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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

00:30:31

The $9 Million Gap: When Money IS the Reason to Move

Advisor Talk with Frank LaRosa ·

2026/04/09

Sometimes the money IS the right reason.And pretending otherwise might be the most expensive mistake you ever make. In this episode of Advisor Talk, Frank LaRosa and Stacey Frank challenge the conventional wisdom around advisor transitions and make the case that when the difference between two firms is not a few thousand dollars but millions, the economics have to come into play. Frank breaks down the unicorn recruit concept, how asset based transition deals are creating massive opportunities for

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00:25:36

Leaving Your Firm? What Advisors Wish They Knew

Advisor Talk with Frank LaRosa ·

2026/04/02

Most advisors go into a transition focused on the upfront money.Very few are prepared for everything that happens after they walk out the door. Some surprises are good ones. Clients move faster than expected. Assets go up, not down. The income jump is real. But there are also things advisors consistently underestimate, overlook, and wish they had negotiated differently. In this episode of Advisor Talk, Frank LaRosa and Stacey Frank do a post transition breakdown of the things advisors wish they had

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00:31:44

Stop Waiting: Your Deferred Comp is a Trap

Advisor Talk with Frank LaRosa ·

2026/03/26

Waiting sounds reasonable. Until you run the numbers.Protect what you have built. Let the deferred comp vest. Move when the timing is right. But is waiting actually costing you more than you realize? In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down why 2026 may be the most opportune time in recent memory for financial advisors to evaluate a firm transition and why deciding not to decide is still a decision with real financial consequences. Frank walks through why transition

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00:51:54

Special Edition: How Financial Advisors Should Be...

Advisor Talk with Frank LaRosa ·

2026/03/23

The truth is, most financial advisors know they should be using AI.Very few know where to actually start. Too many tools. Too many platforms. Too much noise. But the advisors who take the time to learn it now will have a significant edge over those who wait. In this special edition of Advisor Talk, Frank LaRosa is joined by Chief Information Officer Sue Cheema, Chief Marketing Officer Brian Lutz, Director of Marketing and Brand Strategy Wade Shields, and co-host Stacey Frank for a wide-ranging

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00:27:53

Selling 20% of Your Practice? You May Lose Control

Advisor Talk with Frank LaRosa ·

2026/03/19

In this episode of Advisor Talk, Frank LaRosa and Stacy Frank break down the realities behind minority equity deals in advisory practices, including what advisors often misunderstand about control, exit clauses, valuation multiples, and long-term implications.Frank explains why even a 10 to 20% minority stake effectively creates a partner in your business, whether you think of it that way or not, and why advisors must think beyond the upfront check and consider the unwind scenario before signing

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00:50:04

Greatest Hits: M&A Masterclass with Jon Kuttin

Advisor Talk with Frank LaRosa ·

2026/03/12

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

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00:46:57

Greatest Hits: Private Equity, Independence, and the...

Advisor Talk with Frank LaRosa ·

2026/03/05

Frank and Rob dive into:• Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth. • How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform. • How multi-custody and open architecture models can offer flexibility. • Perspectives of some advisors that have experienced business growth after joining the firm. • The role of private equity and its innovation in wealth management. • How advisors may use niche marketing strategies and referral initiatives

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00:53:49

Greatest Hits: Cetera CEO Mike Durbin on the Future...

Advisor Talk with Frank LaRosa ·

2026/02/26

In this Greatest Hits episode of Advisor Talk, Frank LaRosa sits down with Cetera CEO Mike Durbin for a wide-ranging, candid conversation about ownership structure, affiliation flexibility, M&A strategy, custody decisions, and what it really means to build a “forever home” for advisors.From private equity misconceptions to succession solutions, this episode explores how advisors can think strategically - not reactively - about their long-term growth. Mike shares insights from his 35-year career

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00:28:22

Minority Stakes in Advisory Practices: Opportunity or...

Advisor Talk with Frank LaRosa ·

2026/02/19

In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down the realities behind minority equity deals in advisory practices - including what advisors often misunderstand about control, exit clauses, valuation multiples, and long-term implications.Frank explains why even a 10–20% minority stake effectively creates a partner in your business - whether you think of it that way or not - and why advisors must think beyond the upfront check and consider the unwind scenario before signing

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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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334 results

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