Podcasts

 Advisor Talk with Frank LaRosa

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 financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
Our Latest Episode

157: Unleash Your Potential Through Visualization

Nov 30, 2023 |

While everyone has aspirations and sets goals, the journey from envisioning to achieving is a distinct and often challenging process that demands dedication, strategic planning, and perseverance. In this week’s edition of Advisor Talk, Elite Consulting Partners CEO...

read more
Our Recent Episodes
Our Complete Series

Ep. 1: Advisors Should Eat Their Own Cooking

Ep. 2: The Independent W-2 Model

Ep. 3: It’s Not About The Money, But It’s About The Money

Ep. 4: What Does A Mailbox Have To Do With Your Business?

Ep. 5: It’s All About The Net

Ep. 6: Shrink to Grow – In Order to Grow It is Necessary to Shrink

Ep. 7: Breaking The Code – Deciphering the Mythology of Hybrid and RIA Models

Ep. 8: The Core Value Impact

Ep. 9: You’re Fired – Strategies and Lessons For The Recently Terminated Advisor (Part 1 of a two-part series)

Ep. 10: Ignorance is Bliss – The Top Ten Ways Advisors Make Mistakes That Result in Termination (Part 2 of a Two-Part Series)

Ep. 11: Making A Good First Impression – What Your Website Says About You, Your Firm, And Why It Matters

Ep. 12: The Art of Leveling-Up Your Business

Ep. 13: Hot Mic Episode: The Elephant In The room

Ep. 14: What’s In a Name?

Ep. 15: Independent Mindset – Whether The Choice To Go Independent Is Right For You

Ep. 16: Location, Location, Location – The Relationship Between Real Estate and Business Success

Ep. 17 Part 1: Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process

Ep. 17 Part 2: Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process, Part 2 of a 2-Part Series

Ep. 18: Leading With Lending And The $50 Million Question

Ep. 19: Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet

Ep. 20: The Race to Zero Commissions and The Lost Podcast

Ep. 21: Grow Your Business 10X By Getting Comfortable With Being Uncomfortable!

Ep. 22: Merger Monopoly – The Tale of Ladenburg Thalman and It’s Five Broker-Dealers

Ep.23: Buyer Beware – Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner

Ep.24: Behind The Wheel – Navigating The Art of The Deal When Making Your Transition

Ep.25: Jingle All The Way – Separate Yourself From The Competition This Holiday Season

Ep.26: Looking Back to Look Forward – Evaluate Your Business Past and You Will Create Your Business Future

Ep.27: The Season Of Giving – Gifting Your Business By Defining Your Core Values

Ep.28: Collaboration Is Key – Utilizing A Mastermind Group To Maximize Your Business

Ep.29: The Next Generation – Training and Mentoring Junior Advisors

Ep.30: The Customer Is King – Empower Your Client Relationships By Hiring a Client Service Associate

Ep.31: Knowing What Matters – Clarify Your Process For Client Retention Success

Ep.32: The Big Reveal: Unboxing The Experience – Designing Meaningful Follow-up Rituals To Create Business Momentum

Hot Mic – The Flip Side: The Real ‘Why’ Behind The Morgan Stanley Acquisition Of E-Trade

Ep.33: Making An Impression – The Latest News On The Firms, Strategies And Deals Making An Impact

Ep.34: Did You Do The Math? The Tax Implications of W-2 Vs. 1099 Deals

Ep.35: Process Over Percentage Is What Keeps Your Business Up When Markets Are Down

Ep.36: Proceed With Caution – The Pitfalls of Private Equity

Ep.37: Talk to Me – Are You Communicating Effectively During The COVID-19 Crisis?

Ep.38: Tech Tips – Using Email for Efficiency

Ep.39: Which Firms Are The Winners And The Losers Of The Crisis?

Ep.40: The Interview Series – Conor Delaney, Founder of The Good Life Companies

Ep.41: Plan For The Worst, Hope For The Best – Strategies For Smaller Firms and Their Advisors

Ep.42: Master Your Craft – Skills Advisors Need To Win On Today’s Playing Field

Ep.43: The Interview Series – Joe Lyons, Managing Partner, Mooney Lyons

Ep.44: Mental Toughness Series: Ben Newman, Mental Conditioning Coach for University of Alabama Football

Ep.45: The Leadership Series: Business Partners Jonathan Freeman and Brian McCarver, Stonebridge Financial Group

Ep.46: You Do You – Independence Isn’t The Only Option

Ep.47: The Pitfalls of Zoom Technology On Long-Term Client Relationships

Ep.48: It’s Time To Step Up – Why Advisors Need to Elevate Their Client Communication Game

Ep.49: What got you HERE will not get you THERE…

Ep.50: Behind the Scenes with Rich Steinmeier and LPL’s new EMPLOYEE MODEL

Ep.51: A New Kind Of Independence – An Interview with James Gold, CEO, and Douglas Kentfield, Head of Wealth Management, Steward Partners

Ep.52: A Time of Opportunity – An Interview with Manish Dave, Senior Vice President, Business Development, Ameriprise Financial

Ep.53: Leading and Listening – An Interview With Adam Antoniades, CEO, Cetera Financial Group

Ep.54: Forward Thinking – An Interview with Michael Bryan, CEO, Triad Hybrid Solutions

Ep.55: Want To Increase Your Succession Payout by 288%? Consider Dual-Monetization

Ep.56: ‘Tis The Season – Analyzing The Fiscal Maneuvering Firms Will Use To Close 2020

Ep.57: Watch For The Waves – The Effect of COVID on Financial Services

Ep.58: Much Ado About Nothing – The Protocol Non-Event

Ep.59: HubTalk – The COVID Wave To Independence

Ep.60: Thinking Ahead – Predictions That Matter For Financial Services In 2021

Ep.61: Babies, Boxing, and Business – A Conversation With Austin Philbin, Chief Administrative Officer, Dynasty Financial Partners

Ep.62: Lead-Gen Lessons with Jeremiah Desmarais, CEO – Advisorist

Ep.63: Watch Your Back – Beware of Hidden Competition

Ep.64: Keep the Home Fires Burning – Wells Fargo Chooses to Leave the International Space

Ep.65: In-Network – Relationships, Recruiting, and Results

Ep.66: Protect Yourself – FSI’s New Health Insurance Program for Financial Advisors

Ep.67: Eyes Wide Open – Is it a DEAL or a LOAN?

Ep.68: Crypto Currency – Why Advisors Need to Pay Attention

Ep.69: No Grind, No Glory

Ep.70: NFT Confusion – Why the Disruptive Trend Is One To Watch

Ep.71: Expand Your Mind, Expand Your Business

Ep.72: Industry Impact – A Discussion with Scott Breault, Regional Market Manager, Senior Transition Consultant

Ep.73: Independent Thinking with Bill Walsh – Regional Market Manager, Senior Transition Consultant

Ep.74: HAVE FAITH – An Interview with Vaughn Kohler

Ep.75: Road Warrior – An Unfiltered Financial Services Discussion

Ep.76: Build Your Business For Success – An Interview with Michelle Seiler Tucker, CEO, Seiler Tucker

Ep.77: RIA Boom – An Interview with Nathan Stibbs, President & CSO – Continuum Advisory LLC

Ep.78: Wirehouse Wave – Why W2 to W2 Moves Are Increasing

Ep.79: Power Podcast – Practice Growth by CPA

Ep.80: Entrepreneurial Explosion – The New Advisor Mindset

Ep.81: ‘Tis The Season To Hit The Bid

Ep.82: The Future is Now – Plan Ahead for a Successful 2022

Ep.83: Legal Lessons for Advisors Making a Move

Ep.84: Double Down on Service

Ep.85: Your Questions Answered!

Ep.86: The Slow Boil

Ep.87: Legal Perspective Series – with Brian Neville, Founding Partner of Lax & Neville

Ep.88: Legal Perspective Series Episode 2 – with Brian Neville, Founding Partner – Lax & Neville

Ep.89: LPL Financial’s Strategic Wealth Services Model – with Kimberly Sanders, Senior Vice President

Ep.90: Vision for Growth – with Jon Kuttin, Founder & CEO – Kuttin Wealth Management

Ep.91: The Lion Hunter and The Advisor

Ep.92: Purpose Over Profit

Ep.93: Stifel Independent Advisors with Alex David, President & CEO, and Tim Boostrom, Director of Business Development

Ep.94: Mad Libs for Advisors

Ep.95: Legal Perspectives Episode 3 with Brian Neville, Founding Partner of Lax & Neville

Ep.96: Legal Perspectives Episode 4 with Brian Neville, Founding Partner of Lax & Neville

Ep.97: Purpose Driven Mindset with Ben Newman – Performance Coach, International Speaker, Bestselling Author

Ep.98: Advisor First – with Desireé Sii, President and CEO – SagePoint Financial Inc.

Ep.99: Attract the Right Talent

Ep.100: 100th Episode Celebration

Ep.101: The More Things Change . . .

Ep.102: Behind the Wheel – Strategies for Advisors on the Move

Ep.103: You Started a BD or RIA – Now What?

Ep.104: Advisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth Management

Ep.105: Peak Performance with Alan Stein Jr. – World Renowned Speaker, Coach, and Best-Selling Author

Ep.106: Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management

Ep.107: Behind the Wheel Edition – A Time of Opportunity

Ep.108: Lessons Learned – A Recap of the LPL Conference

Ep.109: M&A Masterclass

Ep.110: The Frontlines of Financial Services – with Dave Rutherford and Kyle Kroberger, Former U.S. Navy SEALs

Ep.111: It’s Time to Get Social

Ep.112: Learn About LPL Linsco with Clare Kiesel – Senior Vice President, Business Development, LPL Independent Employee Channel

Ep.113: Compound Pound Your Effort

Ep.114: Tactical Teachings with Jeff Concepcion, Founder & CEO – Stratos Wealth Partners

Ep.115: Finish Strong

Ep.116: Planning & Process for Transition Success

Ep.117: On The Hunt

Ep.118: Behind The Wheel – Navigating The Art of The Deal When Making Your Transition

Ep.119: Power Performance – with Matt Reiner, Managing Partner, Capital Investment Advisors and Host of Bridging the Gap Podcast

Ep.120: A Model For Success with Rita Robbins, Founder & President – Affiliated Advisors         

Ep.121: Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer         

Ep.122: Playing the Long Game with Scott Curtis, President Private Client Group – Raymond James         

Ep.123: Get to Work        

Ep.124: The Value Proposition with Rich DeSalvo – CEO of f3Logic, a Gallagher Company      

Ep.125: Support Structure with Vince Fertitta, President of Wealth Management, Sanctuary Wealth     

Ep.126: The LPL Playbook

Ep.127: Culture as Catalyst

Ep.128: Advisor Empowerment with Libet Anderson, President – Concourse Financial Group Securities

Ep.129: Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent

Ep.130: Behind the Wheel – Leadership Lessons

Ep.131: The Power of Branding Series With Tina Beck, CMO – Elite Consulting Partners

Ep.132: The Power of Branding Series with Tina Beck, CMO – Elite Consulting Partners – Episode 2

Ep.133: Behind the Wheel – Focus on What’s in Front of You

Ep.134: Break the Mold with Chip Munn, CEO – Signature Wealth Group

Ep.135: Lead by Example with Stephen Drum – Leadership Expert/Trainer, Author, Retired US Navy SEAL

Ep.136: Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial

Ep.137: The What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners

Ep.138: The Advisor Advantage with Private Advisor Group

Ep.139: Behind the Wheel – Advisors Pay Attention

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

141: Preventers of Growth Episode 2 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors

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

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

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

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

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

147: Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners

148: Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners 

149: Supported Independence Success with David Karr, Chairman – Equitable Advisors 

150: Dominate the Marketing Game with Tina Beck, President – Elite Marketing Concepts & CMO – Elite Consulting Partners 

151: The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners 

152: The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners 

153: Don’t Get Distracted By Shiny Objects – with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners

154: Mergers, Acquisitions, and High Net Worth – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group

Subscribe & Listen to Our Podcasts

Apple PodcastsAndroidby EmailRSS

Subscribe & Watch Behind the Scenes Footage of Our Podcasts on YouTube

Now Also Available On

Stay up to date with new Podcast Episodes & Follow us on Social Media

Follows