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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

00:29:22

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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00:20:58

Greatest Hits - Don’t Get Distracted By Shiny Objects...

Advisor Talk with Frank LaRosa ·

2024/03/07

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 offers.*Why advisors need to conduct thorough research and gather all the necessary information before making a transition decision.*How to separate emotional appeals and stories from concrete facts when evaluating opportunities.*Why advisors are encouraged to consider various factors such as payout structures, lead generation support, and the

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00:29:34

Greatest Hits - To Be an RIA, or Not to Be an RIA

Advisor Talk with Frank LaRosa ·

2024/02/29

Show highlights include:*Common misconceptions advisors have about going independent.*A breakdown of the complexities of becoming an RIA, including legal considerations, compliance tasks, and the financial investment required.*An exploration of the spectrum of RIA models including the advantages and disadvantages of each.*What advisors need to consider in order to know whether they truly want to become an RIA, or if they just want to affiliate with an existing RIA.The expertise that Frank and Stacey

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00:39:27

Empowerment Strategies for Business Success

Advisor Talk with Frank LaRosa ·

2024/02/22

Show highlights include:*A breakdown of Dan Sullivan’s Top 10 habits whichblend both personal growth and professional success.*Why, as a business owner, carving out quiet moments for oneself isn't just a luxury; it's a strategic necessity for clarity, creativity, and decision-making.*Elevating the client experience across all interactions to cement loyalty, foster referrals, and ultimately drive business growth.*An explanation of the Pareto Principle and how it pertains to financial advisors.Diving

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00:31:31

Unlocking Success for Independent Advisors

Advisor Talk with Frank LaRosa ·

2024/02/15

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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00:41:16

Mastering the Art of M&A

Advisor Talk with Frank LaRosa ·

2024/02/08

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 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 with sellers,

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00:40:33

What RIA Structure is Right for You?

Advisor Talk with Frank LaRosa ·

2024/02/01

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 most sense for them. *A comprehensive breakdown of the diverse RIA structures available to transitioning advisors. *Insight into the often overlooked yet highly advantageous option of tucking into an existing RIA. *The regulatory and compliance considerations for transitioning to an RIA, including the advantages and challenges compared to other

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00:39:26

RIA 101 With Vince Leto

Advisor Talk with Frank LaRosa ·

2024/01/25

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 more advisors wanting independence means for the RIA space as a whole.*The difference between a state registered RIA and an SEC registered RIA.*What an advisor really means when they say “I want to go RIA”.*The differences between an RIA and a Hybrid RIA.Join Frank and Vince as they demystify the journey to becoming an RIA while exploring the

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00:28:54

Break Free from Decision Fatigue

Advisor Talk with Frank LaRosa ·

2024/01/18

Show highlights include:*The significance of understanding your reason for moving firms and setting clear practice goals. *The importance of using available information to make decisions that best align with your happiness and future vision of success. *The need to overcome distractions from external opinions and focus on what is right for you without succumbing to fear, doubt, or decision fatigue. *How Elite Consulting Partners has positioned itself as a valuable resource to help financial advisors

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00:20:28

Greatest Hits - The Core Values Blueprint – with...

Advisor Talk with Frank LaRosa ·

2024/01/11

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 goals.*What we mean when we say that we speak with advisors every day who don’t have a clear definition of who they want to be.*Why our Elite team is adamant about the connection between success at work and success at home.*A breakdown of why Core Values are necessary for every scale of practice or firm, whether you’re a 2-person team or a

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00:50:50

Greatest Hits - Structured for Success with Kimberly...

Advisor Talk with Frank LaRosa ·

2024/01/04

Topics discussed include:*Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors.*A breakdown of the advisor-first approach that is at the heart of the Strategic Wealth Services model.*The importance of Transition Assistance as a key differentiator in LPL’s Strategic Wealth Services model.*An explanation of the “pod” concept, and how its utilization creates scalability within practices.*A recap of recent market trends that are

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00:35:16

Greatest Hits - Strong Culture Equals Strong Results...

Advisor Talk with Frank LaRosa ·

2023/12/28

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 connections with her clients.* The benefits that come along with empowering women in the financial services industry.* An explanation of the differences between firms who have women in positions of power just to “check a box”, and firms who are genuinely investing time and resources into ensuring their female practitioners are in the perfect

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00:42:07

Greatest Hits - Dominate the Marketing Game with Tina...

Advisor Talk with Frank LaRosa ·

2023/12/21

Topics discussed in this episode include:New marketing and technology trends within the financial services industry.The social media strategies you need to implement to see increased ROI on marketing efforts.The importance of creating structure and consistency in terms of brand messaging and marketing cadence.How to use traditional marketing psychology and techniques in combination with new technology to attract your ideal clients.The value that a strong marketing strategy can bring to your business

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00:40:03

Exit Mastery - Unveiling the Secrets

Advisor Talk with Frank LaRosa ·

2023/12/14

Show highlights include:*The universal importance of exit planning*An exploration of the psychological aspects behind the decision of why someone chooses to leave their business.*Why it is crucial to have the ability to accurately assess what a business is truly worth, whether it is your own or someone else’s.*Some of the clever methods that financial advisors can utilize to start exit planning conversations with business owners.Between Frank and Dan’s insightful expertise, listeners will have

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00:36:23

Greatest Hits - Becoming a Leader with Ray Kelly

Advisor Talk with Frank LaRosa ·

2023/12/07

Topics discussed include:* Tactical strategies that you can implement right now to become a stronger leader.* Why leadership qualities are more important for financial advisors than ever before.* How Ray Kelly’s career path within financial services led to him being a leadership coach and consultant.* How the Financial Advisor Success Syndicate, an online community of which Frank and Ray are both founding members, inspires and fosters advisor leadership.* An explanation of what the 70-20-10 Rule of

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00:22:11

Unleash Your Potential Through Visualization

Advisor Talk with Frank LaRosa ·

2023/11/30

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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00:29:34

To Be an RIA, or Not to Be an RIA

Advisor Talk with Frank LaRosa ·

2023/11/24

Show highlights include:*Common misconceptions advisors have about going independent.*A breakdown of the complexities of becoming an RIA, including legal considerations, compliance tasks, and the financial investment required.*An exploration of the spectrum of RIA models including the advantages and disadvantages of each.*What advisors need to consider in order to know whether they truly want to become an RIA, or if they just want to affiliate with an existing RIA.The expertise that Frank and Stacey

en

00:29:56

Mergers, Acquisitions, and High Net Worth – Part 2 –...

Advisor Talk with Frank LaRosa ·

2023/11/16

*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 a culture that breeds success.*Effective ways to ask for introductions and how Lincoln Financial Advisors has utilized these tactics to great success.*Overcoming the stigma surrounding financial advisors and fee increases.Frank, Russ, and Dan impart a wealth of knowledge, offering invaluable insights that empower advisors with the tools

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309 results

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