Advisor Talk with Frank LaRosa

Some of the topics discussed include:   How Thom Powers’ background and expertise led him to the recruiting and transition space within financial services.   Determining whether an advisor wants to be independent or have independence (there’s a big difference).   A breakdown of some of the hybrid affiliation channels that are proving to be great options for advisors who don’t want true independenc...

Topics discussed include:   *A breakdown of the Concurrent Advisors value proposition, the firm’s evolution, and goals for the future.    *Why Concurrent Advisors believes that an intentional, specialized approach to the suite of services they offer is strategically advantageous.   *The Concurrent relationship with Merchant and how the alignment of core philosophies between the organizations has i...

Topics discussed include: * Tactical strategies that you can implement right now to become a stronger leader. * Why leadership qualities are more important for financial advisors than ever before. * How Ray Kelly’s career path within financial services led to him being a leadership coach and consultant. * How the Financial Advisor Success Syndicate, an online community of which Frank and Ray are b...

Topics discussed include: * The conceptualization of FASS and a description of the platform. * How FASS intends to fill a much-needed gap in the financial services industry. * Details on the Founding Members of the FASS community and their specific areas of thought leadership. * Why FASS can be considered a ‘family office’ for financial advisors. * How advisors who join FASS benefit and future pla...

This episode is packed with stories from Stephen’s US Navy SEAL career, each drawing a direct correlation for listeners as to how the lessons Stephen learned during his time in service are applicable in today’s business environment. Among the topics discussed: *Motivational and leadership techniques that ensure maximum organizational efficiency. *Planning for the uncomfortable when you are comfort...

Among the many topics covered are: *the Raymond James story, its affiliation options, and how the firm’s resources and tools can be leveraged by advisors to expand capacity, bolster productivity and processes, and ultimately deepen client relationships. *the state of advisor recruiting, its industry impacts, and what trends will influence advisor moves to independence in the months ahead. *how flu...

  Topics discussed include: *Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors. *A breakdown of the advisor-first approach that is at the heart of the Strategic Wealth Services model. *The importance of Transition Assistance as a key differentiator in LPL’s Strategic Wealth Services model. *An explanation of the “pod” concept,...

Topics discussed include: *The meaning and symbolism behind the name, Osaic. *The value proposition of Osaic, and why the updated branding is advantageous to the firm’s advisors. *How placing a heavy focus on streamlining and improving the advisor experience has proven to be a major contributor to the firm’s success. *The steps that Osaic took to build a strong firm culture and sense of community...

Topics discussed include: *Why larger clients impact the scalable growth of your practice and steps to take to implement this strategy. *How to utilize a transition to a new firm and your existing book of business to attract new assets. *The growing importance of social media and branding and its correlation to advisor success. *A breakdown of do’s and don'ts in relation to leveraging your existin...

Topics covered include: *Why the quality of your client relationships is the most important characteristic of your business. *Ways to evaluate your practice through the lens of your client. *The operational changes and efficiencies advisors need to enact now to improve the effectiveness of their client experience. *How to utilize a segmentation strategy to maximize the full potential of your pract...

Topics discussed in Part 1 of the series are: *A breakdown of tangible and actionable ideas that are proven to help advisors grow their practice. *The origin story of eXtraordinary Financial Advisors. *The tactical mistakes advisors make that prohibit scalable growth. *How advisors can use a transition as a ‘reset’ with clients and the positive impacts this technique fosters. *Why capacity managem...

During choppy markets, many advisors get the impression that firms shy away from handing out lucrative transition deals, but this couldn’t be any further from the truth. In today’s Behind the Wheel episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa breaks down how current market conditions translate into improved transition prospects for advisors.   Topics discussed include:   *Th...

Together, the trio discuss in depth the ‘why’ behind the Private Advisor Group value proposition, and how putting advisors and their needs first has proven itself to be fundamental to the firm’s legacy of industry success.   Topics discussed include:   *Private Advisor Group’s rich history as a firm and how they have redefined the meaning of advisor independence.   *A breakdown of the cutting-edge...

Topics discussed include: *Stephen Berman’s career story and the value proposition of CSG Partners. *A breakdown of what an ESOP Plan is and the opportunity it presents for independent advisors. *How an ESOP plan can be utilized to inspire positive employee action and commitment. *The process for implementing an ESOP and the demographics of firms which stand to benefit most from the offering. Not...

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Elite’s very own CMO, Tina Beck, for a detailed conversation tackling one of the most vital components of the digital marketing mix – Search Engine Optimization (SEO). Perspectives shared during the conversation include: *Why SEO needs to be considered a marketing fundamental in any branding strategy. *How to...

Topics discussed include: *Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors. *A breakdown of the advisor-first approach that is at the heart of the Strategic Wealth Services model. *The importance of Transition Assistance as a key differentiator in LPL’s Strategic Wealth Services model. *An explanation of the “pod” concept, a...

This episode is packed with stories from Stephen’s US Navy SEAL career, each drawing a direct correlation for listeners as to how the lessons Stephen learned during his time in service are applicable in today’s business environment. Among the topics discussed: *Motivational and leadership techniques that ensure maximum organizational efficiency. *Planning for the uncomfortable when you are comfort...

Topics discussed include: *Why starting your own RIA isn’t the only option for large producers who want to continue scaling their practices. *The false stigma surrounding closed technology systems. *How the phrase ‘simplicity is the ultimate sophistication’ is especially applicable to advisors when looking at technology. *Why maximizing the efficiency of your processes and systems is integral to a...

Key topics covered included: *The truth and brutality of advisor loyalty and how the current state of the industry is related. *How a leadership change can have strong effects on every member of a firm. *Why making a transition to a new firm is proving more beneficial than ever before. *Why some firms are taking the route of “quantity over quality” with regards to acquiring new talent. Frank pulls...

Key topics of the discussion include: *Current industry trends affecting advisor moves to independence and how Oppenheimer has uniquely positioned themselves to provide advisors structured independence within a boutique firm experience. *The Oppenheimer story including a journey through the firm’s distinguished history and its present successes as a leading global capital markets firm. *How Oppenh...

In this hard-hitting episode of Advisor Talk, advisors will learn exactly how to execute a strategic plan of action forward from a dynamic and powerful conversation as Elite Consulting Partners CEO Frank LaRosa is joined by not just one, but two, former U.S. Navy SEALs who put their vast mission driven expertise to work for the advantage of every financial advisor listening. Dave Rutherford is a f...

Frank and Jon put their decades of expertise to work providing thought leadership on:   The journey from practitioner to enterprise and managing your growth trajectory for scale and success.   The importance of creating a demonstratable value proposition for your practice and dialing in your processes for maximum market impact.   A deep dive discussion on CPA partnership potential and how these pa...

Topics discussed during the episode include: *How to use “who you are” to build your online presence. *Why many advisors have been reluctant to personalize their online presence and the potential consequences of that decision. *How advisors can bridge the gap between the personal side and professional side on their online platforms. *A breakdown of the different social media platforms and how to d...

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Elite’s very own CMO, Tina Beck, for a detailed conversation tackling one of the most vital components of the digital marketing mix – Search Engine Optimization (SEO). Perspectives shared during the conversation include: *Why SEO needs to be considered a marketing fundamental in any branding strategy. *How to...

Key points that Frank conveys include: *The responsibility of protecting the culture of your organization. *Why Core Values are important and knowing how to hire against them. *The financial imperative of building out the right team and how this impacts scalability for any organization. *When to accept its time for you and an employee to part ways. *The leadership skills you can utilize now as a b...