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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

00:27:08

How Financial Advisors Should Actually Be Using AI

Advisor Talk with Frank LaRosa ·

2026/02/12

In this episode of Advisor Talk, Frank LaRosa and Stacey Frank take a grounded, advisor-first look at how AI is actually changing the profession - and why the future of advice is still fundamentally human.Rather than fearing AI, Frank explains why this moment closely mirrors the rise of online trading in the early 2000s - a shift that many believed would eliminate advisors, but ultimately made great advisors even more valuable.This conversation centers on a critical idea:Technology can provide data

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00:21:48

Should Financial Advisors Stay or Switch Firms? The...

Advisor Talk with Frank LaRosa ·

2026/02/05

Key questions answered in this episode:What does it mean when financial advisors choose not to decide?Choosing to stay put - without evaluating alternatives - is still an active decision, often driven by comfort, fear, or overwhelm rather than strategy.Why do advisors delay firm transitions even when they’re unhappy?Two major factors show up repeatedly: the path of least resistance and paralysis by analysis. Both create inertia that keeps advisors stuck.Is transitioning firms as risky as advisors

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00:29:47

Why Do the Most Successful Financial Advisors Focus...

Advisor Talk with Frank LaRosa ·

2026/01/29

Frank and Stacey break down the critical difference between goals and purpose, why confusing the two leads to burnout, and how advisors who reconnect to their “why” build stronger client relationships, make better transition decisions, and enjoy their careers longer.Key questions answered in this episode: What is the difference between a financial advisor’s goals and their purpose? Goals define outcomes; purpose defines motivation. Advisors who mistake goals for purpose often feel lost after

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00:36:30

Are You Making a Transactional or Transformational...

Advisor Talk with Frank LaRosa ·

2026/01/22

Show highlights include: -Why focusing only on upfront payouts can leave money on the table.-How growth-minded advisors evaluate leadership, technology, and firm culture.-What truly separates firms that say they help you grow from those that actually do.-Why due diligence matters more than most advisors realize.-The importance of viewing your firm as a long-term partner, not a temporary stop.If you’re considering a move - or even thinking about your future trajectory - this episode will challenge

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00:46:53

Don’t Just Grow… Grow the Right Way

Advisor Talk with Frank LaRosa ·

2026/01/15

Show highlights include:-The difference between being a practitioner vs. a true business owner.-Why growing too fast can break your systems, operations, and culture.-How to scale without sacrificing your core values.-Why “making the right move” matters more than making the next move.-How to define your ideal client avatar beyond just AUM.-Why more RIAs are exploring M&A - and what’s driving the trend.If you’re thinking about growth, transitions, acquisitions, or simply want to build a business that

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00:54:25

Greatest Hits: Inside the Transition - What Really...

Advisor Talk with Frank LaRosa ·

2026/01/08

Key Highlights:-How long it really takes to prepare and execute a successful move.-What you can - and can't - say to clients during a transition.-The emotional cost of waiting too long to leave.-Why your assistant should be part of the due diligence process.-Using the transition conversation to grow your book of business.-Legal tips for navigating non-protocol firms.-The value of having a transition project manager on your team.Whether you're planning a move next month or just starting to consider

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00:28:43

Painpoints Technology Can Solve

Advisor Talk with Frank LaRosa ·

2026/01/05

Show Highlights Include:-Why manual data entry remains one of the biggest (and most expensive) time drains in advisory firms.-How CRM integrations with custodians can reduce errors and eliminate redundant work.-Why note-taking and meeting documentation are critical for client experience, continuity, and scale.-How long onboarding timelines quietly delay revenue - and how some firms shrink onboarding from 60 days to 15.-Why operational efficiency directly affects practice valuation and buyer

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00:38:00

Greatest Hits: Financial Advisor Transitions - Don’t...

Advisor Talk with Frank LaRosa ·

2025/12/29

Key highlights from the episode:0:00 – Introduction 4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse 6:45 – Real examples of how inflated promises derail transitions and waste time 9:55 – What advisors should demand up front to ensure accurate pro formas and offers 16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes 36:35 – Closing thoughts & contact info If you’re considering a transition, don’t let

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00:32:50

Direct Affiliation vs. OSJ: Which Model Is Right for...

Advisor Talk with Frank LaRosa ·

2025/12/26

Key topics include:-The core differences between direct affiliation and OSJ / enterprise models.-Why payout percentages don’t tell the full financial story.-How scale, support, and service models impact long-term net income.-When outsourcing operations can accelerate growth - and when it doesn’t.-How larger teams and solo practitioners should think differently about affiliation.-Why affiliation decisions are business decisions, not just platform decisions.Whether you’re considering independence for

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00:22:05

Comparing Major CRMs: Inside JEDI’s New Platform...

Advisor Talk with Frank LaRosa ·

2025/12/22

Key topics covered include:-How to match CRM platforms to firm size, growth trajectory, and long-term vision.-Why integration and automation are critical to improving operational efficiency.-The differences in analytics, reporting, and dashboards across Redtail, Wealthbox, and Salesforce.-How clean, connected data enhances client experience and firm value.-Why advisors should “run their business as if they’re selling it tomorrow”.This episode offers practical insight for advisors who are evaluating

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00:51:18

The Six Defining Trends Shaping Financial Advisors in...

Advisor Talk with Frank LaRosa ·

2025/12/18

Show Highlights Include: 00:00 – Introduction & Why These Topics MatterFrank and Stacey explain why this episode focuses on the six themes that got the most traction from advisors in 2025.03:28 – Data as an Asset and Its Impact on ValuationWhy CRM, data quality, and accessibility now play a major role in how buyers evaluate advisory firms.08:10 – Industry Consolidation and the LPL - Commonwealth Ripple EffectHow major M&A deals are reshaping recruiting packages, advisor leverage, and firm

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00:45:18

How Advisors Stay Competitive in 2026

Advisor Talk with Frank LaRosa ·

2025/12/15

Show highlights include:-Why client experience and technology will be the primary differentiators for advisors in 2026.-What a true CRM “health check” looks like and why clean data is the foundation of everything.-How workflow automation and AI note-takers are reducing friction and reclaiming advisor time.-The tradeoffs between all-in-one platforms and best-of-breed technology stacks.-Why personalization at scale is becoming essential for modern advisory firms.-How firms should think about

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00:41:47

Should You Go RIA? With Chuck Failla

Advisor Talk with Frank LaRosa ·

2025/12/11

Together, they explore practical decision points advisors should consider:• The real implications of the $100M AUM threshold and the trade-offs between state and SEC registration• When it may make sense to stay with an independent broker-dealer - especially if more than 20% of your revenue is still commission-based• Why some RIAs are now “breaking away again” and rolling into larger platforms or supported-independence models• The emotional and operational realities of dropping a Series 7, and how

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00:32:07

Which CRM Should Financial Advisors Choose?

Advisor Talk with Frank LaRosa ·

2025/12/08

Show highlights include:-AI note-takers and why 2025 is shaping up to be “the year of the note taker”.-How advisors are using automation to reclaim time and improve meeting quality.-Why organic growth is becoming a top priority for billion-dollar RIAs.-The true indicators that it’s time to outgrow an entry-level CRM.-How disconnected systems create hidden cost drains inside every firm.-Why Salesforce is becoming the long-term “holy grail” for growth-minded advisors.-The KPIs most advisors aren’t

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00:49:58

M&A Masterclass with Jon Kuttin

Advisor Talk with Frank LaRosa ·

2025/12/04

Frank and Jon unpack:• Why today's competitive landscape means growth-motivated buyers must approach deals differently.• The three core reasons advisors pursue acquisitions - and which ones actually lead to long-term success.• How leverage, bank financing, and EBITDA-based lending really work in practice.• Why “fixer-upper” books may offer the strongest ROI.• How elite buyers win deals by understanding the emotional side of selling a practice.• The art of creating a safe landing place for sellers,

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00:41:57

Greatest Hits: Why Most CRMs Fail and How to Fix Them

Advisor Talk with Frank LaRosa ·

2025/12/01

Key Highlights from the Episode:0:00 – Introduction0:44 – Future-proofing your CRM and architecting for scalability2:23 – Why most CRMs fail when firms grow5:08 – AI in CRMs: more than just dashboards10:34 – Inside “Elite Genie” and how it supports advisors11:48 – Why your CRM is really a data warehouse14:05 – Integration-first architecture for efficiency and scale25:19 – Data hygiene: the foundation of advisor valuations33:15 – Overcoming skepticism around AI adoption38:08 – A roadmap to

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00:53:42

Cetera CEO Mike Durbin on the Future of Independent...

Advisor Talk with Frank LaRosa ·

2025/11/26

From there, the conversation turns to what advisors actually experience on the ground: Cetera’s unique ownership with Genstar and the benefits of a “fresh clock”• The breadth of affiliation models and why Cetera calls itself a “forever home”.• How multi-custody (Pershing, Fidelity/NFS, Schwab, self-clearing) helps recruiting and M&A.• Insights on Avantax, Concourse, and ongoing industry consolidation.• Why advisor equity ownership strengthens alignment.• Cetera’s focus on organic growth through

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00:36:22

M&A Outlook 2026: Dual Monetization, PE Pitfalls &...

Advisor Talk with Frank LaRosa ·

2025/11/24

This conversation covers:-Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger.-The growing appeal of dual monetization for advisors who want flexibility.-Why partial sales can limit control and create long-term complications.-How technology, data quality, and operational readiness drive your valuation.-The emotional side of selling - and why so many deals stall late in the process.-Why larger platforms often offer deeper buyer pools and stronger financing options.-What

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00:52:00

Marketing Vs. Branding: What Advisors Get Wrong

Advisor Talk with Frank LaRosa ·

2025/11/20

This conversation covers:-What branding really means for financial advisors-How marketing supports your brand—and why they’re not interchangeable-Where advisors should focus their time to create stronger visibility-Practical ways to communicate your value more effectively-How to think about audience, channels, and message delivery-The philosophy behind the Bill Good Marketing systemWhether you’re refining your personal brand or looking for better ways to reach the right audience, this episode

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00:30:32

Listening, Engaging, Converting: Social CRM In Action

Advisor Talk with Frank LaRosa ·

2025/11/17

Show highlights include: 00:00 – Intro01:10 – Insights vs. Actionable Insights05:28 – Understanding Social CRM & Platform Integration09:31 – Building a Unified, Holistic Client View12:54 – Social Listening, Keyword Tracking & Prospecting15:08 – Hyper-Personalized Outreach That Converts18:31 – Automation, Intake Forms & Scaling Engagement20:37 – CRM as the Engine of Your BusinessBrian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the business - the

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