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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

00:39:46

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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00:25:19

Understanding the Process of Finding a New Firm

Advisor Talk with Frank LaRosa ·

2025/03/27

Topics covered include:Why more conversations don’t always mean more clarity. How to know when it’s time to stop looking and start deciding. The role a strategic consultant plays in simplifying the firm selection process. What really differentiates firms beyond compensation and tech. The mindset shift needed to find your “forever firm.”If you’re in transition or even just thinking about a potential move, this episode offers a candid look at the mistakes to avoid - and the process that actually

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01:00:23

Scaling your Practice with the Right CRM Strategy

Advisor Talk with Frank LaRosa ·

2025/03/20

Key takeaways from today’s episode include:The seven essential factors advisors should consider when evaluating CRM platforms.Why Redtail and Wealthbox are popular choices - but may not be scalable for growing firms.How Salesforce offers unmatched customization, automation, and AI-driven insights.The power of integration: How a well-structured CRM connects with key platforms like eMoney, Black Diamond, and Orion.Real-world examples of how the right CRM strategy can improve efficiency, compliance,

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00:00:00

Overwhelmed as a Business Owner? Smart Strategies for...

Advisor Talk with Frank LaRosa ·

2025/03/13

Frank breaks down two key strategies to help advisors regain their passion while maintaining a thriving business:Rolling up into a larger RIA to offload operational responsibilities while maintaining client relationships.Building the right internal team by hiring specialists to handle compliance, HR, finance, and other business functions so you can focus on advising.He also discusses:How to evaluate your daily tasks and identify what to delegate.The importance of viewing new hires as investments,

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00:37:52

The Power of Automation: 3 Strategies to Streamline...

Advisor Talk with Frank LaRosa ·

2025/03/06

Frank and Sue break down three 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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00:56:01

The Entrepreneurial Mindset Advisors Need to Win

Advisor Talk with Frank LaRosa ·

2025/02/27

Topics covered include:- How to attract ideal clients by providing meaningful, actionable content.- The systems top entrepreneurs use to generate revenue (and why advisors should pay attention).- Why focusing on the right tasks can dramatically improve growth.- How patience and strategic decision-making lead to sustainable success.- The key to hiring, retaining, and leveraging top-tier talent.This episode is packed with practical strategies you can implement today to enhance your practice. If you're

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00:37:32

Adapting to Change: Essential Strategies for Advisor...

Advisor Talk with Frank LaRosa ·

2025/02/20

Today’s show highlights include:What quickly growing advisors are doing differently that separates them from their peers.Why advisors who utilize their firm's resources the most, consistently provide a higher level of service to their clients.What Scott Curtis’s promotion to Chief Operating Officer of Raymond James Financial means for advisors who are at Raymond James, or who are looking to transition to Raymond James.The impact that high business valuations is having on the financial services

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00:36:51

The Most Common Transition Fears - and How to Beat Them

Advisor Talk with Frank LaRosa ·

2025/02/13

Key takeaways from today’s episode include:Why timing is never truly perfect, and how planning ahead makes all the difference.How to streamline the workload of transitioning and avoid feeling overwhelmed.Why fears of losing clients or revenue are often overestimated and how proper preparation ensures success.The importance of focusing on the long-term growth of your practice, rather than short-term discomfort.How a consultative approach like the Next Level Process helps advisors navigate transitions

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00:37:28

M&A in 2025: What Every Advisor Needs to Know

Advisor Talk with Frank LaRosa ·

2025/02/06

Key takeaways from today’s episode include:Why 2024 was a blockbuster year for M&A, with over 300 major transactions - and why that number doesn’t even scratch the surface of the full deal flow.The increasing role of private equity in the advisory space and how it’s reshaping competition, valuations, and acquisition strategies.The biggest mistakes buyers make that cause deals to fall apart - and how to avoid them.How advisors can position themselves to maximize their firm’s valuation and attract the

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00:30:35

Strategic Planning for Advisors: Your 2025 Checklist

Advisor Talk with Frank LaRosa ·

2025/01/30

Key takeaways from today’s episode include:-Why having a well-defined marketing plan is essential for standing out in an increasingly crowded marketplace - and how to craft one that works.-The importance of differentiating between your growth plan and marketing strategy to accelerate business development and maximize opportunities.-How improving data and operational efficiencies through automation and system enhancements can drive better client outcomes and reduce time-intensive tasks.-Why

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00:11:16

Mastering Metrics: How Data-Driven Decisions Drive...

Advisor Talk with Frank LaRosa ·

2025/01/23

Key takeaways from today’s episode include:The importance of tracking sales cycles and understanding the time prospects spend at each stage of your process - and how this can unlock new growth opportunities.How automation and workflow enhancements can reduce inefficiencies and accelerate your business operations.Real-life examples of how improving onboarding timelines and sales processes can significantly impact your revenue.Why obsessing over data points and trends can transform how you approach

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00:17:08

Smart Solutions for Advisors Nearing Retirement

Advisor Talk with Frank LaRosa ·

2025/01/16

Key takeaways from today’s episode include:Why selling your business to a larger enterprise may not solve your operational challenges - and how to avoid becoming a W-2 employee again.The importance of maintaining control over your practice and building a structure that aligns with your goals.How to surround yourself with the right team and resources to achieve both personal and professional fulfillment.Why it’s critical to explore all transition options - beyond outright sales - and how to identify

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