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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Greatest Hits - The Power of Branding Series with Tina Beck, CMO - Elite Consulting Partners - Episode 2
Social media is here to stay, and it’s time for advisors to start taking advantage of the marketing opportunity it presents. In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by our CMO, Tina Beck, for the second installment of their branding and marketing series. Listen closely as Frank and Tina offer the listener key insights as to why they need to focus on social media and building out their online presence.
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Greatest Hits - Don’t Get Distracted By Shiny Objects – with Stacey Frank, Elite Consulting Partners
There is a common tendency for financial advisors to make hasty decisions when making a transition based on perceived immediate gain. While this may be tempting, it is often not always the best choice.
In this week’s edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is once again joined by Elite’s Vice President and Managing Director, Stacey Frank. Together, they dive into the intricacies of making an informed transition decision as a financial advisor and uncover the mistakes advisors can make by being lured by enticing but potentially misleading opportunities, which they call shiny objects. -
Greatest Hits - To Be an RIA, or Not to Be an RIA
Contrary to common belief, achieving independence as a Registered Investment Advisor (RIA) involves more than just financial considerations and a desire to run your own business.
In this week’s edition of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes back into the studio Vice President and Managing Director of Elite Consulting Partners, Stacey Frank. Together they unravel the intricacies of the term 'RIA', shedding light on the multifaceted journey to independence. -
Empowerment Strategies for Business Success
In the world of entrepreneurship and finance, success often hinges on a combination of strategic habits, thoughtful practices, and insightful principles.
This week’s episode of Advisor Talk with Elite Consulting Partners CEO Frank LaRosa and Executive Vice President Stacey Frank provides an illuminating exploration of these topics and provides actionable empowerment strategies that can propel your business to new heights of success and fulfillment. -
Unlocking Success for Independent Advisors
As the financial services industry witnesses a significant shift with advisors transitioning into the W2 space, it becomes increasingly crucial for practitioners to recognize that entitlement and a lack of trust between you and your employees can pose a formidable threat to the success of your practices.
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined on the show by Elite’s Executive Vice President, Stacey Frank. Together, Frank and Stacey shed light on what independent financial advisors need to focus on if they want their practice to reach its full potential. -
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.
In this week’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes to the show Brian Selfridge, the Senior Vice President of Elite Advisor Successions (EAS), and Joe Greco, the Managing Director for Elite Advisor Successions. Together, the trifecta unveils the inner workings of EAS, shedding light on industry trends, buyer-seller dynamics, and the essential preparations for navigating the advisor marketplace.
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