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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

00:46:44

The What and Why of an ESOP Plan with Stephen Berman,...

Advisor Talk with Frank LaRosa ·

2023/06/22

Topics discussed include:*Stephen Berman’s career story and the value proposition of CSG Partners.*A breakdown of what an ESOP Plan is and the opportunity it presents for independent advisors.*How an ESOP plan can be utilized to inspire positive employee action and commitment.*The process for implementing an ESOP and the demographics of firms which stand to benefit most from the offering.Not only will you walk away from this episode with a detailed understanding of how an ESOP plan can impact your

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00:25:50

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

Advisor Talk with Frank LaRosa ·

2023/06/15

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Elite’s very own CMO, Tina Beck, for a detailed conversation tackling one of the most vital components of the digital marketing mix – Search Engine Optimization (SEO).Perspectives shared during the conversation include:*Why SEO needs to be considered a marketing fundamental in any branding strategy.*How to identify key client segments and use that intelligence to optimize content specifically catered to client

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00:50:49

Structured for Success with Kimberly Sanders, Senior...

Advisor Talk with Frank LaRosa ·

2023/06/08

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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00:41:07

Lead by Example with Stephen Drum - Leadership...

Advisor Talk with Frank LaRosa ·

2023/06/01

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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00:45:22

Break the Mold with Chip Munn, CEO - Signature Wealth...

Advisor Talk with Frank LaRosa ·

2023/05/25

Topics discussed include:*Why starting your own RIA isn’t the only option for large producers who want to continue scaling their practices.*The false stigma surrounding closed technology systems.*How the phrase ‘simplicity is the ultimate sophistication’ is especially applicable to advisors when looking at technology.*Why maximizing the efficiency of your processes and systems is integral to an advisor’s success.*How firms are actively humanizing the industry.Frank and Chip uncover the truth as to

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00:11:30

Behind the Wheel – Focus on What’s in Front of You

Advisor Talk with Frank LaRosa ·

2023/05/18

Key topics covered included:*The truth and brutality of advisor loyalty and how the current state of the industry is related.*How a leadership change can have strong effects on every member of a firm.*Why making a transition to a new firm is proving more beneficial than ever before.*Why some firms are taking the route of “quantity over quality” with regards to acquiring new talent.Frank pulls no punches with the content he delivers in this episode. His assessments are honest, transparent, and –

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00:42:51

Greatest Hits - Radical Transparency with Ed...

Advisor Talk with Frank LaRosa ·

2023/05/11

Key topics of the discussion include:*Current industry trends affecting advisor moves to independence and how Oppenheimer has uniquely positioned themselves to provide advisors structured independence within a boutique firm experience.*The Oppenheimer story including a journey through the firm’s distinguished history and its present successes as a leading global capital markets firm.*How Oppenheimer utilizes their technology stack as a tool that elevates client experience while providing advisors

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00:43:18

Greatest Hits - The Frontlines of Financial Services...

Advisor Talk with Frank LaRosa ·

2023/05/04

In this hard-hitting episode of Advisor Talk, advisors will learn exactly how to execute a strategic plan of action forward from a dynamic and powerful conversation as Elite Consulting Partners CEO Frank LaRosa is joined by not just one, but two, former U.S. Navy SEALs who put their vast mission driven expertise to work for the advantage of every financial advisor listening.Dave Rutherford is a former U.S. Navy SEAL, leading motivational speaker, podcast host, author, performance coach, and creator

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00:49:03

Greatest Hits -

Advisor Talk with Frank LaRosa ·

2023/04/27

Frank and Jon put their decades of expertise to work providing thought leadership on: The journey from practitioner to enterprise and managing your growth trajectory for scale and success. The importance of creating a demonstratable value proposition for your practice and dialing in your processes for maximum market impact. A deep dive discussion on CPA partnership potential and how these partnerships can significantly, and rapidly, level-up practice growth when executed properly. Specific strategic

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00:27:09

The Power of Branding Series with Tina Beck, CMO -...

Advisor Talk with Frank LaRosa ·

2023/04/20

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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00:25:53

The Power of Branding Series With Tina Beck, CMO -...

Advisor Talk with Frank LaRosa ·

2023/04/13

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Elite’s very own CMO, Tina Beck, for a detailed conversation tackling one of the most vital components of the digital marketing mix – Search Engine Optimization (SEO).Perspectives shared during the conversation include:*Why SEO needs to be considered a marketing fundamental in any branding strategy.*How to identify key client segments and use that intelligence to optimize content specifically catered to client

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00:09:41

Behind the Wheel – Leadership Lessons

Advisor Talk with Frank LaRosa ·

2023/04/06

Key points that Frank conveys include:*The responsibility of protecting the culture of your organization.*Why Core Values are important and knowing how to hire against them.*The financial imperative of building out the right team and how this impacts scalability for any organization.*When to accept its time for you and an employee to part ways.*The leadership skills you can utilize now as a business owner to create an environment where your employees thrive.Being a successful business owner means

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00:46:46

Find your Niche with Nate Lenz, CEO and Co-Founder of...

Advisor Talk with Frank LaRosa ·

2023/03/30

Among the many topics covered by Frank and Nate are:* Nate Lenz’s unique financial services perspective and how those insights informed Concurrent’s model.* A ‘behind the scenes’ take on Concurrent and the firm’s methodology which looks beyond production alone to support advisors in growing their practices..* Why allowing advisors to maintain their identity, while still providing them with scalability, is proving to be the solution that many advisors are looking for.* The effect that market

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00:42:22

Advisor Empowerment with Libet Anderson, President -...

Advisor Talk with Frank LaRosa ·

2023/03/23

Key topics covered by Frank and Libet include:*The Concourse Financial Group value proposition and how Libet’s own career trajectory informs how she implements resources for advisor success.*The importance of technology innovation to advisor achievement and how Concourse has applied this insight within their own organization.*Why having access to a comprehensive support team is a necessary addition to every advisor’s repertoire.*Creating strong firm culture and applying it to building relationships

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00:25:35

Culture as Catalyst

Advisor Talk with Frank LaRosa ·

2023/03/16

Among the topics discussed are:*The importance of picking a firm whose culture aligns with your goals, both personally and professionally.*Commoditization within the current recruiting market and how that translates for advisors.*The benefits of being transparent about your goals and practice vision when negotiating with potential new firm partners.*Unexpected negatives brought to the table with the rise in interest of working from home.*Steps to help create a firm culture that incentivizes

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00:26:21

The LPL Playbook

Advisor Talk with Frank LaRosa ·

2023/03/09

Key points of discussion include:*A breakdown of recent advisor trends, including where advisors are transitioning and why.*An analysis of models offered by LPL, their key differentiators, and how advisors are applying those services to their own process and practice needs.*A deep dive into the LPL Strategic Wealth Services (SWS) model, using football’s RPO offense as a metaphor, for the impact the model is making on the industry.*The unexpected benefits of asset gathering, especially during a down

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00:43:08

Support Structure with Vince Fertitta, President of...

Advisor Talk with Frank LaRosa ·

2023/03/02

Among the many topics Frank and Vince cover are:*How Vince’s decades of experience in the wirehouse space led him to a career championing supported independence.*The current state of financial advisor recruiting, its industry impacts, and what trends will influence advisor transitions in the coming months.*The Sanctuary Wealth value proposition and the key differentiators of the firm’s supported independence offering.*The importance of having a strong online presence and how supported independence

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00:41:15

The Value Proposition with Rich DeSalvo - CEO of...

Advisor Talk with Frank LaRosa ·

2023/02/23

Topics discussed include:*The origin story of f3Logic and how a focus on innovation has served to inform the evolution of the firm.*f3Logic business strategies, including the firm’s focus on portability, technology, and autonomy, and how they scale these components for the benefit of their advisors.*Strategic guidance advisors can use to create better valuations for their own practices and common practice management mistakes that curtail practice growth strategies.*Understanding the spread as it

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00:20:40

Get to Work

Advisor Talk with Frank LaRosa ·

2023/02/16

Among the topics Frank and Dale discuss are:*the difference between simply hiring and seeking out talent and the value in looking across industry sectors to find the right employees with the right skill set.*values based hiring principles and why establishing your company’s core values is a step fundamental to attracting and retaining the right talent.*delivering a high level of service as an imperative during variable market conditions and why building a dynamic and client-oriented team is

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00:37:27

Playing the Long Game with Scott Curtis, President...

Advisor Talk with Frank LaRosa ·

2023/02/09

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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309 results

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