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
Publishes | Twice weekly | Episodes | 296 | Founded | 6 years ago |
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Number of Listeners | Categories | BusinessEntrepreneurshipManagement |
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
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
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
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I just watched an episode with Jon Kuttin and Frank La Rosa. Exceptional insights!
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.
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!
All episodes are so good
Thank you so much and keep on doing more great show.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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These podcasts share a similar audience with Advisor Talk:
1. The Perfect RIA
2. Barron's Advisor
3. The Tony Sirianni Podcast
4. The Efficient Advisor: Tactical Business Advice for Financial Planners
5. Kitces and Carl - Real Talk for Real Financial Advisors
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.
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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
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