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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

00:44:50

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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00:31:02

The Real Cost of Doing Nothing: How Inaction Hurts...

Advisor Talk with Frank LaRosa ·

2025/06/05

Key Highlights:-Why “not deciding” is still a decision - and often an expensive one.-How long-term inaction can lead to seven-figure opportunity losses.-Real-life stories of advisors who waited too long to make a move.-The importance of intentionality when exploring independence.-Why your clients care more about you than your current firm.-The power of burning the ships and fully committing to a path.If you’ve been thinking about change but haven’t acted, this episode is your wake-up call.Ready to

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00:29:31

Stop Losing Leads: How a CRM Captures Every Opportunity

Advisor Talk with Frank LaRosa ·

2025/05/31

Key highlights include:-Why your CRM is only as powerful as your process - and how to fix it-What “lead scoring” really means and how it helps you prioritize outreach-How client journeys within a CRM support long-term relationship building-Real-life examples of turning cold leads into warm opportunities-What happens when you don’t follow up - and the cost of missed chancesIf you’ve ever said, “I’ll remember to follow up later,” this episode is your wake-up call. Learn how to streamline your system,

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00:37:26

How to Build a Practice That Attracts a Premium Buyer

Advisor Talk with Frank LaRosa ·

2025/05/29

Highlights include:-The real difference between recurring and advisory revenue—and why it matters for your valuation.-Why managing client assets yourself can decrease your business’s value.-Red flags buyers look for, including data disorganization, aging client bases, and weak G2s.-The role of infrastructure, compliance, and staff continuity in boosting buyer confidence.-How to apply the 80/20 rule to client segmentation for greater clarity and value.-Why five years is the sweet spot for prepping

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00:33:15

Integrating AI Into Advisory Practices

Advisor Talk with Frank LaRosa ·

2025/05/24

Highlights include:-The real definition of AI - and what it isn’t-How advisors can use AI now for content creation, meeting summaries, keyword tracking, and CRM automation-Why prompt engineering is the new must-have skill for marketing and operations-Use cases for predictive analytics in revenue growth, client retention, and opportunity spotting-The power (and risk) of AI-generated content - and how to avoid compliance nightmares-What “co-intelligence” really means in the age of AI-enhanced advisory

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00:24:08

Breaking the Golden Handcuffs: Why Advisors Stay Too...

Advisor Talk with Frank LaRosa ·

2025/05/22

Highlights include:-The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for-Real-life examples of advisors losing $40K/month by not making a decision-How Elite’s pro forma modeling helps advisors make sense of the math behind a transition-The psychological power of complacency - and how to recognize if you’re stuck-Why going independent can unlock new levels of energy, growth, and client engagement-The importance of exploring your

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00:19:20

What is JEDI: And Why it Matters for Financial Advisors

Advisor Talk with Frank LaRosa ·

2025/05/17

Key takeaways include:-What “managed CRM services” actually mean for advisors-How JEDI helps automate repetitive tasks like RMD reminders and client scheduling-Why data integrity is non-negotiable - and how to test if your data is clean-The direct impact of CRM optimization on firm valuation and exit strategy-Real use cases for automation, integration, and proactive problem solvingWhether you're growing your practice or thinking long-term about your legacy, this conversation is packed with tactical

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00:21:16

Succession Isn't Sentimental: It's Strategic

Advisor Talk with Frank LaRosa ·

2025/05/15

Highlights from the episode include:-Why having a successor doesn’t mean you’ve solved for succession.-The real risks of passing your business to an underprepared or undercapitalized G2.-Why external buyers may offer a better deal - and still keep your G2 in the picture.-How top acquiring firms use process, mentorship, and scale to support long-term success.-The critical mindset shift advisors must make to ensure client continuity and practice value.If you’ve already “picked your person” but haven’t

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00:17:43

Building Trust That Books Meetings

Advisor Talk with Frank LaRosa ·

2025/05/10

Other highlights include:The case for dynamic segmentation and why it outperforms static lists.How to unify contact data across multiple channels to avoid over-messaging.Creating behavioral triggers that pause or adjust email sequences based on client actions.Personalization tips, like phonetic name spelling, that boost client trust and connection.Why great marketing is ultimately just great business.Tune in for a fun, fast-paced discussion that blends marketing savvy with data-driven insights -

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00:17:45

Dial In Your Data

Advisor Talk with Frank LaRosa ·

2025/05/08

Other highlights include:-Why “dialing in your dashboard” can help advisors focus on what matters most.-How task management, client demographics, and time allocation metrics can drive more informed decision-making.-Why tracking centers of influence and referral pipelines is critical for long-term growth.-The difference between having data - and actually using it to improve performance.-How custom dashboards can help teams of all sizes stay aligned and efficient.If you’re an advisor or firm leader

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00:37:52

Greatest Hits: The Power of Automation: 3 Strategies...

Advisor Talk with Frank LaRosa ·

2025/05/01

Frank and Sue break down essential automation strategies that every advisor should implement: -How to streamline client onboarding with automated workflows to save time and reduce human error.-Using automated tracking and email alerts to ensure clients take required minimum distributions on time.-Automating tax document distribution to improve efficiency and avoid last-minute client frustrations.-Why clean, structured data not only improves operations but also increases business valuations in M&A

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00:39:53

You Don't Know What You Don't Know: A Recap From...

Advisor Talk with Frank LaRosa ·

2025/04/26

Other highlights include: -Why financial advisors need to become lifelong students of the industry. -How deeper data strategies are revolutionizing business growth - and why most firms are still missing the mark. -The exciting plans to open next year's IGNITE Conference to financial advisors for the first time. -Why marketing, branding, and personal development are becoming essential skills for advisors. -A candid look at how true partnerships - not just transactions - are reshaping the wealth

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292 results

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