Advisor Talk with Frank LaRosa

Elite Consulting Partners
  • 4.8 (89)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

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.

  1. You Don’t Know What You’re Saying No To – with Brian Mora

    2D AGO

    You Don’t Know What You’re Saying No To – with Brian Mora

    Frank and Brian also dig into: • The pivotal 2005 spin-off from American Express - and what it unlocked for advisors. • Why it’s “all about how much you make, not the payout.” • How Ameriprise’s E-Meeting, Insights, and AI-driven Copilot tools are redefining advisor efficiency. • The power of home-office visits and what advisors should look for in firm culture. • Why advisors who said “never” to Ameriprise often end up saying “yes.” If you’ve ever wondered why so many top producers are giving Ameriprise another look, this episode delivers straight answers, real examples, and lessons every advisor can use when evaluating their next move. Resources: Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com Connect with Brian Mora on LinkedIn or via phone: (609)-335-8844 https://www.linkedin.com/in/brian-j-mora-cfp%C2%AE-crpc%C2%AE-awma%C2%AE-4076b610/   Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

    48 min
  2. Can Financial Advisors Really Trust Generative AI?

    5D AGO

    Can Financial Advisors Really Trust Generative AI?

    Listen now to learn: 00:00 – Intro: 02:35 – What Is Generative AI (Really)? 06:04 – Compliance Concerns & Data Privacy: 14:20 – Can You Trust AI to Run Your Practice? 18:09 – Data Is the New Asset Class: 22:19 – Trust, Credibility & the Human Factor: 27:11 – The Future of Work in Financial Services: 31:05 – Final Thoughts: Trust But Verify: Learn more about our companies and resources: -Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com -Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com -Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com -JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com   Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

    33 min
  3. 250th EPISODE SPECIAL | The Biggest Lesson's Advisors Never Learn

    NOV 6

    250th EPISODE SPECIAL | The Biggest Lesson's Advisors Never Learn

    Chapters: 00:00 – Intro 01:03 – Lessons from 250 Episodes 22:54 – The Mythbuster Mentality 23:26 – Authenticity, Evolution, and Advisor Education 31:29 – Keep It Fresh Learn more about our companies and resources: -Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com -Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com -Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com -JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com   Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

    32 min
  4. HOT MIC: The Truth Hurts - Why Discomfort Drives Growth

    NOV 3 · BONUS

    HOT MIC: The Truth Hurts - Why Discomfort Drives Growth

    In this quick-hit discussion, the two dive into: -Why most leaders are too busy “working in” their business to actually work on it. -How great coaches and therapists ask the questions you don’t want - but need—to hear. -The value of data as exposure - how numbers, like game film, don’t lie. -Why discomfort isn’t something to avoid… it’s where growth actually happens. If you’ve ever felt stuck, scattered, or overwhelmed, this behind-the-scenes moment will hit home.

    6 min
  5. Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)

    OCT 30

    Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)

    Across the conversation, the panel digs into: • What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs. • Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline. • Multiple paths beyond a sale: capital-markets needs, growth capital, roll-ups, second bites, and direct private deals alongside traditional planning. • Culture and collaboration: demystifying the process, quarterbacking expert teams, and the peer-to-peer sharing that’s accelerating growth across practices. Key Chapters: 00:00 – Intro   03:10 – Ken Grider introduces the advisor lineup and program structure 05:17 – Lisa Detanna: 5.5 B AUM and 70% business-owner clients 10:14 – Training through IBex (Institute for Business Owner Excellence) 12:31 – How Raymond James bridges investment banking and planning 14:11 – Addressing big-bank perception vs. Raymond James capabilities 14:28 – Ryan Bass: learning the language of business-owner conversations 18:27 – Will Deupree: early-stage conversations that create loyalty 25:13 – Cody Hilbun: building an 18-person IB-focused advisory team 30:11 – Mike Tutcher: growth through Masterclass and golf-course networking 38:17 – Ken Grider: going where competition isn’t 39:29 – Zac Hersman: Americas Group and cross-border opportunities 45:06 – Lisa Detanna: culture, client-centric service, and firm leadership 50:16 – Inside IBex & Masterclass: demystifying the process 01:02:14 – Hosting local business-owner events and strategy summits 01:12:18 – Educating business owners creates lasting relationships 01:16:08 – Final thoughts: culture, vision, and paying it forward If you work with business owners (or want to), this discussion offers concrete examples, candid lessons learned, and specific approaches you can adapt to your market - without promising outcomes and while keeping client interests front and center. Resources: Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

    1h 22m
  6. Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)

    OCT 27

    Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2)

    Key Chapters 0:00 –From concept to execution of Raymond James’ advisor-banker model 3:45 – The IBex program: turning education into action 8:20 – The Masterclass series and year-long learning model 13:00 – Building confidence and credibility with business owners 18:40 – How advisors are rebranding and hosting Business Owner Summits 24:10 – Case study: transforming revenue through investment banking partnerships 29:30 – Why every advisor should rethink their approach to business-owner clients 35:40 – Final takeaways: growth, fulfillment, and opportunity for advisors Resources: Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com Connect with Ken Grider: Ken.Grider@RaymondJames.com   Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

    40 min
  7. Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)

    OCT 23

    Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)

    Key Chapters 0:00 – Introduction 2:15 – Why financial advisors should focus on business-owner clients 5:10 – The challenges of illiquid wealth and how advisors can solve them 9:00 – How Raymond James connects wealth management and investment banking 12:40 – Building deeper COI relationships with attorneys and accountants 17:25 – Why understanding business valuation matters for every advisor 22:40 – Raymond James’ unique culture and the “village” behind the success 28:10 – How collaboration with investment bankers expands advisor opportunity 33:30 – Why this approach is the future of growth for independent advisors Resources: Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com Connect with Ken Grider: Ken.Grider@RaymondJames.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn:  https://linkedin.com/company/eliteconsultingpartners

    36 min
  8. From Lead to Loyalty: CRM’s Role in Customer Journey Mapping

    OCT 20

    From Lead to Loyalty: CRM’s Role in Customer Journey Mapping

    Key Highlights: 00:00 – Introduction 01:05 – Optimizing tech stacks and increasing valuation 03:17 – Defining client loyalty and retention 04:23 – How CRMs improve onboarding, notes, and communication 06:39 – Using data to strengthen relationships and trust 08:23 – How to future-proof your advisory business 10:12 – Building data hygiene and integrated systems 16:59 – Finding efficiency gaps and scaling intelligently 17:22 – The compounding power of technology 19:06 – Advisor transitions, CRM agnosticism, and closing thoughts Resources: Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

    22 min
See All (305)

4.8
out of 5
89 Ratings

About

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.

Information

  • Creator
    Elite Consulting Partners
  • Years Active
    2019 - 2025
  • Episodes
    305
  • Rating
    Clean
  • Copyright
    © Copyright 2020 Elite Consulting Partners
  • Show Website
    Advisor Talk with Frank LaRosa

You Might Also Like