Advisor Talk with Frank LaRosa
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.
Show episodes
Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)
Key Chapters 0:00 – Introduction 2:15 – Why financial advisors should focus on business-owner clients 5:10 – The challenges of illiquid wealth and how advisors can solve them 9:00 – How Raymond James connects wealth management and investment banking 12:40 – Building deeper COI relationships with attorneys and accountan
Key Highlights: 00:00 – Introduction 01:05 – Optimizing tech stacks and increasing valuation 03:17 – Defining client loyalty and retention 04:23 – How CRMs improve onboarding, notes, and communication 06:39 – Using data to strengthen relationships and trust 08:23 – How to future-proof your advisory business 10:12 – Bui
Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan
Frank and Rob dive into: • Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth. • How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform. • How multi-custody and open architecture models can offer flexibility. • Perspectives of some advisors that have experienced b
Key Highlights from the Episode: 0:45 – The Rise of Video Marketing 2:22 – How Video Boosts SEO and Engagement 4:35 – Short-Form vs. Long-Form Video Explained 7:12 – The Myth of Viral Success 9:43 – Optimizing Video Analytics and Performance 12:20 – Cuts, Angles, and B-Roll Basics 15:42 – High vs. Low Production Qualit
From Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors
Key Highlights from the Episode: 0:00 – Introduction & Topic Overview 1:15 – The Three Core Constraints Advisors Face 3:40 – Capacity Challenges & Team Leverage 6:10 – Revenue vs AUM: Rethinking Profitability 10:45 – Pricing Psychology & Raising the Floor 15:45 – Deliverables, Value, and Client Experience 20:00 – AI an
Key Highlights from the Episode: 0:00 – Introduction: AI, NLP, and sentiment analysis explained 2:10 – What sentiment analysis is and why it matters for advisors 4:30 – How AI scores positivity, negativity, and client reactions 6:00 – Real-world use cases: client emails, brand perception, and practice reviews 8:30 – Wh