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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

00:15:33

The Pitfalls of Zoom Technology On Long-Term Client...

Advisor Talk with Frank LaRosa ·

2020/07/22

Financial services as an industry has traditionally approached a crisis situation as an opportunity for re-evaluation. That is certainly the case now as many large firms are floating the idea of using virtual technology as a communications efficiency and cost-cutting measure. Not so fast, says Elite Consulting Partners CEO Frank LaRosa who discusses the pitfalls of a tech-only approach with his COO Dale Dempsey. While virtual technology is certainly a tool to use to enhance communication, it is not

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00:19:42

You Do You - Independence Isn't The Only Option

Advisor Talk with Frank LaRosa ·

2020/07/15

As financial advisors head back to the office after 3 months of work from home restrictions, many are struggling with the internal question of whether a W-2 position or the prospect of independence is right for them. Somewhere between the idea of independence and actually making the leap lies the truth every advisor must confront - do they have the entrepreneurial mindset and work habits that will make a move to independence successful for them? There is no wrong answer to that question, as Elite

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00:35:31

The Leadership Series: Business Partners Jonathan...

Advisor Talk with Frank LaRosa ·

2020/07/01

The most notable business partnerships strike a balance between personalities, methodologies, and work styles, resulting in an alignment of goals and vision to achieve ultimate success. In a thoughtful discussion on the first-hand tips and insights that make a practice partnership excel, Elite Consulting Partners CEO Frank LaRosa hosts a conversation with the team of Brian McCarver and Jonathan Freeman of Stonebridge Financial Group who divulge their secrets as to the communication, decision-making,

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00:34:31

The Interview Series: Ben Newman, Mental Conditioning...

Advisor Talk with Frank LaRosa ·

2020/06/04

Elite Consulting Partners CEO Frank LaRosa is joined by Ben Newman, Mental Conditioning Coach for University of Alabama Football, in a hard-hitting conversation that cuts through the clutter and challenges advisors to action through focused and intentional daily rituals and behaviors that counteract self-sabotage, achieve top-tier performance levels, and generate consistent results that matter.

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00:18:52

The Interview Series - Joe Lyons, Managing Partner,...

Advisor Talk with Frank LaRosa ·

2020/05/19

Elite Consulting Partners CEO Frank LaRosa leads a deep-dive conversation with Mooney Lyons Managing Partner Joe Lyons about the proactive business strategies, specific operational practices, and inspired technology and marketing techniques necessary in financial services today in order to achieve scaleable growth and maximum results for both firms and clients alike.

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00:19:56

Master Your Craft - Skills Advisors Need To Win On...

Advisor Talk with Frank LaRosa ·

2020/05/14

Drawing on his personal take-aways from the popular ESPN series "The Last Dance", Elite Consulting Partners CEO Frank LaRosa applies those lessons to financial services and gives guidance on mind-set triggers and the competitive communication skills an advisor needs to use now in order to step up their business game and win at the next level.

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00:18:32

Plan For The Worst, Hope For The Best - Strategies...

Advisor Talk with Frank LaRosa ·

2020/04/29

The current crisis is having significant impact on the viability of smaller firms - a hard truth which Elite Consulting Partners CEO Frank LaRosa discusses in this episode while offering his informed guidance to both firms and their advisors on how to take control, do your due diligence, and chart the best course for the future.

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00:20:27

The Interview Series - Conor Delaney, Founder of The...

Advisor Talk with Frank LaRosa ·

2020/04/15

Elite Consulting Partners CEO Frank LaRosa leads an insightful and profound discussion with Conor Delaney, Founder of The Good Life Companies, about advisor resilience, client-centric industry strategy, and leadership amidst the COVID-19 crisis.

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00:26:34

Which Firms Are The Winners And The Losers Of The...

Advisor Talk with Frank LaRosa ·

2020/04/07

How firms manage and work with their advisors during the crisis will determine which ones lead the way after this evolution in financial services. Elite Consulting Partners CEO Frank LaRosa offers his predictions on where to place your bets.

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00:13:28

Tech Tips - Using Email for Efficiency

Advisor Talk with Frank LaRosa ·

2020/03/31

Is your email process friend or foe? Elite Consulting Partners CEO Frank LaRosa and his main man Dale Dempsey discuss their difference in strategies for email management and what process can work for you to improve productivity.

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00:17:26

Talk to Me - Are You Communicating Effectively During...

Advisor Talk with Frank LaRosa ·

2020/03/20

It is not the time to field client calls, it's the time to make client calls as Elite Consulting Partners CEO Frank LaRosa explains while offering up strategies you can use now in your communications with your clients and team to insure business success - if not growth - after the COVID-19 crisis has passed.

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00:19:43

Proceed With Caution - The Pitfalls of Private Equity

Advisor Talk with Frank LaRosa ·

2020/03/17

Is Private Equity money tempting you? Elite Consulting Partners CEO Frank LaRosa advises that it is best to think twice, as the pressures of taking advantage of cheap Private Equity money could prove costly to advisors.

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00:18:22

Process Over Percentage is What Keeps Your Business...

Advisor Talk with Frank LaRosa ·

2020/03/10

Have you presented yourself to your clients as an asset manager? You may find yourself on the outside looking in when the market turns. Process, and your ability to communicate it, is what saves you from losing clients during a down market as Elite Consulting Partners CEO Frank LaRosa details in this episode along with practical guidance on redirecting client conversations away from portfolio percentage and towards long-term strategy.

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00:11:07

Did You Do The Math? The Tax Implications of W-2 Vs....

Advisor Talk with Frank LaRosa ·

2020/03/03

It’s about what you keep, not what you get. The W-2 vs.1099 impact – which one is best for you? In this episode, Elite Consulting Partners CEO Frank LaRosa gets granular and breaks out the white board to analyze the tax implications of both the W-2 and 1099 model and future casts the ten year production payout of each so you can make an informed financial decision for the next step in your advisor career

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00:16:58

Making An Impression - The Latest News On The Firms,...

Advisor Talk with Frank LaRosa ·

2020/02/25

It's been a notable few weeks in financial services with a number of newsworthy firms going public with information on the deals and strategies which will certainly impact the industry landscape. From Advisor Group completing their merger with Ladenburg Thalmann, to Pershing lowering the requirements for firms to enter their institutional side, and Stewart Partners conducting their annual goals meeting - Elite Consulting Partners CEO Frank LaRosa lends his insider insight and offers informed

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00:13:35

Hot Mic - The Flip Side: The Real 'Why' Behind The...

Advisor Talk with Frank LaRosa ·

2020/02/21

Whenever there is a big merger in financial services, there is the told and untold story behind the reasons why. In this special Hot Mic Episode, Elite Consulting Partners CEO Frank LaRosa analyzes the latest buzz surrounding the Morgan Stanley and E-trade merger and cuts through the media noise to offer up his take on the real reasons behind the deal.

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00:14:32

The Big Reveal: Unboxing The Experience - Designing...

Advisor Talk with Frank LaRosa ·

2020/02/18

Whether you are a firm in the process of recruiting a new advisor or an advisor actively engaging a new client, the impression you create in order to move those relationships forward goes beyond the initial call or meeting. Every touch point you have with your prospect is an opportunity to create engagement and build trust and one of the most proven methods to create tangible outreach is through a thoughtfully crafted follow-up gift that embodies the values and image of your business. In this

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00:17:05

Knowing What Matters - Clarify Your Process For...

Advisor Talk with Frank LaRosa ·

2020/02/11

There is one certainty in financial services and that is markets will go up and markets will go down. For firms attempting to balance their business in light of this truth, a tried and true method for stabilizing your client base regardless of market fluctuations is clarifying and articulating your process. In this episode, Elite Consulting Partners CEO Frank LaRosa draws on his personal experiences in the advisory trenches and defines the essentials of a successful firm process to serve as a game

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00:18:50

The Customer Is King - Empower Your Client...

Advisor Talk with Frank LaRosa ·

2020/02/04

Client Service Associates (CSA) are an essential team member of the best, and most profitable, advisory firms. The role of the CSA goes beyond paperwork and, when executed properly, is a vital component to building client rapport and fostering long-term client relationships. In this episode of Advisor Talk with Frank LaRosa, the essential elements of managing and leading a successful a CSA are analyzed by Frank and the key strategies for engaging your CSA in fostering business growth are

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00:18:18

The Next Generation - Training and Mentoring Junior...

Advisor Talk with Frank LaRosa ·

2020/01/21

Many financial services firms leverage recruiting junior advisors as a growth strategy for their business while struggling to counteract the low success rate these financial advisor newcomers will experience. In this episode, Elite Consulting Partners CEO Frank LaRosa discusses the subtleties in managing, mentoring, and training new advisors to the ultimate levels of achievement for the benefit of both the firm and the advisor.

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309 results

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