ABOUT THIS PODCAST 🔗
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.
Hosts:
Update frequency:
weekly
Average audio length:
30 minutes
Guest interviews
Has sponsors
English
United States
361 episodes
since May 31, 2019
episodic
LATEST EPISODE 🔗
Key questions answered in this episode:What is the difference between a financial advisor’s goals and their purpose?Goals define outcomes; purpose defines motivation. Advisors who mistake goals for purpose often feel lost after achieving success.Why do advisors feel unfulfilled after hitting major …
SEARCH PAST EPISODES
Search past episodes of Advisor Talk with Frank LaRosa.
PREVIOUS EPISODES 🔗
Most advisors say they want to exit. What they actually want is to stop doing the parts they hate.
Scott Danner has had this conversation more times than he can count. The advisor says they want to sell. Then the deal falls apart. Not because the numbers were wrong but because nobody asked the rig…
Frank has a story from just yesterday that proves clients do not care what your firm is called.
Frank opens with a principle he has seen play out for years, every firm has its day in the sun and every firm has its day in the darkness. Stacey adds that firms move through natural phases of growth and…
Frank and Stacey recorded this one unscripted, straight from a conversation they were already having.
Frank breaks down why a W2 structure is not automatically the wrong choice, using Dan Sullivan's who not how framework to explain that a branch manager, an administrator and operations support are …
Michael Brady says he has perfect clients and he means it.
Frank sits down with Michael, founder of Generosity Wealth Management, to unpack how his career took a hard turn away from traditional financial planning. Michael shares the story of a longtime client, one of the first AIDS doctors in Bould…
Stacey opens this episode with a hot take before Frank even gets a word in.
Frank breaks down a comment made online by Cheryl Penny, founder and CEO of Dynasty Financial Partners, who argued that a financial advisor is only truly independent if they own their own RIA. Frank explains why he disagree…
Most advisors go into a transition focused on the upfront money.
Very few are prepared for everything that happens after they walk out the door.
Some surprises are good ones.
Clients move faster than expected. Assets go up, not down. The income jump is real.
But there are also things advisors c…
Five of Elite's top producers sat down together in Cancun to talk about what actually makes this job matter.
Frank goes around the table asking each consultant what they enjoy most about the work. Tricia talks about relationships and education, Julie compares every advisor conversation to solving …
Frank LaRosa is literally getting a text about this exact scenario while recording this episode.
Frank opens with a real client story, an advisor in his mid to late sixties who has spent a year and a half weighing a full sale against a transition. The multiples sound incredible on paper, ten, twel…
Frank LaRosa says most financial advisors never notice exception debt building until it's already too late.
Frank opens with a real client story, an advisor on a team who set clear non-negotiables for the business he wanted, then slowly compromised on them one at a time until he wasn't building an…
Disclaimer: The podcast and artwork embedded on this page are from Elite Consulting Partners, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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