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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

00:20:49

You're Fired - Strategies and Lessons For The...

Advisor Talk with Frank LaRosa ·

2019/08/05

You may think it will never happen to you, but as more and more advisors are discovering, being terminated by your firm is becoming an unpleasant reality for many. In a time when advisors have become more outspoken about both their practices and their client needs, larger firms are retaliating with termination as a 'keep the status quo' strategy. Alternatively, increased FINRA scrutiny has resulted in firms becoming more vigilant in their business practices and ultimately led to an increase in

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00:21:48

The Core Value Impact: Why advisors need to...

Advisor Talk with Frank LaRosa ·

2019/07/29

Regardless of the size of your advisory practice, defining your core values as an individual, professional, and a business can be a game changer. By understanding your core values, you essentially gift yourself with a road map that gives structure to your practice, provides the guideposts for how you service your clients, and lends the framework to achieve personal long-term growth. In this episode of the 'Financial Advisor's Advisor' Elite Consulting Partners CEO Frank LaRosa takes you through

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00:29:58

Breaking The Code - Deciphering the Mythology of...

Advisor Talk with Frank LaRosa ·

2019/07/23

RIA and Hybrid are financial services buzz words, but do you truly understand these business models and their benefits? In this episode of the 'Financial Advisor's Advisor' Elite Consulting Partners CEO Frank LaRosa breaks these terms down to fundamentals and evaluates the myths surrounding each. From the faulty logic that going RIA allows you to bypass regultory over-site and grow your business faster to the illusion that an RIA guarantees an advisor more money, Frank break these myths wide open

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00:24:15

The Power of Shrinkage: Get comfortable with...

Advisor Talk with Frank LaRosa ·

2019/07/15

Shrinkage can be an uncomfortable subject - particularly when it comes to the 'more is better' mentality that prevails in financial services. Many large firms are eager to push their advisors for more, particularly when it comes to more clients. While on the surface this may seem to be a good strategy, in the end the concept is fatally flawed. More clients means more time spent by the advisor, which results in less time to service the clients effectively. In order to grow sometimes it is necessary

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00:17:53

It's All About The Net: Payouts Can Be Like An...

Advisor Talk with Frank LaRosa ·

2019/07/09

When you are in negotiations with a potential new firm partner, it is easy to get enamored with the big numbers a firm may present as part of your transition package. While on the surface the number may seem like a dream come true, it's important to peel back the curtain and find out the specifics of what your offer number is comprised of and what that ultimately means for your NET income. In this episode of the 'Financial Advisor's Advisor', Elite Consulting Partners CEO Frank LaRosa does just that

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00:20:40

What Does A Mailbox Have To Do With Your Business? It...

Advisor Talk with Frank LaRosa ·

2019/07/01

As the old adages go 'the devil is in the details' and 'you only get one chance to make a first impression'. Picture your own home and the mailbox outside. It's a small detail of the landscape and yet it's care and condition speak volumes about the care and condition of your home. Now flip that script to the office of your financial services firm. If you are a firm actively recruiting advisors, what do the details of your office space say about you, your company, and its values? Will your office

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00:18:48

It’s Not About The Money, But It’s About The Money...

Advisor Talk with Frank LaRosa ·

2019/06/19

It's a seller's market in financial services and advisors interested in making a move are being offered unprecedented financial deals by independent and wirehouses firms alike . It's hard to resist the siren call of a big payday but what are the deciding factors in making a transition - other than financial - which ensure an advisor is making a move for the right reason? In this episode of 'The Financial Advisor's Advisor' Elite Consulting Partners Founder & CEO Frank LaRosa discusses just that

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00:14:51

The Independent W-2 Model - Revolutionary or Simply...

Advisor Talk with Frank LaRosa ·

2019/06/13

The attraction of the independent business model for financial advisors is undeniable. Independence offers financial, operational, and lifestyle benefits that - even if an advisor is not ready to make a move - certainly has them thinking about it. For many advisors considering independence the questions become am I ready to and do I want to run my own business? This gray area has led to the rise of the Independent W-2 Model or Supported Independence, such as the one recently announced by LPL

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00:15:48

Advisors Should Eat Their Own Cooking – Are You...

Advisor Talk with Frank LaRosa ·

2019/05/31

Advisors Should Eat Their Own Cooking – Are You Prepared For A Catastrophic Event With Your Business?When financial services firms and their advisors talk about succession planning, they often present a very buttoned-up scenario. An advisor builds a book of business over the course of their career, ages gracefully, and bequeaths their book of business to an eager, young advisor. This; however, is very rarely the case.Read MoreFirst and foremost, financial advisors – for all of the planning they do

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