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
Mastering the Art of M&A
Today’s show highlights include: *A breakdown of the industry trends that led to the formation of Elite Advisor Successions. *The process that Elite Advisor…
- Advisor Talk with Frank LaRosa
What RIA Structure is Right for You?
Today’s show highlights include: *Why financial advisors typically want to go RIA, and what we look for in advisors to dictate what structure would make the…
- Advisor Talk with Frank LaRosa
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
Break Free from Decision Fatigue
Show highlights include: *The significance of understanding your reason for moving firms and setting clear practice goals. *The importance of using available…
- Advisor Talk with Frank LaRosa
Greatest Hits - The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
Show highlights include: *How Elite uses our Core Values as a thermostat to measure and ensure that the decisions we are making are aligning with our ultimate…
- Advisor Talk with Frank LaRosa
Greatest Hits - Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial
Topics discussed include: *Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors. *A…
- Advisor Talk with Frank LaRosa
Greatest Hits - Strong Culture Equals Strong Results with Stacey Frank, VP and Managing Director at Elite Consulting
Some of the topics discussed include: * A summary of Stacey Frank’s unique background in psychology and education, and how it enables her to build deeper…
- Advisor Talk with Frank LaRosa
Greatest Hits - Dominate the Marketing Game with Tina Beck , President – Elite Marketing Concepts
Topics discussed in this episode include: New marketing and technology trends within the financial services industry. The social media strategies you need to…
- Advisor Talk with Frank LaRosa
Exit Mastery - Unveiling the Secrets
Show highlights include: *The universal importance of exit planning *An exploration of the psychological aspects behind the decision of why someone chooses to…
- Advisor Talk with Frank LaRosa
Greatest Hits - Becoming a Leader with Ray Kelly
Topics discussed include: * Tactical strategies that you can implement right now to become a stronger leader. * Why leadership qualities are more important for…
- Advisor Talk with Frank LaRosa
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
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
Mergers, Acquisitions, and High Net Worth – Part 2 – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
*A breakdown of strategies that have proven to be successful for attracting and retaining high-net-worth clients. *Why a culture that fosters collaboration is…
- Advisor Talk with Frank LaRosa
Mergers, Acquisitions, and High Net Worth – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
Show highlights include: * The value of cultivating long-term client relationships and the role of M&A services in facilitating successful business…
- Advisor Talk with Frank LaRosa
Don’t Get Distracted By Shiny Objects – with Stacey Frank, Vice President and Managing Director – 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
The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
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 LaRosa
The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
Show highlights include: *How Elite uses our Core Values as a thermostat to measure and ensure that the decisions we are making are aligning with our ultimate…
- Advisor Talk with Frank LaRosa
Dominate the Marketing Game with Tina Beck, President – Elite Marketing Concepts & CMO – Elite Consulting Partners
Topics discussed in this episode include: New marketing and technology trends within the financial services industry. The social media strategies you need to…
- Advisor Talk with Frank LaRosa
Supported Independence Success with David Karr, Chairman - Equitable Advisors
Topics discussed include: * David Karr’s career legacy, including his journey from financial advisor to Chairman of Equitable Advisors. * Why Equitable…
- Advisor Talk with Frank LaRosa
Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
Some of the topics discussed include: * A summary of Stacey Frank’s unique background in psychology and education, and how it enables her to build deeper…
- Advisor Talk with Frank LaRosa
Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners
Some of the topics discussed include: How Thom Powers’ background and expertise led him to the recruiting and transition space within financial services…
- Advisor Talk with Frank LaRosa
Tactical Growth with Nate Lenz - Co-Founder and CEO, Concurrent Advisors
Topics discussed include: *A breakdown of the Concurrent Advisors value proposition, the firm’s evolution, and goals for the future. *Why Concurrent Advisors…
- Advisor Talk with Frank LaRosa
Becoming a Leader with Ray Kelly - Senior Vice President - Think2Perform
Topics discussed include: * Tactical strategies that you can implement right now to become a stronger leader. * Why leadership qualities are more important for…
- Advisor Talk with Frank LaRosa
Introducing the Financial Advisor Success Syndicate with Jon Kuttin, CEO Kuttin Consulting Group
Topics discussed include: * The conceptualization of FASS and a description of the platform. * How FASS intends to fill a much-needed gap in the financial…
- Advisor Talk with Frank LaRosa
Greatest Hits - Lead by Example with Stephen Drum
This episode is packed with stories from Stephen’s US Navy SEAL career, each drawing a direct correlation for listeners as to how the lessons Stephen learned…
- Advisor Talk with Frank LaRosa
Greatest Hits - Playing the Long Game with Scott Curtis, President Private Client Group - Raymond James
Among the many topics covered are: *the Raymond James story, its affiliation options, and how the firm’s resources and tools can be leveraged by advisors to…
- Advisor Talk with Frank LaRosa
Greatest Hits - Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial
Topics discussed include: *Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors. *A…
- Advisor Talk with Frank LaRosa
The Keys to Consolidation with Kristen Kimmell - EVP, Head of Business Development – Osaic formerly Advisor Group
Topics discussed include: *The meaning and symbolism behind the name, Osaic. *The value proposition of Osaic, and why the updated branding is advantageous to…
- Advisor Talk with Frank LaRosa
Preventers of Growth Episode 3 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
Topics discussed include: *Why larger clients impact the scalable growth of your practice and steps to take to implement this strategy. *How to utilize a…
- Advisor Talk with Frank LaRosa
Preventers of Growth Episode 2 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
Topics covered include: *Why the quality of your client relationships is the most important characteristic of your business. *Ways to evaluate your practice…
- Advisor Talk with Frank LaRosa
Preventers of Growth with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
Topics discussed in Part 1 of the series are: *A breakdown of tangible and actionable ideas that are proven to help advisors grow their practice. *The origin…
- Advisor Talk with Frank LaRosa
Behind the Wheel – Advisors Pay Attention
During choppy markets, many advisors get the impression that firms shy away from handing out lucrative transition deals, but this couldn’t be any further from…
- Advisor Talk with Frank LaRosa
The Advisor Advantage with Private Advisor Group
Together, the trio discuss in depth the ‘why’ behind the Private Advisor Group value proposition, and how putting advisors and their needs first has proven…
- Advisor Talk with Frank LaRosa
The What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners
Topics discussed include: *Stephen Berman’s career story and the value proposition of CSG Partners. *A breakdown of what an ESOP Plan is and the opportunity it…
- Advisor Talk with Frank LaRosa
Greatest Hits - The Power of Branding Series With Tina Beck, CMO - Elite Consulting Partners
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Elite’s very own CMO, Tina Beck, for a detailed conversation tackling…
- Advisor Talk with Frank LaRosa
Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial
Topics discussed include: *Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors. *A…
- Advisor Talk with Frank LaRosa
Lead by Example with Stephen Drum - Leadership Expert/Trainer, Author, Retired US Navy SEAL
This episode is packed with stories from Stephen’s US Navy SEAL career, each drawing a direct correlation for listeners as to how the lessons Stephen learned…
- Advisor Talk with Frank LaRosa
Break the Mold with Chip Munn, CEO - Signature Wealth Group
Topics discussed include: *Why starting your own RIA isn’t the only option for large producers who want to continue scaling their practices. *The false stigma…
- Advisor Talk with Frank LaRosa
Behind the Wheel – Focus on What’s in Front of You
Key topics covered included: *The truth and brutality of advisor loyalty and how the current state of the industry is related. *How a leadership change can…
- Advisor Talk with Frank LaRosa
Greatest Hits - Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer
Key topics of the discussion include: *Current industry trends affecting advisor moves to independence and how Oppenheimer has uniquely positioned themselves…
- Advisor Talk with Frank LaRosa
Greatest Hits - The Frontlines of Financial Services – with Dave Rutherford and Kyle Kroberger, Former U.S. Navy SEALs
In this hard-hitting episode of Advisor Talk, advisors will learn exactly how to execute a strategic plan of action forward from a dynamic and powerful…
- Advisor Talk with Frank LaRosa
Greatest Hits -
Frank and Jon put their decades of expertise to work providing thought leadership on: The journey from practitioner to enterprise and managing your growth…
- Advisor Talk with Frank LaRosa
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
The Power of Branding Series With Tina Beck, CMO - Elite Consulting Partners
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Elite’s very own CMO, Tina Beck, for a detailed conversation tackling…
- Advisor Talk with Frank LaRosa
Behind the Wheel – Leadership Lessons
Key points that Frank conveys include: *The responsibility of protecting the culture of your organization. *Why Core Values are important and knowing how to…
- Advisor Talk with Frank LaRosa
Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent
Among the many topics covered by Frank and Nate are: * Nate Lenz’s unique financial services perspective and how those insights informed Concurrent’s model. *…
- Advisor Talk with Frank LaRosa
Advisor Empowerment with Libet Anderson, President - Concourse Financial Group Securities
Key topics covered by Frank and Libet include: *The Concourse Financial Group value proposition and how Libet’s own career trajectory informs how she…
- Advisor Talk with Frank LaRosa
Culture as Catalyst
Among the topics discussed are: *The importance of picking a firm whose culture aligns with your goals, both personally and professionally. *Commoditization…
- Advisor Talk with Frank LaRosa
The LPL Playbook
Key points of discussion include: *A breakdown of recent advisor trends, including where advisors are transitioning and why. *An analysis of models offered by…
- Advisor Talk with Frank LaRosa
Support Structure with Vince Fertitta, President of Wealth Management, Sanctuary Wealth
Among the many topics Frank and Vince cover are: *How Vince’s decades of experience in the wirehouse space led him to a career championing supported…
- Advisor Talk with Frank LaRosa
The Value Proposition with Rich DeSalvo - CEO of f3Logic, a Gallagher Company
Topics discussed include: *The origin story of f3Logic and how a focus on innovation has served to inform the evolution of the firm. *f3Logic business…
- Advisor Talk with Frank LaRosa
Get to Work
Among the topics Frank and Dale discuss are: *the difference between simply hiring and seeking out talent and the value in looking across industry sectors to…
- Advisor Talk with Frank LaRosa
Playing the Long Game with Scott Curtis, President Private Client Group - Raymond James
Among the many topics covered are: *the Raymond James story, its affiliation options, and how the firm’s resources and tools can be leveraged by advisors to…
- Advisor Talk with Frank LaRosa
Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer
Key topics of the discussion include: *Current industry trends affecting advisor moves to independence and how Oppenheimer has uniquely positioned themselves…
- Advisor Talk with Frank LaRosa
A Model For Success with Rita Robbins, Founder & President – Affiliated Advisors
Key discussion topics covered by Frank and Rita include: *How surrounding yourself with the right team is paramount to building a practice that makes its mark…
- Advisor Talk with Frank LaRosa
Greatest Hits - Learn About LPL Linsco with Clare Kiesel - Senior Vice President, Business Development, LPL Independent Employee Channel
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey are joined by Clare Kiesel, Senior Vice President…
- Advisor Talk with Frank LaRosa
Power Performance – with Matt Reiner, Managing Partner, Capital Investment Advisors and Host of Bridging the Gap Podcast
Among the topics Frank and Matt cover are: *Fostering advisor autonomy within a practice as a catalyst for learning and growth, while maintaining an overall…
- Advisor Talk with Frank LaRosa
Greatest Hits - Advisor Talk 2022 Celebration
Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey commemorate the occasion with a trip down memory lane as they cover episode highlights…
- Advisor Talk with Frank LaRosa
Greatest Hits Episode - Legal Perspective Series - with Brian Neville, Founding Partner of Lax & Neville
In particular, this episode focuses on client solicitations when making a move. Topics covered by Frank and Brian include: Understanding your employment…
- Advisor Talk with Frank LaRosa
Greatest Hits Episode - Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management
Key topics covered in the conversation include: *The top automation strategies financial advisors need to employ now that have the most substantial and…