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. Why Most CRMs Fail (and How to Fix Them)

    1일 전

    Why Most CRMs Fail (and How to Fix Them)

    Key Highlights from the Episode: 0:00 – Introduction 0:44 – Future-proofing your CRM and architecting for scalability 2:23 – Why most CRMs fail when firms grow 5:08 – AI in CRMs: more than just dashboards 10:34 – Inside “Elite Genie” and how it supports advisors 11:48 – Why your CRM is really a data warehouse 14:05 – Integration-first architecture for efficiency and scale 25:19 – Data hygiene: the foundation of advisor valuations 33:15 – Overcoming skepticism around AI adoption 38:08 – A roadmap to future-proofing your tech stack 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

    42분
  2. When Is the Best Time for Financial Advisors to Transition Firms?

    5일 전

    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

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

    9월 22일

    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

    22분
  4. Financial Advisor Transitions: Don’t Get Played on Recruiting Deal Numbers

    9월 18일

    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/

    38분
  5. Greatest Hits - How to Build a Practice That Attracts a Premium Buyer

    9월 11일 · 보너스

    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.

    37분
  6. Technology That Builds Value

    9월 4일

    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.

    28분
  7. Winning High-Net-Worth Clients

    8월 28일

    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.

    19분
  8. AI, Automation, and the Next Generation of CRM Solutions

    8월 25일

    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.

    33분
모두 보기(292개)

4.8
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89개의 평가

소개

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.

정보

  • 제작진
    Elite Consulting Partners
  • 방송 연도
    2019년 - 2025년
  • 에피소드
    292
  • 등급
    전체 연령 사용가
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    © Copyright 2020 Elite Consulting Partners
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    Advisor Talk with Frank LaRosa

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