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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

00:18:37

Collaboration Is Key - Utilizing A Mastermind Group...

Advisor Talk with Frank LaRosa ·

2020/01/14

Surrounding yourself with professionals who share your business vision, embrace a philosophy of positivity, and foster inspired action can create immeasurable success in your business and your life. In this episode, Elite Consulting Partners CEO Frank LaRosa shares valuable insight into how to assemble and utilize your own Mastermind Group to exponentially compound your business results while transforming your professional, mental, and personal growth.

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00:25:06

The Season Of Giving - Gifting Your Business By...

Advisor Talk with Frank LaRosa ·

2019/12/24

Twas the night before Christmas and not a creature was stirring - except Elite Consulting Partners CEO Frank LaRosa and his right-hand man Dale Dempsey recording their latest podcast episode. Listen and learn about core values and the step-by-step process and strategic implementation measures the Elite team used to positively impact their business and its culture.

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00:23:32

Year End Review

Advisor Talk with Frank LaRosa ·

2019/12/17

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00:23:52

Jingle All The Way - Separate Yourself From The...

Advisor Talk with Frank LaRosa ·

2019/12/11

How can holiday greetings and gifts for your clients impact your business? Elite Consulting Partners CEO Frank LaRosa explains how to set yourself apart with your corporate holiday gifts and details the logistics, gift items, and special touches that matter most while Dale Dempsey gets into the spirit of the season by playing Santa's Helper in his Santa hat.

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00:18:04

Behind The Wheel - Navigating The Art of The Deal...

Advisor Talk with Frank LaRosa ·

2019/11/25

How do you best negotiate moving your practice to a new firm? Frank LaRosa takes this episode of 'The Financial Advisor's Advisor' on the road as he details the nuances in negotiation which insure your move secures both the best price and the best long-term relationship with your new firm partner.Learn more at https://www.eliteconsultingpartners.com/the-financial-advisors-advisor-podcast/Watch us on YouTube: https://www.youtube.com/channel/UCRjHhruwbtu1d3N-KleWR_g#TheFinancialAdvisorsAdvisor

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00:14:40

Buyer Beware - Avoiding The Potential Pitfalls Of The...

Advisor Talk with Frank LaRosa ·

2019/11/18

What does looking both ways before you cross the street have to do with planning your transition? Everything, as Elite Consulting Partners CEO Frank LaRosa explains in this episode of 'The Financial Advisor's Advisor' where he shares the methodology by which a financial advisor can filter out the noise, avoid falling prey to shiniest sales pitch, and make their transition based on sound business reasoning as to what makes the best firm partner.Learn more at www.eliteconsultingpartners.com.Visit us

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00:16:09

Merger Monopoly - The Tale of Ladenburg Thalman and...

Advisor Talk with Frank LaRosa ·

2019/11/11

Is it the same financial services story with different names? Elite Consulting Partners CEO Frank LaRosa analyzes the implications of the equity purchase rumors swirling around Ladenburg Thalman and the potential industry impacts in this episode of the Financial Advisor's Advisor.Learn more at www.eliteconsultingpartners.com.Visit us on YouTube.#EliteConsultingPartners #FrankLaRosa #FinancialAdvisorsAdvisor #RIA #Practitioner #Wirehouse #BrokerDealer #M&A #FinancialServices #Entrepreneur

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00:19:21

Grow Your Business 10X By Getting Comfortable With...

Advisor Talk with Frank LaRosa ·

2019/11/04

How do you revolutionize your business using social media? You get comfortable with using Social Media outlets to attract new clients and grow your business as a brand. Elite Consulting Partners CEO Frank LaRosa discusses this and other new age marketing topics while Dale Dempsey practices what they preach by wearing a penguin costume in this episode of 'The Financial Advisor's Advisor'.Visit www.eliteconsultingpartners.com/podcasts to learn more.Watch this episode on

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00:18:34

The Lost Episode

Advisor Talk with Frank LaRosa ·

2019/10/28

What happens when you forget to press record on your podcast? In this week’s unedited version of ‘The Financial Advisor’s Advisor’, take a Behind-The-Scenes look at Elite Consulting Partners CEO Frank LaRosa breaks down the current and future implications of 0% commissions after Dale Dempsey forgets to turn on their microphones.Visit www.eliteconsultingpartners.com/podcasts to learn more.#behindthescenes #BTS #EliteConsultingPartners #FrankLaRosa #FinancialAdvisorsAdvisor #Independence #RIA

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00:21:54

Top 5 Do’s and Don’ts of Preparing a Broker-Protocol...

Advisor Talk with Frank LaRosa ·

2019/10/21

What are the top 5 do’s and dont’s of preparing your broker protocol spreadsheet and why preparing your spreadsheet correctly is essential.Elite Consulting Partners CEO Frank LaRosa discusses the top five do's and don'ts of broker protocol spreadsheet preparation and other important broker protocol considerations for advisors considering a transition in this episode of 'The Financial Advisor's Advisor.'To learn more visit www.eliteconsultingpartners.com

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00:20:24

Leading With Lending And The $50 Million Question

Advisor Talk with Frank LaRosa ·

2019/10/14

What’s the one question you should be asking every wealthy client or prospect that can bring in $50m in new assets? Find out in episode 18 of the Financial Advisor’s Advisor podcast. From increasing a firm's assets and revenue to serving as a client retention tool, Elite Consulting Partners CEO Frank LaRosa outlines the ways in which lending can be utilized in the asset gathering mix to contribute to overall firm success.#EliteConsultingPartners #FinancialAdvisorsAdvisors #FrankLaRosa #Financial

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00:17:57

Rolling Out The Red Carpet - The Importance Of The...

Advisor Talk with Frank LaRosa ·

2019/10/07

This week's episode of "The Financial Advisor's Advisor" offers up part two of a special two-part series on the home office visit and the important role it plays in the recruiting process for both the advisor and the firm. In this episode's discussion, Elite Consulting Partners Founder and CEO Frank LaRosa takes on the topic from the perspective of the firm, providing practical guidance and informed insight on how a firm can maximize the home office visit to insure recruiting the right advisor for

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00:25:25

Rolling Out The Red Carpet - The Importance Of The...

Advisor Talk with Frank LaRosa ·

2019/09/30

The home office visit is an important part of the recruiting process for both the advisor and the firm. This week's episode of "The Financial Advisor's Advisor" launches a special two-part series on the topic. Part one discusses the home office visit from the advisor's point of view; part two will cover the firm's point of view. In both parts of the series Elite Consulting Partners Founder and CEO Frank LaRosa analyzes the home office visit and discusses the essential ways to make the most out of

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00:18:57

Location, Location, Location - The Relationship...

Advisor Talk with Frank LaRosa ·

2019/09/23

Real estate, in particular office space, has a big business impact from its financial implications on a company's P&L, to its influence on overall operations and the image a firm projects. In this episode of the "Financial Advisor's Advisor", Elite Consulting Partners CEO Frank LaRosa guides financial professionals step-by-step through making the right decisions in regards to real estate, including a discussion on rent versus own and other important factors to consider in order to maximize revenue

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00:18:51

Independent Mindset - Whether The Choice To Go...

Advisor Talk with Frank LaRosa ·

2019/09/16

There are many reasons why advisors choose to go independent with their practices. From greater autonomy over business operations to branding control and, in most cases, a definitive financial upside - the attractiveness of the independent model is undeniable. Going independent; however, is not a 'one size fits all' solution and many advisors fail to ask themselves the tough questions that let them know if independence is right for them. In this episode of "The Financial Advisor's Advisor", Elite

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00:22:31

What’s In a Name – How Deciding The Right Name for...

Advisor Talk with Frank LaRosa ·

2019/09/09

The importance of being strategic and forward-thinking about your business is paramount to success. Getting down to fundamentals, there are few decisions a business owner will make more important to setting the stage for growth long-term than choosing their company name. In this episode of "The Financial Advisor's Advisor", Elite Consulting Partners CEO Frank LaRosa breaks down the essentials of a successful business naming process, outlining the five most common mistakes business owners

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00:08:40

Hot Mic Episode: The Elephant In The room: Does...

Advisor Talk with Frank LaRosa ·

2019/09/07

It's a subject being bantered about by many in the financial services industry - will Merrill Lynch leave protocol? The rumors have certainly intensified as Merrill's strategic moves - among them no longer recruiting experienced advisors and focusing on a salaried compensation program - certainly seem to indicate a change in direction. In this special 'Hot Mic' Episode of "The Financial Advisor's Advisor", Elite Consulting Partners CEO Frank LaRosa lends his expertise and insight to the

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00:17:52

The Art of Leveling-Up Your Business: How You Prepare...

Advisor Talk with Frank LaRosa ·

2019/09/03

Preparation is the key to most every successful endeavor and this certainly holds true when strategizing for your business and its future. It doesn't matter whether you are in financial services or another industry, understanding where your firm is now and where you want it to go provides the solid foundation upon which you will be able to achieve your long-term business goals. In this Episode of ‘The Financial Advisor's Advisor’ podcast, Elite Consulting Partners CEO Frank LaRosa challenges his

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00:22:36

Making A Good First Impression - What Your Website...

Advisor Talk with Frank LaRosa ·

2019/08/19

Online presence, in particular your website, is more important than many advisors give it credit for. In fact, it is the lens through which your peers and clients will view and form opinions about your business and your brand. In the case of firms who are actively recruiting or looking to acquire practices, websites can have an even greater impact, in particular to the bottom line as it is usually the first point of reference a potential firm or advisor partner will use to conduct their research. In

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00:32:25

Ignorance is Bliss - The Top Ten Ways Advisors Make...

Advisor Talk with Frank LaRosa ·

2019/08/12

Compliance for advisors gets trickier and trickier every day. No advisor is a compliance expert and many - unwittingly so - will find themselves in sticky situations which ultimately result in termination. The top priority for the firms when in comes to compliance issues with an advisor is protecting themselves, even when the advisor is unaware that they committed any transgressions. In this episode of the 'Financial Advisor's Advisor', Part 2 of two-part series, Elite Consulting Partners CEO Frank

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