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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

00:18:57

Legal Perspective Series - with Brian Neville,...

Advisor Talk with Frank LaRosa ·

2022/03/03

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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00:14:52

The Slow Boil

Advisor Talk with Frank LaRosa ·

2022/02/24

Learn directly from Frank and Dale key insights such as:*how deferred compensation can be used by firms as a tool to restrain advisors from making a move to a new firm partner.*the psychology of the compensation break-even point for transitioning advisors and how it can create faulty thinking for timing a move.*what the real math is behind compensation grids and understanding what you are paying to stay at your current firm partner.*discovering just how much money you are leaving on the table by not

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00:25:54

Your Questions Answered!

Advisor Talk with Frank LaRosa ·

2022/02/17

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey provide exactly that thought leadership, offering up a unique Q&A conversation to their listeners covering the most frequently asked questions they have received directly from advisors considering a transition to a new firm partner.Key topics covered include:*Detailed answers to the top two advisor questions - which firms do you work with and what firms are advisors moving to?*The fundamental

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00:18:12

Double Down on Service

Advisor Talk with Frank LaRosa ·

2022/02/10

In this episode, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey educate their listener on the specifics of why focusing on client service is the key strategy advisors can employ to achieve the greatest positive impact on their practice now, regardless of market fluctuations that may be occurring.Actionable insights covered include:*why you need a bullet-proof client service model.*the statistical analysis that demonstrates how your clients respond to your business

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00:48:21

Legal Lessons for Advisors Making a Move

Advisor Talk with Frank LaRosa ·

2021/12/09

Topics covered in the conversation include:*best practices, from a legal perspective, for transitioning a book of business and how to avoid making unnecessary missteps.*why it is important for an advisor to consider seeking their own legal and consultative counsel during the transition process.*how to approach clients the right way to ensure a successful move of their account and specific tips on managing client conversations to avoid legal pitfalls.*regulatory oversight and its impact on the

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00:23:54

The Future is Now - Plan Ahead for a Successful 2022

Advisor Talk with Frank LaRosa ·

2021/10/14

Topics covered include:*Why it is important to evaluate whether your current firm partner is still the right partner for you.*How to capitalize on new advisor-friendly product solutions to pivot your offerings for better client alignment.*Using valuations and continuity planning to gain strategic insight and employing a dual-monetization strategy to maximize your payout opportunity.*Creating a team culture with the right people in the right seats promoting a unified firm vision.The most successful

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00:17:42

'Tis The Season To Hit The Bid

Advisor Talk with Frank LaRosa ·

2021/10/07

Key insights Frank and Dale cover include:*Why year-end AUM, head count, and other revenue targets drive the deal making decisions of firms during Q4.*Using the insights of an informed recruiting consultant to evaluate and maximize the financial upside of a transition deal and ensure the firm partner you choose is the right one for you.*The importance of transitioning the right way, regardless of the financial carrot being dangled.*Predictions on how transition conditions in Q4 shift in the upcoming

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00:23:50

Entrepreneurial Explosion - The New Advisor Mindset

Advisor Talk with Frank LaRosa ·

2021/09/09

Key points covered in the conversation include:*the strategic and empirical differences between a practitioner, a business owner, and an entrepreneur.*risk tolerance and the ability to orchestrate the business pivot as key separators when it comes to entrepreneurial mindset.*the importance of finding the right firm partner as an entrepreneurial advisor in order to realize your business and personal aspirations.*the positive client impacts generated by the entrepreneurial advisor trend. The upsides

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00:20:50

Power Podcast - Practice Growth by CPA

Advisor Talk with Frank LaRosa ·

2021/09/02

Key points from the conversation include:*CPA acquisition as a client information and referral source.*Structuring a CPA acquisition deal to provide additional revenue to the firm.*Ways to open a dialog for potential acquisition with prospective CPA partners.*CPA leads as a 'carrot' when recruiting new talent to your firm. For the right firm with the right attributes, the upside of a CPA acquisition can be huge. For the entrepreneurial advisor looking to generate new growth for their practice,

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00:21:50

Wirehouse Wave - Why W2 to W2 Moves Are Increasing

Advisor Talk with Frank LaRosa ·

2021/08/26

There is a lot of activity as of late when it comes to advisors moving from wirehouse to wirehouse. In fact, it is a trend Elite Consulting Partners CEO Frank LaRosa predicted three years ago in an episode of The Advisor Talk with Frank LaRosa podcast.Why advisor moves between wirehouses are gaining momentum, what impacts this will have on the industry, and how advisors can capitalize on the opportunity are all topics covered by Frank and his COO Dale Dempsey, in a conversation that digs past the

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00:24:16

RIA Boom - An Interview with Nathan Stibbs, President...

Advisor Talk with Frank LaRosa ·

2021/07/29

Learn from these two industry insiders what makes the RIA space so compelling to advisors today, including:*RIA model growth as a direct corollary between the commoditization of the Broker-Dealer channel and the contrasting advisor need for dynamic, entrepreneurial opportunity.* The ability of the RIA model to maximize scalability through improved resources and technology that facilitate quantum growth potential for an advisor and their practice.*The role custodians will play in advancing new models

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00:34:53

Build Your Business For Success - An Interview with...

Advisor Talk with Frank LaRosa ·

2021/07/15

Subjects covered by Frank and Michelle's include:*How to use Michelle's proprietary GPS Exit Model to define where you want your business to go, and then reverse engineering the steps to get there.*Why the AIM philosophy - Always Innovate & Market - is essential to creating a business that scales.*What comprises a successful business valuation and the importance of conducting this analysis annually in order to build business value.*Why treating your business as your greatest asset holds the key to

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00:23:56

Road Warrior - An Unfiltered Financial Services...

Advisor Talk with Frank LaRosa ·

2021/07/08

In this week's episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa takes his podcast on the road and shares his candid and insightful viewpoint on the latest news impacting advisors in the financial services industry. Frank's discussion is broad-ranging and includes topics such as:*What exactly is going on at Merrill Lynch and the negative impacts of their private banking strategies which are causing their large advisor teams to leave in droves.*The upwards of 2x greater income

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00:45:24

HAVE FAITH - An Interview with Vaughn Kohler

Advisor Talk with Frank LaRosa ·

2021/06/10

If you take the time to consider the one trait every successful entrepreneur has in common, you inevitably arrive at the simplest of answers - Faith. Faith means different things to different people. It can represent a higher power or the universe but ultimately it reflects a belief system that a greater good is working on your behalf. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by business and success writer, speaker, and former pastor Vaughn Kohler for an energetic and

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00:24:31

Independent Thinking with Bill Walsh - Regional...

Advisor Talk with Frank LaRosa ·

2021/05/20

Experience brings insight and this certainly holds true in financial services where legacy professionals offer a unique ability to see the matrix and understand the past, present, and future of the industry in a way only they can. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Bill Walsh, Regional Market Manager and Senior Transition Consultant, for a conversation that puts their more than six decades of combined industry expertise to work analyzing the financial services

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00:20:35

Industry Impact - A Discussion with Scott Breault,...

Advisor Talk with Frank LaRosa ·

2021/05/13

For advisors considering a transition, many factors come into play as they navigate that decision. From industry trends to their own goals and vision for their practice, advisors need to consider every angle in order to ensure they find the right firm partner fit for their long-term business vision. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Regional Market Manager and Senior Transition Consultant Scott Breault, who puts his industry expertise to work by providing key

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00:31:01

Expand Your Mind, Expand Your Business

Advisor Talk with Frank LaRosa ·

2021/05/06

The power of positive mindset in attracting the business and personal growth you desire are undeniable, as Elite Consulting Partners CEO Frank LaRosa discusses with the company's Regional Market Manager Len Murtha. Their in-depth conversation mines the theories of positivity, abundance, and the laws of attraction to offer financial advisors a new perspective on how to approach their practice - and life - in order to achieve goals and realize success. Key insights and takeaways include:*Why using the

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00:15:17

NFT Confusion - Why the Disruptive Trend Is One To Watch

Advisor Talk with Frank LaRosa ·

2021/04/29

The advisor community is starting to question the NFT trend, which is gaining significant media attention as of late, and rightly so. For starters what is an NFT? The concept is confusing to many. Essentially an NFT, or Non-Fungible Token, is new category of commerce that trades crypto currency for a unique piece of digital content. So, why should this matter to financial advisors? Listen in as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey break down the NFT topic. Key discussion

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00:22:08

No Grind, No Glory

Advisor Talk with Frank LaRosa ·

2021/04/22

Advisors today have 100% control of their businesses but make no mistake you can't have the glory of the practice and firm partner you want without being willing to put in the grind to make it happen, as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey explain in this episode. If you are an advisor who isn't happy with your firm partner, the fact is you need to be committed to doing the work to change your situation. Afterall, it has never been easier for an advisor to make a

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00:17:45

Crypto Currency - Why Advisors Need to Pay Attention

Advisor Talk with Frank LaRosa ·

2021/04/15

Financial Advisors may not be giving credence to the crypto currency trend circulating social media, but it is still important to pay attention as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss in this episode. Crypto currency has gained a following with younger people and make no mistake - they are sharing what they are learning with their parents. As a financial advisor, it is important that you protect your flank by staying knowledgeable about all financial trends - good

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