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146: Tactical Growth with Nate Lenz – Co-Founder and CEO, Concurrent Advisors

by AndrewC19r | Sep 14, 2023 | podcasts

When you find yourself in an industry where there is an ever-changing landscape, if you want to stay at the top you need to evolve with the times.  In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by the Co-Founder and CEO of...

145: Becoming a Leader with Ray Kelly – Senior Vice President – Think2Perform

by AndrewC19r | Sep 7, 2023 | podcasts

Success as a financial advisor isn’t just a factor of the AUM you manage. Leadership is an essential skill in growing a thriving practice. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes Ray Kelly, Senior Vice President of...

144: Introducing the Financial Advisor Success Syndicate with Jon Kuttin, CEO Kuttin Consulting Group

by AndrewC19r | Aug 31, 2023 | podcasts

Listeners of Advisor Talk, we have a major announcement for you! If taking your practice to the next level, connecting with other success driven financial professionals, and continually learning are important to you – then we have just the resource for you. The...

143: The Keys to Consolidation with Kristen Kimmell – EVP, Head of Business Development – Osaic formerly Advisor Group

by AndrewC19r | Aug 3, 2023 | podcasts

When Advisor Group recently underwent a rebrand and became Osaic, it was an announcement that caused the entire financial services industry to take notice. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined on the show by Kristen...

142: Preventers of Growth Episode 3 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors

by AndrewC19r | Jul 27, 2023 | podcasts

This week, Elite Consulting Partners CEO Frank LaRosa and Jon Randall, PhD(c) Founder, PhD Candidate in Performance Psychology, eXtraordinary Financial Advisors (XFA), are back for the summation of their three-part series “Preventers of Growth”. The first two episodes...
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