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 | Weekly | Episodes | 350 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessEntrepreneurship | |||
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Latest Episodes
Frank LaRosa says the problem with young financial advisors is not work ethic, it is training.
Frank opens with a story about a young advisor he has been mentoring, a twenty-three-year-old working on the asset management side at a wirehouse who was ... more
Frank LaRosa has been in this business for thirty-two years and he says he has never seen deals like this.
Frank opens by explaining why he cannot see how financial advisor transition deals get any more lucrative than they are right now. Stacey back... more
A client once told Stacey Frank he was losing $20,000 a day by doing nothing. That number changed the whole conversation.
Frank and Stacey open by unpacking a real story from one of Stacey's clients, a junior partner at an independent firm stuck wit... more
Building an OSJ sounds like the obvious move if you want a bigger valuation. Frank LaRosa says that logic is exactly what's costing advisors their multiple.
Frank and Stacey open with a question most advisors never actually ask themselves before rec... more
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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?
A practical, practitioner-focused show for financial advisors and wealth-management professionals. Episodes center on growth, branding, technology, and firm strategy—covering authentic marketing, AI adoption, M&A, transitions, recruitment, and culture. Guests range from marketing leaders to C-suite executives, with actionable takeaways on building scalable practices, leveraging technology without losing a human touch, and navigating the advisor lifecycle from recruitment to exits. Notable strengths include candid discussions about complex topics (AI in advisory work, equity and ownership models, and succession) and a clear emphasis on real-world applicability for growing independent or hybrid advisory businesses.
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?
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 Perfect RIA
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. The Tony Sirianni Podcast
4. Barron's Advisor
5. The Efficient Advisor: Tactical Business Advice for Financial Planners
How many episodes of Advisor Talk are there?
Advisor Talk launched 7 years ago and published 350 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. Wade Shields
2. Shannon Reid
3. Scott Danner
4. Todd Ferguson
5. Jodi Perry
6. Mike Durbin
7. Chuck Failla
8. Jon Kuttin
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.