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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

00:25:19

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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00:32:12

Greatest Hits - Mastering Practice Management

Advisor Talk with Frank LaRosa ·

2025/01/09

Key takeaways from today’s episode include:*The critical distinction between managing and leading employees.*How to align employee performance with your company’s core values.*Best practices for providing training and development tools to your team.*Why marketing and branding are key to sustained growth.*The role of personal growth in becoming a better leader for your employees.Join Frank and Stacey as they break down practical steps for maintaining a successful firm beyond your initial transition

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00:22:04

Greatest Hits - Thriving in Change: The Power of...

Advisor Talk with Frank LaRosa ·

2025/01/02

Today’s show highlights include:• How predictability can lead to the downfall of your business.• The crucial role of modifying your brand, website, logo, and mission statement as your company grows.• Practical tips for analyzing every aspect of your business and identifying KPIs for change.• Why adaptability is essential for entrepreneurs to succeed.Listen now to hear Frank and Stacey share their insights on reshaping your company’s vision, crafting a strong mission statement, and continuously

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00:17:00

Key Trends Advisors Need to Watch in 2025

Advisor Talk with Frank LaRosa ·

2024/12/28

Key predictions explored in this episode include:Why smaller RIAs are rolling up into larger entities and how this trend will reshape the landscape for firms under $1 billion in assets.Increased seller interest, high valuations, and the influx of new private equity and outside capital driving competition in the advisory space.The rise of new players entering the industry and how their investments are impacting advisor valuations and business strategies.Changes in how broker-dealers fund and support

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00:21:11

Insights from Our Top Episodes of 2024

Advisor Talk with Frank LaRosa ·

2024/12/26

This episode dives into pivotal themes, including:Insights from Scott Curtis, COO of Raymond James Financial, on the importance of flexibility and continuous learning, including how to navigate AI advancements and shifting practice valuations.A breakdown of the discussion with Vince Leto on the fundamentals of becoming an RIA, weighing the pros and cons of independence, and understanding the hidden costs and liabilities of running your own firm.Strategies for building a high-performing team,

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00:29:12

The 10 Habits That Drive Entrepreneurial Success

Advisor Talk with Frank LaRosa ·

2024/12/24

Key takeaways from today’s episode include:Why honing in on what you do best and letting go of the rest is critical for growth.How adopting a 10x mindset shifts your focus to activities that create exponential results.A strategy to celebrate progress, maintain perspective, and stay motivated.Insights on balancing your workload to foster creativity and maintain focus.Simple practices that drive efficiency and keep you energized for the road ahead.This episode is packed with actionable advice inspired

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00:27:22

Greatest Hits - What is Complacency Costing You?

Advisor Talk with Frank LaRosa ·

2024/12/19

Today’s show highlights include:• How complacency creates a cycle that stops your business from advancing. • The hidden dangers of working for a “neutral” firm and how it can limit your success. • A growing trend of firms driving a wedge between financial advisors and their clients. • Why the advisor-client relationship holds more value than the firm-client relationship. Tune in as Frank and Stacey dissect how complacency impacts advisors, their firms, and their clients. They provide meaningful

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00:31:43

What Every Advisor Needs to Know Before Changing Firms

Advisor Talk with Frank LaRosa ·

2024/12/12

Key takeaways from today’s episode include:Why the “right firm” depends entirely on your unique practice and goals - and how to determine what’s truly best for you.The critical difference between recruiters and consultants - and why working with the right partner changes everything.Why a comprehensive preparation process can make your transition smoother and more efficient.How to navigate deal negotiations and ensure you’re getting the best value - not just the highest upfront dollar

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00:36:36

The Most Common Transition Fears - and How to Beat Them

Advisor Talk with Frank LaRosa ·

2024/12/05

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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00:27:05

Big Wins Require Bold Moves

Advisor Talk with Frank LaRosa ·

2024/11/29

Key takeaways from today’s episode include:How making small but strategic changes, like switching partners or tools, can lead to exponential growth in business and personal success.The emotional hurdles advisors face when considering a move, including loyalty and guilt, and how to overcome them.Why a firm change might be necessary for taking your advisory practice to the next level - and how to ensure the transition is smooth and beneficial.The importance of aligning your goals, vision, and client

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303 results

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