Advisor Talk with Frank LaRosa

Elite Consulting Partners
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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. When Is the Best Time for Financial Advisors to Transition Firms?

    -3 ДН.

    When Is the Best Time for Financial Advisors to Transition Firms?

    Key Highlights from the Episode: 0:00 – Introduction 1:02 – Should I stay or should I go next year?   2:27 – Why Q4 is often the best time to transition   3:59 – How holidays and client schedules factor into timing   5:35 – Deferred comp considerations for advisors   10:23 – Why firms sweeten deals in Q4 to hit quotas   12:48 – The myth of the “perfect” time to move   14:42 – Leveraging holiday parties and events for client communication   17:08 – Why every advisor’s timing decision is unique   23:12 – Emotional readiness vs. waiting too long   25:27 – Rip the Band-Aid off: once you decide, just go   27:09 – Risks of delaying and firm pushback   28:11 – How to connect with Frank & Stacey   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

    30 мин.
  2. The #1 Tech Mistake RIAs Make (And How to Fix It)

    -6 ДН.

    The #1 Tech Mistake RIAs Make (And How to Fix It)

    Key Highlights from the Episode: 2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available 4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support 6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valuation 7:45 – Succession planning and clean data: how preparation today drives higher multiples tomorrow 10:50 – Custodian and CRM integrations (Salesforce, Redtail, Wealthbox) that streamline advisor workflows 13:00 – Why scalable, repeatable processes matter for growth and long-term success 14:20 – The rise of AI tools in wealth management and how advisors can take advantage 16:05 – JEDI’s new partnerships: approved with Schwab, plus collaborations with Salesforce, Wealthbox, and Redtail 18:10 – Freeing up staff through workflows and automation so advisors can focus on growth and client relationships 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/ Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

    22 мин.
  3. Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers

    18 СЕНТ.

    Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers

    Key highlights from the episode: 0:00 – Introduction   4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse   6:45 – Real examples of how inflated promises derail transitions and waste time   9:55 – What advisors should demand up front to ensure accurate pro formas and offers   16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes   36:35 – Closing thoughts & contact info   If you’re considering a transition, don’t let hype or half-truths guide your decision. Learn how to spot red flags, negotiate effectively, and choose a firm that truly supports your business. -- 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/

    38 мин.
  4. Greatest Hits - How to Build a Practice That Attracts a Premium Buyer

    11 СЕНТ. · БОНУСНЫЙ КОНТЕНТ

    Greatest Hits - How to Build a Practice That Attracts a Premium Buyer

    Highlights include: -The real difference between recurring and advisory revenue - and why it matters for your valuation. -Why managing client assets yourself can decrease your business’s value. -Red flags buyers look for, including data disorganization, aging client bases, and weak G2s. -The role of infrastructure, compliance, and staff continuity in boosting buyer confidence. -How to apply the 80/20 rule to client segmentation for greater clarity and value. -Why five years is the sweet spot for prepping your business for sale - and how to get started. If you’ve ever thought about retiring, even in passing, this episode is your sign to start preparing now. The earlier you act, the more options and leverage you’ll have when it’s time to make your next big move. Need help building a transferable practice? Visit www.eliteconsultingpartners.com today.

    37 мин.
  5. Technology That Builds Value

    4 СЕНТ.

    Technology That Builds Value

    Other key takeaways include: -Why scalable systems and automation matter for growth and valuation. -How poor processes and outdated tech can undermine succession planning. -The importance of integrating platforms to eliminate inefficiencies. -How AI and automation can support, not replace, advisor expertise. -Why investing in tech today protects your firm’s future value. Whether you’re focused on growth, preparing for succession, or simply looking to reclaim more time for client relationships, this episode provides actionable insights into how smarter systems create stronger firms.

    28 мин.
  6. Winning High-Net-Worth Clients

    28 АВГ.

    Winning High-Net-Worth Clients

    Other key takeaways include: -Why branding and marketing are different, and why you need both. -How high net worth clients are influenced by your website, social media, and content strategy. -The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections. -Why consistent, professional content and video are critical for credibility and growth. -How positioning yourself as the “hub” of client relationships creates lasting value. Whether you’re an advisor at a multi-billion-dollar RIA or building your independent practice, this episode delivers actionable insights to help you stand out and win with high net worth clients. If you're ready to grow your practice with intention, leadership, and a community that understands the journey - register today at joinFASS.com.

    19 мин.
  7. AI, Automation, and the Next Generation of CRM Solutions

    25 АВГ.

    AI, Automation, and the Next Generation of CRM Solutions

    Show Highlights: -The shift from static databases to intelligent, proactive CRMs. -How AI and automation streamline advisor workflows and client communications. -Real stories on personalization, from birthday emails to portfolio updates. -Why understanding acquisition costs is critical for advisors. -Best practices for securing client data and minimizing risk. -How intelligent CRMs can differentiate advisors in a competitive marketplace. Tune in as Brian and Sue provide a forward-looking perspective on the role technology will play in the advisor-client relationship and how firms can prepare for the next generation of CRM solutions.

    33 мин.
  8. What Do You Want to Be When You Grow Up?

    21 АВГ.

    What Do You Want to Be When You Grow Up?

    Show Highlights Include:   -The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent.   -Why choosing a new firm should solve for tomorrow, not just today’s pain point.   -Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself.   -Act “as if” now: build processes at $800k that can carry you to multiples of that revenue.   -Inorganic growth tips: start smaller on your first deal and look for conversion opportunities in transaction-heavy books.   -Matching your vision to the right platform (including enterprise/OSJ models) and the size of the “pond” you’re fishing in.   Advisors often chase short-term fixes and then outgrow their platform. Frank and Stacey show how clarifying your end state first informs smarter decisions on staffing, tech, firm selection, and acquisitions - so you don’t have to move twice.

    41 мин.
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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.

Информация

  • Автор
    Elite Consulting Partners
  • Годы выхода
    2019 - 2025
  • Выпуски
    291
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © Copyright 2020 Elite Consulting Partners
  • Сайт подкаста
    Advisor Talk with Frank LaRosa

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