Rephonic
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
Business Growth
Visualization
Stress Management
Practice Management
Independent Financial Advisors
Work From Home
Writing Books
Authority Marketing

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 weeklyEpisodes335Founded7 years ago
Number of ListenersCategories
ManagementEntrepreneurshipBusiness

Listen to this Podcast

Artwork for Advisor Talk

Latest Episodes

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

Sometimes the money IS the right reason.

And pretending otherwise might be the most expensive mistake you ever make.

In this episode of Advisor Talk, Frank LaRosa and Stacey Frank challenge the conventional wisdom around advisor transitions and mak... more

YouTube

Most advisors go into a transition focused on the upfront money.

Very few are prepared for everything that happens after they walk out the door.

Some surprises are good ones.

Clients move faster than expected. Assets go up, not down. The income ju... more

YouTube

Waiting sounds reasonable. Until you run the numbers.

Protect what you have built. Let the deferred comp vest. Move when the timing is right.

But is waiting actually costing you more than you realize?

In this episode of Advisor Talk, Frank LaRosa ... more

YouTube

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.

Kitces and Carl - Real Talk for Real Financial Advisors
Kitces and Carl - Real Talk for Real Financial AdvisorsMichael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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

Recent Guests

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, Raymond James Investment Banking
Raymond James
Episode: Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3)
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
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.
Pareto Systems
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?

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 95 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

Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)
Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)Hala Taha | Entrepreneurship, Sales, Marketing | YAP Media Network
Proven Podcast
Proven PodcastCharles Schwartz
The Money Mondays
The Money MondaysDan Fleyshman
Creating Confidence with Heather Monahan
Creating Confidence with Heather MonahanHeather Monahan | YAP Media
The Code To Winning
The Code To WinningKagiso Dikane

Talking Points

Recent interactions between the hosts and their guests.

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.
You Don’t Know What You’re Saying No To – with Brian Mora
Q: What are the couple of things under this topic of growth that the most successful recruits are doing when they join Ameriprise?
Successful recruits express enthusiasm and excitement about the resources Ameriprise provides, which translates into how they communicate with clients, leading to business growth.
You Don’t Know What You’re Saying No To – with Brian Mora
Q: Why do you think Ameriprise is winning advisors today, sort of now more than ever?
We've had nearly 4,500 experienced advisors join us, acknowledging or admitting that we weren't on their list at the beginning but couldn't ignore what they saw once they actually took a look at us.
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.

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.

How many episodes of Advisor Talk are there?

Advisor Talk launched 7 years ago and published 335 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. Mike Durbin
2. Chuck Failla
3. Jon Kuttin
4. Matt Hicken
5. Ken Grider
6. Rob Sechan
7. Jon Randall
8. Duncan Macpherson

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