The Financial Advisor’s Advisor Podcast
As an industry expert, Frank LaRosa provides guidance and advice on a host of topics from recruiting and transitions, succession planning, practice management, M&A and more.
The Financial Advisor’s Advisor podcast puts Frank’s experience to actionable use by listeners and was created by Frank to give guidance and advice on a host of different topics all centered around the financial advisor, RIA, and other practitioners. Frank’s advice covers topics such as practice management, business ownership, transition to another firm, technology, wire-house firms, regional firms, independent firms, RIA’s, the M&A side of the business, and any other topics relevant to being a financial advisor in the wealth management business. Frank’s goal and the goal of his Elite Consulting Partners team is now – as ever – to be the Financial Advisor’s Advisor!
This Week’s Episode
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About Frank
Frank LaRosa
Frank LaRosa, CEO of Elite Consulting Partners, has achieved a position of prominence educating, guiding, and advising financial services professionals as a transition consultant and recruitment specialist. Informed by more than 20 years of financial services industry expertise, Frank offers a client-first approach to transition, putting into practice his extensive corporate and advisory wealth management business acumen. His insight and depth of resources give Elite Consulting Partners clients a decided advantage, insuring an optimally negotiated move that aligns with long-term business goals.
As one of the Nation’s top transition consultants, Frank knows first-hand how to guide you on your move, what challenges you may face, and how to ensure the best possible success at your new firm. He has worked with some of the nation’s most sophisticated advisors, and has earned a reputation for fighting hard for his clients to get them the best result possible. Each client’s personal success and fulfillment is of foremost important to Frank and he proudly puts his expertise, knowledge, and skillful judgment to work to exceed their expectations and achieve the transition they not only want but deserve.
Listen to the latest episodes here
- The Next Generation – Training and Mentoring Junior Advisors
- Collaboration Is Key – Utilizing A Mastermind Group To Maximize Your Business
- The Season Of Giving – Gifting Your Business By Defining Your Core Values
- Looking Back to Look Forward – Evaluate Your Business Past and You Will Create Your Business Future
- Jingle All The Way – Separate Yourself From The Competition This Holiday Season
- Behind The Wheel – Navigating The Art of The Deal When Making Your Transition
- Merger Monopoly – The Tale of Ladenburg Thalman and It’s Five Broker-Dealers
- Grow Your Business 10X By Getting Comfortable With Being Uncomfortable!
- The Lost Episode
- Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet
- Leading With Lending And The $50 Million Question
- Leading With Lending And The $50 Million Question
- Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process, Part 2 of a 2-Part Series
- Rolling Out The Red Carpet – The Importance Of The Home Office Visit During The Recruiting Process
- Location, Location, Location – The Relationship Between Real Estate and Business Success
- Independent Mindset – Whether The Choice To Go Independent Is Right For You
- What’s In a Name – How Deciding The Right Name for Your Business or Practice Impacts Growth
- Hot Mic Episode: The Elephant In The room: Does Merrill Lynch Drop Out of Protocol?
- The Art of Leveling-Up Your Business: How You Prepare Now Determines Your Ability to Grow In The Future
- Making A Good First Impression – What Your Website Says About You, Your Firm, And Why It Matters
- Ignorance is Bliss – The Top Ten Ways Advisors Make Mistakes That Result in Termination (Part 2 of a Two-Part Series)
- You’re Fired – Strategies and Lessons For The Recently Terminated Advisor (Part 1 of a two-part series)
- The Core Value Impact: Why advisors need to incorporate Core Values into their practice
- Breaking The Code – Deciphering the Mythology of Hybrid and RIA Models
- The Power of Shrinkage: Get comfortable with shrinkage because it can actually help you grow
- It’s All About The Net: Payouts Can Be Like An Iceberg And What You See On The Surface Is Not Always What You Get
- What Does A Mailbox Have To Do With Your Business? It Is All In The Details
- It’s Not About The Money, But It’s About The Money
- The Independent W-2 Model – Revolutionary or Simply Independence Redefined?
- Advisors Should Eat Their Own Cooking – Are You Prepared For A Catastrophic Event With Your Business?
