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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

00:17:08

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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00:52:53

Avoiding the Danger Zone: Legal Essentials for...

Advisor Talk with Frank LaRosa ·

2024/11/21

Today’s episode highlights include:Considerations in legal representation when making a career move or planning an M&A transaction.Critical safeguards for buyers and sellers to secure M&A contracts and ensure a smooth transition.AI in finance—opportunities and the risks associated with fraud, client confidentiality, and regulatory compliance.Client communication and compliance pitfalls, with tips on maintaining accuracy and transparency in a digital-first world.Frank and Matt provide a well-rounded

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00:28:08

Client Relationships: The Key to Practice Longevity

Advisor Talk with Frank LaRosa ·

2024/11/14

Key takeaways from today’s episode include:The impact of “set-it-and-forget-it” client relationships and how they may lead to a false sense of security.Why consistent, proactive communication matters, even in positive markets, to prevent clients from feeling overlooked.Simple systems and automation tips for keeping client connections strong, from milestone check-ins to meaningful outreach strategies.How to assess and strengthen client loyalty—and why it’s crucial before any potential transition or

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00:22:41

Greatest Hits - The Spectrum of Advisor Independence

Advisor Talk with Frank LaRosa ·

2024/11/07

Topics include: *The importance of having a clear understanding of what independence means to you so that you can find a firm partner that meets your unique needs. *An explanation of the varying levels of independence available to advisors, and the differences between the models depending on how much autonomy advisors are seeking. *How each independent channel has unique differences that can impact your practice and why it's crucial to understand these differences to make an informed decision when

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00:25:45

Greatest Hits - The Power of Home Office Visits

Advisor Talk with Frank LaRosa ·

2024/10/31

Today's show highlights include: *The benefits of home office visits for both firms and advisors. *The importance of details when it comes to planning home office visits. *Why you should understand the in-person culture of a firm before making a decision. *The difference in production and creativity when people are working virtually vs. in-person. Join Frank and Stacey as they explore why a positive company culture is essential for personal success and happiness in the workplace. Through engaging

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00:39:27

Greatest Hits - Empowerment Strategies for Business...

Advisor Talk with Frank LaRosa ·

2024/10/24

Show highlights include:*A breakdown of Dan Sullivan’s Top 10 habits whichblend both personal growth and professional success.*Why, as a business owner, carving out quiet moments for oneself isn't just a luxury; it's a strategic necessity for clarity, creativity, and decision-making.*Elevating the client experience across all interactions to cement loyalty, foster referrals, and ultimately drive business growth.*An explanation of the Pareto Principle and how it pertains to financial advisors.Diving

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00:32:13

Mastering Practice Management

Advisor Talk with Frank LaRosa ·

2024/10/17

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

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00:29:22

Greatest Hits - Hot Mic Discussion: What’s Your...

Advisor Talk with Frank LaRosa ·

2024/10/10

Today’s show highlights include: *Distinguishing between inflated numbers and the genuine value of a practice in order to achieve leverage in negotiations. *A breakdown of the factors that matter and make an impact on the value of a practice. *The importance of understanding the value proposition of the buyer, both culturally and economically, to determine if it is a right fit. *How true value extends beyond monetary figures and not allowing money to be the primary influencer when making a

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00:32:37

Greatest Hits - Streamlining Success: How Consultants...

Advisor Talk with Frank LaRosa ·

2024/10/03

Today’s show highlights include: *The benefits of working with a professional consultant, and why it’s crucial specifically for financial advisors. *The extensive research involved in identifying the right firms and how professionals streamline this process. *The time constraints advisors face and how consultants help manage research and client care. *Insights on the diverse firms available and finding the perfect match for each advisor. *The value of experience and how consultants bring knowledge

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00:26:50

Greatest Hits - The Hidden Pitfalls of Private Equity...

Advisor Talk with Frank LaRosa ·

2024/09/26

Today's show highlights include:*Why taking private equity money might not be the right decision for you and your firm.*The emotions involved in deciding on a successor who will acquire your business.*How selling your practice to a private equity firm could be a risk to your company's culture and employees.*The benefits of finding a successor internally within your organization.*How growing your business can be more profitable down the line than selling to a private equity firm.Join Frank and Stacey

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00:22:04

Thriving in Change: The Power of Brand Evolution

Advisor Talk with Frank LaRosa ·

2024/09/19

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

en

293 results

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