78 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

    • Business
    • 5.0 • 532 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.

    Build Your Business For Success - An Interview with Michelle Seiler Tucker, CEO, Seiler Tucker

    Build Your Business For Success - An Interview with Michelle Seiler Tucker, CEO, Seiler Tucker

    One of the biggest mistakes a business owner can make is working in the business instead of on the business. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Michelle Seiler Tucker, CEO of Seiler Tucker, recognized M&A expert, and multiple, bestselling author, in a conversation that guides entrepreneurs on how to bust through their own business blocks to create a company of maximum value and success.

    • 34 min
    Road Warrior - An Unfiltered Financial Services Discussion

    Road Warrior - An Unfiltered Financial Services Discussion

    In this week's episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa takes his podcast on the road and shares his candid and insightful viewpoint on the latest news impacting advisors in the financial services industry. Frank's discussion is broad-ranging and includes topics such as:*What exactly is going on at Merrill Lynch and the negative impacts of their private banking strategies which are causing their large advisor teams to leave in droves.*The upwards of 2x greater income potential for an independent vs. W-2 advisor, with a detailed crunch of the numbers that prove this monumental financial upside no matter how you slice it.*How firms can optimize their business structure to achieve greater scale and empower their advisors to provide a higher level of service to clients.Frank's conversation is real and raw. His informed take and concise analysis of the most important trends in financial services leave the listener with actionable insight and illustrate why he is regarded for his position as an industry thought leader.

    • 23 min
    HAVE FAITH - An Interview with Vaughn Kohler

    HAVE FAITH - An Interview with Vaughn Kohler

    If you take the time to consider the one trait every successful entrepreneur has in common, you inevitably arrive at the simplest of answers - Faith. Faith means different things to different people. It can represent a higher power or the universe but ultimately it reflects a belief system that a greater good is working on your behalf. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by business and success writer, speaker, and former pastor Vaughn Kohler for an energetic and dynamic conversation that explores the dimensions of Faith and its resounding impact on life, business and entrepreneurship.

    • 45 min
    Independent Thinking with Bill Walsh - Regional Market Manager, Senior Transition Consultant

    Independent Thinking with Bill Walsh - Regional Market Manager, Senior Transition Consultant

    Experience brings insight and this certainly holds true in financial services where legacy professionals offer a unique ability to see the matrix and understand the past, present, and future of the industry in a way only they can. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Bill Walsh, Regional Market Manager and Senior Transition Consultant, for a conversation that puts their more than six decades of combined industry expertise to work analyzing the financial services industry now and where future opportunities lie for advisors.

    • 24 min
    Industry Impact - A Discussion with Scott Breault, Regional Market Manager, Senior Transition Consultant

    Industry Impact - A Discussion with Scott Breault, Regional Market Manager, Senior Transition Consultant

    For advisors considering a transition, many factors come into play as they navigate that decision. From industry trends to their own goals and vision for their practice, advisor's need to consider every angle in order to ensure they find the right firm partner fit for their long-term business vision. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Regional Market Manager and Senior Transition Consultant Scott Breault, who puts his industry expertise to work by providing key insights for advisors considering making a move.

    • 20 min
    Expand Your Mind, Expand Your Business

    Expand Your Mind, Expand Your Business

    The power of positive mindset in attracting the business and personal growth you desire are undeniable, as Elite Consulting Partners CEO Frank LaRosa discusses with the company's Regional Market Manager Len Murtha. Their in-depth conversation mines the theories of positivity, abundance, and the laws of attraction to offer financial advisors a new perspective on how to approach their practice - and life - in order to achieve goals and realize success.

    • 31 min

Customer Reviews

5.0 out of 5
532 Ratings

532 Ratings

Lelia Day7 ,

Good!

All episodes are so good

Ima listener ,

A Must listen to Show!

Great show! Frank offers lots of wisdom and is absolutely worth the listen!!

WFCLurker ,

Great 15 minutes

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

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