109 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 • 319 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.

    Behind the Wheel Edition – A Time of Opportunity

    Behind the Wheel Edition – A Time of Opportunity

    With ongoing market volatility becoming the order of the day, it has become necessary for firms to pivot their thinking and shore up their positions before year end. Given it is foreseeable that the market will slow even further, firms are making the wise and proactive move to take the recent influx of revenue resulting from rising interest rates and reinvest it into stepping up their recruiting activities. Recruiting is a proven and expedient way for firms to essentially buy assets and boost the bottom line.

    • 9 min
    Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management

    Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management

    The impact of efficient business processes on a financial advisor’s practice and personal success is profound. And yet, many advisors do not capitalize on that opportunity due to lack of strategic direction as to which tactics will streamline and optimize operational capabilities. Get ready to move past that barrier as, in this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Kate Guillen, Founder and Lead Coach of Simplicity Operations Management, for a detailed discussion on the why and how behind creating systemic business processes to drive higher levels of practice performance.

    • 35 min
    Peak Performance with Alan Stein Jr. – World Renowned Speaker, Coach, and Best-Selling Author

    Peak Performance with Alan Stein Jr. – World Renowned Speaker, Coach, and Best-Selling Author

    If you have a desire to excel in your life and perform at a high level, be it personal or professional, then this episode of the Advisor Talk with Frank LaRosa podcast is for you! Get ready for a profound and powerful conversation as Elite Consulting Partners CEO Frank LaRosa is joined by Alan Stein Jr. for a discussion that offers proven processes which optimize peak performance to create a life of meaning and fulfillment.

    • 49 min
    Advisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth Management

    Advisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth Management

    The financial services industry is experiencing a down market, which has firms, advisors, and clients on edge about what to expect. For advisors who want to be successful during these uncertain times there is one factor to keep in mind - you need to flip the script. Down markets can be an opportunity to solidify client relationships, leverage growth opportunities, and set a solid foundation for future success, as this special joint episode of the Advisor Talk and Quantum Growth podcasts will explain.

    • 40 min
    You Started a BD or RIA - Now What?

    You Started a BD or RIA - Now What?

    Advisors who are attracted to the benefits of independence, the autonomy of business ownership, and the lucrative financial upside are taking the leap and starting their own RIA or broker-dealer. Once their firm is established; however, the question then becomes how does the firm scale in order to grow. For this, many broker-dealer and RIA firms seek to recruit new advisory talent but are unsure as to how to get started.

    • 27 min
    Behind the Wheel - Strategies for Advisors on the Move

    Behind the Wheel - Strategies for Advisors on the Move

    As the number of financial advisors making a move to new firm partners continues on an upward trajectory, the top question for those making a transition remains, "I've decided on a new firm partner, now what do I do to successfully move my practice?"

    • 17 min

Customer Reviews

5.0 out of 5
319 Ratings

319 Ratings

Johnny-G-2022 ,

The podcast is ELITE - just like their firm’s name

As a newer advisor, currently in my first year in the business, this podcast has been extremely helpful in learning the industry landscape, as well as strategies to become a better advisor. Frank & Dale, keep up the great work!

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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