Advisor Talk with Frank LaRosa

The most notable business partnerships strike a balance between personalities, methodologies, and work styles, resulting in an alignment of goals and vision to achieve ultimate success. In a thoughtful discussion on the first-hand tips and insights that make a practice partnership excel, Elite Consulting Partners CEO Frank LaRosa hosts a conversation with the team of Brian McCarver and Jonathan Fr...

Elite Consulting Partners CEO Frank LaRosa is joined by Ben Newman, Mental Conditioning Coach for University of Alabama Football, in a hard-hitting conversation that cuts through the clutter and challenges advisors to action through focused and intentional daily rituals and behaviors that counteract self-sabotage, achieve top-tier performance levels, and generate consistent results that matter.

Elite Consulting Partners CEO Frank LaRosa leads a deep-dive conversation with Mooney Lyons Managing Partner Joe Lyons about the proactive business strategies, specific operational practices, and inspired technology and marketing techniques necessary in financial services today in order to achieve scaleable growth and maximum results for both firms and clients alike.

Drawing on his personal take-aways from the popular ESPN series "The Last Dance", Elite Consulting Partners CEO Frank LaRosa applies those lessons to financial services and gives guidance on mind-set triggers and the competitive communication skills an advisor needs to use now in order to step up their business game and win at the next level.

The current crisis is having significant impact on the viability of smaller firms - a hard truth which Elite Consulting Partners CEO Frank LaRosa discusses in this episode while offering his informed guidance to both firms and their advisors on how to take control, do your due diligence, and chart the best course for the future.

Elite Consulting Partners CEO Frank LaRosa leads an insightful and profound discussion with Conor Delaney, Founder of The Good Life Companies, about advisor resilience, client-centric industry strategy, and leadership amidst the COVID-19 crisis.

How firms manage and work with their advisors during the crisis will determine which ones lead the way after this evolution in financial services. Elite Consulting Partners CEO Frank LaRosa offers his predictions on where to place your bets.

Is your email process friend or foe? Elite Consulting Partners CEO Frank LaRosa and his main man Dale Dempsey discuss their difference in strategies for email management and what process can work for you to improve productivity.

It is not the time to field client calls, it's the time to make client calls as Elite Consulting Partners CEO Frank LaRosa explains while offering up strategies you can use now in your communications with your clients and team to insure business success - if not growth - after the COVID-19 crisis has passed.

Is Private Equity money tempting you? Elite Consulting Partners CEO Frank LaRosa advises that it is best to think twice, as the pressures of taking advantage of cheap Private Equity money could prove costly to advisors.

Have you presented yourself to your clients as an asset manager? You may find yourself on the outside looking in when the market turns.  Process, and your ability to communicate it, is what saves you from losing clients during a down market as Elite Consulting Partners CEO Frank LaRosa details in this episode along with practical guidance on redirecting client conversations away from portfolio per...

It’s about what you keep, not what you get. The W-2 vs.1099 impact – which one is best for you? In this episode, Elite Consulting Partners CEO Frank LaRosa gets granular and breaks out the white board to analyze the tax implications of both the W-2 and 1099 model and future casts the ten year production payout of each so you can make an informed financial decision for the next step in your advisor...

It's been a notable few weeks in financial services with a number of newsworthy firms going public with information on the deals and strategies which will certainly impact the industry landscape. From Advisor Group completing their merger with Ladenburg Thalmann, to Pershing lowering the requirements for firms to enter their institutional side, and Stewart Partners conducting their annual goals me...

Whenever there is a big merger in financial services, there is the told and untold story behind the reasons why. In this special Hot Mic Episode, Elite Consulting Partners CEO Frank LaRosa analyzes the latest buzz surrounding the Morgan Stanley and E-trade merger and cuts through the media noise to offer up his take on the real reasons behind the deal.

Whether you are a firm in the process of recruiting a new advisor or an advisor actively engaging a new client, the impression you create in order to move those relationships forward goes beyond the initial call or meeting. Every touch point you have with your prospect is an opportunity to create engagement and build trust and one of the most proven methods to create tangible outreach is through a...

There is one certainty in financial services and that is markets will go up and markets will go down. For firms attempting to balance their business in light of this truth, a tried and true method for stabilizing your client base regardless of market fluctuations is clarifying and articulating your process. In this episode, Elite Consulting Partners CEO Frank LaRosa draws on his personal experienc...

Client Service Associates (CSA) are an essential team member of the best, and most profitable, advisory firms. The role of the CSA goes beyond paperwork and, when executed properly, is a vital component to building client rapport and fostering long-term client relationships. In this episode of Advisor Talk with Frank LaRosa, the essential elements of managing and leading a successful a CSA are ana...

Many financial services firms leverage recruiting junior advisors as a growth strategy for their business while struggling to counteract the low success rate these financial advisor newcomers will experience. In this episode, Elite Consulting Partners CEO Frank LaRosa discusses the subtleties in managing, mentoring, and training new advisors to the ultimate levels of achievement for the benefit of...

Surrounding yourself with professionals who share your business vision, embrace a philosophy of positivity, and foster inspired action can create immeasurable success in your business and your life. In this episode, Elite Consulting Partners CEO Frank LaRosa shares valuable insight into how to assemble and utilize your own Mastermind Group to exponentially compound your business results while tran...

Twas the night before Christmas and not a creature was stirring - except Elite Consulting Partners CEO Frank LaRosa and his right-hand man Dale Dempsey recording their latest podcast episode. Listen and learn about core values and the step-by-step process and strategic implementation measures the Elite team used to positively impact their business and its culture.

How can holiday greetings and gifts for your clients impact your business? Elite Consulting Partners CEO Frank LaRosa explains how to set yourself apart with your corporate holiday gifts and details the logistics, gift items, and special touches that matter most while Dale Dempsey gets into the spirit of the season by playing Santa's Helper in his Santa hat.

How do you best negotiate moving your practice to a new firm? Frank LaRosa takes this episode of 'The Financial Advisor's Advisor' on the road as he details the nuances in negotiation which insure your move secures both the best price and the best long-term relationship with your new firm partner. Learn more at  https://www.eliteconsultingpartners.com/the-financial-advisors-advisor-podcast/ Watch...

What does looking both ways before you cross the street have to do with planning your transition? Everything, as Elite Consulting Partners CEO Frank LaRosa explains in this episode of 'The Financial Advisor's Advisor' where he shares the methodology by which a financial advisor can filter out the noise, avoid falling prey to shiniest sales pitch, and make their transition based on sound business r...

Is it the same financial services story with different names? Elite Consulting Partners CEO Frank LaRosa analyzes the implications of the equity purchase rumors swirling around Ladenburg Thalman and the potential industry impacts in this episode of the Financial Advisor's Advisor. Learn more at www.eliteconsultingpartners.com . Visit us on YouTube. #EliteConsultingPartners #FrankLaRosa #FinancialA...