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
Show highlights include: -The ripple effects of a $90M SEC fine and how it may have triggered this acquisition -The unintended consequences advisors face when their firm’s actions force them into quick decisions -How consolidation is impacting advisor choice and independence -Why now is the time to be selfish - and str
Topics covered include:Why more conversations don’t always mean more clarity. How to know when it’s time to stop looking and start deciding. The role a strategic consultant plays in simplifying the firm selection process. What really differentiates firms beyond compensation and tech. The mindset shift needed to fin
Key takeaways from today’s episode include:The seven essential factors advisors should consider when evaluating CRM platforms.Why Redtail and Wealthbox are popular choices - but may not be scalable for growing firms.How Salesforce offers unmatched customization, automation, and AI-driven insights.The power of integrati
Frank breaks down two key strategies to help advisors regain their passion while maintaining a thriving business:Rolling up into a larger RIA to offload operational responsibilities while maintaining client relationships.Building the right internal team by hiring specialists to handle compliance, HR, finance, and other
Frank and Sue break down three essential automation strategies that every advisor should implement:How to streamline client onboarding with automated workflows to save time and reduce human error.Using automated tracking and email alerts to ensure clients take required minimum distributions on time.Automating tax docum
Topics covered include: - How to attract ideal clients by providing meaningful, actionable content. - The systems top entrepreneurs use to generate revenue (and why advisors should pay attention). - Why focusing on the right tasks can dramatically improve growth. - How patience and strategic decision-making lead to sus