Latest Advisor recruiting Podcast Episodes
Hot Mic Discussion: A 9 to 5 is Part Time
Advisor Talk with Frank LaRosa - April 18, 2024 08:00 - 26 minutes ★★★★★ - 158 ratingsToday’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...
Amidst Acquisition Chaos
Advisor Talk with Frank LaRosa - April 11, 2024 08:00 - 24 minutes ★★★★★ - 158 ratingsToday’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 stre...
Greatest Hits - Unlocking Success for Independent Advisors
Advisor Talk with Frank LaRosa - April 04, 2024 08:00 - 31 minutes ★★★★★ - 158 ratingsToday’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. *...
Hot Mic Discussion: What’s Your Practice Actually Worth?
Advisor Talk with Frank LaRosa - March 28, 2024 08:00 - 29 minutes ★★★★★ - 158 ratingsToday’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 valu...
Welcome to the Real World with Chris Shaw - Sanctuary Wealth
Advisor Talk with Frank LaRosa - March 21, 2024 08:00 - 40 minutes ★★★★★ - 158 ratingsToday’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...
Greatest Hits - The Power of Branding Series with Tina Beck, CMO - Elite Consulting Partners - Episode 2
Advisor Talk with Frank LaRosa - March 14, 2024 08:00 - 27 minutes ★★★★★ - 158 ratingsTopics 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 pro...
Greatest Hits - Don’t Get Distracted By Shiny Objects – with Stacey Frank, Elite Consulting Partners
Advisor Talk with Frank LaRosa - March 07, 2024 09:00 - 20 minutes ★★★★★ - 158 ratingsShow 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 t...
Greatest Hits - To Be an RIA, or Not to Be an RIA
Advisor Talk with Frank LaRosa - February 29, 2024 09:00 - 29 minutes ★★★★★ - 158 ratingsShow 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 adva...
Empowerment Strategies for Business Success
Advisor Talk with Frank LaRosa - February 22, 2024 09:00 - 39 minutes ★★★★★ - 158 ratingsShow 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. *Eleva...
Unlocking Success for Independent Advisors
Advisor Talk with Frank LaRosa - February 15, 2024 09:00 - 31 minutes ★★★★★ - 158 ratingsToday’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. *...
Mastering the Art of M&A
Advisor Talk with Frank LaRosa - February 08, 2024 09:00 - 41 minutes ★★★★★ - 158 ratingsToday’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 qualification...
What RIA Structure is Right for You?
Advisor Talk with Frank LaRosa - February 01, 2024 09:00 - 40 minutes ★★★★★ - 158 ratingsToday’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 int...
RIA 101 With Vince Leto
Advisor Talk with Frank LaRosa - January 25, 2024 09:00 - 39 minutes ★★★★★ - 158 ratingsToday’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 regist...
Break Free from Decision Fatigue
Advisor Talk with Frank LaRosa - January 18, 2024 09:00 - 28 minutes ★★★★★ - 158 ratingsShow 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 fr...
Greatest Hits - The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
Advisor Talk with Frank LaRosa - January 11, 2024 09:00 - 20 minutes ★★★★★ - 158 ratingsShow 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 ...
Greatest Hits - Strong Culture Equals Strong Results with Stacey Frank, VP and Managing Director at Elite Consulting
Advisor Talk with Frank LaRosa - December 28, 2023 09:00 - 35 minutes ★★★★★ - 158 ratingsSome 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 ...
Greatest Hits - Dominate the Marketing Game with Tina Beck , President – Elite Marketing Concepts
Advisor Talk with Frank LaRosa - December 21, 2023 09:00 - 42 minutes ★★★★★ - 158 ratingsTopics 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 a...
Exit Mastery - Unveiling the Secrets
Advisor Talk with Frank LaRosa - December 14, 2023 09:00 - 40 minutes ★★★★★ - 158 ratingsShow 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...
Greatest Hits - Becoming a Leader with Ray Kelly
Advisor Talk with Frank LaRosa - December 07, 2023 09:00 - 36 minutes ★★★★★ - 158 ratingsTopics 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 ...
Unleash Your Potential Through Visualization
Advisor Talk with Frank LaRosa - November 30, 2023 09:00 - 22 minutes ★★★★★ - 158 ratingsShow 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...
To Be an RIA, or Not to Be an RIA
Advisor Talk with Frank LaRosa - November 24, 2023 09:00 - 29 minutes ★★★★★ - 158 ratingsShow 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 adva...
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
Advisor Talk with Frank LaRosa - November 16, 2023 09:00 - 29 minutes ★★★★★ - 158 ratings*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 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
Advisor Talk with Frank LaRosa - November 09, 2023 09:00 - 50 minutes ★★★★★ - 158 ratingsShow 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 emphasizin...
Don’t Get Distracted By Shiny Objects – with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
Advisor Talk with Frank LaRosa - November 02, 2023 08:00 - 20 minutes ★★★★★ - 158 ratingsShow 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 t...
The Spectrum of Advisor Independence with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
Advisor Talk with Frank LaRosa - October 26, 2023 08:00 - 22 minutes ★★★★★ - 158 ratingsTopics 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 h...
The Core Values Blueprint – with Stacey Frank, Vice President & Managing Director – Elite Consulting Partners
Advisor Talk with Frank LaRosa - October 19, 2023 08:00 - 20 minutes ★★★★★ - 158 ratingsShow 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 ...
Dominate the Marketing Game with Tina Beck, President – Elite Marketing Concepts & CMO – Elite Consulting Partners
Advisor Talk with Frank LaRosa - October 12, 2023 08:00 - 42 minutes ★★★★★ - 158 ratingsTopics 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 a...
Supported Independence Success with David Karr, Chairman - Equitable Advisors
Advisor Talk with Frank LaRosa - October 05, 2023 08:00 - 33 minutes ★★★★★ - 158 ratingsTopics 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...
Strong Culture Equals Strong Results with Stacey Frank, Vice President and Managing Director – Elite Consulting Partners
Advisor Talk with Frank LaRosa - September 28, 2023 08:00 - 35 minutes ★★★★★ - 158 ratingsSome 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 ...
Independence or Independent – Understanding the Difference with Thom Powers, Director of Business Development, Elite Consulting Partners
Advisor Talk with Frank LaRosa - September 21, 2023 08:00 - 27 minutes ★★★★★ - 158 ratingsSome 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 hy...
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