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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

00:16:59

Eyes Wide Open - Is it a DEAL or a LOAN?

Advisor Talk with Frank LaRosa ·

2021/04/08

Advisors contemplating a transition have many reasons for making a move; however, the financial upside is always at the top of the list. Given how hot the transition market is right now, with firms offering ever increasing transition deals to attract the right talent, it may be tempting for an advisor to make a move based solely on a large upfront payout. As Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsy explain in this episode, make no mistake - that large upfront number is not a

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00:33:16

Protect Yourself - FSI's New Health Insurance Program...

Advisor Talk with Frank LaRosa ·

2021/03/18

Health insurance is an important issue for financial advisors considering independence. Among the primary concerns are how to navigate the process of establishing health insurance and the ultimate cost. To-date the choices and resources for establishing health insurance for independent financial advisors have been limited at worst and confusing at best, but that has all changed with the launch of a new health insurance program by the Financial Services Institute (FSI). In this episode, Elite

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00:24:09

In-Network - Relationships, Recruiting, and Results

Advisor Talk with Frank LaRosa ·

2021/03/04

The best business relationships don't just happen, they are built upon years of common philosophy, networking, goals, and achievement. One such relationship that certainly fits that bill - and more - is that between Elite Consulting Partners CEO Frank LaRosa and his new Head of Business Development Kevin Frank, who joins in for this episode. Frank and Kevin have more than two decades of friendship and camaraderie behind them. Their collaborations early in their careers resulted in achievement and

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00:14:31

Keep the Home Fires Burning - Wells Fargo Chooses to...

Advisor Talk with Frank LaRosa ·

2021/02/25

Wells Fargo's decision to leave the international space is a move that makes sense, as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss during an episode which highlights the pluses and minuses for firms interested in considering international business. The fact is international financial services is a high-stakes game that is not right for every firm or advisor. In order to be successful, knowing who you are and aren't as an organization is a vital component of

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00:16:32

Watch Your Back - Beware of Hidden Competition

Advisor Talk with Frank LaRosa ·

2021/02/11

Financial advisors are well aware of their traditional competition, be it advisor vs. advisor or W-2 vs. independent. However, few advisors are aware of a new competitor lurking just in the shadows yet already working hard to take their piece of the client asset pie. In this episode, Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey expose the newest competitor in the wealth management space - large payroll companies such as ADP and Paychex - and pull back the curtain on the tactics

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00:30:46

Lead-Gen Lessons with Jeremiah Desmarais, CEO -...

Advisor Talk with Frank LaRosa ·

2021/02/04

Every financial advisor intends to grow their AUM and build their client list, but have they developed a solid marketing and branding strategy that delivers on generating consistent sales growth? Get out your pen and paper and get ready to take some notes as Elite Consulting Partners CEO Frank LaRosa is joined by Jeremiah Desmarais, CEO of the Advisorist for a strategic conversation that outlines specific marketing and branding actions advisors can use now to increase their AUM and take their

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00:48:12

Babies, Boxing, and Business - A Conversation With...

Advisor Talk with Frank LaRosa ·

2021/01/21

Forming personal and professional relationships with colleagues whose opinion you respect - and with whom you can have a candid discussion - is paramount to success in all areas. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by long-time friend and collaborator Austin Philbin, Chief Administrative Officer of Dynasty Financial Partners, for a just such a discussion which encompasses life, family, business, and the connectivity between them all. Topics which Frank and Austin

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00:27:23

Thinking Ahead - Predictions That Matter For...

Advisor Talk with Frank LaRosa ·

2021/01/14

As we put what was undoubtedly a tumultuous year behind us - one defined by a seemingly never-ending string of changes and surprises - it begs the question how does one predict what financial services trends can we expect to see in 2021? By putting their combined decades of industry experience to work, Elite Consulting Partners CEO Frank LaRosa and his COO Dale Dempsey do just that, not only sharing the 2021 predictions that matter but providing the context and methodology behind them. Trends to

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00:10:53

HubTalk - The COVID Wave To Independence

Advisor Talk with Frank LaRosa ·

2020/11/24

In this special episode, Frank LaRosa shares his HubTalk presentation from AdvisorHub's First National Virtual Summit "Industry in Transition". As Frank discusses during his candid assessment of where the financial services industry is now and where it is going, the impact of COVID-19 can most be seen in the W-2 space where advisors, who now are working from home, have gotten a taste of what it means to be independent - albeit without the financial upside.For those W-2 advisors who may now be

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00:14:49

Much Ado About Nothing - The Protocol Non-Event

Advisor Talk with Frank LaRosa ·

2020/11/19

In the past, whether a firm was or was not in protocol played a major role in an advisor's decision to move firms. Afterall, non-protocol firms were sending the none to veiled message that clients were theirs and not advisors. This left non-protocol firm advisors to question - 'if I make a move, how does it impact my future success'. The answer to that question is it doesn't, as discussed by Elite Consulting Partners CEO Frank LaRosa and Dale Dempsey in an episode which outlines just why protocol

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00:18:00

Watch For The Waves - The Effect of COVID on...

Advisor Talk with Frank LaRosa ·

2020/11/12

There has been one predominant effect of COVID on the financial services industry which is poised to have ripple effects in the months and years to come and that is the impact of work from home policies at larger firms. Large firms are essentially training their W-2 advisors on how to go independent without realizing the financial upside that independence offers. In this episode, Elite Consulting Partners CEO Frank LaRosa and his COO Dale Dempsey dive deep into the issue. Insights which the duo

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00:17:03

'Tis The Season - Analyzing The Fiscal Maneuvering...

Advisor Talk with Frank LaRosa ·

2020/11/05

Year-end is always a time of financial maneuvering in the financial services industry, particularly at larger firms. As Frank LaRosa, Elite Consulting Partners CEO, shares in this episode during his conversation with his COO Dale Dempsey, it seems firms just can't help themselves from making changes this time of year. In particular, this year's financial shenanigans by firms may prove particularly interesting given the COVID-19 crisis smoke screen that firms have to fall back on as an excuse. Join

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00:21:49

Want To Increase Your Succession Payout by 288%?...

Advisor Talk with Frank LaRosa ·

2020/10/08

Succession planning is of paramount importance to every advisor as it is a direct, financial reflection of the valuation for an advisor's book of business and lifetime of hard work and achievement. Yet the fact is, the cookie cutter approach for succession planning which most firms offer - and which most advisors are familiar with - simply isn't the best way. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined at the whiteboard by COO Dale Dempsey to discuss the innovative strategy

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00:36:15

Forward Thinking - An Interview with Michael Bryan,...

Advisor Talk with Frank LaRosa ·

2020/10/01

The financial services industry is undergoing an awakening, the catalysts for which are many while the impacts are undeniable. In a wide-ranging discussion, Elite Consulting Partners CEO Frank LaRosa is joined by Michael Bryan, CEO of Triad Hybrid Solutions, to provide their unique leadership perspectives on how the past and present are impacting the trajectory for the financial services industry of the future.Key insights provided during the conversation include:*strategies advisors and firms can

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00:29:45

Leading and Listening - An Interview With Adam...

Advisor Talk with Frank LaRosa ·

2020/09/24

The COVID-19 pandemic has transformed financial services and understanding where the industry was, where it is now, and where it is going will be vital to creating a new playbook for success. In an insightful and dynamic discussion, Elite Consulting Partners CEO Frank LaRosa is joined by Adam Antoniades, CEO of Cetera Financial Group, to address head-on how leadership and strategic direction can foster growth and achievement in the wake of the most recent crisis. Learn directly from these industry

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00:36:04

A Time of Opportunity - An Interview with Manish...

Advisor Talk with Frank LaRosa ·

2020/09/01

As firms, advisors, and clients come to grips with the new financial services landscape of the post COVID-19 world, it is important to recognize that with skillful planning, business management practices, and an eye to the future there is the potential for great opportunity and upside in the industry. In a broad ranging discussion that focuses on just such optimism, Elite Consulting Partners CEO Frank LaRosa is joined by Manish Dave, Senior Vice President, Business Development, Ameriprise Financial,

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00:32:50

A New Kind Of Independence - An Interview with James...

Advisor Talk with Frank LaRosa ·

2020/08/18

The realization that true independence is not for every advisor has gained a strong foothold in the financial services industry. Top firms are innovating and evolving to offer models which address this, while holding the delicate line between advisor support and advisor autonomy. One such firm is Steward Partners which, as an alternative to the firm's W-2 model, offers an affiliate/1099 model that has gained recognition for uniquely combining the best of the indy and the best of the retail

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00:29:52

Behind the Scenes with Rich Steinmeier and LPL's new...

Advisor Talk with Frank LaRosa ·

2020/08/13

LPL Financial's launch of an independent employee advisor model has taken the financial services industry by storm. It is being recognized as both a true W-2 model and a business evolution for LPL through its strategic innovations in structured support and compensation. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Rich Steinmeier, Divisional President - LPL Financial for a conversation that pulls back the curtain and gives information right from the source on: 1) why the

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00:21:04

What got you HERE will not get you THERE....

Advisor Talk with Frank LaRosa ·

2020/08/11

There is a universal truth that applies to both advisors and entrepreneurs alike - that in order to improve yourself and your business you need to be willing to put in as much work as it takes to continually improve both yourself and your business. These are words that Elite Consulting Partners CEO Frank LaRosa lives by and puts into action for himself daily through specific strategies and techniques which allow him to constantly excel while striving to reach his next goal. In this episode, Frank

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00:18:37

It's Time To Step Up - Why Advisors Need to Elevate...

Advisor Talk with Frank LaRosa ·

2020/08/04

Communicating with clients successfully is a business fundamental for every financial advisor, but very few advisors get it right - putting them at risk for having existing clients lured away and the funnel of new prospects drying up. In this episode, Stop complaining and get to work is the challenge Elite Consulting Partners CEO Frank LaRosa makes as he outlines the key communication strategies that work to engage new clients and retain existing ones while simultaneously forging the much necessary

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309 results

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