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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

00:42:51

Radical Transparency with Ed Harrington, Executive...

Advisor Talk with Frank LaRosa ·

2023/02/02

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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00:39:37

A Model For Success with Rita Robbins, Founder &...

Advisor Talk with Frank LaRosa ·

2023/01/26

Key discussion topics covered by Frank and Rita include:*How surrounding yourself with the right team is paramount to building a practice that makes its mark on the industry.*The independent model shift towards “be supported, be free” and how the intersection of technology, compliance, and operational resources impact advisor performance.*Why the pandemic changed advisor-firm partner relationships and the importance of looking beyond the paycheck if you are an advisor considering a

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00:51:45

Greatest Hits - Learn About LPL Linsco with Clare...

Advisor Talk with Frank LaRosa ·

2023/01/19

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey are joined by Clare Kiesel, Senior Vice President, Business Development, LPL Independent Employee Channel, for a conversation that goes beyond surface level and peels back the current on the specifics behind the LPL Linsco model, why advisors are gravitating to the option, and how the model has recalibrated the perception and benefits of an employee model within financial services.Topics covered by

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00:47:05

Power Performance – with Matt Reiner, Managing...

Advisor Talk with Frank LaRosa ·

2023/01/12

Among the topics Frank and Matt cover are:*Fostering advisor autonomy within a practice as a catalyst for learning and growth, while maintaining an overall culture committed to high performance levels.*Tactics for implementing technology solutions to create a better client service model.*Efficiency as an obsession and how systems and processes are vital to scalable practice growth.*The psychology of the advisor-client relationship and how client fulfillment needs to be at the heart of every action

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00:29:23

Greatest Hits - Advisor Talk 2022 Celebration

Advisor Talk with Frank LaRosa ·

2022/12/29

Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey commemorate the occasion with a trip down memory lane as they cover episode highlights, the production journey of Advisor Talk, and their best memories from the podcast recording experience.Milestones discussed by Frank and Dale include:*their favorite podcast episodes, the reasons why these episodes resonated, and the important lessons and take-aways that can be discovered in each.*how advisors and the financial services industry

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00:18:56

Greatest Hits Episode - Legal Perspective Series -...

Advisor Talk with Frank LaRosa ·

2022/12/22

In particular, this episode focuses on client solicitations when making a move. Topics covered by Frank and Brian include: Understanding your employment agreement, its restrictions, and how these can impact a transitioning advisor. The importance of knowing before your move the policies of the firm you are transitioning to, as well as the firm you are moving from. What to do and what not to do when soliciting clients after your move. Making a move to a new firm partner is one of the most important

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00:35:07

Greatest Hits Episode - Process Drives Profit with...

Advisor Talk with Frank LaRosa ·

2022/12/15

Key topics covered in the conversation include:*The top automation strategies financial advisors need to employ now that have the most substantial and positive practice impact.*Simplifying and replicating efficient business processes as the foundation for sustainable business growth and increased profit.*How financial advisors can use process and planning tools to create replicable efficiencies that create a high-touch client experience.*Fostering time efficiencies and enabling higher levels of

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00:40:45

Greatest Hits Episode - Advisor Success in a Volatile...

Advisor Talk with Frank LaRosa ·

2022/12/08

Listen as Advisor Talk host and Elite Consulting Partners CEO Frank LaRosa and Jon Kuttin, Founder & CEO of Kuttin Wealth Management and Quantum Growth host, share a deep-dive discussion that will provide advisors the tools necessary to transform the down market into a decisive period of advantage for the career and practice.Key points covered in the in-depth conversation are:*how effective, transparent, and efficient communication in a volatile market is essential to securing the client

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00:49:33

Greatest Hits Episode - Peak Performance with Alan...

Advisor Talk with Frank LaRosa ·

2022/12/01

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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00:16:22

Behind the Wheel – Navigating the Art of The Deal...

Advisor Talk with Frank LaRosa ·

2022/11/25

Negotiation is a crucial part of any business relationship. This is particularly true for financial advisors considering their transition opportunities. Successful negotiations will help you secure the long-term partnership with your new firm that guarantees success.In this episode, Frank and Dale take us on an in-depth look at how to negotiate appropriately to protect yourself while also getting what’s suited toward your practice needs going forward – without sacrificing too much or having regrets

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00:08:05

On The Hunt

Advisor Talk with Frank LaRosa ·

2022/11/17

Key takeaways Frank shares include:*Why both hunters and advisors need to trust their gut instincts when analyzing opportunities and evaluating their options.*Creating habits and rituals that result in preparedness that allow you to capitalize when the right opportunity comes along.*Why details matter and how to amass small wins to achieve ultimate success.*How to read the landscape to fully understand the situation you are confronting and conceptualize a game plan to move forward.*The reasons you

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00:27:08

Planning & Process for Transition Success

Advisor Talk with Frank LaRosa ·

2022/11/03

Insights and tactics shared by Frank and Dale include:*Leveling up client interactions and solidifying relationships prior to making a move to increase the success and ease of transitioning your book of business.*Leveraging choppy markets to establish your thought leadership and industry expertise with clients.*The importance of treating you existing support team like clients and engaging them in the excitement of the transition process.*Communicating your transition with the right message, the

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00:24:06

Finish Strong

Advisor Talk with Frank LaRosa ·

2022/10/27

Insights shared by Frank and Dale include:*How to establish KPIs and then implement an effective review and accountability process for those measurables to clarify where your business stands now and future-cast where your business is going.*The intelligence of aligning action and activity to achieve desired outcomes and committing to putting in the effort it takes to actualize success.*Understanding the difference between strategic planning and over-analyzing and applying that knowledge to create an

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00:32:38

Tactical Teachings with Jeff Concepcion, Founder &...

Advisor Talk with Frank LaRosa ·

2022/10/20

Key discussion points covered by Frank and Jeff include:*A look under the hood at Stratos Wealth Partners operational philosophy and the key differentiators that have made the firm’s Hybrid RIA model so successful.*The levels of infrastructure and support advisors require to go independent with confidence and the technology and processes that prove key to increasing operational capacity.*An analysis of the leadership paradigm of independence and the entrepreneurial strategies that establish

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00:23:01

Compound Pound Your Effort

Advisor Talk with Frank LaRosa ·

2022/10/06

Through a dialog that is both practical and insightful, Frank and Elite Consulting Partners President Dale Dempsey break the Compound Pounding concept down into tangible action for financial advisors and share tactical insight into how repetitive and consistent business action can reap tangible and scalable practice performance long term.Topics covered in the conversation include:*An analysis of the Ed Mylett’s Pinata Effect metaphor and how it applies to financial advisors and their

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00:43:18

Learn About LPL Linsco with Clare Kiesel - Senior...

Advisor Talk with Frank LaRosa ·

2022/09/29

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey are joined by Clare Kiesel, Senior Vice President, Business Development, LPL Independent Employee Channel, for a conversation that goes beyond surface level and peels back the current on the specifics behind the LPL Linsco model, why advisors are gravitating to the option, and how the model has recalibrated the perception and benefits of an employee model within financial services.Topics covered by

en

00:27:06

It’s Time to Get Social

Advisor Talk with Frank LaRosa ·

2022/09/22

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey broadcast their first episode from the new Advisor Talk podcast studio and offer specific insights that will get listeners excited to revolutionize their businesses through social marketing strategies.Key topics covered by Frank and Dale include:*Establishing your brand identity by crafting a social media voice that serves as the foundation for content creation.*Defining your goals for social media

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00:49:04

The Frontlines of Financial Services – with Dave...

Advisor Talk with Frank LaRosa ·

2022/09/08

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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00:23:29

M&A Masterclass

Advisor Talk with Frank LaRosa ·

2022/08/25

Listeners of the episode will learn direct from Frank and Dale:*Why there is still tremendous M&A activity – even though the markets are flattening – particularly when it comes to RIAs buying other RIAs.*The financials which are characterizing RIA acquisition deals, understanding valuations, and assessing when the right time to sell your practice may be.*Understanding the importance of which internal processes and business structures need to be in place when preparing your practice for selling.*The

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00:25:16

Lessons Learned – A Recap of the LPL Conference

Advisor Talk with Frank LaRosa ·

2022/08/18

The LPL Focus 2022 Conference was an event which not only gave a snapshot into LPL Financial Services but provided a wealth of advisory and industry leadership information. From the array of guest speakers and educational sessions, Frank and Dale garnered a number of new ideas and perspective shifts that they share in this episode, and which are relevant to every advisor in financial services today.Frank and Dale’s key takeaways from the event include:*Teachings directly from author Malcom Gladwell

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309 results

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