Advisor Talk with Frank LaRosa

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...

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 discussion which covers the legal complexities surrounding acquiring a book of business and the implications these agreements have on an advisor's ability to transition in the future. Key discussion topics include: *how agreements for acquiring...

Some of the key take-aways from Frank and Dale's discussion include: *the many ways firms provide capital to advisors and how to evaluate whether the offer you may be receiving is too good to be true. *crypto currency and why some advisors are trending towards the opportunity as part of their must-have firm partner criteria. *opportunity, technology, compliance, and the role all three play in the...

Topics of note include: *the legacy of the Stifel firm, its culture of entrepreneurship, and the impact those factors have had on the success of its independent model. *which advisors align with the Stifel Independent Advisors value proposition and how that synergy fosters practice growth. *the long-term vision for Stifel Independent Advisors and the strategic direction behind that vision. *why ad...

Insights covered include:   clearly defining your purpose so all actions you take are aligned to that end.   how clearly defining your core values are essential to team building and company growth.   the duality between clear brand messaging and unified company action toward a goal.   why focusing only on the money is the worst mistake a transitioning advisor can make.   If you lead with purpose,...

Key themes of the conversation include: *why relying on a consultant as your trusted guide can help you avoid missteps when making a move to a new firm. *understanding that all consultants are not created equal and that finding the right guide for your transition to a new firm partner is key to success. *how being receptive, listening, and learning throughout the due diligence process will ultimat...

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...

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes Kimberly Sanders, Senior Vice President, Advisor Business Strategy, Strategic Wealth Services at LPL Financial for a conversation that offers listeners a true insider's perspective on the 'secret sauce' behind the model's success. Get ready to take plenty of notes as Frank interviews Kimberly about: *How LPL has s...

Topics of discussion include: *protocol versus non-protocol firms and the basic mistakes advisors make when leaving a non-protocol firm. *why it is important for transitioning advisors to be informed of their receiving firms' rules for client information and the imperative of remaining consistent within that paradigm. *best practices for handling client contact information within the digital space...

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...

Learn directly from Frank and Dale key insights such as: *how deferred compensation can be used by firms as a tool to restrain advisors from making a move to a new firm partner. *the psychology of the compensation break-even point for transitioning advisors and how it can create faulty thinking for timing a move. *what the real math is behind compensation grids and understanding what you are payin...