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Artwork for Advisor Talk

Advisor Talk with Frank LaRosa

Elite Consulting Partners
Financial Advisors
Key Performance Indicators
Wealth Management
Firm Culture
Financial Advisory
Succession Planning
Private Equity
Mergers and Acquisitions
Accountability
Marketing
Business Transaction
Home Office Visits
Visualization
Stress Management
Practice Management
Independent Financial Advisors
Elite Consulting Partners
Business Growth
Work From Home
Writing Books

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, leadershi... more

PublishesTwice weeklyEpisodes296Founded6 years ago
Number of ListenersCategories
BusinessEntrepreneurshipManagement

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Artwork for Advisor Talk

Latest Episodes

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... more

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... more

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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 ... more

YouTube

Key Highlights from the Episode:

0:00 – Introduction

3:21 – Professional scarcity: why focusing on fewer clients creates greater impact

5:12 – Shifting from book of business to real business

7:10 – Why client experience outweighs investment perfo... more

YouTube

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Jon Randall
Founder and CEO of eXtraordinary Financial Advisors
eXtraordinary Financial Advisors
Episode: From Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors
Duncan Macpherson
Founder and CEO of Pareto Systems.
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Episode: Breaking the Status Quo: How Advisors Can Redefine Success
Joseph Greco
Managing Director for Elite Advisor Successions.
Elite Advisor Successions
Episode: Can You Trust AI With Your Succession Plan?
Sue Shima
Chief Information Officer
Elite Consulting Partners
Episode: Future-Proofing Your Tech Stack: What Advisors Need Now
Stacey Frank
Marketing expert known as the queen of the clothes
Elite Consulting Partners
Episode: Marketing Funnels for Advisors: From Stranger to Client
Brian Lutz
Chief Marketing Officer at Elite Consulting Partners
Elite Consulting Partners
Episode: Marketing Funnels for Advisors: From Stranger to Client
Sue Chima
Chief Information Officer for Jetta and Elite Consulting Partners
Jetta, Elite Consulting Partners
Episode: Stop Losing Leads: How a CRM Captures Every Opportunity
Frank LaRosa
Host and financial advisor with years of experience.
Elite Consulting Partners
Episode: Greatest Hits: The Power of Automation: 3 Strategies to Streamline Your Practice
Brian Mora
Head of Recruiting at Ameriprise
Ameriprise
Episode: Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change

Hosts

Frank LaRosa
Host of Advisor Talk, offering insights and expert guidance for financial advisors and wealth management professionals. Frank's background includes significant leadership roles within wealth management, aiming to elevate advisory practices through innovative strategies and practical advice.
Stacey Frank
Co-host of the program, bringing expertise in practice management and client relationship building for financial advisors. Stacey's contributions focus on bridging advisory services with effective implementation strategies.

Reviews

4.8 out of 5 stars from 94 ratings
  • Great Insights for Advisors!

    I just watched an episode with Jon Kuttin and Frank La Rosa. Exceptional insights!

    Apple Podcasts
    5
    The Healthy Entrepreneur
    United Statesa year ago
  • Amazing podcast!

    This podcast is an excellent resource for financial professionals everywhere! Frank is a very knowledgeable and skilled host and each of his conversations with guests provides helpful information and insight to help you level up in your practice.

    Apple Podcasts
    5
    maddie@podcastingyou
    United States3 years ago
  • The podcast is ELITE - just like their firm’s name

    As a newer advisor, currently in my first year in the business, this podcast has been extremely helpful in learning the industry landscape, as well as strategies to become a better advisor. Frank & Dale, keep up the great work!

    Apple Podcasts
    5
    Johnny-G-2022
    United States4 years ago
  • Good!

    All episodes are so good

    Apple Podcasts
    5
    Lelia Day7
    United States4 years ago
  • Expand Your Mind, Expand Your Business

    Thank you so much and keep on doing more great show.

    Apple Podcasts
    5
    Mary2577
    Philippines4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the unfiltered insights and guidance tailored for financial advisors, highlighting the practical nature of discussions.
The content is recognized for its relevance and actionable advice, making it beneficial for both seasoned professionals and newcomers interested in the financial industry.
Many listeners commend the hosts for their expertise, suggesting the discussion topics consistently provide valuable information and strategies.

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Talking Points

Recent interactions between the hosts and their guests.

Breaking the Status Quo: How Advisors Can Redefine Success
Q: How should advisors leverage AI in their business model?
Advisors should embrace AI as a non-optional tool, integrating it to enhance efficiency, amplify their intellectual property, and improve client engagement.
Breaking the Status Quo: How Advisors Can Redefine Success
Q: Can you explain the transition process from a practitioner to a business owner?
It starts with a mindset change that moves focus from just a book of business to recognizing an actual business model, managing money, a business, and people to enhance the overall client experience.
Technology That Builds Value
Q: What are your thoughts on how to evaluate a technology stack?
You should consider contacting a consulting firm to evaluate your tech stack and help you understand where improvements can be made.
Technology That Builds Value
Q: How do I know what to tackle first?
It's beneficial to bring in a consulting firm for a quick health check of your tech stack to assess your critical processes and what platforms you're currently using.
Is Your Tech Stack Costing You Clients?
Q: What do you think is holding firms back from adopting integrated systems?
Common objections include the belief that current systems are sufficient and skepticism about trusting artificial intelligence for integration.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Advisor Talk

What is Advisor Talk about and what kind of topics does it cover?

This podcast offers in-depth discussions on various aspects of the financial advisory industry, primarily targeting financial advisors and wealth management professionals. Key themes include effective business ownership strategies, leadership, practice management, and transition planning for advisors looking to switch firms or enhance their practices. The conversation often explores the significance of marketing, branding, and the latest technologies like AI in improving operational efficiency and fostering client relationships. With an emphasis on actionable insights and unfiltered advice, it aims to be a vital resource for both seasoned and emerging financial professionals seeking to optimize their business and personal potential.

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How many listeners does Advisor Talk get?

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What are the audience demographics for Advisor Talk?

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How many episodes of Advisor Talk are there?

Advisor Talk launched 6 years ago and published 296 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Advisor Talk?

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Where can I see ratings and reviews for Advisor Talk?

Rephonic pulls ratings and reviews for Advisor Talk from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Advisor Talk?

Recent guests on Advisor Talk include:

1. Jon Randall
2. Duncan Macpherson
3. Joseph Greco
4. Sue Shima
5. Stacey Frank
6. Brian Lutz
7. Sue Chima
8. Frank LaRosa

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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