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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

00:09:40

Behind the Wheel Edition – A Time of Opportunity

Advisor Talk with Frank LaRosa ·

2022/08/11

So, what does this mean for advisors? It puts advisors in the driver’s seat as Elite Consulting Partners CEO Frank LaRosa explains from his own driver’s seat behind the wheel of his new Ferrari in this special edition of the Advisor Talk podcast. Listen as Frank breaks down why the recruiting market is so hot right now and how advisors can capitalize on the incredibly lucrative deals being offered.Topics covered include:*The industry trends defining why so many firms are ramping up recruiting and

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00:35:07

Process Drives Profit with Kate Guillen – Founder and...

Advisor Talk with Frank LaRosa ·

2022/08/04

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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00:49:33

Peak Performance with Alan Stein Jr. – World Renowned...

Advisor Talk with Frank LaRosa ·

2022/07/28

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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00:40:45

Advisor Success in a Volatile Market with Jon Kuttin,...

Advisor Talk with Frank LaRosa ·

2022/07/21

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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00:27:38

You Started a BD or RIA - Now What?

Advisor Talk with Frank LaRosa ·

2022/07/14

That's where this episode of Advisor Talk bridges the gap. Listen as Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey breakdown the strategic action steps a RIA or broker-dealer need to take in order to attract and retain the right advisory talent to build a successful enterprise. Topics covered include:*the importance of preparing a business plan when establishing your RIA or broker-dealer and using it is as your playbook when evaluating opportunities for growth.*the pitfalls

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00:17:20

Behind the Wheel - Strategies for Advisors on the Move

Advisor Talk with Frank LaRosa ·

2022/07/07

That is the very question Elite Consulting Partners CEO Frank LaRosa tackles in this special Behind the Wheel episode of the Advisor Talk podcast. Listeners will join Frank on the road as he travels through Florida visiting clients while carving out time to share his significant expertise on this important topic. Key points Frank covers in the episode include:*a step-by-step breakdown of the actions an advisor needs to take after saying yes to a new firm partner in order to ensure a successful

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00:16:26

The More Things Change . . .

Advisor Talk with Frank LaRosa ·

2022/06/30

In this episode, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey analyze the W-2 model trend within the independent space, its implications, and the indications that though some things may change in financial services some things continue to remain the same.Topics covered in the conversation include:*the progression of the independent space and how it has driven the need for a W-2 option for advisors attracted to the independent model yet preferring the security of the W-2

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00:29:23

100th Episode Celebration

Advisor Talk with Frank LaRosa ·

2022/06/23

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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00:21:29

Attract the Right Talent

Advisor Talk with Frank LaRosa ·

2022/06/16

The conversation is in-depth and goes beyond surface level, drawing upon Frank and Dale's significant executive experience to create a best practices blueprint for hiring.Among the key areas covered are:*creating a structured new hire process, focused on the organization's core values and vision, which can be articulated company-wide by key personnel interacting with prospective new hires.*evaluating your competition and their hiring practices to develop quantifiable and compelling new employee

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00:32:42

Advisor First - with Desireé Sii, President and CEO -...

Advisor Talk with Frank LaRosa ·

2022/06/09

Desireé herself was an advisor first and funneled her own dedication to entrepreneurship and leadership into an impressive career trajectory that has encompassed advisory, management, and executive roles at some of financial services most storied and impressive firms.Listen in as Frank and Desireé discuss key business drivers impacting advisor success today, among them:*the SagePoint Financial Inc. and Advisor Group value propositions and the key market differentiators which set them apart in the

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00:24:09

Purpose Driven Mindset with Ben Newman - Performance...

Advisor Talk with Frank LaRosa ·

2022/06/02

Ben Newman is a massive force in mindset and performance coaching. He ranks as of one of the Top 50 speakers in the country, is the mental conditioning coach for University of Alabama and Kansas State University, and the author of the best-selling book "Uncommon Leadership". Additionally, Ben wrote the Foreword to Frank's own book "Counterpunch" and is a fan favorite, repeat guest on the Advisor Talk podcast.Frank and Ben approach the idea of purpose and mindset with intensity, providing key

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00:22:54

Legal Perspectives Episode 4 with Brian Neville,...

Advisor Talk with Frank LaRosa ·

2022/05/26

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is once again joined by Brian Neville, Founding Partner of Lax & Neville, for a candid discussion which hones in on the enterprise value of teams and the strategic importance of having a team agreement in place to protect all advisors involved.Topics covered in the conversation include:*the particulars of what constitutes a team agreement and how the nuances of these agreements can differ from firm to firm.*the important

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00:23:55

Legal Perspectives Episode 3 with Brian Neville,...

Advisor Talk with Frank LaRosa ·

2022/05/19

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is once again joined by Brian Neville, Founding Partner of Lax & Neville, for a discussion which covers the legal complexities surrounding acquiring a book of business and the implications these agreements have on an advisor's ability to transition in the future.Key discussion topics include:*how agreements for acquiring books of business vary between the wirehouse and independent space, and even from wirehouse to

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00:23:12

Mad Libs for Advisors

Advisor Talk with Frank LaRosa ·

2022/05/12

Some of the key take-aways from Frank and Dale's discussion include:*the many ways firms provide capital to advisors and how to evaluate whether the offer you may be receiving is too good to be true.*crypto currency and why some advisors are trending towards the opportunity as part of their must-have firm partner criteria.*opportunity, technology, compliance, and the role all three play in the 'you can't do that' versus 'you can't do that here' conversation between advisors and their firm

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00:37:41

Stifel Independent Advisors with Alex David,...

Advisor Talk with Frank LaRosa ·

2022/05/05

Topics of note include:*the legacy of the Stifel firm, its culture of entrepreneurship, and the impact those factors have had on the success of its independent model.*which advisors align with the Stifel Independent Advisors value proposition and how that synergy fosters practice growth.*the long-term vision for Stifel Independent Advisors and the strategic direction behind that vision.*why advisors are choosing independence, where the industry is going, and how Stifel Independent Advisors is

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00:20:34

Purpose Over Profit

Advisor Talk with Frank LaRosa ·

2022/04/28

Insights covered include: clearly defining your purpose so all actions you take are aligned to that end. how clearly defining your core values are essential to team building and company growth. the duality between clear brand messaging and unified company action toward a goal. why focusing only on the money is the worst mistake a transitioning advisor can make. If you lead with purpose, everything else falls into place. This isn't just a business lesson; it's a life lesson and the advice Frank and

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00:24:58

The Lion Hunter and The Advisor

Advisor Talk with Frank LaRosa ·

2022/04/21

Key themes of the conversation include:*why relying on a consultant as your trusted guide can help you avoid missteps when making a move to a new firm.*understanding that all consultants are not created equal and that finding the right guide for your transition to a new firm partner is key to success.*how being receptive, listening, and learning throughout the due diligence process will ultimately realize the best transition deal and the right firm partner fit.*why a proven process is the essential

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00:49:00

Vision for Growth - with Jon Kuttin, Founder & CEO -...

Advisor Talk with Frank LaRosa ·

2022/03/31

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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00:34:07

LPL Financial's Strategic Wealth Services Model -...

Advisor Talk with Frank LaRosa ·

2022/03/24

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes Kimberly Sanders, Senior Vice President, Advisor Business Strategy, Strategic Wealth Services at LPL Financial for a conversation that offers listeners a true insider's perspective on the 'secret sauce' behind the model's success.Get ready to take plenty of notes as Frank interviews Kimberly about:*How LPL has scaled the Strategic Wealth Services model to provide the dedicated resources and support advisors need to

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00:26:16

Legal Perspective Series Episode 2 - with Brian...

Advisor Talk with Frank LaRosa ·

2022/03/17

Topics of discussion include:*protocol versus non-protocol firms and the basic mistakes advisors make when leaving a non-protocol firm.*why it is important for transitioning advisors to be informed of their receiving firms' rules for client information and the imperative of remaining consistent within that paradigm.*best practices for handling client contact information within the digital space.*what advisors can and cannot say to clients prior to making a move to a new firm partner.*why seeking

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309 results

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