Advisor Talk with Frank LaRosa
192 episodes - English - Latest episode: 7 days ago - ★★★★★ - 158 ratingsAdvisor 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.
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Episodes
Hot Mic Discussion: A 9 to 5 is Part Time
April 18, 2024 08:00 - 26 minutes - 24.1 MBToday’s show highlights include: *Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be achievable if they put in the extra effort that is required. *A discussion on why the adage "actions speak louder than words" holds true in achieving success and making a meaningful impact in the financial services industry. *The massive opportunities and wealth that are available to advisors if they are willing to work for it. *...
Amidst Acquisition Chaos
April 11, 2024 08:00 - 24 minutes - 22.2 MBToday’s show highlights include: *The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses. *Strategies and advice for advisors feeling disempowered by decisions made for their businesses. *Recognition of the enduring value and strengths of smaller independent firms amidst the acquisition trend. *Essential questions advisors must answer objectively before considering a move. *The critical importance of removing emotional...
Greatest Hits - Unlocking Success for Independent Advisors
April 04, 2024 08:00 - 31 minutes - 21.7 MBToday’s show highlights include: *The trend of more and more advisors moving from the W2 environment to the independent world, and what effects this is having on the financial advisory space as a whole. *The biggest mistake advisors make when they first start their own independent practice. *Why advisors need to adopt the mindset of working for their employees, treating them as clients rather than as if everyone works for them. *Understanding the true “Why” behind your employees as a pro...
Hot Mic Discussion: What’s Your Practice Actually Worth?
March 28, 2024 08:00 - 29 minutes - 26.9 MBToday’s show highlights include: *Distinguishing between inflated numbers and the genuine value of a practice in order to achieve leverage in negotiations. *A breakdown of the factors that matter and make an impact on the value of a practice. *The importance of understanding the value proposition of the buyer, both culturally and economically, to determine if it is a right fit. *How true value extends beyond monetary figures and not allowing money to be the primary influencer...
Welcome to the Real World with Chris Shaw - Sanctuary Wealth
March 21, 2024 08:00 - 40 minutes - 37.5 MBToday’s show highlights include: *A breakdown of Chris Shaw’s versatile background across financial services, and how his passion for teaching others eventually led him to the independent space after spending nearly 30 years in the wirehouse world. *Some of the common misnomers that many advisors have on what it means to be an independent financial advisor. *The key differentiators between the wirehouse and independent worlds, and what specific factors led Chris to Sanctuary Weal...
Greatest Hits - The Power of Branding Series with Tina Beck, CMO - Elite Consulting Partners - Episode 2
March 14, 2024 08:00 - 27 minutes - 18.6 MBTopics discussed during the episode include: *How to use “who you are” to build your online presence. *Why many advisors have been reluctant to personalize their online presence and the potential consequences of that decision. *How advisors can bridge the gap between the personal side and professional side on their online platforms. *A breakdown of the different social media platforms and how to differentiate your message depending on which platform you use. *What results to expect from...
Greatest Hits - Don’t Get Distracted By Shiny Objects – with Stacey Frank, Elite Consulting Partners
March 07, 2024 09:00 - 20 minutes - 19.2 MBShow highlights include: *The importance of not being drawn into hasty decisions when making a move to a new firm partner, based on emotion, or tempting offers. *Why advisors need to conduct thorough research and gather all the necessary information before making a transition decision. *How to separate emotional appeals and stories from concrete facts when evaluating opportunities. *Why advisors are encouraged to consider various factors such as payout structures, lead generation support...
Greatest Hits - To Be an RIA, or Not to Be an RIA
February 29, 2024 09:00 - 29 minutes - 20.3 MBShow highlights include: *Common misconceptions advisors have about going independent. *A breakdown of the complexities of becoming an RIA, including legal considerations, compliance tasks, and the financial investment required. *An exploration of the spectrum of RIA models including the advantages and disadvantages of each. *What advisors need to consider in order to know whether they truly want to become an RIA, or if they just want to affiliate with an existing RIA. The expertise tha...
Empowerment Strategies for Business Success
February 22, 2024 09:00 - 39 minutes - 27.1 MBShow highlights include: *A breakdown of Dan Sullivan’s Top 10 habits whichblend both personal growth and professional success. *Why, as a business owner, carving out quiet moments for oneself isn't just a luxury; it's a strategic necessity for clarity, creativity, and decision-making. *Elevating the client experience across all interactions to cement loyalty, foster referrals, and ultimately drive business growth. *An explanation of the Pareto Principle and how it pertains to financial ...
Unlocking Success for Independent Advisors
February 15, 2024 09:00 - 31 minutes - 21.7 MBToday’s show highlights include: *The trend of more and more advisors moving from the W2 environment to the independent world, and what effects this is having on the financial advisory space as a whole. *The biggest mistake advisors make when they first start their own independent practice. *Why advisors need to adopt the mindset of working for their employees, treating them as clients rather than as if everyone works for them. *Understanding the true “Why” behind your employees as a pro...
Mastering the Art of M&A
February 08, 2024 09:00 - 41 minutes - 28.3 MBToday’s show highlights include: *A breakdown of the industry trends that led to the formation of Elite Advisor Successions. *The process that Elite Advisor Successions engages in with buyers to be able to see what they truly want, as well as what is best for them. *The qualifications consistent among “serial buyers”, and the preparation required to establish yourself as a legitimate buyer. *Common pitfalls that buyers cause a deal to fall through for a buyer and seller. ...
What RIA Structure is Right for You?
February 01, 2024 09:00 - 40 minutes - 27.9 MBToday’s show highlights include: *Why financial advisors typically want to go RIA, and what we look for in advisors to dictate what structure would make the most sense for them. *A comprehensive breakdown of the diverse RIA structures available to transitioning advisors. *Insight into the often overlooked yet highly advantageous option of tucking into an existing RIA. *The regulatory and compliance considerations for transitioning to an RIA, including the advantages and chall...
RIA 101 With Vince Leto
January 25, 2024 09:00 - 39 minutes - 27.1 MBToday’s show highlights include: *An overview of common misconceptions of RIAs that advisors have when they want to create one. *What the nationwide trend of more advisors wanting independence means for the RIA space as a whole. *The difference between a state registered RIA and an SEC registered RIA. *What an advisor really means when they say “I want to go RIA”. *The differences between an RIA and a Hybrid RIA. Join Frank and Vince as they demystify the journey to becoming an RIA whi...
Break Free from Decision Fatigue
January 18, 2024 09:00 - 28 minutes - 19.8 MBShow highlights include: *The significance of understanding your reason for moving firms and setting clear practice goals. *The importance of using available information to make decisions that best align with your happiness and future vision of success. *The need to overcome distractions from external opinions and focus on what is right for you without succumbing to fear, doubt, or decision fatigue. *How Elite Consulting Partners has positioned itself as a valuable resource to help fi...
Greatest Hits - The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
January 11, 2024 09:00 - 20 minutes - 14.1 MBShow highlights include: *How Elite uses our Core Values as a thermostat to measure and ensure that the decisions we are making are aligning with our ultimate goals. *What we mean when we say that we speak with advisors every day who don’t have a clear definition of who they want to be. *Why our Elite team is adamant about the connection between success at work and success at home. *A breakdown of why Core Values are necessary for every scale of practice or firm, whether you’re a 2-perso...
Greatest Hits - Strong Culture Equals Strong Results with Stacey Frank, VP and Managing Director at Elite Consulting
December 28, 2023 09:00 - 35 minutes - 24.2 MBSome of the topics discussed include: * A summary of Stacey Frank’s unique background in psychology and education, and how it enables her to build deeper connections with her clients. * The benefits that come along with empowering women in the financial services industry. * An explanation of the differences between firms who have women in positions of power just to “check a box”, and firms who are genuinely investing time and resources into ensuring their female practitioners are in the p...
Greatest Hits - Dominate the Marketing Game with Tina Beck , President – Elite Marketing Concepts
December 21, 2023 09:00 - 42 minutes - 28.9 MBTopics discussed in this episode include: New marketing and technology trends within the financial services industry. The social media strategies you need to implement to see increased ROI on marketing efforts. The importance of creating structure and consistency in terms of brand messaging and marketing cadence. How to use traditional marketing psychology and techniques in combination with new technology to attract your ideal clients. The value that a strong marketing strategy can brin...
Exit Mastery - Unveiling the Secrets
December 14, 2023 09:00 - 40 minutes - 27.5 MBShow highlights include: *The universal importance of exit planning *An exploration of the psychological aspects behind the decision of why someone chooses to leave their business. *Why it is crucial to have the ability to accurately assess what a business is truly worth, whether it is your own or someone else’s. *Some of the clever methods that financial advisors can utilize to start exit planning conversations with business owners. Between Frank and Dan’s insightful expertise, listeners ...
Greatest Hits - Becoming a Leader with Ray Kelly
December 07, 2023 09:00 - 36 minutes - 25 MBTopics discussed include: * Tactical strategies that you can implement right now to become a stronger leader. * Why leadership qualities are more important for financial advisors than ever before. * How Ray Kelly’s career path within financial services led to him being a leadership coach and consultant. * How the Financial Advisor Success Syndicate, an online community of which Frank and Ray are both founding members, inspires and fosters advisor leadership. * An explanation of what the...
Unleash Your Potential Through Visualization
November 30, 2023 09:00 - 22 minutes - 15.2 MBShow highlights include: *The significance of team building activities in cultivating a positive and productive workplace. *The power that a vision board holds, and why you should make a vision board of your own. *The importance of aligning your organization's vision with the individual goals of its members. *Why your goals must be specific and written down to transform them from mere wishes to concrete objectives. In this transformative episode, Frank and Stacey guide listeners through...
To Be an RIA, or Not to Be an RIA
November 24, 2023 09:00 - 29 minutes - 20.3 MBShow highlights include: *Common misconceptions advisors have about going independent. *A breakdown of the complexities of becoming an RIA, including legal considerations, compliance tasks, and the financial investment required. *An exploration of the spectrum of RIA models including the advantages and disadvantages of each. *What advisors need to consider in order to know whether they truly want to become an RIA, or if they just want to affiliate with an existing RIA. The expertise tha...
Mergers, Acquisitions, and High Net Worth – Part 2 – with Russ Jones Executive Director of Private Wealth Service Group at Lincoln Financial Advisors, and Dan Prisciotta, the CEO of Equity Strategies Group
November 16, 2023 09:00 - 29 minutes - 20.6 MB*A breakdown of strategies that have proven to be successful for attracting and retaining high-net-worth clients. *Why a culture that fosters collaboration is a culture that breeds success. *Effective ways to ask for introductions and how Lincoln Financial Advisors has utilized these tactics to great success. *Overcoming the stigma surrounding financial advisors and fee increases. Frank, Russ, and Dan impart a wealth of knowledge, offering invaluable insights that empower advisors with t...
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
November 09, 2023 09:00 - 50 minutes - 34.6 MBShow highlights include: * The value of cultivating long-term client relationships and the role of M&A services in facilitating successful business transitions. * The importance of comprehensive planning and M&A expertise in serving high-net-worth clients and business owners while emphasizing the emotional and psychological aspects of business exits. * Exit planning strategies for business owners of all sizes, and how there are a number of different options to choose from. * The though...
Don’t Get Distracted By Shiny Objects – with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
November 02, 2023 08:00 - 20 minutes - 19.3 MBShow highlights include: *The importance of not being drawn into hasty decisions when making a move to a new firm partner, based on emotion, or tempting offers. *Why advisors need to conduct thorough research and gather all the necessary information before making a transition decision. *How to separate emotional appeals and stories from concrete facts when evaluating opportunities. *Why advisors are encouraged to consider various factors such as payout structures, lead generation support...
The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
October 26, 2023 08:00 - 22 minutes - 15.6 MBTopics include: *The importance of having a clear understanding of what independence means to you so that you can find a firm partner that meets your unique needs. *An explanation of the varying levels of independence available to advisors, and the differences between the models depending on how much autonomy advisors are seeking. *How each independent channel has unique differences that can impact your practice and why it's crucial to understand these differences to make an informed deci...
The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
October 19, 2023 08:00 - 20 minutes - 14.1 MBShow highlights include: *How Elite uses our Core Values as a thermostat to measure and ensure that the decisions we are making are aligning with our ultimate goals. *What we mean when we say that we speak with advisors every day who don’t have a clear definition of who they want to be. *Why our Elite team is adamant about the connection between success at work and success at home. *A breakdown of why Core Values are necessary for every scale of practice or firm, whether you’re a 2-perso...
Dominate the Marketing Game with Tina Beck, President – Elite Marketing Concepts & CMO – Elite Consulting Partners
October 12, 2023 08:00 - 42 minutes - 28.9 MBTopics discussed in this episode include: New marketing and technology trends within the financial services industry. The social media strategies you need to implement to see increased ROI on marketing efforts. The importance of creating structure and consistency in terms of brand messaging and marketing cadence. How to use traditional marketing psychology and techniques in combination with new technology to attract your ideal clients. The value that a strong marketing strategy can brin...
Supported Independence Success with David Karr, Chairman - Equitable Advisors
October 05, 2023 08:00 - 33 minutes - 23 MBTopics discussed include: * David Karr’s career legacy, including his journey from financial advisor to Chairman of Equitable Advisors. * Why Equitable Advisors’ Supported Independence model, and the firm’s advisor-first mentality, have afforded Equitable Advisors the opportunity to capitalize on the continued momentum of advisors moving to independence. * How Equitable Advisors’ relationship with LPL Financial enables them to operate with the benefits of a small organization while still ...
Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
September 28, 2023 08:00 - 35 minutes - 24.2 MBSome of the topics discussed include: * A summary of Stacey Frank’s unique background in psychology and education, and how it enables her to build deeper connections with her clients. * The benefits that come along with empowering women in the financial services industry. * An explanation of the differences between firms who have women in positions of power just to “check a box”, and firms who are genuinely investing time and resources into ensuring their female practitioners are in the p...
Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners
September 21, 2023 08:00 - 27 minutes - 18.8 MBSome of the topics discussed include: How Thom Powers’ background and expertise led him to the recruiting and transition space within financial services. Determining whether an advisor wants to be independent or have independence (there’s a big difference). A breakdown of some of the hybrid affiliation channels that are proving to be great options for advisors who don’t want true independence, but still want to leave the W-2 space. Why advisors need to consider the scalability of...
Tactical Growth with Nate Lenz - Co-Founder and CEO, Concurrent Advisors
September 14, 2023 08:00 - 34 minutes - 23.8 MBTopics discussed include: *A breakdown of the Concurrent Advisors value proposition, the firm’s evolution, and goals for the future. *Why Concurrent Advisors believes that an intentional, specialized approach to the suite of services they offer is strategically advantageous. *The Concurrent relationship with Merchant and how the alignment of core philosophies between the organizations has impacted advisor entrepreneurial success. *How working with Fidelity and Schwab has amp...
Becoming a Leader with Ray Kelly - Senior Vice President - Think2Perform
September 07, 2023 08:00 - 36 minutes - 25 MBTopics discussed include: * Tactical strategies that you can implement right now to become a stronger leader. * Why leadership qualities are more important for financial advisors than ever before. * How Ray Kelly’s career path within financial services led to him being a leadership coach and consultant. * How the Financial Advisor Success Syndicate, an online community of which Frank and Ray are both founding members, inspires and fosters advisor leadership. * An explanation of what the...
Introducing the Financial Advisor Success Syndicate with Jon Kuttin, CEO Kuttin Consulting Group
August 31, 2023 08:00 - 53 minutes - 37 MBTopics discussed include: * The conceptualization of FASS and a description of the platform. * How FASS intends to fill a much-needed gap in the financial services industry. * Details on the Founding Members of the FASS community and their specific areas of thought leadership. * Why FASS can be considered a ‘family office’ for financial advisors. * How advisors who join FASS benefit and future plans for the community. Frank and Jon could talk for hours about why they are so excited for the...
Greatest Hits - Lead by Example with Stephen Drum
August 24, 2023 08:00 - 41 minutes - 28.2 MBThis episode is packed with stories from Stephen’s US Navy SEAL career, each drawing a direct correlation for listeners as to how the lessons Stephen learned during his time in service are applicable in today’s business environment. Among the topics discussed: *Motivational and leadership techniques that ensure maximum organizational efficiency. *Planning for the uncomfortable when you are comfortable to achieve future success. *Psychological and mindset hacks that optimize leadership pe...
Greatest Hits - Playing the Long Game with Scott Curtis, President Private Client Group - Raymond James
August 17, 2023 08:00 - 37 minutes - 34.3 MBAmong the many topics covered are: *the Raymond James story, its affiliation options, and how the firm’s resources and tools can be leveraged by advisors to expand capacity, bolster productivity and processes, and ultimately deepen client relationships. *the state of advisor recruiting, its industry impacts, and what trends will influence advisor moves to independence in the months ahead. *how fluctuating market conditions translate into shifts in advisor perceptions regarding which indep...
Greatest Hits - Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial
August 10, 2023 08:00 - 50 minutes - 34.9 MBTopics discussed include: *Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors. *A breakdown of the advisor-first approach that is at the heart of the Strategic Wealth Services model. *The importance of Transition Assistance as a key differentiator in LPL’s Strategic Wealth Services model. *An explanation of the “pod” concept, and how its utilization creates scalability within practices. *A recap of recent market t...
The Keys to Consolidation with Kristen Kimmell - EVP, Head of Business Development – Osaic formerly Advisor Group
August 03, 2023 08:00 - 27 minutes - 25.3 MBTopics discussed include: *The meaning and symbolism behind the name, Osaic. *The value proposition of Osaic, and why the updated branding is advantageous to the firm’s advisors. *How placing a heavy focus on streamlining and improving the advisor experience has proven to be a major contributor to the firm’s success. *The steps that Osaic took to build a strong firm culture and sense of community and how that approach has been instrumental to overall strategy. This episode presents an o...
Preventers of Growth Episode 3 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
July 27, 2023 08:00 - 34 minutes - 23.9 MBTopics discussed include: *Why larger clients impact the scalable growth of your practice and steps to take to implement this strategy. *How to utilize a transition to a new firm and your existing book of business to attract new assets. *The growing importance of social media and branding and its correlation to advisor success. *A breakdown of do’s and don'ts in relation to leveraging your existing clients to attract new clients. *How advisors can employ the skills they already possess ...
Preventers of Growth Episode 2 with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
July 20, 2023 08:00 - 23 minutes - 16.4 MBTopics covered include: *Why the quality of your client relationships is the most important characteristic of your business. *Ways to evaluate your practice through the lens of your client. *The operational changes and efficiencies advisors need to enact now to improve the effectiveness of their client experience. *How to utilize a segmentation strategy to maximize the full potential of your practice performance. Frank and Jon are recognized thought leaders and advocates for financial a...
Preventers of Growth with Jon Randall, PhD(c): Founder, eXtraordinary Financial Advisors
July 13, 2023 08:00 - 26 minutes - 18.1 MBTopics discussed in Part 1 of the series are: *A breakdown of tangible and actionable ideas that are proven to help advisors grow their practice. *The origin story of eXtraordinary Financial Advisors. *The tactical mistakes advisors make that prohibit scalable growth. *How advisors can use a transition as a ‘reset’ with clients and the positive impacts this technique fosters. *Why capacity management is the number one reason why many advisors fail to grow their practices to the level th...
Behind the Wheel – Advisors Pay Attention
July 06, 2023 08:00 - 7 minutes - 6.43 MBDuring choppy markets, many advisors get the impression that firms shy away from handing out lucrative transition deals, but this couldn’t be any further from the truth. In today’s Behind the Wheel episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa breaks down how current market conditions translate into improved transition prospects for advisors. Topics discussed include: *The precise reasons why advisors looking to make a transition are in the power position when i...
The Advisor Advantage with Private Advisor Group
June 29, 2023 08:00 - 1 hour - 43.1 MBTogether, the trio discuss in depth the ‘why’ behind the Private Advisor Group value proposition, and how putting advisors and their needs first has proven itself to be fundamental to the firm’s legacy of industry success. Topics discussed include: *Private Advisor Group’s rich history as a firm and how they have redefined the meaning of advisor independence. *A breakdown of the cutting-edge processes, systems, and value sets that serve as a separator for Private Advisor Group wi...
The What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners
June 22, 2023 08:00 - 46 minutes - 32.1 MBTopics discussed include: *Stephen Berman’s career story and the value proposition of CSG Partners. *A breakdown of what an ESOP Plan is and the opportunity it presents for independent advisors. *How an ESOP plan can be utilized to inspire positive employee action and commitment. *The process for implementing an ESOP and the demographics of firms which stand to benefit most from the offering. Not only will you walk away from this episode with a detailed understanding of how an ESOP plan...
Greatest Hits - The Power of Branding Series With Tina Beck, CMO - Elite Consulting Partners
June 15, 2023 08:00 - 25 minutes - 17.7 MBIn this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Elite’s very own CMO, Tina Beck, for a detailed conversation tackling one of the most vital components of the digital marketing mix – Search Engine Optimization (SEO). Perspectives shared during the conversation include: *Why SEO needs to be considered a marketing fundamental in any branding strategy. *How to identify key client segments and use that intelligence to optimize content specifically cater...
Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial
June 08, 2023 08:00 - 50 minutes - 34.9 MBTopics discussed include: *Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors. *A breakdown of the advisor-first approach that is at the heart of the Strategic Wealth Services model. *The importance of Transition Assistance as a key differentiator in LPL’s Strategic Wealth Services model. *An explanation of the “pod” concept, and how its utilization creates scalability within practices. *A recap of recent market tren...
Lead by Example with Stephen Drum - Leadership Expert/Trainer, Author, Retired US Navy SEAL
June 01, 2023 08:00 - 41 minutes - 28.2 MBThis episode is packed with stories from Stephen’s US Navy SEAL career, each drawing a direct correlation for listeners as to how the lessons Stephen learned during his time in service are applicable in today’s business environment. Among the topics discussed: *Motivational and leadership techniques that ensure maximum organizational efficiency. *Planning for the uncomfortable when you are comfortable to achieve future success. *Psychological and mindset hacks that optimize leadership pe...
Break the Mold with Chip Munn, CEO - Signature Wealth Group
May 25, 2023 08:00 - 45 minutes - 31.2 MBTopics discussed include: *Why starting your own RIA isn’t the only option for large producers who want to continue scaling their practices. *The false stigma surrounding closed technology systems. *How the phrase ‘simplicity is the ultimate sophistication’ is especially applicable to advisors when looking at technology. *Why maximizing the efficiency of your processes and systems is integral to an advisor’s success. *How firms are actively humanizing the industry. Frank and Chip uncov...
Behind the Wheel – Focus on What’s in Front of You
May 18, 2023 08:00 - 11 minutes - 7.9 MBKey topics covered included: *The truth and brutality of advisor loyalty and how the current state of the industry is related. *How a leadership change can have strong effects on every member of a firm. *Why making a transition to a new firm is proving more beneficial than ever before. *Why some firms are taking the route of “quantity over quality” with regards to acquiring new talent. Frank pulls no punches with the content he delivers in this episode. His assessments are honest, trans...
Greatest Hits - Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer
May 11, 2023 08:00 - 42 minutes - 39.2 MBKey topics of the discussion include: *Current industry trends affecting advisor moves to independence and how Oppenheimer has uniquely positioned themselves to provide advisors structured independence within a boutique firm experience. *The Oppenheimer story including a journey through the firm’s distinguished history and its present successes as a leading global capital markets firm. *How Oppenheimer utilizes their technology stack as a tool that elevates client experience while providi...
Greatest Hits - The Frontlines of Financial Services – with Dave Rutherford and Kyle Kroberger, Former U.S. Navy SEALs
May 04, 2023 08:00 - 43 minutes - 39.7 MBIn this hard-hitting episode of Advisor Talk, advisors will learn exactly how to execute a strategic plan of action forward from a dynamic and powerful conversation as Elite Consulting Partners CEO Frank LaRosa is joined by not just one, but two, former U.S. Navy SEALs who put their vast mission driven expertise to work for the advantage of every financial advisor listening. Dave Rutherford is a former U.S. Navy SEAL, leading motivational speaker, podcast host, author, performance coach, an...