129 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 • 302 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.

    Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer

    Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer

    The transformation, change, and growth that advisor moves to independence has fostered within the financial services industry is undeniable. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by fellow industry veteran and thought leader Ed Harrington, Oppenheimer’s Executive Vice President – Private Client Division, for a conversation that evaluates and applies the lessons and opportunities found within that trend. Informed through the lens of the Oppenheimer legacy, the subjects covered by Frank and Ed are both informative and insightful.

    • 42 min
    A Model For Success with Rita Robbins, Founder & President – Affiliated Advisors

    A Model For Success with Rita Robbins, Founder & President – Affiliated Advisors

    Differentiating yourself within the increasingly competitive financial services landscape has become an imperative for advisors as building a successful practice goes beyond managing assets in today’s marketplace. It involves innovation, leadership, and forging deep client relationships in an authentic way. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Rita Robbins, Founder and President of Affiliated Advisors for a conversation that conveys how Rita distills her personal leadership style, filled with genuine enthusiasm and passion for the financial services industry, into tangible lessons and practical strategies advisors can use to impact their own practice performance.

    • 39 min
    Greatest Hits - Learn About LPL Linsco with Clare Kiesel - Senior Vice President, Business Development, LPL Independent Employee Channel

    Greatest Hits - Learn About LPL Linsco with Clare Kiesel - Senior Vice President, Business Development, LPL Independent Employee Channel

    The LPL Linsco model has caused many in the financial services industry to stand up and take notice. Linsco was launched within LPL’s Independent Employee Channel as an alternative for advisors seeking the security of a W-2 employee situation yet still craving the autonomy and flexibility found within independence.

    • 51 min
    Power Performance – with Matt Reiner, Managing Partner, Capital Investment Advisors and Host of Bridging the Gap Podcast

    Power Performance – with Matt Reiner, Managing Partner, Capital Investment Advisors and Host of Bridging the Gap Podcast

    In an increasingly crowded financial services environment, advisors need to step up their game to separate themselves from the competition. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Matt Reiner, Partner at Capital Investment Advisors and Host of the Bridging the Gap podcast, for a discussion that is filled with a high level of depth and analysis on the systems, processes, and intuitive psychological triggers which can elevate advisor and practice performance.

    • 47 min
    Greatest Hits - Advisor Talk 2022 Celebration

    Greatest Hits - Advisor Talk 2022 Celebration

    This is a greatest hits re-release of our 100th episode which celebrated our top podcast recordings.

    • 29 min
    Greatest Hits Episode - Legal Perspective Series - with Brian Neville, Founding Partner of Lax & Neville

    Greatest Hits Episode - Legal Perspective Series - with Brian Neville, Founding Partner of Lax & Neville

    The legal nuances behind making a move to a new firm partner intimidate many an advisor, but it's time to move past that block. In this first episode in Advisor Talk's Legal Perspective Series, Elite Consulting Partners CEO Frank LaRosa is joined by Brian Neville, Founding Partner of Lax & Neville, to provide insight and context to listeners as to best legal practices when making a transition.

    • 18 min

Customer Reviews

5.0 out of 5
302 Ratings

302 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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