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 | 341 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipBusinessManagement | |||
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Key Highlights from the Episode:
0:00 – Introduction
1:02 – Should I stay or should I go next year?
2:27 – Why Q4 is often the best time to transition
3:59 – How holidays and client schedules factor into timing
5:35 – Deferred comp consideration... more
Advisors spend years earning credentials and almost no time showing people who they actually are. Wade Shields thinks that is the whole problem.
Wade came to Elite Consulting Partners after ten years in New York City making documentary and branded c... more
In this Greatest Hits episode of Advisor Talk, Frank LaRosa and Stacey Frank take a grounded, advisor-first look at how AI is actually changing the profession - and why the future of advice is still fundamentally human.
Rather than fearing AI, Frank... more
She helped advisors make the move for two decades. Then she had to make it herself.
A headhunter called. Shannon said she would do a five minute call just to give a name. Several months later she was the new president of Ozark.
This is not a story ... 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?
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?
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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 Perfect RIA
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Barron's Advisor
5. The Tony Sirianni Podcast
How many episodes of Advisor Talk are there?
Advisor Talk launched 7 years ago and published 341 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. Jon Kuttin
7. Mike Durbin
8. Chuck Failla
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.