30 episodes

The Financial Advisor’s Advisor podcast was created by Elite Consulting Partners President and CEO Frank LaRosa to give guidance and advice on a host of different topics all centered around the financial advisor, RIA, and other practitioners. Frank’s advice will cover topics likes practice management, business ownership, transition to another firm, technology, wire-house firms, regional firms, independent firms, RIA’s, the M&A side of the business, and any other topics relevant to being a financial advisor in the wealth management business. Frank’s goal and the goal of his Elite Consulting Partners team is now – as ever – to be the Financial Advisor’s Advisor!

The Financial Advisor's Advisor Elite Consulting Partners

    • Management

The Financial Advisor’s Advisor podcast was created by Elite Consulting Partners President and CEO Frank LaRosa to give guidance and advice on a host of different topics all centered around the financial advisor, RIA, and other practitioners. Frank’s advice will cover topics likes practice management, business ownership, transition to another firm, technology, wire-house firms, regional firms, independent firms, RIA’s, the M&A side of the business, and any other topics relevant to being a financial advisor in the wealth management business. Frank’s goal and the goal of his Elite Consulting Partners team is now – as ever – to be the Financial Advisor’s Advisor!

    The Next Generation - Training and Mentoring Junior Advisors

    The Next Generation - Training and Mentoring Junior Advisors

    Many financial services firms leverage recruiting junior advisors as a growth strategy for their business while struggling to counteract the low success rate these financial advisor newcomers will experience. In this episode, Elite Consulting Partners CEO Frank LaRosa discusses the subtleties in managing, mentoring, and training new advisors to the ultimate levels of achievement for the benefit of both the firm and the advisor.

    • 18 min
    Collaboration Is Key - Utilizing A Mastermind Group To Maximize Your Business

    Collaboration Is Key - Utilizing A Mastermind Group To Maximize Your Business

    Surrounding yourself with professionals who share your business vision, embrace a philosophy of positivity, and foster inspired action can create immeasurable success in your business and your life. In this episode, Elite Consulting Partners CEO Frank LaRosa shares valuable insight into how to assemble and utilize your own Mastermind Group to exponentially compound your business results while transforming your professional, mental, and personal growth.

    • 18 min
    The Season Of Giving - Gifting Your Business By Defining Your Core Values

    The Season Of Giving - Gifting Your Business By Defining Your Core Values

    Twas the night before Christmas and not a creature was stirring - except Elite Consulting Partners CEO Frank LaRosa and his right-hand man Dale Dempsey recording their latest podcast episode. Listen and learn about core values and the step-by-step process and strategic implementation measures the Elite team used to positively impact their business and its culture.

    • 25 min
    Year End Review

    Year End Review

    • 23 min
    Jingle All The Way - Separate Yourself From The Competition This Holiday Season

    Jingle All The Way - Separate Yourself From The Competition This Holiday Season

    How can holiday greetings and gifts for your clients impact your business? Elite Consulting Partners CEO Frank LaRosa explains how to set yourself apart with your corporate holiday gifts and details the logistics, gift items, and special touches that matter most while Dale Dempsey gets into the spirit of the season by playing Santa's Helper in his Santa hat.

    • 23 min
    Behind The Wheel - Navigating The Art of The Deal When Making Your Transition

    Behind The Wheel - Navigating The Art of The Deal When Making Your Transition

    How do you best negotiate moving your practice to a new firm? Frank LaRosa takes this episode of 'The Financial Advisor's Advisor' on the road as he details the nuances in negotiation which insure your move secures both the best price and the best long-term relationship with your new firm partner.

    Learn more at https://www.eliteconsultingpartners.com/the-financial-advisors-advisor-podcast/

    Watch us on YouTube: https://www.youtube.com/channel/UCRjHhruwbtu1d3N-KleWR_g

    #TheFinancialAdvisorsAdvisor #FrankLaRosa #EliteConsultingPartners #RIA #Wirehouse #Independence #FinancialServices #WealthManagement #Success #Entrepreneur #ArtOfTheDeal #Recruiting #iamarete #wearearete #maxout #mfceo

    • 18 min

Customer Reviews

WFCLurker ,

Great 15 minutes

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

LWD1017 ,

Great advise !!!

I’ll be going to get my NEW mailbox tomorrow....I’d like to make more money too...

Katsabanis ,

The Advisor's podcast

Anyone in the industry owes it to themsleves to tune in. Frank and Dale are a powerhouse of information.

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