Advisor Talk with Frank LaRosa

Among the many topics covered by Frank and Nate are: * Nate Lenz’s unique financial services perspective and how those insights informed Concurrent’s model. * A ‘behind the scenes’ take on Concurrent and the firm’s methodology which looks beyond production alone to support advisors in growing their practices. . * Why allowing advisors to maintain their identity, while still providing them with sca...

Key topics covered by Frank and Libet include: *The Concourse Financial Group value proposition and how Libet’s own career trajectory informs how she implements resources for advisor success. *The importance of technology innovation to advisor achievement and how Concourse has applied this insight within their own organization. *Why having access to a comprehensive support team is a necessary addi...

Among the topics discussed are: *The importance of picking a firm whose culture aligns with your goals, both personally and professionally. *Commoditization within the current recruiting market and how that translates for advisors. *The benefits of being transparent about your goals and practice vision when negotiating with potential new firm partners. *Unexpected negatives brought to the table wi...

Key points of discussion include: *A breakdown of recent advisor trends, including where advisors are transitioning and why. *An analysis of models offered by LPL, their key differentiators, and how advisors are applying those services to their own process and practice needs. *A deep dive into the LPL Strategic Wealth Services (SWS) model, using football’s RPO offense as a metaphor, for the impact...

Among the many topics Frank and Vince cover are: *How Vince’s decades of experience in the wirehouse space led him to a career championing supported independence. *The current state of financial advisor recruiting, its industry impacts, and what trends will influence advisor transitions in the coming months. *The Sanctuary Wealth value proposition and the key differentiators of the firm’s supporte...

Topics discussed include: *The origin story of f3Logic and how a focus on innovation has served to inform the evolution of the firm. *f3Logic business strategies, including the firm’s focus on portability, technology, and autonomy, and how they scale these components for the benefit of their advisors. *Strategic guidance advisors can use to create better valuations for their own practices and comm...

Among the topics Frank and Dale discuss are: *the difference between simply hiring and seeking out talent and the value in looking across industry sectors to find the right employees with the right skill set. *values based hiring principles and why establishing your company’s core values is a step fundamental to attracting and retaining the right talent. *delivering a high level of service as an i...

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...

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...

Key discussion topics covered by Frank and Rita include: *How surrounding yourself with the right team is paramount to building a practice that makes its mark on the industry. *The independent model shift towards “be supported, be free” and how the intersection of technology, compliance, and operational resources impact advisor performance. *Why the pandemic changed advisor-firm partner relationsh...

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey are joined by Clare Kiesel, Senior Vice President, Business Development, LPL Independent Employee Channel, for a conversation that goes beyond surface level and peels back the current on the specifics behind the LPL Linsco model, why advisors are gravitating to the option, and how the model has r...

Among the topics Frank and Matt cover are: *Fostering advisor autonomy within a practice as a catalyst for learning and growth, while maintaining an overall culture committed to high performance levels. *Tactics for implementing technology solutions to create a better client service model. *Efficiency as an obsession and how systems and processes are vital to scalable practice growth. *The psychol...

Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey commemorate the occasion with a trip down memory lane as they cover episode highlights, the production journey of Advisor Talk, and their best memories from the podcast recording experience. Milestones discussed by Frank and Dale include: *their favorite podcast episodes, the reasons why these episodes resonated, and the importa...

In particular, this episode focuses on client solicitations when making a move. Topics covered by Frank and Brian include:   Understanding your employment agreement, its restrictions, and how these can impact a transitioning advisor.   The importance of knowing before your move the policies of the firm you are transitioning to, as well as the firm you are moving from.   What to do and what not to...

Key topics covered in the conversation include: *The top automation strategies financial advisors need to employ now that have the most substantial and positive practice impact. *Simplifying and replicating efficient business processes as the foundation for sustainable business growth and increased profit. *How financial advisors can use process and planning tools to create replicable efficiencies...

Listen as Advisor Talk host and Elite Consulting Partners CEO Frank LaRosa and Jon Kuttin, Founder & CEO of Kuttin Wealth Management and Quantum Growth host, share a deep-dive discussion that will provide advisors the tools necessary to transform the down market into a decisive period of advantage for the career and practice. Key points covered in the in-depth conversation are: *how effective, tra...

Alan Stein Jr. is a powerhouse of information and expertise. He is the best-selling author of the books Raise Your Game and Sustain Your Game and has become a sought-after speaker for his spirited and actionable mindset training. Alan has worked with some of the most recognized top athletic performers in the world, among them Kobe Bryant, Kevin Durant, and Stephen Curry. Now is your chance to lear...

Negotiation is a crucial part of any business relationship. This is particularly true for financial advisors considering their transition opportunities. Successful negotiations will help you secure the long-term partnership with your new firm that guarantees success. In this episode, Frank and Dale take us on an in-depth look at how to negotiate appropriately to protect yourself while also getting...

Key takeaways Frank shares include: *Why both hunters and advisors need to trust their gut instincts when analyzing opportunities and evaluating their options. *Creating habits and rituals that result in preparedness that allow you to capitalize when the right opportunity comes along. *Why details matter and how to amass small wins to achieve ultimate success. *How to read the landscape to fully u...

Insights and tactics shared by Frank and Dale include: *Leveling up client interactions and solidifying relationships prior to making a move to increase the success and ease of transitioning your book of business. *Leveraging choppy markets to establish your thought leadership and industry expertise with clients. *The importance of treating you existing support team like clients and engaging them...

Insights shared by Frank and Dale include: *How to establish KPIs and then implement an effective review and accountability process for those measurables to clarify where your business stands now and future-cast where your business is going. *The intelligence of aligning action and activity to achieve desired outcomes and committing to putting in the effort it takes to actualize success. *Understa...

Key discussion points covered by Frank and Jeff include: *A look under the hood at Stratos Wealth Partners operational philosophy and the key differentiators that have made the firm’s Hybrid RIA model so successful. *The levels of infrastructure and support advisors require to go independent with confidence and the technology and processes that prove key to increasing operational capacity. *An ana...

Through a dialog that is both practical and insightful, Frank and Elite Consulting Partners President Dale Dempsey break the Compound Pounding concept down into tangible action for financial advisors and share tactical insight into how repetitive and consistent business action can reap tangible and scalable practice performance long term. Topics covered in the conversation include: *An analysis of...

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey are joined by Clare Kiesel, Senior Vice President, Business Development, LPL Independent Employee Channel, for a conversation that goes beyond surface level and peels back the current on the specifics behind the LPL Linsco model, why advisors are gravitating to the option, and how the model has r...

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey broadcast their first episode from the new Advisor Talk podcast studio and offer specific insights that will get listeners excited to revolutionize their businesses through social marketing strategies. Key topics covered by Frank and Dale include: *Establishing your brand identity by crafting a s...