Greatest Hits -

Advisor Talk with Frank LaRosa

English - April 27, 2023 08:00 - 49 minutes - 33.7 MB - ★★★★★ - 158 ratings
Management Business Marketing advisor recruiting practice management entrepeneurship wealthmanagement recruiting financial planning ria asset management financial advisor financial services Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: The Power of Branding Series with Tina Beck, CMO - Elite Consulting Partners - Episode 2

Next Episode: Greatest Hits - The Frontlines of Financial Services – with Dave Rutherford and Kyle Kroberger, Former U.S. Navy SEALs

Frank and Jon put their decades of expertise to work providing thought leadership on:

The journey from practitioner to enterprise and managing your growth trajectory for scale and success.
The importance of creating a demonstratable value proposition for your practice and dialing in your processes for maximum market impact.
A deep dive discussion on CPA partnership potential and how these partnerships can significantly, and rapidly, level-up practice growth when executed properly.
Specific strategic insight on centers of influence, M&A, and in-organic growth opportunities.
Tangible differentiators that attract and retain young advisory talent.

Be sure to save this episode as the wealth of actionable content Frank and Jon share is immense and you will certainly want to refer to it again and again as you develop the growth strategy for you own practice.