business to actually work on it. -How great coaches and…
Advisor Talk with Frank LaRosaUnlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)
Across the conversation, the panel digs into: • What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the…
Advisor Talk with Frank LaRosaUnlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)
Key Chapters 0:00 –From concept to execution of Raymond James’ advisor-banker model 3:45 – The IBex program: turning education into action 8:20 – The…
Advisor Talk with Frank LaRosaUnlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)
Key Chapters 0:00 – Introduction 2:15 – Why financial advisors should focus on business-owner clients 5:10 – The challenges of illiquid wealth and how advisors…
Advisor Talk with Frank LaRosaFrom Lead to Loyalty: CRM’s Role in Customer Journey Mapping
Key Highlights: 00:00 – Introduction 01:05 – Optimizing tech stacks and increasing valuation 03:17 – Defining client loyalty and retention 04:23 – How CRMs…
Advisor Talk with Frank LaRosaPrivate 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 LaRosaThe Power of Video Marketing for Financial Advisors - with Angela Wolf
Key Highlights from the Episode: 0:45 – The Rise of Video Marketing 2:22 – How Video Boosts SEO and Engagement 4:35 – Short-Form vs. Long-Form Video Explained…
Advisor Talk with Frank LaRosaFrom Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors
Key Highlights from the Episode: 0:00 – Introduction & Topic Overview 1:15 – The Three Core Constraints Advisors Face 3:40 – Capacity Challenges & Team…
Advisor Talk with Frank LaRosaAI and Sentiment Analysis in Social CRM
Key Highlights from the Episode: 0:00 – Introduction: AI, NLP, and sentiment analysis explained 2:10 – What sentiment analysis is and why it matters for…
Advisor Talk with Frank LaRosaBreaking the Status Quo: How Advisors Can Redefine Success
Key Highlights from the Episode: 0:00 – Introduction 3:21 – Professional scarcity: why focusing on fewer clients creates greater impact 5:12 – Shifting from…
Advisor Talk with Frank LaRosaWhy 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 LaRosaWhen 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 LaRosaThe #1 Tech Mistake RIAs Make (And How to Fix It)
Key Highlights from the Episode: 2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available 4:45 – How…
Advisor Talk with Frank LaRosaFinancial 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 LaRosaGreatest Hits - How to Build a Practice That Attracts a Premium Buyer
Highlights include: -The real difference between recurring and advisory revenue - and why it matters for your valuation. -Why managing client assets yourself…
Advisor Talk with Frank LaRosaTechnology That Builds Value
Other key takeaways include: -Why scalable systems and automation matter for growth and valuation. -How poor processes and outdated tech can undermine…
Advisor Talk with Frank LaRosaWinning High-Net-Worth Clients
Other key takeaways include: -Why branding and marketing are different, and why you need both. -How high net worth clients are influenced by your website…
Advisor Talk with Frank LaRosaAI, Automation, and the Next Generation of CRM Solutions
Show Highlights: -The shift from static databases to intelligent, proactive CRMs. -How AI and automation streamline advisor workflows and client…
Advisor Talk with Frank LaRosaWhat Do You Want to Be When You Grow Up?
Show Highlights Include: -The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent. -Why choosing a new…
Advisor Talk with Frank LaRosaHow The Top 1% of Advisors Actually Spend Their Week
Show Highlights: -The difference between working hard and working smart in today’s advisory space. -Why intentional scheduling is critical to sustainable…
Advisor Talk with Frank LaRosaIs Your Tech Stack Costing You Clients?
Brian and Sue dig deep into: -Why “siloed platforms create siloed advice” - and how to break out of that trap. -What integrated ecosystems can do to enhance…
Advisor Talk with Frank LaRosaIt’s Not Just the Payout - It’s the Profitability
Show Highlights: -The emotional allure of upfront transition compensation - and why it’s misleading -How to evaluate a deal over 10-15 years, not just day one…
Advisor Talk with Frank LaRosaCan You Trust AI With Your Succession Plan?
Key Highlights Include: -Why branding is more than a logo - it’s a buyer’s first impression. -What top-tier buyers look for beyond just AUM and revenue. -The…
Advisor Talk with Frank LaRosaGreatest Hits - The Truth Behind Transition Deals
Topics covered include: -Why comparing payout percentages rarely tells the full story. -How custom pro formas cut through the noise and reveal the real net…
Advisor Talk with Frank LaRosaHow Your CRM Can Build Client Loyalty
Key takeaways include: -Why CRM data should go beyond KYC and track personal life events. -How small CRM details can make or break client trust. -The four-part…
Advisor Talk with Frank LaRosaCalling All OSJ's
Key highlights include: -Why every OSJ is claiming “growth support” - and how to prove yours is different. -The importance of building a defined support team…
Advisor Talk with Frank LaRosaFuture-Proofing Your Tech Stack: What Advisors Need Now
Key Highlights: -Signs your current tech stack might be holding you back. -Why decentralized, stagnant systems are a red flag. -The importance of automation…
Advisor Talk with Frank LaRosaGreatest Hits - Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change
From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead…
Advisor Talk with Frank LaRosaWhy Advisors Struggle with CRM Adoption - and How to Fix it
Highlights include: -Why the “decision-makers” are often not the “doers” - and how that derails success. -The importance of internal champions (and the risks…
Advisor Talk with Frank LaRosaIs PE Worth It? Don't Get Enamored By The Check
Key highlights include: -The difference between top-line and bottom-line deal structures, and what that means for your autonomy. -Why nimble capital from…
Advisor Talk with Frank LaRosaData-Driven Decision Making: Enhancing Client Relationships
Key Topics Covered: -How to score and segment your clients using real engagement metrics. -The difference between gut instinct and data-driven decisions. -CRM…
Advisor Talk with Frank LaRosaFrom Deal to Done: The Smooth Succession Timeline
Key Topics Covered: -What buyers can do to become “preferred” with intermediaries and sellers. -Timeline expectations from LOI to purchase agreement. -How…
Advisor Talk with Frank LaRosaMaking Your Data Work for You
Key highlights include: -Why most advisors pause when asked: “How is your data helping you make better decisions?” -The difference between basic CRMs and…
Advisor Talk with Frank LaRosaThe Exit Mindset: When, Why, and How to Plan Your Succession
Key highlights include: -Why many advisors wait too long - and how that can cost them. -Common emotional roadblocks and how to overcome them. -The difference…
Advisor Talk with Frank LaRosaIs Your CRM a Cybersecurity Risk?
Key Highlights: -Why financial CRMs are prime targets for cyberattacks. -The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox…
Advisor Talk with Frank LaRosaInside the Transition: What Really Happens When Advisors Moves
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 LaRosaFrom Chaos to Clarity: Streamlining Operations with Data
Key Highlights: -The true cost of operational disorganization - and how to measure it. -Why “progress, not perfection” is the key to implementation. -How to…
Advisor Talk with Frank LaRosaFinding Your Freedom and Doubling Your Revenue
Highlights include: -Why the advisor walked away from a traditional bank model -How he overcame fear and successfully transitioned legacy clients -The…
Advisor Talk with Frank LaRosaMarketing Funnels for Advisors: From Stranger to Client
Listen in as they cover: -What “top, middle, and bottom” of funnel marketing really means. -How to cast a wide net without diluting your message. -Why…
Advisor Talk with Frank LaRosaThe Real Cost of Doing Nothing: How Inaction Hurts Advisor Growth
Key Highlights: -Why “not deciding” is still a decision - and often an expensive one. -How long-term inaction can lead to seven-figure opportunity losses…
Advisor Talk with Frank LaRosaStop Losing Leads: How a CRM Captures Every Opportunity
Key highlights include: -Why your CRM is only as powerful as your process - and how to fix it -What “lead scoring” really means and how it helps you prioritize…
Advisor Talk with Frank LaRosaHow to Build a Practice That Attracts a Premium Buyer
Highlights include: -The real difference between recurring and advisory revenue—and why it matters for your valuation. -Why managing client assets yourself can…
Advisor Talk with Frank LaRosaIntegrating AI Into Advisory Practices
Highlights include: -The real definition of AI - and what it isn’t -How advisors can use AI now for content creation, meeting summaries, keyword tracking, and…
Advisor Talk with Frank LaRosaBreaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm
Highlights include: -The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for -Real-life…
Advisor Talk with Frank LaRosaWhat is JEDI: And Why it Matters for Financial Advisors
Key takeaways include: -What “managed CRM services” actually mean for advisors -How JEDI helps automate repetitive tasks like RMD reminders and client…
Advisor Talk with Frank LaRosaSuccession Isn't Sentimental: It's Strategic
Highlights from the episode include: -Why having a successor doesn’t mean you’ve solved for succession. -The real risks of passing your business to an…
Advisor Talk with Frank LaRosaBuilding Trust That Books Meetings
Other highlights include: The case for dynamic segmentation and why it outperforms static lists. How to unify contact data across multiple channels to avoid…
Advisor Talk with Frank LaRosaDial In Your Data
Other highlights include: -Why “dialing in your dashboard” can help advisors focus on what matters most. -How task management, client demographics, and time…
Advisor Talk with Frank LaRosaGreatest Hits: The Power of Automation: 3 Strategies to Streamline Your Practice
Frank and Sue break down essential automation strategies that every advisor should implement: -How to streamline client onboarding with automated workflows to…
Advisor Talk with Frank LaRosaYou Don't Know What You Don't Know: A Recap From IGNITE 2025
Other highlights include: -Why financial advisors need to become lifelong students of the industry. -How deeper data strategies are revolutionizing business…
Advisor Talk with Frank LaRosaData-Driven Growth for Advisors
Key takeaways from today’s episode include: -How to identify the right metrics that drive better lead generation and client conversions. -The value of internal…
Advisor Talk with Frank LaRosaRaymond James at IGNITE: A Live Conversation on Firm Culture and Advisor Choice
In this live edition of Advisor Talk, recorded on the floor at IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with Senior Vice President-Head of…
Advisor Talk with Frank LaRosaAmeriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change
On Day 2 of Advisor Talk live from IGNITE, Frank LaRosa is joined by Brian Mora, Senior Vice President at Ameriprise, for a powerful conversation on…
Advisor Talk with Frank LaRosaSteward Partners at IGNITE: A Live Conversation on Leadership and Growth
In this special live edition of Advisor Talk, recorded on Day 1 of IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with top voices in the industry…
Advisor Talk with Frank LaRosa200th Episode Special: The Future of Independence with LPL CEO Rich Steinmeier
Topics covered include: Rich’s path to the CEO role and his early vision for the future of LPL. The evolution of affiliation models - from 1099 to W-2 and…
Advisor Talk with Frank LaRosaThe Real Impact of Industry Consolidation
In this episode, they unpack: Why advisor choice is shrinking - and what that means for your future How OSJ’s and producer group models are more relevant than…
Advisor Talk with Frank LaRosaHOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know - Part 2
In this episode, Frank breaks it all down: -Why the $90M SEC penalty wasn’t actually dismissed – and what a “reprieve” really means -The financial and…
Advisor Talk with Frank LaRosaThe Truth Behind Transition Deals
Topics covered include: Why comparing payout percentages rarely tells the full story. How custom pro formas cut through the noise and reveal the real net…
Advisor Talk with Frank LaRosaHOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know
Show highlights include: -The ripple effects of a $90M SEC fine and how it may have triggered this acquisition -The unintended consequences advisors face when…
Advisor Talk with Frank LaRosaUnderstanding the Process of Finding a New Firm
Topics covered include: Why more conversations don’t always mean more clarity. How to know when it’s time to stop looking and start deciding. The role a…