Advisor Talk with Frank LaRosa

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...

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...

Listeners of the episode will learn direct from Frank and Dale: *Why there is still tremendous M&A activity – even though the markets are flattening – particularly when it comes to RIAs buying other RIAs. *The financials which are characterizing RIA acquisition deals, understanding valuations, and assessing when the right time to sell your practice may be. *Understanding the importance of which in...

The LPL Focus 2022 Conference was an event which not only gave a snapshot into LPL Financial Services but provided a wealth of advisory and industry leadership information. From the array of guest speakers and educational sessions, Frank and Dale garnered a number of new ideas and perspective shifts that they share in this episode, and which are relevant to every advisor in financial services toda...

So, what does this mean for advisors? It puts advisors in the driver’s seat as Elite Consulting Partners CEO Frank LaRosa explains from his own driver’s seat behind the wheel of his new Ferrari in this special edition of the Advisor Talk podcast. Listen as Frank breaks down why the recruiting market is so hot right now and how advisors can capitalize on the incredibly lucrative deals being offered...

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...

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...

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...

That's where this episode of Advisor Talk bridges the gap. Listen as Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey breakdown the strategic action steps a RIA or broker-dealer need to take in order to attract and retain the right advisory talent to build a successful enterprise.   Topics covered include: *the importance of preparing a business plan when establishing your RIA...

That is the very question Elite Consulting Partners CEO Frank LaRosa tackles in this special Behind the Wheel episode of the Advisor Talk podcast. Listeners will join Frank on the road as he travels through Florida visiting clients while carving out time to share his significant expertise on this important topic.   Key points Frank covers in the episode include: *a step-by-step breakdown of the ac...

In this episode, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey analyze the W-2 model trend within the independent space, its implications, and the indications that though some things may change in financial services some things continue to remain the same. Topics covered in the conversation include: *the progression of the independent space and how it has driven the need fo...

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...

The conversation is in-depth and goes beyond surface level, drawing upon Frank and Dale's significant executive experience to create a best practices blueprint for hiring. Among the key areas covered are: *creating a structured new hire process, focused on the organization's core values and vision, which can be articulated company-wide by key personnel interacting with prospective new hires. *eval...

Desireé herself was an advisor first and funneled her own dedication to entrepreneurship and leadership into an impressive career trajectory that has encompassed advisory, management, and executive roles at some of financial services most storied and impressive firms. Listen in as Frank and Desireé discuss key business drivers impacting advisor success today, among them: *the SagePoint Financial I...

Ben Newman is a massive force in mindset and performance coaching. He ranks as of one of the Top 50 speakers in the country, is the mental conditioning coach for University of Alabama and Kansas State University, and the author of the best-selling book "Uncommon Leadership". Additionally, Ben wrote the Foreword to Frank's own book "Counterpunch" and is a fan favorite, repeat guest on the Advisor T...

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is once again joined by Brian Neville, Founding Partner of Lax & Neville, for a candid discussion which hones in on the enterprise value of teams and the strategic importance of having a team agreement in place to protect all advisors involved. Topics covered in the conversation include: *the particulars of what constitute...