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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

00:53:42

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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00:47:32

You Don’t Know What You’re Saying No To – with Brian...

Advisor Talk with Frank LaRosa ·

2025/11/13

Frank and Brian also dig into:• The pivotal 2005 spin-off from American Express - and what it unlocked for advisors.• Why it’s “all about how much you make, not the payout.”• How Ameriprise’s E-Meeting, Insights, and AI-driven Copilot tools are redefining advisor efficiency.• The power of home-office visits and what advisors should look for in firm culture.• Why advisors who said “never” to Ameriprise often end up saying “yes.”If you’ve ever wondered why so many top producers are giving Ameriprise

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00:32:36

Can Financial Advisors Really Trust Generative AI?

Advisor Talk with Frank LaRosa ·

2025/11/10

Listen now to learn:00:00 – Intro:02:35 – What Is Generative AI (Really)?06:04 – Compliance Concerns & Data Privacy:14:20 – Can You Trust AI to Run Your Practice?18:09 – Data Is the New Asset Class:22:19 – Trust, Credibility & the Human Factor:27:11 – The Future of Work in Financial Services:31:05 – Final Thoughts: Trust But Verify:Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts |

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00:31:50

250th EPISODE SPECIAL | The Biggest Lesson's Advisors...

Advisor Talk with Frank LaRosa ·

2025/11/06

Chapters:00:00 – Intro01:03 – Lessons from 250 Episodes22:54 – The Mythbuster Mentality23:26 – Authenticity, Evolution, and Advisor Education31:29 – Keep It FreshLearn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions:

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00:05:50

HOT MIC: The Truth Hurts - Why Discomfort Drives Growth

Advisor Talk with Frank LaRosa ·

2025/11/03

In this quick-hit discussion, the two dive into:-Why most leaders are too busy “working in” their business to actually work on it.-How great coaches and therapists ask the questions you don’t want - but need—to hear.-The value of data as exposure - how numbers, like game film, don’t lie.-Why discomfort isn’t something to avoid… it’s where growth actually happens.If you’ve ever felt stuck, scattered, or overwhelmed, this behind-the-scenes moment will hit home.

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01:21:49

Unlocking Hidden Value: How Financial Advisors Can...

Advisor Talk with Frank LaRosa ·

2025/10/30

Across the conversation, the panel digs into:• What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs.• Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline.• Multiple paths beyond a sale: capital-markets needs, growth capital, roll-ups, second bites, and direct private deals alongside traditional planning.• Culture

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00:40:04

Unlocking Hidden Value: How Financial Advisors Can...

Advisor Talk with Frank LaRosa ·

2025/10/27

Key Chapters0:00 –From concept to execution of Raymond James’ advisor-banker model3:45 – The IBex program: turning education into action8:20 – The Masterclass series and year-long learning model13:00 – Building confidence and credibility with business owners18:40 – How advisors are rebranding and hosting Business Owner Summits24:10 – Case study: transforming revenue through investment banking partnerships29:30 – Why every advisor should rethink their approach to business-owner clients35:40 – Final

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00:36:09

Unlocking Hidden Value: How Financial Advisors Can...

Advisor Talk with Frank LaRosa ·

2025/10/23

Key Chapters0:00 – Introduction2:15 – Why financial advisors should focus on business-owner clients5:10 – The challenges of illiquid wealth and how advisors can solve them9:00 – How Raymond James connects wealth management and investment banking12:40 – Building deeper COI relationships with attorneys and accountants17:25 – Why understanding business valuation matters for every advisor22:40 – Raymond James’ unique culture and the “village” behind the success28:10 – How collaboration with investment

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00:22:17

From Lead to Loyalty: CRM’s Role in Customer Journey...

Advisor Talk with Frank LaRosa ·

2025/10/20

Key Highlights:00:00 – Introduction01:05 – Optimizing tech stacks and increasing valuation03:17 – Defining client loyalty and retention04:23 – How CRMs improve onboarding, notes, and communication06:39 – Using data to strengthen relationships and trust08:23 – How to future-proof your advisory business10:12 – Building data hygiene and integrated systems16:59 – Finding efficiency gaps and scaling intelligently17:22 – The compounding power of technology19:06 – Advisor transitions, CRM agnosticism, and

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00:47:00

Private Equity, Independence, and the Future of...

Advisor Talk with Frank LaRosa ·

2025/10/16

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 to

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00:37:27

The Power of Video Marketing for Financial Advisors -...

Advisor Talk with Frank LaRosa ·

2025/10/13

Key Highlights from the Episode:0:45 – The Rise of Video Marketing2:22 – How Video Boosts SEO and Engagement4:35 – Short-Form vs. Long-Form Video Explained7:12 – The Myth of Viral Success9:43 – Optimizing Video Analytics and Performance12:20 – Cuts, Angles, and B-Roll Basics15:42 – High vs. Low Production Quality20:00 – Navigating Compliance with Confidence24:47 – Measuring ROI Beyond Views29:09 – The Future of Video and AI Tools32:55 – The One Video Every Advisor Should Create34:50 – DIY Starter

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00:43:04

From Practitioner to Business Owner with Jon Randall,...

Advisor Talk with Frank LaRosa ·

2025/10/09

Key Highlights from the Episode:0:00 – Introduction & Topic Overview1:15 – The Three Core Constraints Advisors Face3:40 – Capacity Challenges & Team Leverage6:10 – Revenue vs AUM: Rethinking Profitability10:45 – Pricing Psychology & Raising the Floor15:45 – Deliverables, Value, and Client Experience20:00 – AI and Technology for Advisor Efficiency23:00 – Quality Growth Over Quantity29:20 – The ‘Who Not How’ Mindset & Scaling Leadership37:00 – Raising Minimums & Continuous ImprovementResources:Elite

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00:24:00

AI and Sentiment Analysis in Social CRM

Advisor Talk with Frank LaRosa ·

2025/10/06

Key Highlights from the Episode:0:00 – Introduction: AI, NLP, and sentiment analysis explained2:10 – What sentiment analysis is and why it matters for advisors4:30 – How AI scores positivity, negativity, and client reactions6:00 – Real-world use cases: client emails, brand perception, and practice reviews8:30 – Why “no bad publicity” isn’t always true in financial services10:15 – Sentiment analysis as a supplement to traditional KPIs12:00 – Spotting early warning signs of client attrition14:00 – How

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00:46:09

Breaking the Status Quo: How Advisors Can Redefine...

Advisor Talk with Frank LaRosa ·

2025/10/02

Key Highlights from the Episode:0:00 – Introduction3:21 – Professional scarcity: why focusing on fewer clients creates greater impact5:12 – Shifting from book of business to real business7:10 – Why client experience outweighs investment performance9:15 – The law of familiarity and loyalty fatigue14:23 – How to reset client relationships during a transition18:16 – Fee worthiness and setting rules of engagement25:03 – How processes and intellectual property drive valuation29:12 – Depersonalizing your

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00:41:57

Why Most CRMs Fail (and How to Fix Them)

Advisor Talk with Frank LaRosa ·

2025/09/29

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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00:29:41

When Is the Best Time for Financial Advisors to...

Advisor Talk with Frank LaRosa ·

2025/09/25

Key Highlights from the Episode:0:00 – Introduction1:02 – Should I stay or should I go next year? 2:27 – Why Q4 is often the best time to transition 3:59 – How holidays and client schedules factor into timing 5:35 – Deferred comp considerations for advisors 10:23 – Why firms sweeten deals in Q4 to hit quotas 12:48 – The myth of the “perfect” time to move 14:42 – Leveraging holiday parties and events for client communication 17:08 – Why every advisor’s timing decision is unique 23:12 –

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00:22:06

The #1 Tech Mistake RIAs Make (And How to Fix It)

Advisor Talk with Frank LaRosa ·

2025/09/22

Key Highlights from the Episode:2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valuation7:45 – Succession planning and clean data: how preparation today drives higher multiples tomorrow10:50 – Custodian and CRM integrations (Salesforce,

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