200 episodes
Advisor Talk with Frank LaRosa Elite Consulting Partners
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- Negócios
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.
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The Power of Home Office Visits
If you're a financial advisor considering a transition to a new firm, understanding the company culture and work environment is crucial. A home office visit can provide invaluable insights to ensure you find the best fit for your professional growth and personal satisfaction.
In this week's episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President for Elite Consulting Partners. Together, they dive into the significance of home office visits, the nuances of company culture, and the dynamics of working online versus in-person. -
Greatest Hits - Unleash Your Potential Through Visualization
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 Frank LaRosa is joined in the studio by the Vice President and Managing Director of Elite Consulting Partners, Stacey Frank. This dynamic duo explores the team-building exercise known as The Vision Board Day, unraveling the profound impact of turning aspirations into visually compelling goals. -
Advisor Insights: Making Moves with Jon Kuttin and Frank LaRosa
Unlock the secrets to thriving as a financial advisor! This week's special live episode of Advisor Talk features the CEO of Elite Consulting Partners, Frank LaRosa, along with the CEO of Kuttin Wealth Management, Jon Kuttin, as the two longtime friends have a candid conversation. Get ready to dive deep as they discuss Jon's extensive background with Ameriprise and the most pivotal lessons he has learned throughout his distinguished career in financial services.
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Streamlining Success: How Consultants Empower Financial Advisors
As a financial advisor, if you want to be able to navigate the marketplace effectively, it requires comprehensive research and expertise.
In this week’s special live episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President for Elite Consulting Partners. Together the dynamic duo dives into the importance of working with a professional consultant when considering buying, selling, or transitioning a financial advisory practice. -
Greatest Hits - Mastering the Art of M&A
When buying, selling, or transitioning a financial advisory practice it is vital to have a focused, specialized plan in place in order to produce great outcomes.
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Raymond James' Pathways for Advisor Growth
There is a clear trend across the financial services industry - an increasing emphasis on advisor mobility and career flexibility. This trend underscores the value placed on advisor autonomy and the ability to tailor one's professional journey to achieve long-term success and fulfillment.
In this week's episode of Advisor Talk, Frank LaRosa is joined by Jodi Perry, the new National Head of Advisor Recruiting at Raymond James. With over 30 years of experience at Raymond James, Perry is passionate about recruiting and aims to leverage her expertise to enhance the firm's recruitment strategies.
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