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
Thinking Ahead - Predictions That Matter For Financial Services In 2021
As we put what was undoubtedly a tumultuous year behind us - one defined by a seemingly never-ending string of changes and surprises - it begs the question how…
- Advisor Talk with Frank LaRosa
HubTalk - The COVID Wave To Independence
In this special episode, Frank LaRosa shares his HubTalk presentation from AdvisorHub's First National Virtual Summit "Industry in Transition". As Frank…
- Advisor Talk with Frank LaRosa
Much Ado About Nothing - The Protocol Non-Event
In the past, whether a firm was or was not in protocol played a major role in an advisor's decision to move firms. Afterall, non-protocol firms were sending…
- Advisor Talk with Frank LaRosa
Watch For The Waves - The Effect of COVID on Financial Services
There has been one predominant effect of COVID on the financial services industry which is poised to have ripple effects in the months and years to come and…
- Advisor Talk with Frank LaRosa
'Tis The Season - Analyzing The Fiscal Maneuvering Firms Will Use To Close 2020
Year-end is always a time of financial maneuvering in the financial services industry, particularly at larger firms. As Frank LaRosa, Elite Consulting Partners…
- Advisor Talk with Frank LaRosa
Want To Increase Your Succession Payout by 288%? Consider Dual-Monetization
Succession planning is of paramount importance to every advisor as it is a direct, financial reflection of the valuation for an advisor's book of business and…
- Advisor Talk with Frank LaRosa
Forward Thinking - An Interview with Michael Bryan, CEO, Triad Hybrid Solutions
The financial services industry is undergoing an awakening, the catalysts for which are many while the impacts are undeniable. In a wide-ranging discussion…
- Advisor Talk with Frank LaRosa
Leading and Listening - An Interview With Adam Antoniades, CEO, Cetera Financial Group
The COVID-19 pandemic has transformed financial services and understanding where the industry was, where it is now, and where it is going will be vital to…
- Advisor Talk with Frank LaRosa
A Time of Opportunity - An Interview with Manish Dave, Senior Vice President, Business Development, Ameriprise Financial
As firms, advisors, and clients come to grips with the new financial services landscape of the post COVID-19 world, it is important to recognize that with…
- Advisor Talk with Frank LaRosa
A New Kind Of Independence - An Interview with James Gold, CEO, and Douglas Kentfield, Head of Wealth Management, Steward Partners
The realization that true independence is not for every advisor has gained a strong foothold in the financial services industry. Top firms are innovating and…
- Advisor Talk with Frank LaRosa
Behind the Scenes with Rich Steinmeier and LPL's new EMPLOYEE MODEL
LPL Financial's launch of an independent employee advisor model has taken the financial services industry by storm. It is being recognized as both a true W-2…
- Advisor Talk with Frank LaRosa
What got you HERE will not get you THERE....
There is a universal truth that applies to both advisors and entrepreneurs alike - that in order to improve yourself and your business you need to be willing…
- Advisor Talk with Frank LaRosa
It's Time To Step Up - Why Advisors Need to Elevate Their Client Communication Game
Communicating with clients successfully is a business fundamental for every financial advisor, but very few advisors get it right - putting them at risk for…
- Advisor Talk with Frank LaRosa
The Pitfalls of Zoom Technology On Long-Term Client Relationships
Financial services as an industry has traditionally approached a crisis situation as an opportunity for re-evaluation. That is certainly the case now as many…
- Advisor Talk with Frank LaRosa
You Do You - Independence Isn't The Only Option
As financial advisors head back to the office after 3 months of work from home restrictions, many are struggling with the internal question of whether a W-2…
Advisor Talk with Frank LaRosaThe Leadership Series: Business Partners Jonathan Freeman and Brian McCarver, Stonebridge Financial Group
The most notable business partnerships strike a balance between personalities, methodologies, and work styles, resulting in an alignment of goals and vision to…
- Advisor Talk with Frank LaRosa
The Interview Series: Ben Newman, Mental Conditioning Coach for University of Alabama Football
Elite Consulting Partners CEO Frank LaRosa is joined by Ben Newman, Mental Conditioning Coach for University of Alabama Football, in a hard-hitting…
- Advisor Talk with Frank LaRosa
The Interview Series - Joe Lyons, Managing Partner, Mooney Lyons
Elite Consulting Partners CEO Frank LaRosa leads a deep-dive conversation with Mooney Lyons Managing Partner Joe Lyons about the proactive business strategies…
- Advisor Talk with Frank LaRosa
Master Your Craft - Skills Advisors Need To Win On Today's Playing Field
Drawing on his personal take-aways from the popular ESPN series "The Last Dance", Elite Consulting Partners CEO Frank LaRosa applies those lessons to financial…
- Advisor Talk with Frank LaRosa
Plan For The Worst, Hope For The Best - Strategies For Smaller Firms and Their Advisors
The current crisis is having significant impact on the viability of smaller firms - a hard truth which Elite Consulting Partners CEO Frank LaRosa discusses in…
- Advisor Talk with Frank LaRosa
The Interview Series - Conor Delaney, Founder of The Good Life Companies
Elite Consulting Partners CEO Frank LaRosa leads an insightful and profound discussion with Conor Delaney, Founder of The Good Life Companies, about advisor…
- Advisor Talk with Frank LaRosa
Which Firms Are The Winners And The Losers Of The Crisis?
How firms manage and work with their advisors during the crisis will determine which ones lead the way after this evolution in financial services. Elite…
- Advisor Talk with Frank LaRosa
Tech Tips - Using Email for Efficiency
Is your email process friend or foe? Elite Consulting Partners CEO Frank LaRosa and his main man Dale Dempsey discuss their difference in strategies for email…
- Advisor Talk with Frank LaRosa
Talk to Me - Are You Communicating Effectively During The COVID-19 Crisis?
It is not the time to field client calls, it's the time to make client calls as Elite Consulting Partners CEO Frank LaRosa explains while offering up…
- Advisor Talk with Frank LaRosa
Proceed With Caution - The Pitfalls of Private Equity
Is Private Equity money tempting you? Elite Consulting Partners CEO Frank LaRosa advises that it is best to think twice, as the pressures of taking advantage…
- Advisor Talk with Frank LaRosa
Process Over Percentage is What Keeps Your Business Up When Markets Are Down
Have you presented yourself to your clients as an asset manager? You may find yourself on the outside looking in when the market turns. Process, and your…
- Advisor Talk with Frank LaRosa
Did You Do The Math? The Tax Implications of W-2 Vs. 1099 Deals
It’s about what you keep, not what you get. The W-2 vs.1099 impact – which one is best for you? In this episode, Elite Consulting Partners CEO Frank LaRosa…
- Advisor Talk with Frank LaRosa
Making An Impression - The Latest News On The Firms, Strategies And Deals Making An Impact
It's been a notable few weeks in financial services with a number of newsworthy firms going public with information on the deals and strategies which will…
- Advisor Talk with Frank LaRosa
Hot Mic - The Flip Side: The Real 'Why' Behind The Morgan Stanley Acquisition Of E-Trade
Whenever there is a big merger in financial services, there is the told and untold story behind the reasons why. In this special Hot Mic Episode, Elite…
- Advisor Talk with Frank LaRosa
The Big Reveal: Unboxing The Experience - Designing Meaningful Follow-up Rituals To Create Business Momentum
Whether you are a firm in the process of recruiting a new advisor or an advisor actively engaging a new client, the impression you create in order to move…
- Advisor Talk with Frank LaRosa
Knowing What Matters - Clarify Your Process For Client Retention Success
There is one certainty in financial services and that is markets will go up and markets will go down. For firms attempting to balance their business in light…
- Advisor Talk with Frank LaRosa
The Customer Is King - Empower Your Client Relationships By Hiring a Client Service Associate
Client Service Associates (CSA) are an essential team member of the best, and most profitable, advisory firms. The role of the CSA goes beyond paperwork and…
- Advisor Talk with Frank LaRosa
The Next Generation - Training and Mentoring Junior Advisors
Many financial services firms leverage recruiting junior advisors as a growth strategy for their business while struggling to counteract the low success rate…
- Advisor Talk with Frank LaRosa
Collaboration Is Key - Utilizing A Mastermind Group To Maximize Your Business
Surrounding yourself with professionals who share your business vision, embrace a philosophy of positivity, and foster inspired action can create immeasurable…
- Advisor Talk with Frank LaRosa
The Season Of Giving - Gifting Your Business By Defining Your Core Values
Twas the night before Christmas and not a creature was stirring - except Elite Consulting Partners CEO Frank LaRosa and his right-hand man Dale Dempsey…
- Advisor Talk with Frank LaRosa
Jingle All The Way - Separate Yourself From The Competition This Holiday Season
How can holiday greetings and gifts for your clients impact your business? Elite Consulting Partners CEO Frank LaRosa explains how to set yourself apart with…
- Advisor Talk with Frank LaRosa
Behind The Wheel - Navigating The Art of The Deal When Making Your Transition
How do you best negotiate moving your practice to a new firm? Frank LaRosa takes this episode of 'The Financial Advisor's Advisor' on the road as he details…
- Advisor Talk with Frank LaRosa
Buyer Beware - Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner
What does looking both ways before you cross the street have to do with planning your transition? Everything, as Elite Consulting Partners CEO Frank LaRosa…
- Advisor Talk with Frank LaRosa
Merger Monopoly - The Tale of Ladenburg Thalman and It's Five Broker-Dealers
Is it the same financial services story with different names? Elite Consulting Partners CEO Frank LaRosa analyzes the implications of the equity purchase…
- Advisor Talk with Frank LaRosa
Grow Your Business 10X By Getting Comfortable With Being Uncomfortable!
How do you revolutionize your business using social media? You get comfortable with using Social Media outlets to attract new clients and grow your business as…
- Advisor Talk with Frank LaRosa
The Lost Episode
What happens when you forget to press record on your podcast? In this week’s unedited version of ‘The Financial Advisor’s Advisor’, take a Behind-The-Scenes…
- Advisor Talk with Frank LaRosa
Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet
What are the top 5 do’s and dont’s of preparing your broker protocol spreadsheet and why preparing your spreadsheet correctly is essential. Elite Consulting…
- Advisor Talk with Frank LaRosa
Leading With Lending And The $50 Million Question
What’s the one question you should be asking every wealthy client or prospect that can bring in $50m in new assets? Find out in episode 18 of the Financial…
- Advisor Talk with Frank LaRosa
Rolling Out The Red Carpet - The Importance Of The Home Office Visit During The Recruiting Process, Part 2 of a 2-Part Series
This week's episode of "The Financial Advisor's Advisor" offers up part two of a special two-part series on the home office visit and the important role it…
- Advisor Talk with Frank LaRosa
Rolling Out The Red Carpet - The Importance Of The Home Office Visit During The Recruiting Process (EP.16)
The home office visit is an important part of the recruiting process for both the advisor and the firm. This week's episode of "The Financial Advisor's…
- Advisor Talk with Frank LaRosa
Location, Location, Location - The Relationship Between Real Estate and Business Success (EP.15)
Real estate, in particular office space, has a big business impact from its financial implications on a company's P&L, to its influence on overall operations…
- Advisor Talk with Frank LaRosa
Independent Mindset - Whether The Choice To Go Independent Is Right For You (EP.14)
There are many reasons why advisors choose to go independent with their practices. From greater autonomy over business operations to branding control and, in…
- Advisor Talk with Frank LaRosa
What’s In a Name – How Deciding The Right Name for Your Business or Practice Impacts Growth (EP.13)
The importance of being strategic and forward-thinking about your business is paramount to success. Getting down to fundamentals, there are few decisions a…
Advisor Talk with Frank LaRosaHot Mic Episode: The Elephant In The room: Does Merrill Lynch Drop Out of Protocol?
It's a subject being bantered about by many in the financial services industry - will Merrill Lynch leave protocol? The rumors have certainly intensified as…
- Advisor Talk with Frank LaRosa
The Art of Leveling-Up Your Business: How You Prepare Now Determines Your Ability to Grow In The Future (EP.12)
Preparation is the key to most every successful endeavor and this certainly holds true when strategizing for your business and its future. It doesn't matter…
- Advisor Talk with Frank LaRosa
Making A Good First Impression - What Your Website Says About You, Your Firm, And Why It Matters (EP.11)
Online presence, in particular your website, is more important than many advisors give it credit for. In fact, it is the lens through which your peers and…
- Advisor Talk with Frank LaRosa
Ignorance is Bliss - The Top Ten Ways Advisors Make Mistakes That Result in Termination (Part 2 of a Two-Part Series) (EP.10)
Compliance for advisors gets trickier and trickier every day. No advisor is a compliance expert and many - unwittingly so - will find themselves in sticky…
- Advisor Talk with Frank LaRosa
You're Fired - Strategies and Lessons For The Recently Terminated Advisor (Part 1 of a two-part series) (EP.09)
You may think it will never happen to you, but as more and more advisors are discovering, being terminated by your firm is becoming an unpleasant reality for…
- Advisor Talk with Frank LaRosa
The Core Value Impact: Why advisors need to incorporate Core Values into their practice (EP.08)
Regardless of the size of your advisory practice, defining your core values as an individual, professional, and a business can be a game changer. By…
- Advisor Talk with Frank LaRosa
Breaking The Code - Deciphering the Mythology of Hybrid and RIA Models (EP.07)
RIA and Hybrid are financial services buzz words, but do you truly understand these business models and their benefits? In this episode of the 'Financial…
- Advisor Talk with Frank LaRosa
The Power of Shrinkage: Get comfortable with shrinkage because it can actually help you grow (EP.06)
Shrinkage can be an uncomfortable subject - particularly when it comes to the 'more is better' mentality that prevails in financial services. Many large firms…
- Advisor Talk with Frank LaRosa
It's All About The Net: Payouts Can Be Like An Iceberg And What You See On The Surface Is Not Always What You Get (EP.05)
When you are in negotiations with a potential new firm partner, it is easy to get enamored with the big numbers a firm may present as part of your transition…
- Advisor Talk with Frank LaRosa
What Does A Mailbox Have To Do With Your Business? It Is All In The Details (EP.04)
As the old adages go 'the devil is in the details' and 'you only get one chance to make a first impression'. Picture your own home and the mailbox outside…
- Advisor Talk with Frank LaRosa
It’s Not About The Money, But It’s About The Money (EP.03)
It's a seller's market in financial services and advisors interested in making a move are being offered unprecedented financial deals by independent and…