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PODCAST

Advisor Talk with Frank LaRosa

Elite Consulting Partners

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

business entrepreneurship

All Episodes

00:31:50

250th EPISODE SPECIAL | The Biggest Lesson's Advisors...

Advisor Talk with Frank LaRosa ·

2025/11/06

Chapters:00:00 – Intro01:03 – Lessons from 250 Episodes22:54 – The Mythbuster Mentality23:26 – Authenticity, Evolution, and Advisor Education31:29 – Keep It FreshLearn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions:

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00:05:50

HOT MIC: The Truth Hurts - Why Discomfort Drives Growth

Advisor Talk with Frank LaRosa ·

2025/11/03

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 therapists ask the questions you don’t want - but need—to hear.-The value of data as exposure - how numbers, like game film, don’t lie.-Why discomfort isn’t something to avoid… it’s where growth actually happens.If you’ve ever felt stuck, scattered, or overwhelmed, this behind-the-scenes moment will hit home.

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01:21:49

Unlocking Hidden Value: How Financial Advisors Can...

Advisor Talk with Frank LaRosa ·

2025/10/30

Across the conversation, the panel digs into:• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs.• Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline.• Multiple paths beyond a sale: capital-markets needs, growth capital, roll-ups, second bites, and direct private deals alongside traditional planning.• Culture

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00:40:04

Unlocking Hidden Value: How Financial Advisors Can...

Advisor Talk with Frank LaRosa ·

2025/10/27

Key Chapters0:00 –From concept to execution of Raymond James’ advisor-banker model3:45 – The IBex program: turning education into action8:20 – The Masterclass series and year-long learning model13:00 – Building confidence and credibility with business owners18:40 – How advisors are rebranding and hosting Business Owner Summits24:10 – Case study: transforming revenue through investment banking partnerships29:30 – Why every advisor should rethink their approach to business-owner clients35:40 – Final

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00:36:09

Unlocking Hidden Value: How Financial Advisors Can...

Advisor Talk with Frank LaRosa ·

2025/10/23

Key Chapters0:00 – Introduction2:15 – Why financial advisors should focus on business-owner clients5:10 – The challenges of illiquid wealth and how advisors can solve them9:00 – How Raymond James connects wealth management and investment banking12:40 – Building deeper COI relationships with attorneys and accountants17:25 – Why understanding business valuation matters for every advisor22:40 – Raymond James’ unique culture and the “village” behind the success28:10 – How collaboration with investment

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00:22:17

From Lead to Loyalty: CRM’s Role in Customer Journey...

Advisor Talk with Frank LaRosa ·

2025/10/20

Key Highlights:00:00 – Introduction01:05 – Optimizing tech stacks and increasing valuation03:17 – Defining client loyalty and retention04:23 – How CRMs improve onboarding, notes, and communication06:39 – Using data to strengthen relationships and trust08:23 – How to future-proof your advisory business10:12 – Building data hygiene and integrated systems16:59 – Finding efficiency gaps and scaling intelligently17:22 – The compounding power of technology19:06 – Advisor transitions, CRM agnosticism, and

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00:47:00

Private Equity, Independence, and the Future of...

Advisor Talk with Frank LaRosa ·

2025/10/16

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 profiles that may fit each platform.• How multi-custody and open architecture models can offer flexibility.• Perspectives of some advisors that have experienced business growth after joining the firm.• The role of private equity and its innovation in wealth management.• How advisors may use niche marketing strategies and referral initiatives to

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00:37:27

The Power of Video Marketing for Financial Advisors -...

Advisor Talk with Frank LaRosa ·

2025/10/13

Key Highlights from the Episode:0:45 – The Rise of Video Marketing2:22 – How Video Boosts SEO and Engagement4:35 – Short-Form vs. Long-Form Video Explained7:12 – The Myth of Viral Success9:43 – Optimizing Video Analytics and Performance12:20 – Cuts, Angles, and B-Roll Basics15:42 – High vs. Low Production Quality20:00 – Navigating Compliance with Confidence24:47 – Measuring ROI Beyond Views29:09 – The Future of Video and AI Tools32:55 – The One Video Every Advisor Should Create34:50 – DIY Starter

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00:43:04

From Practitioner to Business Owner with Jon Randall,...

Advisor Talk with Frank LaRosa ·

2025/10/09

Key Highlights from the Episode:0:00 – Introduction & Topic Overview1:15 – The Three Core Constraints Advisors Face3:40 – Capacity Challenges & Team Leverage6:10 – Revenue vs AUM: Rethinking Profitability10:45 – Pricing Psychology & Raising the Floor15:45 – Deliverables, Value, and Client Experience20:00 – AI and Technology for Advisor Efficiency23:00 – Quality Growth Over Quantity29:20 – The ‘Who Not How’ Mindset & Scaling Leadership37:00 – Raising Minimums & Continuous ImprovementResources:Elite

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00:24:00

AI and Sentiment Analysis in Social CRM

Advisor Talk with Frank LaRosa ·

2025/10/06

Key Highlights from the Episode:0:00 – Introduction: AI, NLP, and sentiment analysis explained2:10 – What sentiment analysis is and why it matters for advisors4:30 – How AI scores positivity, negativity, and client reactions6:00 – Real-world use cases: client emails, brand perception, and practice reviews8:30 – Why “no bad publicity” isn’t always true in financial services10:15 – Sentiment analysis as a supplement to traditional KPIs12:00 – Spotting early warning signs of client attrition14:00 – How

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00:46:09

Breaking the Status Quo: How Advisors Can Redefine...

Advisor Talk with Frank LaRosa ·

2025/10/02

Key Highlights from the Episode:0:00 – Introduction3:21 – Professional scarcity: why focusing on fewer clients creates greater impact5:12 – Shifting from book of business to real business7:10 – Why client experience outweighs investment performance9:15 – The law of familiarity and loyalty fatigue14:23 – How to reset client relationships during a transition18:16 – Fee worthiness and setting rules of engagement25:03 – How processes and intellectual property drive valuation29:12 – Depersonalizing your

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00:41:57

Why Most CRMs Fail (and How to Fix Them)

Advisor Talk with Frank LaRosa ·

2025/09/29

Key Highlights from the Episode:0:00 – Introduction0:44 – Future-proofing your CRM and architecting for scalability2:23 – Why most CRMs fail when firms grow5:08 – AI in CRMs: more than just dashboards10:34 – Inside “Elite Genie” and how it supports advisors11:48 – Why your CRM is really a data warehouse14:05 – Integration-first architecture for efficiency and scale25:19 – Data hygiene: the foundation of advisor valuations33:15 – Overcoming skepticism around AI adoption38:08 – A roadmap to

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00:29:41

When Is the Best Time for Financial Advisors to...

Advisor Talk with Frank LaRosa ·

2025/09/25

Key Highlights from the Episode:0:00 – Introduction1:02 – Should I stay or should I go next year? 2:27 – Why Q4 is often the best time to transition 3:59 – How holidays and client schedules factor into timing 5:35 – Deferred comp considerations for advisors 10:23 – Why firms sweeten deals in Q4 to hit quotas 12:48 – The myth of the “perfect” time to move 14:42 – Leveraging holiday parties and events for client communication 17:08 – Why every advisor’s timing decision is unique 23:12 –

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00:22:06

The #1 Tech Mistake RIAs Make (And How to Fix It)

Advisor Talk with Frank LaRosa ·

2025/09/22

Key Highlights from the Episode:2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valuation7:45 – Succession planning and clean data: how preparation today drives higher multiples tomorrow10:50 – Custodian and CRM integrations (Salesforce,

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00:38:00

Financial Advisor Transitions: Don’t Get Played on...

Advisor Talk with Frank LaRosa ·

2025/09/18

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 examples of how inflated promises derail transitions and waste time 9:55 – What advisors should demand up front to ensure accurate pro formas and offers 16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes 36:35 – Closing thoughts & contact info If you’re considering a transition, don’t let

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00:37:26

Greatest Hits - How to Build a Practice That Attracts...

Advisor Talk with Frank LaRosa ·

2025/09/11

Highlights include:-The real difference between recurring and advisory revenue - and why it matters for your valuation.-Why managing client assets yourself can decrease your business’s value.-Red flags buyers look for, including data disorganization, aging client bases, and weak G2s.-The role of infrastructure, compliance, and staff continuity in boosting buyer confidence.-How to apply the 80/20 rule to client segmentation for greater clarity and value.-Why five years is the sweet spot for prepping

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00:28:17

Technology That Builds Value

Advisor Talk with Frank LaRosa ·

2025/09/04

Other key takeaways include:-Why scalable systems and automation matter for growth and valuation.-How poor processes and outdated tech can undermine succession planning.-The importance of integrating platforms to eliminate inefficiencies.-How AI and automation can support, not replace, advisor expertise.-Why investing in tech today protects your firm’s future value.Whether you’re focused on growth, preparing for succession, or simply looking to reclaim more time for client relationships, this

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00:18:54

Winning High-Net-Worth Clients

Advisor Talk with Frank LaRosa ·

2025/08/28

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, social media, and content strategy.-The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections.-Why consistent, professional content and video are critical for credibility and growth.-How positioning yourself as the “hub” of client relationships creates lasting value.Whether you’re an advisor at a

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00:33:06

AI, Automation, and the Next Generation of CRM Solutions

Advisor Talk with Frank LaRosa ·

2025/08/25

Show Highlights:-The shift from static databases to intelligent, proactive CRMs.-How AI and automation streamline advisor workflows and client communications.-Real stories on personalization, from birthday emails to portfolio updates.-Why understanding acquisition costs is critical for advisors.-Best practices for securing client data and minimizing risk.-How intelligent CRMs can differentiate advisors in a competitive marketplace.Tune in as Brian and Sue provide a forward-looking perspective on the

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00:40:31

What Do You Want to Be When You Grow Up?

Advisor Talk with Frank LaRosa ·

2025/08/21

Show Highlights Include: -The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent. -Why choosing a new firm should solve for tomorrow, not just today’s pain point. -Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself. -Act “as if” now: build processes at $800k that can carry you to multiples of that revenue. -Inorganic growth tips: start smaller on your first deal and look for conversion

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