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
From there, the conversation turns to what advisors actually experience on the ground: Cetera’s unique ownership with Genstar and the benefits of a “fresh clock” • The breadth of affiliation models and why Cetera calls itself a “forever home”. • How multi-custody (Pershing, Fidelity/NFS, Schwab, self-clearing) helps re
This conversation covers: -Why M&A activity has accelerated in 2025 - and why 2026 may be even bigger. -The growing appeal of dual monetization for advisors who want flexibility. -Why partial sales can limit control and create long-term complications. -How technology, data quality, and operational readiness drive your
This conversation covers: -What branding really means for financial advisors -How marketing supports your brand—and why they’re not interchangeable -Where advisors should focus their time to create stronger visibility -Practical ways to communicate your value more effectively -How to think about audience, channels, and
Show highlights include: 00:00 – Intro 01:10 – Insights vs. Actionable Insights 05:28 – Understanding Social CRM & Platform Integration 09:31 – Building a Unified, Holistic Client View 12:54 – Social Listening, Keyword Tracking & Prospecting 15:08 – Hyper-Personalized Outreach That Converts 18:31 – Automation, Intake
Frank and Brian also dig into: • The pivotal 2005 spin-off from American Express - and what it unlocked for advisors. • Why it’s “all about how much you make, not the payout.” • How Ameriprise’s E-Meeting, Insights, and AI-driven Copilot tools are redefining advisor efficiency. • The power of home-office visits and wha
Listen now to learn: 00:00 – Intro: 02:35 – What Is Generative AI (Really)? 06:04 – Compliance Concerns & Data Privacy: 14:20 – Can You Trust AI to Run Your Practice? 18:09 – Data Is the New Asset Class: 22:19 – Trust, Credibility & the Human Factor: 27:11 – The Future of Work in Financial Services: 31:05 – Final Thoug