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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

00:46:57

How The Top 1% of Advisors Actually Spend Their Week

Advisor Talk with Frank LaRosa ·

2025/08/14

Show Highlights:-The difference between working hard and working smart in today’s advisory space.-Why intentional scheduling is critical to sustainable growth.-The top priorities high-performing advisors focus on daily.-How effective delegation drives business scalability.-Practical ways to protect your calendar and say no to the wrong opportunities.-Lessons advisors can apply whether they’re independent or W-2.Whether you’re an established producer or building your practice, you’ll come away with

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00:21:32

Is Your Tech Stack Costing You Clients?

Advisor Talk with Frank LaRosa ·

2025/08/09

Brian and Sue dig deep into:-Why “siloed platforms create siloed advice” - and how to break out of that trap.-What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability.-The hidden costs of redundancy and how to identify them in your current tech stack.-How AI and automation are transforming client service and retention.-Real examples from the field where integration uncovered missed opportunities.-Why advisors must rethink how they allocate time across

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00:33:37

It’s Not Just the Payout - It’s the Profitability

Advisor Talk with Frank LaRosa ·

2025/08/07

Show Highlights:-The emotional allure of upfront transition compensation - and why it’s misleading-How to evaluate a deal over 10-15 years, not just day one.-Common pitfalls advisors overlook when calculating effective payouts.-How Elite’s pro forma models bring hidden deal structures to light.-Why choosing the right firm can double or triple your business potential.-The value of making the right move - not just the next one.Whether you’re exploring a transition or already in conversations with a

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00:28:29

Can You Trust AI With Your Succession Plan?

Advisor Talk with Frank LaRosa ·

2025/08/02

Key Highlights Include:-Why branding is more than a logo - it’s a buyer’s first impression.-What top-tier buyers look for beyond just AUM and revenue.-The biggest mistake sellers make when announcing a transition.-How to ensure smooth client retention post-sale.-Why advisors should start planning five years out (at least!).-When and how to communicate a deal to clients.-How to segment your book to protect long-term value.As Joe reminds us, “It only takes the littlest quirk for some clients to get

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00:22:06

Greatest Hits - The Truth Behind Transition Deals

Advisor Talk with Frank LaRosa ·

2025/07/31

Topics covered include:-Why comparing payout percentages rarely tells the full story.-How custom pro formas cut through the noise and reveal the real net numbers.-The top mistakes advisors make when analyzing firm economics.-How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees.-What actually moves the needle in long-term success (hint: it’s not the ticket charges).If you’re evaluating a potential move or feeling stuck in analysis paralysis, this episode is your

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00:14:11

How Your CRM Can Build Client Loyalty

Advisor Talk with Frank LaRosa ·

2025/07/26

Key takeaways include:-Why CRM data should go beyond KYC and track personal life events.-How small CRM details can make or break client trust.-The four-part CRM strategy Sue uses with advisor clients.-Real examples of how automation drives loyalty and referrals.-What to expect in a CRM consulting engagement with Elite and JEDI.Whether you're a solo RIA or part of a larger firm, this conversation will help you rethink how your CRM can drive meaningful client connections - and business growth.

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00:23:18

Calling All OSJ's

Advisor Talk with Frank LaRosa ·

2025/07/24

Key highlights include:-Why every OSJ is claiming “growth support” - and how to prove yours is different.-The importance of building a defined support team, not just a friendly face.-The role of succession planning, niche services, and event programming in advisor attraction.-How to shift your firm from “we say we do this” to “here’s exactly how we do it”.-Why advisors must treat this like the business decision it is - not just follow their friends.Whether you lead a large enterprise group or are

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00:22:59

Future-Proofing Your Tech Stack: What Advisors Need Now

Advisor Talk with Frank LaRosa ·

2025/07/19

Key Highlights:-Signs your current tech stack might be holding you back.-Why decentralized, stagnant systems are a red flag.-The importance of automation, integration, and mobile access.-What top-performing firms are using today (hint: Salesforce, AI, and more).-How to evaluate new tools without getting overwhelmed by vendor hype.-The hidden risks of relying on key-person knowledge and disconnected data.-How small tech improvements can deliver massive results over time.Whether you're building your

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00:41:02

Greatest Hits - Ameriprise at IGNITE: A Live...

Advisor Talk with Frank LaRosa ·

2025/07/17

From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose.Tune in for behind-the-scenes insights from the IGNITE conference floor.

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00:29:53

Why Advisors Struggle with CRM Adoption - and How to...

Advisor Talk with Frank LaRosa ·

2025/07/12

Highlights include:-Why the “decision-makers” are often not the “doers” - and how that derails success.-The importance of internal champions (and the risks of choosing the wrong one).-How to turn resistance into results with empathy, inclusion, and smart incentives.-JEDI's approach to change management and tech implementation that actually works.If your firm is considering a new CRM - or struggling to make the one you have actually deliver ROI - this episode will show you how to bridge the gap

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00:48:20

Is PE Worth It? Don't Get Enamored By The Check

Advisor Talk with Frank LaRosa ·

2025/07/10

Key highlights include:-The difference between top-line and bottom-line deal structures, and what that means for your autonomy.-Why nimble capital from family offices might outperform “big name” PE firms.-What to ask before giving up equity, including the real cost of future clawbacks.-How the wrong deal can make you feel like a W-2 employee all over again.-When debt may be a better option than private equity - and what Kevin O’Leary had to say about it.Whether you're actively exploring a liquidity

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00:44:50

Data-Driven Decision Making: Enhancing Client...

Advisor Talk with Frank LaRosa ·

2025/07/05

Key Topics Covered:-How to score and segment your clients using real engagement metrics.-The difference between gut instinct and data-driven decisions.-CRM limitations and how to work around them.-Ways to use data to both increase and protect your revenue.-Why private equity firms and bankers are demanding better firm data.Whether you’re looking to serve your clients better, optimize your workflows, or prepare your practice for growth or sale, this episode is packed with insight and actionable

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00:29:20

From Deal to Done: The Smooth Succession Timeline

Advisor Talk with Frank LaRosa ·

2025/07/03

Key Topics Covered:-What buyers can do to become “preferred” with intermediaries and sellers.-Timeline expectations from LOI to purchase agreement.-How financing, compliance, and legal factors can stall (or kill) deals.-Why CRM/data integration is often overlooked - but critical.-The power of clear workflows, automated systems, and back-end earnout strategies.-When and why it’s smart to “overpay” for the right practice.Tune in to learn how to protect your transaction, accelerate integration, and

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00:21:10

Making Your Data Work for You

Advisor Talk with Frank LaRosa ·

2025/06/28

Key highlights include:-Why most advisors pause when asked: “How is your data helping you make better decisions?”-The difference between basic CRMs and scalable platforms - and how to choose what’s right for you.-How automations and integrations can cut onboarding times from 15 minutes to 3.-The importance of a "Jedi Health Check" for your firm’s data and tech stack.-What to prepare before your first discovery call with a consultant.Whether you're launching a new firm or refining an existing one,

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00:23:19

The Exit Mindset: When, Why, and How to Plan Your...

Advisor Talk with Frank LaRosa ·

2025/06/26

Key highlights include:-Why many advisors wait too long - and how that can cost them.-Common emotional roadblocks and how to overcome them.-The difference between financial readiness and business readiness.-Mistakes sellers make when engaging with buyers.-Why a clear "why" can determine the success of your exit.Whether you're actively considering retirement or just thinking ahead, this episode offers straightforward advice from two experts who have helped hundreds of advisors navigate their next

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00:17:24

Is Your CRM a Cybersecurity Risk?

Advisor Talk with Frank LaRosa ·

2025/06/21

Key Highlights:-Why financial CRMs are prime targets for cyberattacks.-The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox.-Field-level vs. org-level security and why both matter.-The role of multi-factor authentication in a cloud-first world.-How AI is evolving both cyber threats and defense strategies.-Simple steps advisors can take now to secure their tech stack.This is a must-listen for any advisor serious about protecting their clients, their practice, and their

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00:54:25

Inside the Transition: What Really Happens When...

Advisor Talk with Frank LaRosa ·

2025/06/19

Key Highlights:-How long it really takes to prepare and execute a successful move.-What you can - and can't - say to clients during a transition.-The emotional cost of waiting too long to leave.-Why your assistant should be part of the due diligence process.-Using the transition conversation to grow your book of business.-Legal tips for navigating non-protocol firms.-The value of having a transition project manager on your team.Whether you're planning a move next month or just starting to consider

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00:24:58

From Chaos to Clarity: Streamlining Operations with Data

Advisor Talk with Frank LaRosa ·

2025/06/14

Key Highlights:-The true cost of operational disorganization - and how to measure it.-Why “progress, not perfection” is the key to implementation.-How to identify bottlenecks using data and process tracking.-The concept of Kaizen and continuous improvement in firm operations.-Simple steps to begin streamlining your business today.If you’re an advisor wondering whether your practice could be running more smoothly, this episode is your roadmap to clarity.Reach out to Sue at

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00:31:31

Finding Your Freedom and Doubling Your Revenue: A...

Advisor Talk with Frank LaRosa ·

2025/06/12

Highlights include:-Why the advisor walked away from a traditional bank model-How he overcame fear and successfully transitioned legacy clients-The surprising benefits of affiliating with an RIA-only firm-Reinvesting in growth: marketing, branding, and staffing-Building deeper client relationships through business ownership-What “freedom” really means for advisors todayIf you’ve ever felt stuck in your current model or wondered if true independence is worth it, this episode delivers a candid and

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00:19:48

Marketing Funnels for Advisors: From Stranger to Client

Advisor Talk with Frank LaRosa ·

2025/06/07

Listen in as they cover:-What “top, middle, and bottom” of funnel marketing really means.-How to cast a wide net without diluting your message.-Why nurturing leads is a skill advisors can’t afford to ignore.-The difference between posting content and intentional outreach.-How trust and patience are the real accelerators of growth.If you’ve ever wondered how to turn visibility into action, this episode is your blueprint. Brought to you by Elite Marketing Concepts - where strategy meets execution for

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