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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

00:36:36

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

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00:27:22

What is Complacency Costing You?

Advisor Talk with Frank LaRosa ·

2024/09/12

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 insights on why

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00:45:44

Shape Your Online Presence: How to Stand Out

Advisor Talk with Frank LaRosa ·

2024/09/05

Today’s show highlights include:Why forward-thinking is a must-have skill for financial advisors.The unexpected financial insights we can learn from hip hop stars.How leveraging Instagram and TikTok can drive engagement with younger audiences.The nuances of entrepreneurship that are often overlooked.How creative marketing techniques can make finance more approachable for potential clients.Join Frank and Drew as they share the insights and strategies that have led to their successes in an industry

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00:42:47

AI vs. Authenticity: Marketing Trends for Financial...

Advisor Talk with Frank LaRosa ·

2024/08/29

Today’s show highlights include:Why recording video content is becoming more accessible for financial advisors.The significance of having various digital touchpoints for client engagement.Addressing why in-person events are a growing trend in financial services.The benefits and pitfalls of using AI for visual versus written content.How prospects meet your online presence before they meet you.While social media can be a powerful tool to acquire new clients, it’s essential to use it correctly and

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00:29:37

Working On vs. In Your Business

Advisor Talk with Frank LaRosa ·

2024/08/22

Today's show highlights include: *The distinction between working on your business versus working in your business and why both are crucial. *How quarterly check-ins can effectively keep your business aligned with its goals and drive continuous improvement. *Strategies for leaders to encourage growth by challenging employees and embracing discomfort as a catalyst for success. *The role of both internal and external mission statements in guiding your organization's direction and culture. *Tips for

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00:26:20

Greatest Hits - A 9 to 5 is Part Time

Advisor Talk with Frank LaRosa ·

2024/08/15

Today’s show highlights include:*Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be achievable if they put in the extra effort that is required.*A discussion on why the adage "actions speak louder than words" holds true in achieving success and making a meaningful impact in the financial services industry.*The massive opportunities and wealth that are available to advisors if they are willing to work for it.*The importance of avoiding

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00:24:12

Greatest Hits - Amidst Acquisition Chaos

Advisor Talk with Frank LaRosa ·

2024/08/08

Today’s show highlights include: *The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses. *Strategies and advice for advisors feeling disempowered by decisions made for their businesses. *Recognition of the enduring value and strengths of smaller independent firms amidst the acquisition trend. *Essential questions advisors must answer objectively before considering a move. *The critical importance of removing emotional influences from

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00:40:33

Greatest Hits - RIA 101 With Vince Leto

Advisor Talk with Frank LaRosa ·

2024/08/01

Today’s show highlights include:*An overview of common misconceptions of RIAs that advisors have when they want to create one.*What the nationwide trend of more advisors wanting independence means for the RIA space as a whole.*The difference between a state registered RIA and an SEC registered RIA.*What an advisor really means when they say “I want to go RIA”.*The differences between an RIA and a Hybrid RIA.Join Frank and Vince as they demystify the journey to becoming an RIA while exploring the

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00:26:06

Strategic Moves: Embracing Transition Deals in...

Advisor Talk with Frank LaRosa ·

2024/07/25

Today's show highlights include:Understanding the narrow differences among top broker-dealers in today’s market.Why embracing transition money can be a strategic move when switching firms.The rationale behind the larger transition deals being offered now more than ever.How to balance culture, technology, compliance, and economics when making a move.Frank and Stacey both bring their extensive industry experience to the table, offering valuable insights into the current state of broker-dealer

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305 results

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