Elite Consulting Partners
Advisor Talk with Frank LaRosa
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Elite Consulting Partners
Advisor Talk with Frank LaRosaEpisodes
Elite Consulting Partners
Advisor Talk with Frank LaRosa
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Episodes of Advisor Talk
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Today’s Greatest Hits show highlights include: *A breakdown of the industry trends that led to the formation of Elite Advisor Successions. *The process that Elite Advisor Successions engages in with buyers to be able to see what they truly want
Key highlights from the discussion include: *Perry's excitement about her new role and vision for enhancing advisor recruitment at Raymond James. *Insights into Raymond James' diverse channels, which offer advisors the opportunity to grow from
Today’s show highlights include: *The justification behind why KPI's are so important when it comes to having a successful practice. *Why there is no one KPI that applies to every practice. Every business should judge their success with differe
Today’s show highlights include: *What quickly growing advisors are doing differently that separates them from their peers. *Why advisors who utilize their firm's resources the most, consistently provide a higher level of service to their clien
Today’s show highlights include: *Reevaluating the traditional 9 to 5 work week, and how one must begin to acknowledge that their goals will only be achievable if they put in the extra effort that is required. *A discussion on why the adage "ac
Today’s show highlights include: *The impact of ongoing acquisitions on independent financial advisors' sense of control over their businesses. *Strategies and advice for advisors feeling disempowered by decisions made for their businesses. *Re
Today’s show highlights include:*The trend of more and more advisors moving from the W2 environment to the independent world, and what effects this is having on the financial advisory space as a whole.*The biggest mistake advisors make when the
Today’s show highlights include: *Distinguishing between inflated numbers and the genuine value of a practice in order to achieve leverage in negotiations. *A breakdown of the factors that matter and make an impact on the value of a practice. *
Today’s show highlights include: *A breakdown of Chris Shaw’s versatile background across financial services, and how his passion for teaching others eventually led him to the independent space after spending nearly 30 years in the wirehouse wo
Topics discussed during the episode include:*How to use “who you are” to build your online presence.*Why many advisors have been reluctant to personalize their online presence and the potential consequences of that decision.*How advisors can br
Greatest Hits - Don’t Get Distracted By Shiny Objects – with Stacey Frank, Elite Consulting Partners
Show highlights include:*The importance of not being drawn into hasty decisions when making a move to a new firm partner, based on emotion, or tempting offers.*Why advisors need to conduct thorough research and gather all the necessary informat
Show highlights include:*Common misconceptions advisors have about going independent.*A breakdown of the complexities of becoming an RIA, including legal considerations, compliance tasks, and the financial investment required.*An exploration of
Show highlights include:*A breakdown of Dan Sullivan’s Top 10 habits whichblend both personal growth and professional success.*Why, as a business owner, carving out quiet moments for oneself isn't just a luxury; it's a strategic necessity for c
Today’s show highlights include:*The trend of more and more advisors moving from the W2 environment to the independent world, and what effects this is having on the financial advisory space as a whole.*The biggest mistake advisors make when the
Today’s show highlights include: *A breakdown of the industry trends that led to the formation of Elite Advisor Successions. *The process that Elite Advisor Successions engages in with buyers to be able to see what they truly want, as well as w
Today’s show highlights include: *Why financial advisors typically want to go RIA, and what we look for in advisors to dictate what structure would make the most sense for them. *A comprehensive breakdown of the diverse RIA structures available
Today’s show highlights include:*An overview of common misconceptions of RIAs that advisors have when they want to create one.*What the nationwide trend of more advisors wanting independence means for the RIA space as a whole.*The difference be
Show highlights include:*The significance of understanding your reason for moving firms and setting clear practice goals. *The importance of using available information to make decisions that best align with your happiness and future vision of
Show highlights include:*How Elite uses our Core Values as a thermostat to measure and ensure that the decisions we are making are aligning with our ultimate goals.*What we mean when we say that we speak with advisors every day who don’t have a
Topics discussed include:*Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors.*A breakdown of the advisor-first approach that is at the heart of the Strategic Wealth Services
Some of the topics discussed include:* A summary of Stacey Frank’s unique background in psychology and education, and how it enables her to build deeper connections with her clients.* The benefits that come along with empowering women in the fi
Topics discussed in this episode include:New marketing and technology trends within the financial services industry.The social media strategies you need to implement to see increased ROI on marketing efforts.The importance of creating structure
Show highlights include:*The universal importance of exit planning*An exploration of the psychological aspects behind the decision of why someone chooses to leave their business.*Why it is crucial to have the ability to accurately assess what a
Topics discussed include:* Tactical strategies that you can implement right now to become a stronger leader.* Why leadership qualities are more important for financial advisors than ever before.* How Ray Kelly’s career path within financial ser
Show highlights include:*The significance of team building activities in cultivating a positive and productive workplace.*The power that a vision board holds, and why you should make a vision board of your own.*The importance of aligning your o
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