Advisor Talk with Frank LaRosa
Elite Consulting PartnersAdvisor 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
| Publishes | Twice weekly | Episodes | 320 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipBusinessManagement | |||
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Latest Episodes
Key Highlights:
-How long it really takes to prepare and execute a successful move.
-What you can - and can't - say to clients during a transition.
-The emotional cost of waiting too long to leave.
-Why your assistant should be part of the due di... more
Show Highlights Include:
-Why manual data entry remains one of the biggest (and most expensive) time drains in advisory firms.
-How CRM integrations with custodians can reduce errors and eliminate redundant work.
-Why note-taking and meeting docum... more
Key highlights from the episode:
0:00 – Introduction
4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse
6:45 – Real examples of how inflated promises derail transitions and waste time
9:55 – What advis... more
Key topics include:
-The core differences between direct affiliation and OSJ / enterprise models.
-Why payout percentages don’t tell the full financial story.
-How scale, support, and service models impact long-term net income.
-When outsourcing ... more
Key Facts
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Reviews
- Great Insights for Advisors!
I just watched an episode with Jon Kuttin and Frank La Rosa. Exceptional insights!
Apple Podcasts5The 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 Podcasts5maddie@podcastingyouUnited 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 Podcasts5Johnny-G-2022United States4 years ago - Good!
All episodes are so good
Apple Podcasts5Lelia Day7United States5 years ago - Expand Your Mind, Expand Your Business
Thank you so much and keep on doing more great show.
Apple Podcasts5Mary2577
Philippines5 years ago
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Frequently Asked Questions About Advisor Talk
What is Advisor Talk about and what kind of topics does it cover?
Offering actionable insights and unfiltered guidance, the discussions revolve around critical topics for financial advisors, wealth management professionals, and entrepreneurs. Key subjects include business ownership, leadership, and marketing strategies, alongside nuanced explorations of practice management and recruitment. The conversations often feature personal anecdotes and experiences from industry leaders, providing valuable perspectives on navigating the complexities of the financial services landscape, including the differences between wirehouse, regional, and RIA practices. This resource is particularly noteworthy for its focus on empowering professionals to maximize their business and personal potential, with practical advice for... 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?
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What are the audience demographics for Advisor Talk?
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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 Diamond Podcast for Financial Advisors
2. The Tony Sirianni Podcast
3. Quantum Growth for Financial Advisors
4. The Compound and Friends
5. Capital Record
How many episodes of Advisor Talk are there?
Advisor Talk launched 7 years ago and published 320 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?
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What guests have appeared on Advisor Talk?
Recent guests on Advisor Talk include:
1. Chuck Failla
2. Jon Kuttin
3. Matt Hicken
4. Ken Grider
5. Rob Sechan
6. Jon Randall
7. Duncan Macpherson
8. Joseph Greco
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.