Rephonic
Artwork for Advisor Talk

Advisor Talk with Frank LaRosa

Elite Consulting Partners
Financial Advisors
Wealth Management
Artificial Intelligence
Financial Advisory
Financial Services
Mergers and Acquisitions
Private Equity
Customer Relationship Management
Succession Planning
Client Relationships
Firm Culture
Marketing
Practice Management
Business Growth
Investment Banking
Raymond James
Financial Advising
Financial Services Industry
Key Performance Indicators
Ameriprise

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 weeklyEpisodes338Founded7 years ago
Number of ListenersCategories
EntrepreneurshipBusinessManagement

Listen to this Podcast

Artwork for Advisor Talk

Latest Episodes

She helped advisors make the move for two decades. Then she had to make it herself.

A headhunter called. Shannon said she would do a five minute call just to give a name. Several months later she was the new president of Ozark.

This is not a story ... more

Most advisors say they want to exit. What they actually want is to stop doing the parts they hate.

Scott Danner has had this conversation more times than he can count. The advisor says they want to sell. Then the deal falls apart. Not because the nu... more

YouTube

The firm advisors think they know is not the firm that exists today.

And if you are going to say NO, at least know what you are saying no to.

Frank LaRosa goes one on one with Brian Mora of Ameriprise for a candid conversation that challenges some ... more

YouTube

Every firm says they have great culture.

Very few can back it up.

Raymond James can. And in this episode, they explain exactly how.

Frank LaRosa sits down with Jodi Perry, Head of Advisor Recruitment and Business Development and Todd Ferguson, Chi... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Diamond Podcast for Financial Advisors
The Diamond Podcast for Financial AdvisorsMindy Diamond Financial Advisor Recruiter and Consultant
Barron's Advisor
Barron's AdvisorBarron's Advisor
RIA Edge
RIA EdgeDavid Armstrong

Recent Guests

Scott Danner
Head of Business Development at Steward Partners
Steward Partners
Episode: Inside The Succession Trap: Why Sell and Exit Deals Keep Failing
Todd Ferguson
Chief Information and Security Officer
Raymond James
Episode: No Jerks Allowed | Raymond James' Philosophy for Financial Advisors
Jodi Perry
Head of Advisor Recruitment and Business Development
Raymond James
Episode: No Jerks Allowed | Raymond James' Philosophy for Financial Advisors
Mike Durbin
CEO of Cetera
Cetera
Episode: Greatest Hits: Cetera CEO Mike Durbin on the Future of Independent Financial Advisors
Chuck Failla
CEO and founder of Sovereign Financial, fellow podcaster of Go RIA podcast
Sovereign Financial
Episode: Should You Go RIA? With Chuck Failla
Jon Kuttin
A top advisor and founder of Kuttin Wealth Management, specializing in financial advisory and M&A.
Kuttin Wealth Management
Episode: M&A Masterclass with Jon Kuttin
Matt Hicken
Senior Vice President of Consulting at Bill Good Marketing
Bill Good Marketing
Episode: Marketing Vs. Branding: What Advisors Get Wrong
Ken Grider
Senior Managing Director of Investment Banking
Raymond James
Episode: Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)
Rob Sechan
CEO and co-founder of NewEdge Wealth
NewEdge Wealth
Episode: Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan

Hosts

Frank LaRosa
Host of Advisor Talk, Elite Consulting Partners
Stacey Frank
Co-host of Advisor Talk, Elite Consulting Partners

Reviews

4.8 out of 5 stars from 96 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 States2 years 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 States4 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 States5 years ago
  • Expand Your Mind, Expand Your Business

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

    Apple Podcasts
    5
    Mary2577
    Philippines5 years ago

Listeners Say

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

Hosts balance depth with actionable tips for growth.
Great insights for advisors and a practical take on transitions.
Listener testimonials emphasize the actionable, no-fluff guidance and real-world examples.

Top Entrepreneurship Podcasts

Proven Podcast
Proven PodcastCharles Schwartz
Young and Profiting with Hala Taha
Young and Profiting with Hala TahaHala Taha | Entrepreneurship, Sales, Marketing | YAP Media Network
The Money Mondays
The Money MondaysDan Fleyshman
Creating Confidence with Heather Monahan
Creating Confidence with Heather MonahanHeather Monahan | YAP Media

Talking Points

Recent interactions between the hosts and their guests.

No Jerks Allowed | Raymond James' Philosophy for Financial Advisors
Q: What should advisors do to protect clients from bad actors using AI and email?
Rely on a combination of technological safeguards and strong SOPs, including calling back on known numbers to verify instructions and slowing down to confirm any unusual requests.
No Jerks Allowed | Raymond James' Philosophy for Financial Advisors
Q: How does Raymond James approach AI and back-end model switching?
They actively evaluate multiple models, use internal toolsets to switch models on the back end, and employ integrations that make it easier to adapt to new AI technologies without redeveloping the core platform.
No Jerks Allowed | Raymond James' Philosophy for Financial Advisors
Q: What does freedom versus independence mean at Raymond James, especially for W2 advisors?
Freedom means the ability to market yourself and own your practice within the W2 structure; independence is about choosing whether to operate as a standalone business. The firm supports both paths and emphasizes optionality.
No Jerks Allowed | Raymond James' Philosophy for Financial Advisors
Q: Why Raymond James now, and why still Raymond James for advisors at this moment?
The firm offers flexibility across channels (W2, pure RIA, or independent) and can carry advisors through various stages of their career, which helps with long-term retention and alignment with personal goals.
Greatest Hits: M&A Masterclass with Jon Kuttin
Q: Walk us through what you look for in a deal and how you assess fit and structure.
I evaluate how well the practice integrates into the buyer's ecosystem, focusing on free cash flow, scalable processes, and the ability to weather downturns. I also emphasize a multiyear glide path and flexible ownership structures to align incentives and preserve client service.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Advisor Talk

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

Advisor-focused discussions center on wealth management industry dynamics, advisor growth, and practice management. Episodes frequently cover firm transitions, recruiting economics, technology adoption (CRM, AI), data-driven marketing, and strategies for independent and affiliated advisor models. Notable themes include the balance between autonomy and support, the impact of private equity on advisory practices, and the importance of purposeful leadership and client experience in scaling a practice. The format leans practical, with real-world examples, actionable frameworks, and guest perspectives from industry leaders. This show is likely valuable for financial professionals seeking to grow their practices, optimize operations, and navigate... more

Where can I find podcast stats for Advisor Talk?

Rephonic provides a wide range of podcast stats for Advisor Talk. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Advisor Talk and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Advisor Talk get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Advisor Talk, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Advisor Talk?

Rephonic provides comprehensive predictive audience data for Advisor Talk, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Advisor Talk have?

To see how many followers or subscribers Advisor Talk has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Advisor Talk?

These podcasts share a similar audience with Advisor Talk:

1. The Tony Sirianni Podcast
2. The Diamond Podcast for Financial Advisors
3. Quantum Growth for Financial Advisors
4. Barron's Advisor
5. RIA Edge

How many episodes of Advisor Talk are there?

Advisor Talk launched 7 years ago and published 338 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Advisor Talk?

Rephonic provides full transcripts for episodes of Advisor Talk. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Advisor Talk?

Recent guests on Advisor Talk include:

1. Scott Danner
2. Todd Ferguson
3. Jodi Perry
4. Mike Durbin
5. Chuck Failla
6. Jon Kuttin
7. Matt Hicken
8. Ken Grider

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days