55 episodes

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.

Advisor Talk with Frank LaRosa Elite Consulting Partners

    • Entrepreneurship
    • 4.9 • 207 Ratings

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.

    Leading and Listening - An Interview With Adam Antoniades, CEO, Cetera Financial Group

    Leading and Listening - An Interview With Adam Antoniades, CEO, Cetera Financial Group

    The COVID-19 pandemic has transformed financial services and understanding where the industry was, where it is now, and where it is going will be vital to creating a new playbook for success. In an insightful and dynamic discussion, Elite Consulting Partners CEO Frank LaRosa is joined by Adam Antoniades, CEO of Cetera Financial Group, to address head-on how leadership and strategic direction can foster growth and achievement in the wake of the most recent crisis.

    • 29 min
    A Time of Opportunity - An Interview with Manish Dave, Senior Vice President, Business Development, Ameriprise Financial

    A Time of Opportunity - An Interview with Manish Dave, Senior Vice President, Business Development, Ameriprise Financial

    As firms, advisors, and clients come to grips with the new financial services landscape of the post COVID-19 world, it is important to recognize that with skillful planning, business management practices, and an eye to the future there is the potential for great opportunity and upside in the industry. In a broad ranging discussion that focuses on just such optimism, Elite Consulting Partners CEO Frank LaRosa is joined by Manish Dave, Senior Vice President, Business Development, Ameriprise Financial, capitalizing on both of their experiences as financial services thought leaders in order to chart a path forward.

    • 36 min
    A New Kind Of Independence - An Interview with James Gold, CEO, and Douglas Kentfield, Head of Wealth Management, Steward Partners

    A New Kind Of Independence - An Interview with James Gold, CEO, and Douglas Kentfield, Head of Wealth Management, Steward Partners

    The realization that true independence is not for every advisor has gained a strong foothold in the financial services industry. Top firms are innovating and evolving to offer models which address this, while holding the delicate line between advisor support and advisor autonomy. One such firm is Steward Partners which, as an alternative to the firm's W-2 model, offers an affiliate/1099 model that has gained recognition for uniquely combining the best of the indy and the best of the retail space. Listen in as Elite Consulting Partners CEO Frank LaRosa is joined by Steward Partners CEO James Gold and Head of Wealth Management Douglas Kentfield for a discussion that puts advisor support and opportunity at the forefront.

    • 32 min
    Behind the Scenes with Rich Steinmeier and LPL's new EMPLOYEE MODEL

    Behind the Scenes with Rich Steinmeier and LPL's new EMPLOYEE MODEL

    LPL Financial's launch of an independent employee advisor model has taken the financial services industry by storm. It is being recognized as both a true W-2 model and a business evolution for LPL through its strategic innovations in structured support and compensation. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Rich Steinmeier, Divisional President - LPL Financial for an insightful dialog that champions the cause of advisor freedom and pulls back the curtain, giving information right from the source, on the specifics of LPL's new model and how it can benefit advisors.

    • 29 min
    What got you HERE will not get you THERE....

    What got you HERE will not get you THERE....

    There is a universal truth that applies to both advisors and entrepreneurs alike - that in order to improve yourself and your business you need to be willing to put in as much work as it takes to continually improve both yourself and your business. These are words that Elite Consulting Partners CEO Frank LaRosa lives by and puts into action for himself daily through specific strategies and techniques which allow him to constantly excel while striving to reach his next goal. In this episode, Frank shares those insights and emphasizes the importance of constantly evaluating your business and personal actions to achieve ultimate alignment with your vision of success.

    • 21 min
    It's Time To Step Up - Why Advisors Need to Elevate Their Client Communication Game

    It's Time To Step Up - Why Advisors Need to Elevate Their Client Communication Game

    Communicating with clients successfully is a business fundamental for every financial advisor, but very few advisors get it right - putting them at risk for having existing clients lured away and the funnel of new prospects drying up. Stop complaining and get to work is the challenge Elite Consulting Partners CEO Frank LaRosa makes as he outlines key communication strategies that engage new clients and retain existing ones while simultaneously forging the much necessary advisor-client bond.

    • 18 min

Customer Reviews

4.9 out of 5
207 Ratings

207 Ratings

WFCLurker ,

Great 15 minutes

Sounds like Wall Street Jim Florentine, great listen for advisors curious or serious about exploring alternatives

LWD1017 ,

Great advise !!!

I’ll be going to get my NEW mailbox tomorrow....I’d like to make more money too...

Katsabanis ,

The Advisor's podcast

Anyone in the industry owes it to themsleves to tune in. Frank and Dale are a powerhouse of information.

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