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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

00:50:21

Mergers, Acquisitions, and High Net Worth – with Russ...

Advisor Talk with Frank LaRosa ·

2023/11/09

Show highlights include:* The value of cultivating long-term client relationships and the role of M&A services in facilitating successful business transitions.* The importance of comprehensive planning and M&A expertise in serving high-net-worth clients and business owners while emphasizing the emotional and psychological aspects of business exits.* Exit planning strategies for business owners of all sizes, and how there are a number of different options to choose from.* The thought process behind

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00:20:57

Don’t Get Distracted By Shiny Objects – with Stacey...

Advisor Talk with Frank LaRosa ·

2023/11/02

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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00:22:42

The Spectrum of Advisor Independence with Stacey...

Advisor Talk with Frank LaRosa ·

2023/10/26

Topics include:*The importance of having a clear understanding of what independence means to you so that you can find a firm partner that meets your unique needs.*An explanation of the varying levels of independence available to advisors, and the differences between the models depending on how much autonomy advisors are seeking.*How each independent channel has unique differences that can impact your practice and why it's crucial to understand these differences to make an informed decision when

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00:20:28

The Core Values Blueprint – with Stacey Frank, Vice...

Advisor Talk with Frank LaRosa ·

2023/10/19

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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00:42:07

Dominate the Marketing Game with Tina Beck, President...

Advisor Talk with Frank LaRosa ·

2023/10/12

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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00:33:31

Supported Independence Success with David Karr,...

Advisor Talk with Frank LaRosa ·

2023/10/05

Topics discussed include:* David Karr’s career legacy, including his journey from financial advisor to Chairman of Equitable Advisors.* Why Equitable Advisors’ Supported Independence model, and the firm’s advisor-first mentality, have afforded Equitable Advisors the opportunity to capitalize on the continued momentum of advisors moving to independence.* How Equitable Advisors’ relationship with LPL Financial enables them to operate with the benefits of a small organization while still having over

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00:35:16

Strong Culture Equals Strong Results with Stacey...

Advisor Talk with Frank LaRosa ·

2023/09/28

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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00:27:20

Independence or Independent – Understanding the...

Advisor Talk with Frank LaRosa ·

2023/09/21

Some of the topics discussed include: How Thom Powers’ background and expertise led him to the recruiting and transition space within financial services. Determining whether an advisor wants to be independent or have independence (there’s a big difference). A breakdown of some of the hybrid affiliation channels that are proving to be great options for advisors who don’t want true independence, but still want to leave the W-2 space. Why advisors need to consider the scalability of their practice

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00:34:38

Tactical Growth with Nate Lenz - Co-Founder and CEO,...

Advisor Talk with Frank LaRosa ·

2023/09/14

Topics discussed include: *A breakdown of the Concurrent Advisors value proposition, the firm’s evolution, and goals for the future. *Why Concurrent Advisors believes that an intentional, specialized approach to the suite of services they offer is strategically advantageous. *The Concurrent relationship with Merchant and how the alignment of core philosophies between the organizations has impacted advisor entrepreneurial success. *How working with Fidelity and Schwab has amplified Concurrent’s

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00:36:23

Becoming a Leader with Ray Kelly - Senior Vice...

Advisor Talk with Frank LaRosa ·

2023/09/07

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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00:53:50

Introducing the Financial Advisor Success Syndicate...

Advisor Talk with Frank LaRosa ·

2023/08/31

Topics discussed include:* The conceptualization of FASS and a description of the platform.* How FASS intends to fill a much-needed gap in the financial services industry.* Details on the Founding Members of the FASS community and their specific areas of thought leadership.* Why FASS can be considered a ‘family office’ for financial advisors.* How advisors who join FASS benefit and future plans for the community.Frank and Jon could talk for hours about why they are so excited for the Financial

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00:41:07

Greatest Hits - Lead by Example with Stephen Drum

Advisor Talk with Frank LaRosa ·

2023/08/24

This episode is packed with stories from Stephen’s US Navy SEAL career, each drawing a direct correlation for listeners as to how the lessons Stephen learned during his time in service are applicable in today’s business environment.Among the topics discussed:*Motivational and leadership techniques that ensure maximum organizational efficiency.*Planning for the uncomfortable when you are comfortable to achieve future success.*Psychological and mindset hacks that optimize leadership performance.*How

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00:37:27

Greatest Hits - Playing the Long Game with Scott...

Advisor Talk with Frank LaRosa ·

2023/08/17

Among the many topics covered are:*the Raymond James story, its affiliation options, and how the firm’s resources and tools can be leveraged by advisors to expand capacity, bolster productivity and processes, and ultimately deepen client relationships.*the state of advisor recruiting, its industry impacts, and what trends will influence advisor moves to independence in the months ahead.*how fluctuating market conditions translate into shifts in advisor perceptions regarding which independent model

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00:50:49

Greatest Hits - Structured for Success with Kimberly...

Advisor Talk with Frank LaRosa ·

2023/08/10

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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00:27:14

The Keys to Consolidation with Kristen Kimmell - EVP,...

Advisor Talk with Frank LaRosa ·

2023/08/03

Topics discussed include:*The meaning and symbolism behind the name, Osaic.*The value proposition of Osaic, and why the updated branding is advantageous to the firm’s advisors.*How placing a heavy focus on streamlining and improving the advisor experience has proven to be a major contributor to the firm’s success.*The steps that Osaic took to build a strong firm culture and sense of community and how that approach has been instrumental to overall strategy.This episode presents an opportunity for an

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00:34:48

Preventers of Growth Episode 3 with Jon Randall,...

Advisor Talk with Frank LaRosa ·

2023/07/27

Topics discussed include:*Why larger clients impact the scalable growth of your practice and steps to take to implement this strategy.*How to utilize a transition to a new firm and your existing book of business to attract new assets.*The growing importance of social media and branding and its correlation to advisor success.*A breakdown of do’s and don'ts in relation to leveraging your existing clients to attract new clients.*How advisors can employ the skills they already possess to utilize mergers

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00:23:52

Preventers of Growth Episode 2 with Jon Randall,...

Advisor Talk with Frank LaRosa ·

2023/07/20

Topics covered include:*Why the quality of your client relationships is the most important characteristic of your business.*Ways to evaluate your practice through the lens of your client.*The operational changes and efficiencies advisors need to enact now to improve the effectiveness of their client experience.*How to utilize a segmentation strategy to maximize the full potential of your practice performance.Frank and Jon are recognized thought leaders and advocates for financial advisor success

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00:26:25

Preventers of Growth with Jon Randall, PhD(c):...

Advisor Talk with Frank LaRosa ·

2023/07/13

Topics discussed in Part 1 of the series are:*A breakdown of tangible and actionable ideas that are proven to help advisors grow their practice.*The origin story of eXtraordinary Financial Advisors.*The tactical mistakes advisors make that prohibit scalable growth.*How advisors can use a transition as a ‘reset’ with clients and the positive impacts this technique fosters.*Why capacity management is the number one reason why many advisors fail to grow their practices to the level they desire.Frank

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00:07:01

Behind the Wheel – Advisors Pay Attention

Advisor Talk with Frank LaRosa ·

2023/07/06

During choppy markets, many advisors get the impression that firms shy away from handing out lucrative transition deals, but this couldn’t be any further from the truth. In today’s Behind the Wheel episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa breaks down how current market conditions translate into improved transition prospects for advisors. Topics discussed include: *The precise reasons why advisors looking to make a transition are in the power position when it comes to

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01:02:48

The Advisor Advantage with Private Advisor Group

Advisor Talk with Frank LaRosa ·

2023/06/29

Together, the trio discuss in depth the ‘why’ behind the Private Advisor Group value proposition, and how putting advisors and their needs first has proven itself to be fundamental to the firm’s legacy of industry success. Topics discussed include: *Private Advisor Group’s rich history as a firm and how they have redefined the meaning of advisor independence. *A breakdown of the cutting-edge processes, systems, and value sets that serve as a separator for Private Advisor Group within the financial

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