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 LaRosaScaling your Practice with the Right CRM Strategy
Key takeaways from today’s episode include: The seven essential factors advisors should consider when evaluating CRM platforms. Why Redtail and Wealthbox are…
Advisor Talk with Frank LaRosaOverwhelmed as a Business Owner? Smart Strategies for Advisors
Frank breaks down two key strategies to help advisors regain their passion while maintaining a thriving business: Rolling up into a larger RIA to offload…
Advisor Talk with Frank LaRosaThe Power of Automation: 3 Strategies to Streamline Your Practice
Frank and Sue break down three essential automation strategies that every advisor should implement: How to streamline client onboarding with automated…
Advisor Talk with Frank LaRosaThe Entrepreneurial Mindset Advisors Need to Win
Topics covered include: - How to attract ideal clients by providing meaningful, actionable content. - The systems top entrepreneurs use to generate revenue…
Advisor Talk with Frank LaRosaAdapting to Change: Essential Strategies for Advisor Success
Today’s show highlights include: What quickly growing advisors are doing differently that separates them from their peers. Why advisors who utilize their…
Advisor Talk with Frank LaRosaThe Most Common Transition Fears - and How to Beat Them
Key takeaways from today’s episode include: Why timing is never truly perfect, and how planning ahead makes all the difference. How to streamline the workload…
Advisor Talk with Frank LaRosaM&A in 2025: What Every Advisor Needs to Know
Key takeaways from today’s episode include: Why 2024 was a blockbuster year for M&A, with over 300 major transactions - and why that number doesn’t even…
Advisor Talk with Frank LaRosaStrategic Planning for Advisors: Your 2025 Checklist
Key takeaways from today’s episode include: -Why having a well-defined marketing plan is essential for standing out in an increasingly crowded marketplace -…
Advisor Talk with Frank LaRosaMastering Metrics: How Data-Driven Decisions Drive Success
Key takeaways from today’s episode include: The importance of tracking sales cycles and understanding the time prospects spend at each stage of your process -…
Advisor Talk with Frank LaRosaSmart Solutions for Advisors Nearing Retirement
Key takeaways from today’s episode include: Why selling your business to a larger enterprise may not solve your operational challenges - and how to avoid…
Advisor Talk with Frank LaRosaGreatest Hits - Mastering Practice Management
Key takeaways from today’s episode include: *The critical distinction between managing and leading employees. *How to align employee performance with your…
Advisor Talk with Frank LaRosaGreatest Hits - Thriving in Change: The Power of Brand Evolution
Today’s show highlights include: • How predictability can lead to the downfall of your business. • The crucial role of modifying your brand, website, logo, and…
Advisor Talk with Frank LaRosaKey Trends Advisors Need to Watch in 2025
Key predictions explored in this episode include: Why smaller RIAs are rolling up into larger entities and how this trend will reshape the landscape for firms…
Advisor Talk with Frank LaRosaInsights from Our Top Episodes of 2024
This episode dives into pivotal themes, including: Insights from Scott Curtis, COO of Raymond James Financial, on the importance of flexibility and continuous…
Advisor Talk with Frank LaRosaThe 10 Habits That Drive Entrepreneurial Success
Key takeaways from today’s episode include: Why honing in on what you do best and letting go of the rest is critical for growth. How adopting a 10x mindset…
Advisor Talk with Frank LaRosaGreatest Hits - What is Complacency Costing You?
Today’s show highlights include: • How complacency creates a cycle that stops your business from advancing. • The hidden dangers of working for a “neutral”…
Advisor Talk with Frank LaRosaWhat Every Advisor Needs to Know Before Changing Firms
Key takeaways from today’s episode include: Why the “right firm” depends entirely on your unique practice and goals - and how to determine what’s truly best…
Advisor Talk with Frank LaRosaThe Most Common Transition Fears - and How to Beat Them
Key takeaways from today’s episode include: Why timing is never truly perfect, and how planning ahead makes all the difference. How to streamline the workload…
Advisor Talk with Frank LaRosaBig Wins Require Bold Moves
Key takeaways from today’s episode include: How making small but strategic changes, like switching partners or tools, can lead to exponential growth in…
Advisor Talk with Frank LaRosaAvoiding the Danger Zone: Legal Essentials for Financial Advisors
Today’s episode highlights include: Considerations in legal representation when making a career move or planning an M&A transaction. Critical safeguards for…
Advisor Talk with Frank LaRosaClient Relationships: The Key to Practice Longevity
Key takeaways from today’s episode include: The impact of “set-it-and-forget-it” client relationships and how they may lead to a false sense of security. Why…
Advisor Talk with Frank LaRosaGreatest Hits - The Spectrum of Advisor Independence
Topics include: *The importance of having a clear understanding of what independence means to you so that you can find a firm partner that meets your unique…
Advisor Talk with Frank LaRosaGreatest Hits - The Power of Home Office Visits
Today's show highlights include: *The benefits of home office visits for both firms and advisors. *The importance of details when it comes to planning home…
- Advisor Talk with Frank LaRosa
Greatest Hits - Empowerment Strategies for Business Success
Show highlights include: *A breakdown of Dan Sullivan’s Top 10 habits whichblend both personal growth and professional success. *Why, as a business owner…
- Advisor Talk with Frank LaRosa
Mastering Practice Management
Key takeaways from today’s episode include: *The critical distinction between managing and leading employees. *How to align employee performance with your…
- Advisor Talk with Frank LaRosa
Greatest Hits - Hot Mic Discussion: What’s Your Practice Actually Worth?
Today’s show highlights include: *Distinguishing between inflated numbers and the genuine value of a practice in order to achieve leverage in negotiations. *A…
- Advisor Talk with Frank LaRosa
Greatest Hits - Streamlining Success: How Consultants Empower Financial Advisors
Today’s show highlights include: *The benefits of working with a professional consultant, and why it’s crucial specifically for financial advisors. *The…
- Advisor Talk with Frank LaRosa
Greatest Hits - The Hidden Pitfalls of Private Equity Deals
Today's show highlights include: *Why taking private equity money might not be the right decision for you and your firm. *The emotions involved in deciding on…
- Advisor Talk with Frank LaRosa
Thriving in Change: The Power of Brand Evolution
Today’s show highlights include: How predictability can lead to the downfall of your business. The crucial role of modifying your brand, website, logo, and…
- Advisor Talk with Frank LaRosa
What is Complacency Costing You?
Today’s show highlights include: How complacency creates a cycle that stops your business from advancing. The hidden dangers of working for a “neutral” firm…
- Advisor Talk with Frank LaRosa
Shape Your Online Presence: How to Stand Out
Today’s show highlights include: Why forward-thinking is a must-have skill for financial advisors. The unexpected financial insights we can learn from hip hop…
- Advisor Talk with Frank LaRosa
AI vs. Authenticity: Marketing Trends for Financial Advisors
Today’s show highlights include: Why recording video content is becoming more accessible for financial advisors. The significance of having various digital…
- Advisor Talk with Frank LaRosa
Working On vs. In Your Business
Today's show highlights include: *The distinction between working on your business versus working in your business and why both are crucial. *How quarterly…
- Advisor Talk with Frank LaRosa
Greatest Hits - A 9 to 5 is Part Time
Today’s show highlights include: *Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be achievable…
- Advisor Talk with Frank LaRosa
Greatest Hits - Amidst Acquisition Chaos
Today’s show highlights include: *The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses. *Strategies and…
- Advisor Talk with Frank LaRosa
Greatest Hits - RIA 101 With Vince Leto
Today’s show highlights include: *An overview of common misconceptions of RIAs that advisors have when they want to create one. *What the nationwide trend of…
- Advisor Talk with Frank LaRosa
Strategic Moves: Embracing Transition Deals in Today's Market
Today's show highlights include: Understanding the narrow differences among top broker-dealers in today’s market. Why embracing transition money can be a…
- Advisor Talk with Frank LaRosa
The Hidden Pitfalls of Private Equity Deals
Today's show highlights include: *Why taking private equity money might not be the right decision for you and your firm. *The emotions involved in deciding on…
- Advisor Talk with Frank LaRosa
Greatest Hits - Do You Have A Crystal Ball for Your Business?
Today’s show highlights include: *The justification behind why KPI's are so important when it comes to having a successful practice. *Why there is no one KPI…
- Advisor Talk with Frank LaRosa
Greatest Hits - Peak Performance with Alan Stein Jr. – World Renowned Speaker, Coach, and Best-Selling Author
Alan Stein Jr. is a powerhouse of information and expertise. He is the best-selling author of the books Raise Your Game and Sustain Your Game and has become a…
- Advisor Talk with Frank LaRosa
Leveraging Authority Marketing for Practice Growth
Today’s show highlights include: *The concept of "authority marketing" and its importance in a crowded industry. *How effective marketing can shorten your…
- Advisor Talk with Frank LaRosa
Greatest Hits - Purpose Driven Mindset with Ben Newman - Performance Coach, International Speaker, Bestselling Author
Ben Newman is a massive force in mindset and performance coaching. He ranks as of one of the Top 50 speakers in the country, is the mental conditioning coach…
- Advisor Talk with Frank LaRosa
The Power of Home Office Visits
Today's show highlights include: *The benefits of home office visits for both firms and advisors. *The importance of details when it comes to planning home…
- Advisor Talk with Frank LaRosa
Greatest Hits - Unleash Your Potential Through Visualization
Show highlights include: *The significance of team building activities in cultivating a positive and productive workplace. *The power that a vision board…
- Advisor Talk with Frank LaRosa
Advisor Insights: Making Moves with Jon Kuttin and Frank LaRosa
Today's show highlights include: *The importance of leadership skills in helping advisors advance to the next level. *How the right people and environment are…
- Advisor Talk with Frank LaRosa
Streamlining Success: How Consultants Empower Financial Advisors
Today’s show highlights include: *The benefits of working with a professional consultant, and why it’s crucial specifically for financial advisors. *The…
- Advisor Talk with Frank LaRosa
Greatest Hits - Mastering the Art of M&A
Today’s Greatest Hits show highlights include: *A breakdown of the industry trends that led to the formation of Elite Advisor Successions. *The process that…
- Advisor Talk with Frank LaRosa
Raymond James' Pathways for Advisor Growth
Key highlights from the discussion include: *Perry's excitement about her new role and vision for enhancing advisor recruitment at Raymond James. *Insights…
- Advisor Talk with Frank LaRosa
Do You Have A Crystal Ball for Your Business?
Today’s show highlights include: *The justification behind why KPI's are so important when it comes to having a successful practice. *Why there is no one KPI…
- Advisor Talk with Frank LaRosa
Adapting to Change: Essential Strategies for Advisor Success
Today’s show highlights include: *What quickly growing advisors are doing differently that separates them from their peers. *Why advisors who utilize their…
- Advisor Talk with Frank LaRosa
Hot Mic Discussion: A 9 to 5 is Part Time
Today’s show highlights include: *Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be achievable…
- Advisor Talk with Frank LaRosa
Amidst Acquisition Chaos
Today’s show highlights include: *The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses. *Strategies and…
- Advisor Talk with Frank LaRosa
Greatest Hits - Unlocking Success for Independent Advisors
Today’s show highlights include: *The trend of more and more advisors moving from the W2 environment to the independent world, and what effects this is having…
- Advisor Talk with Frank LaRosa
Hot Mic Discussion: What’s Your Practice Actually Worth?
Today’s show highlights include: *Distinguishing between inflated numbers and the genuine value of a practice in order to achieve leverage in negotiations. *A…
- Advisor Talk with Frank LaRosa
Welcome to the Real World with Chris Shaw - Sanctuary Wealth
Today’s show highlights include: *A breakdown of Chris Shaw’s versatile background across financial services, and how his passion for teaching others…
- Advisor Talk with Frank LaRosa
Greatest Hits - The Power of Branding Series with Tina Beck, CMO - Elite Consulting Partners - Episode 2
Topics discussed during the episode include: *How to use “who you are” to build your online presence. *Why many advisors have been reluctant to personalize…
- Advisor Talk with Frank LaRosa
Greatest Hits - Don’t Get Distracted By Shiny Objects – with Stacey Frank, Elite Consulting Partners
Show highlights include: *The importance of not being drawn into hasty decisions when making a move to a new firm partner, based on emotion, or tempting…
- Advisor Talk with Frank LaRosa
Greatest Hits - To Be an RIA, or Not to Be an RIA
Show highlights include: *Common misconceptions advisors have about going independent. *A breakdown of the complexities of becoming an RIA, including legal…
- Advisor Talk with Frank LaRosa
Empowerment Strategies for Business Success
Show highlights include: *A breakdown of Dan Sullivan’s Top 10 habits whichblend both personal growth and professional success. *Why, as a business owner…
- Advisor Talk with Frank LaRosa
Unlocking Success for Independent Advisors
Today’s show highlights include: *The trend of more and more advisors moving from the W2 environment to the independent world, and what effects this is having…