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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
Elite Consulting Partners
Client Relationships
Firm Culture
Marketing
Raymond James
Practice Management
Ameriprise
Business Growth
Investment Banking
Financial Advising
Financial Services Industry

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

PublishesWeeklyEpisodes361Founded7 years ago
Number of ListenersCategories
EntrepreneurshipBusinessManagement

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Artwork for Advisor Talk

Latest Episodes

In this episode of Advisor Talk, Frank LaRosa and Stacey Frank take a hard look at why advisors with high AUM and lower revenue are sitting on one of the most powerful negotiating positions in the market right now, and why too many of them are walkin... more

Key questions answered in this episode:

What is the difference between a financial advisor’s goals and their purpose?

Goals define outcomes; purpose defines motivation. Advisors who mistake goals for purpose often feel lost after achieving success. more

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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

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Frank has a story from just yesterday that proves clients do not care what your firm is called.

Frank opens with a principle he has seen play out for years, every firm has its day in the sun and every firm has its day in the darkness. Stacey adds th... more

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Key Facts

Accepts Guests
Accepts Sponsors
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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Scott Danner
Head of Business Development at Steward Partners
Steward Partners
Episode: Greatest Hits: Inside The Succession Trap - Why Sell and Exit Deals Keep Failing
Michael Brady
Founder of Generosity Wealth Management, philanthropist
Generosity Wealth Management / Cambridge (affiliation discussed)
Episode: Perfect Clients: The Financial Advisor Who Built a Practice Around Giving
Tricia Fischer
Private Client Consultant at Elite
Elite Consulting Partners
Episode: Inside the Chairman's Trip: Lessons from Elite's Top Producers
Julie Mizerany
Executive at Elite Consulting Partners
Elite Consulting Partners
Episode: Inside the Chairman's Trip: Lessons from Elite's Top Producers
Dominic Diele
Wholesaler-turned Consultant at Elite
Elite Consulting Partners
Episode: Inside the Chairman's Trip: Lessons from Elite's Top Producers
Bruce Fox
Private Client Consultant at Elite
Elite Consulting Partners
Episode: Inside the Chairman's Trip: Lessons from Elite's Top Producers
Wade Shields
Director of Marketing and Brand Strategy for Elite Consulting Partners
Elite Consulting Partners
Episode: Marketing Is Being Brave: Why Authentic Content Wins More Clients
Shannon Reid
President of OSAIC, formerly at Raymond James
Ozark, OSAIC
Episode: What If You Never Try: One Decision That Changed Her Career
Brian Mora
Executive at Ameriprise, focused on growth and technology
Ameriprise Financial
Episode: Know What You're Saying No To | The Ameriprise Truth with Brian Mora

Hosts

Frank LaRosa
Host, Elite Consulting Partners; focuses on practitioner-to-CEO transitions, practice management, and strategic growth.
Stacey Frank
Co-host and contributor; oversees sales leadership and practical guidance on onboarding, recruiting, and growth.

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 States5 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.

Clear, results-focused guidance for growing advisory practices
No fluff—practical, actionable episodes for firm owners
Valuable insights on transitions and branding for advisors
Great mix of strategy and real-world hiring lessons

Top Entrepreneurship Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Inside the Chairman's Trip: Lessons from Elite's Top Producers
Q: What information is most helpful for you to know when advising a client about a move?
Understanding the advisor's business details, client base, and personal goals helps tailor a path that fits their needs, not just a quick transition.
Inside the Chairman's Trip: Lessons from Elite's Top Producers
Q: What do you enjoy most about what you do for a living and working with financial advisors?
We value the relationships, the learning about what motivates each advisor, and helping connect the dots between their current situation and their future goals, while educating them about different firm structures.
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.

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?

A pragmatic, practitioner-facing show that centers on building and managing a financial advisory business. Episodes consistently cover practice management, transition and recruiting, leadership, branding and marketing, and strategic growth, with frequent real-world anecdotes from independent advisors and firm leaders. The conversations balance actionable math (payouts, growth plans, hiring economics) with culture and leadership considerations, often comparing wirehouses, RIAs, and independent models. A standout pattern is practical guidance on moving from practitioner to business owner, reinvesting in people, processes, and branding to attract higher-value clients. The format tends to be direct, data-informed, and focused on helping advisor... more

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How many episodes of Advisor Talk are there?

Advisor Talk launched 7 years ago and published 361 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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What guests have appeared on Advisor Talk?

Recent guests on Advisor Talk include:

1. Scott Danner
2. Michael Brady
3. Tricia Fischer
4. Julie Mizerany
5. Dominic Diele
6. Bruce Fox
7. Wade Shields
8. Shannon Reid

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.

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