Advisor Talk with Frank LaRosa Elite Consulting Partners
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- Business
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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.
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Streamlining Success: How Consultants Empower Financial Advisors
As a financial advisor, if you want to be able to navigate the marketplace effectively, it requires comprehensive research and expertise.
In this week’s special live episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President for Elite Consulting Partners. Together the dynamic duo dives into the importance of working with a professional consultant when considering buying, selling, or transitioning a financial advisory practice. -
Greatest Hits - Mastering the Art of M&A
When buying, selling, or transitioning a financial advisory practice it is vital to have a focused, specialized plan in place in order to produce great outcomes.
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Raymond James' Pathways for Advisor Growth
There is a clear trend across the financial services industry - an increasing emphasis on advisor mobility and career flexibility. This trend underscores the value placed on advisor autonomy and the ability to tailor one's professional journey to achieve long-term success and fulfillment.
In this week's episode of Advisor Talk, Frank LaRosa is joined by Jodi Perry, the new National Head of Advisor Recruiting at Raymond James. With over 30 years of experience at Raymond James, Perry is passionate about recruiting and aims to leverage her expertise to enhance the firm's recruitment strategies. -
Do You Have A Crystal Ball for Your Business?
KPI’s can act as a crystal ball for your practice, providing invaluable foresight into upcoming trends, potential challenges, and opportunities for growth. By diligently monitoring KPI's, you gain a comprehensive understanding of your practice's performance in real-time.
In this week's episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President for Elite Consulting Partners. Together, the dynamic duo explores the significance of KPI's in achieving a successful practice. KPI's, or Key Performance Indicators, serve as vital benchmarks for measuring various aspects of a business's performance. They provide key insights into the health and progress of a practice by quantifying critical areas such as client acquisition, retention rates, revenue growth, and operational efficiency. -
Adapting to Change: Essential Strategies for Advisor Success
In this week's episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Scott Curtis - President, Private Client Group, Raymond James Financial. Together, the two long-time peers break down a number of current industry trends that are shaping the future of financial services, and what advisors should be doing themselves if they are looking to get ahead of the curve.
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Hot Mic Discussion: A 9 to 5 is Part Time
In this week's Hot Mic episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Stacey Frank, Executive Vice President for Elite Consulting Partners. Together, the power duo explores the reevaluation of the traditional 9 to 5 work week, emphasizing the necessity of putting in extra hours to achieve your goals. They discuss the vital commitment to success, highlighting how actions speak louder than words, and delve into the abundant opportunities and wealth available to advisors who are willing to put in the work.
Customer Reviews
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!
A Must listen to Show!
Great show! Frank offers lots of wisdom and is absolutely worth the listen!!
Great 15 minutes
Sounds like Wall Street Jim Florentine, great listen for advisors curious or serious about exploring alternatives