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 Episode - Advisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth Management
Listen as Advisor Talk host and Elite Consulting Partners CEO Frank LaRosa and Jon Kuttin, Founder & CEO of Kuttin Wealth Management and Quantum Growth host…
- Advisor Talk with Frank LaRosa
Greatest Hits Episode - 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
Behind the Wheel – Navigating the Art of The Deal When Making Your Transition
Negotiation is a crucial part of any business relationship. This is particularly true for financial advisors considering their transition opportunities…
- Advisor Talk with Frank LaRosa
On The Hunt
Key takeaways Frank shares include: *Why both hunters and advisors need to trust their gut instincts when analyzing opportunities and evaluating their options…
- Advisor Talk with Frank LaRosa
Planning & Process for Transition Success
Insights and tactics shared by Frank and Dale include: *Leveling up client interactions and solidifying relationships prior to making a move to increase the…
- Advisor Talk with Frank LaRosa
Finish Strong
Insights shared by Frank and Dale include: *How to establish KPIs and then implement an effective review and accountability process for those measurables to…
- Advisor Talk with Frank LaRosa
Tactical Teachings with Jeff Concepcion, Founder & CEO – Stratos Wealth Partners
Key discussion points covered by Frank and Jeff include: *A look under the hood at Stratos Wealth Partners operational philosophy and the key differentiators…
- Advisor Talk with Frank LaRosa
Compound Pound Your Effort
Through a dialog that is both practical and insightful, Frank and Elite Consulting Partners President Dale Dempsey break the Compound Pounding concept down…
- Advisor Talk with Frank LaRosa
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
It’s Time to Get Social
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey broadcast their first episode from the new Advisor Talk…
- Advisor Talk with Frank LaRosa
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
M&A Masterclass
Listeners of the episode will learn direct from Frank and Dale: *Why there is still tremendous M&A activity – even though the markets are flattening –…
- Advisor Talk with Frank LaRosa
Lessons Learned – A Recap of the LPL Conference
The LPL Focus 2022 Conference was an event which not only gave a snapshot into LPL Financial Services but provided a wealth of advisory and industry leadership…
- Advisor Talk with Frank LaRosa
Behind the Wheel Edition – A Time of Opportunity
So, what does this mean for advisors? It puts advisors in the driver’s seat as Elite Consulting Partners CEO Frank LaRosa explains from his own driver’s seat…
- Advisor Talk with Frank LaRosa
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…
- Advisor Talk with Frank LaRosa
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
Advisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth Management
Listen as Advisor Talk host and Elite Consulting Partners CEO Frank LaRosa and Jon Kuttin, Founder & CEO of Kuttin Wealth Management and Quantum Growth host…
- Advisor Talk with Frank LaRosa
You Started a BD or RIA - Now What?
That's where this episode of Advisor Talk bridges the gap. Listen as Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey breakdown the…
- Advisor Talk with Frank LaRosa
Behind the Wheel - Strategies for Advisors on the Move
That is the very question Elite Consulting Partners CEO Frank LaRosa tackles in this special Behind the Wheel episode of the Advisor Talk podcast. Listeners…
- Advisor Talk with Frank LaRosa
The More Things Change . . .
In this episode, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey analyze the W-2 model trend within the independent space, its…
- Advisor Talk with Frank LaRosa
100th Episode 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
Attract the Right Talent
The conversation is in-depth and goes beyond surface level, drawing upon Frank and Dale's significant executive experience to create a best practices blueprint…
- Advisor Talk with Frank LaRosa
Advisor First - with Desireé Sii, President and CEO - SagePoint Financial Inc.
Desireé herself was an advisor first and funneled her own dedication to entrepreneurship and leadership into an impressive career trajectory that has…
- Advisor Talk with Frank LaRosa
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
Legal Perspectives Episode 4 with Brian Neville, Founding Partner of Lax & Neville
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is once again joined by Brian Neville, Founding Partner of Lax & Neville, for a…
- Advisor Talk with Frank LaRosa
Legal Perspectives Episode 3 with Brian Neville, Founding Partner of Lax & Neville
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is once again joined by Brian Neville, Founding Partner of Lax & Neville, for a…
- Advisor Talk with Frank LaRosa
Mad Libs for Advisors
Some of the key take-aways from Frank and Dale's discussion include: *the many ways firms provide capital to advisors and how to evaluate whether the offer you…
- Advisor Talk with Frank LaRosa
Stifel Independent Advisors with Alex David, President & CEO, and Tim Boostrom, Director of Business Development
Topics of note include: *the legacy of the Stifel firm, its culture of entrepreneurship, and the impact those factors have had on the success of its…
- Advisor Talk with Frank LaRosa
Purpose Over Profit
Insights covered include: clearly defining your purpose so all actions you take are aligned to that end. how clearly defining your core values are essential to…
- Advisor Talk with Frank LaRosa
The Lion Hunter and The Advisor
Key themes of the conversation include: *why relying on a consultant as your trusted guide can help you avoid missteps when making a move to a new firm…
- Advisor Talk with Frank LaRosa
Vision for Growth - with Jon Kuttin, Founder & CEO - Kuttin Wealth Management
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
LPL Financial's Strategic Wealth Services Model - with Kimberly Sanders, Senior Vice President
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes Kimberly Sanders, Senior Vice President, Advisor Business Strategy…
- Advisor Talk with Frank LaRosa
Legal Perspective Series Episode 2 - with Brian Neville, Founding Partner - Lax & Neville
Topics of discussion include: *protocol versus non-protocol firms and the basic mistakes advisors make when leaving a non-protocol firm. *why it is important…
- Advisor Talk with Frank LaRosa
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
The Slow Boil
Learn directly from Frank and Dale key insights such as: *how deferred compensation can be used by firms as a tool to restrain advisors from making a move to a…
- Advisor Talk with Frank LaRosa
Your Questions Answered!
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey provide exactly that thought leadership, offering up a…
- Advisor Talk with Frank LaRosa
Double Down on Service
In this episode, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey educate their listener on the specifics of why focusing on client…
- Advisor Talk with Frank LaRosa
Legal Lessons for Advisors Making a Move
Topics covered in the conversation include: *best practices, from a legal perspective, for transitioning a book of business and how to avoid making unnecessary…
- Advisor Talk with Frank LaRosa
The Future is Now - Plan Ahead for a Successful 2022
Topics covered include: *Why it is important to evaluate whether your current firm partner is still the right partner for you. *How to capitalize on new…
- Advisor Talk with Frank LaRosa
'Tis The Season To Hit The Bid
Key insights Frank and Dale cover include: *Why year-end AUM, head count, and other revenue targets drive the deal making decisions of firms during Q4. *Using…
- Advisor Talk with Frank LaRosa
Entrepreneurial Explosion - The New Advisor Mindset
Key points covered in the conversation include: *the strategic and empirical differences between a practitioner, a business owner, and an entrepreneur. *risk…
- Advisor Talk with Frank LaRosa
Power Podcast - Practice Growth by CPA
Key points from the conversation include: *CPA acquisition as a client information and referral source. *Structuring a CPA acquisition deal to provide…
- Advisor Talk with Frank LaRosa
Wirehouse Wave - Why W2 to W2 Moves Are Increasing
There is a lot of activity as of late when it comes to advisors moving from wirehouse to wirehouse. In fact, it is a trend Elite Consulting Partners CEO Frank…
- Advisor Talk with Frank LaRosa
RIA Boom - An Interview with Nathan Stibbs, President & CSO - Continuum Advisory LLC
Learn from these two industry insiders what makes the RIA space so compelling to advisors today, including: *RIA model growth as a direct corollary between the…
- Advisor Talk with Frank LaRosa
Build Your Business For Success - An Interview with Michelle Seiler Tucker, CEO, Seiler Tucker
Subjects covered by Frank and Michelle's include: *How to use Michelle's proprietary GPS Exit Model to define where you want your business to go, and then…
- Advisor Talk with Frank LaRosa
Road Warrior - An Unfiltered Financial Services Discussion
In this week's episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa takes his podcast on the road and shares his candid and insightful viewpoint…
- Advisor Talk with Frank LaRosa
HAVE FAITH - An Interview with Vaughn Kohler
If you take the time to consider the one trait every successful entrepreneur has in common, you inevitably arrive at the simplest of answers - Faith. Faith…
- Advisor Talk with Frank LaRosa
Independent Thinking with Bill Walsh - Regional Market Manager, Senior Transition Consultant
Experience brings insight and this certainly holds true in financial services where legacy professionals offer a unique ability to see the matrix and…
- Advisor Talk with Frank LaRosa
Industry Impact - A Discussion with Scott Breault, Regional Market Manager, Senior Transition Consultant
For advisors considering a transition, many factors come into play as they navigate that decision. From industry trends to their own goals and vision for their…
- Advisor Talk with Frank LaRosa
Expand Your Mind, Expand Your Business
The power of positive mindset in attracting the business and personal growth you desire are undeniable, as Elite Consulting Partners CEO Frank LaRosa discusses…
- Advisor Talk with Frank LaRosa
NFT Confusion - Why the Disruptive Trend Is One To Watch
The advisor community is starting to question the NFT trend, which is gaining significant media attention as of late, and rightly so. For starters what is an…
- Advisor Talk with Frank LaRosa
No Grind, No Glory
Advisors today have 100% control of their businesses but make no mistake you can't have the glory of the practice and firm partner you want without being…
- Advisor Talk with Frank LaRosa
Crypto Currency - Why Advisors Need to Pay Attention
Financial Advisors may not be giving credence to the crypto currency trend circulating social media, but it is still important to pay attention as Elite…
- Advisor Talk with Frank LaRosa
Eyes Wide Open - Is it a DEAL or a LOAN?
Advisors contemplating a transition have many reasons for making a move; however, the financial upside is always at the top of the list. Given how hot the…
- Advisor Talk with Frank LaRosa
Protect Yourself - FSI's New Health Insurance Program for Financial Advisors
Health insurance is an important issue for financial advisors considering independence. Among the primary concerns are how to navigate the process of…
- Advisor Talk with Frank LaRosa
In-Network - Relationships, Recruiting, and Results
The best business relationships don't just happen, they are built upon years of common philosophy, networking, goals, and achievement. One such relationship…
- Advisor Talk with Frank LaRosa
Keep the Home Fires Burning - Wells Fargo Chooses to Leave the International Space
Wells Fargo's decision to leave the international space is a move that makes sense, as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss…
- Advisor Talk with Frank LaRosa
Watch Your Back - Beware of Hidden Competition
Financial advisors are well aware of their traditional competition, be it advisor vs. advisor or W-2 vs. independent. However, few advisors are aware of a new…
- Advisor Talk with Frank LaRosa
Lead-Gen Lessons with Jeremiah Desmarais, CEO - Advisorist
Every financial advisor intends to grow their AUM and build their client list, but have they developed a solid marketing and branding strategy that delivers on…
- Advisor Talk with Frank LaRosa
Babies, Boxing, and Business - A Conversation With Austin Philbin, Chief Administrative Officer, Dynasty Financial Partners
Forming personal and professional relationships with colleagues whose opinion you respect - and with whom you can have a candid discussion - is paramount to…