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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

00:26:06

Strategic Moves: Embracing Transition Deals in...

Advisor Talk with Frank LaRosa ·

2024/07/25

Today's show highlights include:Understanding the narrow differences among top broker-dealers in today’s market.Why embracing transition money can be a strategic move when switching firms.The rationale behind the larger transition deals being offered now more than ever.How to balance culture, technology, compliance, and economics when making a move.Frank and Stacey both bring their extensive industry experience to the table, offering valuable insights into the current state of broker-dealer

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00:26:50

The Hidden Pitfalls of Private Equity Deals

Advisor Talk with Frank LaRosa ·

2024/07/18

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 a successor who will acquire your business.*How selling your practice to a private equity firm could be a risk to your company's culture and employees.*The benefits of finding a successor internally within your organization.*How growing your business can be more profitable down the line than selling to a private equity firm.Join Frank and Stacey

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00:27:02

Greatest Hits - Do You Have A Crystal Ball for Your...

Advisor Talk with Frank LaRosa ·

2024/07/11

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 that applies to every practice. Every business should judge their success with different metrics. *What Frank and Stacey mean when they say that KPI's are the “Crystal Ball” for your business. *How KPI's can translate into any business, not just financial advisory practices. Today’s conversation between Frank and Stacey breaks down the

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00:55:06

Greatest Hits - Peak Performance with Alan Stein Jr....

Advisor Talk with Frank LaRosa ·

2024/07/05

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 sought-after speaker for his spirited and actionable mindset training. Alan has worked with some of the most recognized top athletic performers in the world, among them Kobe Bryant, Kevin Durant, and Stephen Curry. Now is your chance to learn directly from a master in success training as Alan translates his techniques into strategies meant to

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00:51:44

Leveraging Authority Marketing for Practice Growth

Advisor Talk with Frank LaRosa ·

2024/06/27

Today’s show highlights include:*The concept of "authority marketing" and its importance in a crowded industry.*How effective marketing can shorten your sales cycle and help prospects find you first.*The benefits of becoming an author for your credibility and professional image.*A 6-week process to simplify book-writing and make it less intimidating.*How your book can serve as a tool, providing valuable insights to both your employees and clients.Through their discussion, Frank and Paul provide a

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00:24:09

Greatest Hits - Purpose Driven Mindset with Ben...

Advisor Talk with Frank LaRosa ·

2024/06/20

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 for University of Alabama and Kansas State University, and the author of the best-selling book "Uncommon Leadership". Additionally, Ben wrote the Foreword to Frank's own book "Counterpunch" and is a fan favorite, repeat guest on the Advisor Talk podcast.Frank and Ben approach the idea of purpose and mindset with intensity, providing key

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00:25:46

The Power of Home Office Visits

Advisor Talk with Frank LaRosa ·

2024/06/13

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 office visits. *Why you should understand the in-person culture of a firm before making a decision. *The difference in production and creativity when people are working virtually vs. in-person. Join Frank and Stacey as they explore why a positive company culture is essential for personal success and happiness in the workplace. Through engaging

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00:22:11

Greatest Hits - Unleash Your Potential Through...

Advisor Talk with Frank LaRosa ·

2024/06/06

Show highlights include:*The significance of team building activities in cultivating a positive and productive workplace.*The power that a vision board holds, and why you should make a vision board of your own.*The importance of aligning your organization's vision with the individual goals of its members.*Why your goals must be specific and written down to transform them from mere wishes to concrete objectives.In this transformative episode, Frank and Stacey guide listeners through the intricate

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00:50:58

Advisor Insights: Making Moves with Jon Kuttin and...

Advisor Talk with Frank LaRosa ·

2024/05/30

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 crucial for advisors to excel.*The value of efficient technology when it comes to enhancing the client experience.*How economics will take care of themselves when advisors take charge of controllable factors.*The difference between success and significance and why advisors should strive for the latter. Join Frank and Jon as they explore

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00:32:37

Streamlining Success: How Consultants Empower...

Advisor Talk with Frank LaRosa ·

2024/05/23

Today’s show highlights include: *The benefits of working with a professional consultant, and why it’s crucial specifically for financial advisors. *The extensive research involved in identifying the right firms and how professionals streamline this process. *The time constraints advisors face and how consultants help manage research and client care. *Insights on the diverse firms available and finding the perfect match for each advisor. *The value of experience and how consultants bring knowledge

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00:41:16

Greatest Hits - Mastering the Art of M&A

Advisor Talk with Frank LaRosa ·

2024/05/16

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 Elite Advisor Successions engages in with buyers to be able to see what they truly want, as well as what is best for them. *The qualifications consistent among “serial buyers”, and the preparation required to establish yourself as a legitimate buyer. *Common pitfalls that buyers cause a deal to fall through for a buyer and seller. *When engaging

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00:44:45

Raymond James' Pathways for Advisor Growth

Advisor Talk with Frank LaRosa ·

2024/05/09

Key highlights from the discussion include: *Perry's excitement about her new role and vision for enhancing advisor recruitment at Raymond James. *Insights into Raymond James' diverse channels, which offer advisors the opportunity to grow from entry-level positions to owning their own businesses or broker-dealers. *Why Raymond James places a heavy emphasis on defining the advisor's role clearly and providing flexibility to transition between channels seamlessly. *The importance of observing a firm's

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00:27:02

Do You Have A Crystal Ball for Your Business?

Advisor Talk with Frank LaRosa ·

2024/05/02

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 that applies to every practice. Every business should judge their success with different metrics. *What Frank and Stacey mean when they say that KPI's are the “Crystal Ball” for your business. *How KPI's can translate into any business, not just financial advisory practices. Today’s conversation between Frank and Stacey breaks down the

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00:37:32

Adapting to Change: Essential Strategies for Advisor...

Advisor Talk with Frank LaRosa ·

2024/04/25

Today’s show highlights include: *What quickly growing advisors are doing differently that separates them from their peers. *Why advisors who utilize their firm's resources the most, consistently provide a higher level of service to their clients. *What Scott Curtis’s promotion to Chief Operating Officer of Raymond James Financial means for advisors who are at Raymond James, or who are looking to transition to Raymond James. *The impact that high business valuations is having on the financial

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00:26:20

Hot Mic Discussion: A 9 to 5 is Part Time

Advisor Talk with Frank LaRosa ·

2024/04/18

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 if they put in the extra effort that is required. *A discussion on why the adage "actions speak louder than words" holds true in achieving success and making a meaningful impact in the financial services industry. *The massive opportunities and wealth that are available to advisors if they are willing to work for it. *The importance of

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00:24:12

Amidst Acquisition Chaos

Advisor Talk with Frank LaRosa ·

2024/04/11

Today’s show highlights include: *The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses. *Strategies and advice for advisors feeling disempowered by decisions made for their businesses. *Recognition of the enduring value and strengths of smaller independent firms amidst the acquisition trend. *Essential questions advisors must answer objectively before considering a move. *The critical importance of removing emotional influences from

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00:31:31

Greatest Hits - Unlocking Success for Independent...

Advisor Talk with Frank LaRosa ·

2024/04/04

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 on the financial advisory space as a whole.*The biggest mistake advisors make when they first start their own independent practice.*Why advisors need to adopt the mindset of working for their employees, treating them as clients rather than as if everyone works for them.*Understanding the true “Why” behind your employees as a proven formula for

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00:29:22

Hot Mic Discussion: What’s Your Practice Actually Worth?

Advisor Talk with Frank LaRosa ·

2024/03/28

Today’s show highlights include: *Distinguishing between inflated numbers and the genuine value of a practice in order to achieve leverage in negotiations. *A breakdown of the factors that matter and make an impact on the value of a practice. *The importance of understanding the value proposition of the buyer, both culturally and economically, to determine if it is a right fit. *How true value extends beyond monetary figures and not allowing money to be the primary influencer when making a

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00:40:57

Welcome to the Real World with Chris Shaw - Sanctuary...

Advisor Talk with Frank LaRosa ·

2024/03/21

Today’s show highlights include: *A breakdown of Chris Shaw’s versatile background across financial services, and how his passion for teaching others eventually led him to the independent space after spending nearly 30 years in the wirehouse world. *Some of the common misnomers that many advisors have on what it means to be an independent financial advisor. *The key differentiators between the wirehouse and independent worlds, and what specific factors led Chris to Sanctuary Wealth. *Why Sanctuary

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00:27:09

Greatest Hits - The Power of Branding Series with...

Advisor Talk with Frank LaRosa ·

2024/03/14

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 their online presence and the potential consequences of that decision.*How advisors can bridge the gap between the personal side and professional side on their online platforms.*A breakdown of the different social media platforms and how to differentiate your message depending on which platform you use.*What results to expect from building a

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326 results

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