Advisor Talk with Frank LaRosa

Key highlights include: -Why your CRM is only as powerful as your process - and how to fix it -What “lead scoring” really means and how it helps you prioritize outreach -How client journeys within a CRM support long-term relationship building -Real-life examples of turning cold leads into warm opportunities -What happens when you don’t follow up - and the cost of missed chances If you’ve ever said...

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 80/2...

Highlights include: -The real definition of AI - and what it isn’t -How advisors can use AI now for content creation, meeting summaries, keyword tracking, and CRM automation -Why prompt engineering is the new must-have skill for marketing and operations -Use cases for predictive analytics in revenue growth, client retention, and opportunity spotting -The power (and risk) of AI-generated content -...

Highlights include: -The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for -Real-life examples of advisors losing $40K/month by not making a decision -How Elite’s pro forma modeling helps advisors make sense of the math behind a transition -The psychological power of complacency - and how to recognize if you’re stuck -Why going i...

Key takeaways include: -What “managed CRM services” actually mean for advisors -How JEDI helps automate repetitive tasks like RMD reminders and client scheduling -Why data integrity is non-negotiable - and how to test if your data is clean -The direct impact of CRM optimization on firm valuation and exit strategy -Real use cases for automation, integration, and proactive problem solving Whether yo...

Highlights from the episode include: -Why having a successor doesn’t mean you’ve solved for succession. -The real risks of passing your business to an underprepared or undercapitalized G2. -Why external buyers may offer a better deal - and still keep your G2 in the picture. -How top acquiring firms use process, mentorship, and scale to support long-term success. -The critical mindset shift advisor...

Other highlights include: The case for dynamic segmentation and why it outperforms static lists. How to unify contact data across multiple channels to avoid over-messaging. Creating behavioral triggers that pause or adjust email sequences based on client actions. Personalization tips, like phonetic name spelling, that boost client trust and connection. Why great marketing is ultimately just great...

Other highlights include: -Why “dialing in your dashboard” can help advisors focus on what matters most. -How task management, client demographics, and time allocation metrics can drive more informed decision-making. -Why tracking centers of influence and referral pipelines is critical for long-term growth. -The difference between having data - and actually using it to improve performance. -How cu...

Frank and Sue break down essential automation strategies that every advisor should implement:   -How to streamline client onboarding with automated workflows to save time and reduce human error. -Using automated tracking and email alerts to ensure clients take required minimum distributions on time. -Automating tax document distribution to improve efficiency and avoid last-minute client frustratio...

Other highlights include:   -Why financial advisors need to become lifelong students of the industry.   -How deeper data strategies are revolutionizing business growth - and why most firms are still missing the mark.   -The exciting plans to open next year's IGNITE Conference to financial advisors for the first time.   -Why marketing, branding, and personal development are becoming essential skill...

Key takeaways from today’s episode include:   -How to identify the right metrics that drive better lead generation and client conversions.   -The value of internal and external Net Promoter Scores for client retention and operational insight.   -Why small firms need to think like big ones - and build systems that scale.   -How to future-proof your business with the right tech stack, workflows, and...

In this live edition of Advisor Talk, recorded on the floor at IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with Senior Vice President-Head of Advisor Recruiting Consulting at Raymond James, Joseph Pellegrini, for a conversation centered on what truly sets the firm apart - choice, culture, and advisor autonomy. Whether W-2 or 1099, Raymond James offers advisors a platform that meet...

On Day 2 of Advisor Talk live from IGNITE, Frank LaRosa is joined by Brian Mora, Senior Vice President at Ameriprise, for a powerful conversation on leadership, advisor growth, and the evolving expectations in today's wealth management landscape. From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to...

In this special live edition of Advisor Talk, recorded on Day 1 of IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with top voices in the industry to discuss the energy, innovation, and big ideas shaping the future of wealth management. Tune in for real-time insights from the floor, including advisor trends, firm culture highlights, and what’s next for Steward Partners. Whether you we...

Topics covered include: Rich’s path to the CEO role and his early vision for the future of LPL.   The evolution of affiliation models - from 1099 to W-2 and beyond.   Why independence isn’t just a structure - it’s a mindset.   LPL’s take on private equity’s role in the industry and the cautionary tale it presents.   How LPL is helping advisors monetize their practices without selling out.   The im...

In this episode, they unpack: Why advisor choice is shrinking - and what that means for your future   How OSJ’s and producer group models are more relevant than ever   The cultural disconnect between firm leadership and field teams   Why the RIA space is no longer the “wild west” and is closing the gap with IBDs   How consolidation is forcing advisors to re-evaluate what they really want Whether y...

In this episode, Frank breaks it all down: -Why the $90M SEC penalty wasn’t actually dismissed – and what a “reprieve” really means -The financial and emotional toll of multi-year legal battles (even when you ‘win’) -How thin margins and legal pressure can force even well-run firms into tough decisions -The cultural clash that may lie ahead between LPL and Commonwealth -Why perception isn’t always...

Topics covered include: Why comparing payout percentages rarely tells the full story.   How custom pro formas cut through the noise and reveal the real net numbers.   The top mistakes advisors make when analyzing firm economics.   How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees.   What actually moves the needle in long-term success (hint: it’s not the tick...

Show highlights include: -The ripple effects of a $90M SEC fine and how it may have triggered this acquisition -The unintended consequences advisors face when their firm’s actions force them into quick decisions -How consolidation is impacting advisor choice and independence -Why now is the time to be selfish - and strategic - when it comes to your business Whether you’re with Commonwealth, LPL, o...

Topics covered include: Why more conversations don’t always mean more clarity.   How to know when it’s time to stop looking and start deciding.   The role a strategic consultant plays in simplifying the firm selection process.   What really differentiates firms beyond compensation and tech.   The mindset shift needed to find your “forever firm.” If you’re in transition or even just thinking about...

Key takeaways from today’s episode include: The seven essential factors advisors should consider when evaluating CRM platforms. Why Redtail and Wealthbox are popular choices - but may not be scalable for growing firms. How Salesforce offers unmatched customization, automation, and AI-driven insights. The power of integration: How a well-structured CRM connects with key platforms like eMoney, Black...

Frank breaks down two key strategies to help advisors regain their passion while maintaining a thriving business: Rolling up into a larger RIA to offload operational responsibilities while maintaining client relationships. Building the right internal team by hiring specialists to handle compliance, HR, finance, and other business functions so you can focus on advising. He also discusses: How to ev...

Frank and Sue break down three essential automation strategies that every advisor should implement: How to streamline client onboarding with automated workflows to save time and reduce human error. Using automated tracking and email alerts to ensure clients take required minimum distributions on time. Automating tax document distribution to improve efficiency and avoid last-minute client frustrati...

Topics covered include: - How to attract ideal clients by providing meaningful, actionable content. - The systems top entrepreneurs use to generate revenue (and why advisors should pay attention). - Why focusing on the right tasks can dramatically improve growth. - How patience and strategic decision-making lead to sustainable success. - The key to hiring, retaining, and leveraging top-tier talent...

Today’s show highlights include: What quickly growing advisors are doing differently that separates them from their peers. Why advisors who utilize their firm's resources the most, consistently provide a higher level of service to their clients. What Scott Curtis’s promotion to Chief Operating Officer of Raymond James Financial means for advisors who are at Raymond James, or who are looking to tra...