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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

00:31:02

The Real Cost of Doing Nothing: How Inaction Hurts...

Advisor Talk with Frank LaRosa ·

2025/06/05

Key Highlights:-Why “not deciding” is still a decision - and often an expensive one.-How long-term inaction can lead to seven-figure opportunity losses.-Real-life stories of advisors who waited too long to make a move.-The importance of intentionality when exploring independence.-Why your clients care more about you than your current firm.-The power of burning the ships and fully committing to a path.If you’ve been thinking about change but haven’t acted, this episode is your wake-up call.Ready to

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00:29:31

Stop Losing Leads: How a CRM Captures Every Opportunity

Advisor Talk with Frank LaRosa ·

2025/05/31

Key highlights include:-Why your CRM is only as powerful as your process - and how to fix it-What “lead scoring” really means and how it helps you prioritize outreach-How client journeys within a CRM support long-term relationship building-Real-life examples of turning cold leads into warm opportunities-What happens when you don’t follow up - and the cost of missed chancesIf you’ve ever said, “I’ll remember to follow up later,” this episode is your wake-up call. Learn how to streamline your system,

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00:37:26

How to Build a Practice That Attracts a Premium Buyer

Advisor Talk with Frank LaRosa ·

2025/05/29

Highlights include:-The real difference between recurring and advisory revenue—and why it matters for your valuation.-Why managing client assets yourself can decrease your business’s value.-Red flags buyers look for, including data disorganization, aging client bases, and weak G2s.-The role of infrastructure, compliance, and staff continuity in boosting buyer confidence.-How to apply the 80/20 rule to client segmentation for greater clarity and value.-Why five years is the sweet spot for prepping

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00:33:15

Integrating AI Into Advisory Practices

Advisor Talk with Frank LaRosa ·

2025/05/24

Highlights include:-The real definition of AI - and what it isn’t-How advisors can use AI now for content creation, meeting summaries, keyword tracking, and CRM automation-Why prompt engineering is the new must-have skill for marketing and operations-Use cases for predictive analytics in revenue growth, client retention, and opportunity spotting-The power (and risk) of AI-generated content - and how to avoid compliance nightmares-What “co-intelligence” really means in the age of AI-enhanced advisory

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00:24:08

Breaking the Golden Handcuffs: Why Advisors Stay Too...

Advisor Talk with Frank LaRosa ·

2025/05/22

Highlights include:-The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for-Real-life examples of advisors losing $40K/month by not making a decision-How Elite’s pro forma modeling helps advisors make sense of the math behind a transition-The psychological power of complacency - and how to recognize if you’re stuck-Why going independent can unlock new levels of energy, growth, and client engagement-The importance of exploring your

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00:19:20

What is JEDI: And Why it Matters for Financial Advisors

Advisor Talk with Frank LaRosa ·

2025/05/17

Key takeaways include:-What “managed CRM services” actually mean for advisors-How JEDI helps automate repetitive tasks like RMD reminders and client scheduling-Why data integrity is non-negotiable - and how to test if your data is clean-The direct impact of CRM optimization on firm valuation and exit strategy-Real use cases for automation, integration, and proactive problem solvingWhether you're growing your practice or thinking long-term about your legacy, this conversation is packed with tactical

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00:21:16

Succession Isn't Sentimental: It's Strategic

Advisor Talk with Frank LaRosa ·

2025/05/15

Highlights from the episode include:-Why having a successor doesn’t mean you’ve solved for succession.-The real risks of passing your business to an underprepared or undercapitalized G2.-Why external buyers may offer a better deal - and still keep your G2 in the picture.-How top acquiring firms use process, mentorship, and scale to support long-term success.-The critical mindset shift advisors must make to ensure client continuity and practice value.If you’ve already “picked your person” but haven’t

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00:17:43

Building Trust That Books Meetings

Advisor Talk with Frank LaRosa ·

2025/05/10

Other highlights include:The case for dynamic segmentation and why it outperforms static lists.How to unify contact data across multiple channels to avoid over-messaging.Creating behavioral triggers that pause or adjust email sequences based on client actions.Personalization tips, like phonetic name spelling, that boost client trust and connection.Why great marketing is ultimately just great business.Tune in for a fun, fast-paced discussion that blends marketing savvy with data-driven insights -

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00:17:45

Dial In Your Data

Advisor Talk with Frank LaRosa ·

2025/05/08

Other highlights include:-Why “dialing in your dashboard” can help advisors focus on what matters most.-How task management, client demographics, and time allocation metrics can drive more informed decision-making.-Why tracking centers of influence and referral pipelines is critical for long-term growth.-The difference between having data - and actually using it to improve performance.-How custom dashboards can help teams of all sizes stay aligned and efficient.If you’re an advisor or firm leader

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00:37:52

Greatest Hits: The Power of Automation: 3 Strategies...

Advisor Talk with Frank LaRosa ·

2025/05/01

Frank and Sue break down essential automation strategies that every advisor should implement: -How to streamline client onboarding with automated workflows to save time and reduce human error.-Using automated tracking and email alerts to ensure clients take required minimum distributions on time.-Automating tax document distribution to improve efficiency and avoid last-minute client frustrations.-Why clean, structured data not only improves operations but also increases business valuations in M&A

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00:39:53

You Don't Know What You Don't Know: A Recap From...

Advisor Talk with Frank LaRosa ·

2025/04/26

Other highlights include: -Why financial advisors need to become lifelong students of the industry. -How deeper data strategies are revolutionizing business growth - and why most firms are still missing the mark. -The exciting plans to open next year's IGNITE Conference to financial advisors for the first time. -Why marketing, branding, and personal development are becoming essential skills for advisors. -A candid look at how true partnerships - not just transactions - are reshaping the wealth

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00:39:46

Data-Driven Growth for Advisors

Advisor Talk with Frank LaRosa ·

2025/04/24

Key takeaways from today’s episode include: -How to identify the right metrics that drive better lead generation and client conversions. -The value of internal and external Net Promoter Scores for client retention and operational insight. -Why small firms need to think like big ones - and build systems that scale. -How to future-proof your business with the right tech stack, workflows, and integrations. -What Amazon, Tom Brady, and Ferrari racing all have in common with elite advisory

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00:52:08

Raymond James at IGNITE: A Live Conversation on Firm...

Advisor Talk with Frank LaRosa ·

2025/04/17

In this live edition of Advisor Talk, recorded on the floor at IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with Senior Vice President-Head of Advisor Recruiting Consulting at Raymond James, Joseph Pellegrini, for a conversation centered on what truly sets the firm apart - choice, culture, and advisor autonomy.Whether W-2 or 1099, Raymond James offers advisors a platform that meets them where they are, with the flexibility to grow their business on their own terms. The discussion

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00:40:59

Ameriprise at IGNITE: A Live Conversation on...

Advisor Talk with Frank LaRosa ·

2025/04/16

On Day 2 of Advisor Talk live from IGNITE, Frank LaRosa is joined by Brian Mora, Senior Vice President at Ameriprise, for a powerful conversation on leadership, advisor growth, and the evolving expectations in today's wealth management landscape.From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose. Tune in for behind-the-scenes insights from the IGNITE conference floor.

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00:34:50

Steward Partners at IGNITE: A Live Conversation on...

Advisor Talk with Frank LaRosa ·

2025/04/16

In this special live edition of Advisor Talk, recorded on Day 1 of IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with top voices in the industry to discuss the energy, innovation, and big ideas shaping the future of wealth management.Tune in for real-time insights from the floor, including advisor trends, firm culture highlights, and what’s next for Steward Partners. Whether you were there in person or missed the event, this episode brings you straight into the action.

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00:52:00

200th Episode Special: The Future of Independence...

Advisor Talk with Frank LaRosa ·

2025/04/10

Topics covered include:Rich’s path to the CEO role and his early vision for the future of LPL. The evolution of affiliation models - from 1099 to W-2 and beyond. Why independence isn’t just a structure - it’s a mindset. LPL’s take on private equity’s role in the industry and the cautionary tale it presents. How LPL is helping advisors monetize their practices without selling out. The importance of staying small while scaling big - and delivering “unreasonable hospitality.”If you’re an advisor

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00:21:04

The Real Impact of Industry Consolidation

Advisor Talk with Frank LaRosa ·

2025/04/08

In this episode, they unpack:Why advisor choice is shrinking - and what that means for your future How OSJ’s and producer group models are more relevant than ever The cultural disconnect between firm leadership and field teams Why the RIA space is no longer the “wild west” and is closing the gap with IBDs How consolidation is forcing advisors to re-evaluate what they really wantWhether you’re looking for better service, more autonomy, or simply trying to avoid being caught in another acquisition

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00:10:55

HOT MIC - LPL Acquires Commonwealth: What Advisors...

Advisor Talk with Frank LaRosa ·

2025/04/04

In this episode, Frank breaks it all down:-Why the $90M SEC penalty wasn’t actually dismissed – and what a “reprieve” really means-The financial and emotional toll of multi-year legal battles (even when you ‘win’)-How thin margins and legal pressure can force even well-run firms into tough decisions-The cultural clash that may lie ahead between LPL and Commonwealth-Why perception isn’t always reality – and how advisors can read between the linesIf you’re an advisor at Commonwealth, LPL, or simply

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00:22:02

The Truth Behind Transition Deals

Advisor Talk with Frank LaRosa ·

2025/04/03

Topics covered include:Why comparing payout percentages rarely tells the full story. How custom pro formas cut through the noise and reveal the real net numbers. The top mistakes advisors make when analyzing firm economics. How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees. What actually moves the needle in long-term success (hint: it’s not the ticket charges). If you’re evaluating a potential move or feeling stuck in analysis paralysis, this episode is your

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00:15:50

HOT MIC - LPL Acquires Commonwealth: What Advisors...

Advisor Talk with Frank LaRosa ·

2025/03/31

Show highlights include:-The ripple effects of a $90M SEC fine and how it may have triggered this acquisition-The unintended consequences advisors face when their firm’s actions force them into quick decisions-How consolidation is impacting advisor choice and independence-Why now is the time to be selfish - and strategic - when it comes to your businessWhether you’re with Commonwealth, LPL, or any other firm navigating today’s rapidly evolving industry, this episode is a must-listen.Have a question

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303 results

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