Skip to Main Content
SUBMIT A TIP RECEIVE DAILY NEWS
Menu AdvisorHub
  • News
      • Latest News
          • Advisor workingThis Week’s Top Stories: Morgan Stanley Sues RBC Team, Finra Raps Broker over A-Shares, and More
          • Merrill Lynch Exterior Sign and LogoMerrill’s New Household Growth Fell 40% in 2020–Sources
          • Wells FargoWells’ Wealth Profit Climbs Despite Continued Broker Attrition
          • (Left to right) Gregory Ernst and Todd Stark moved to RBC from UBS along with client associates Amy McGuire, Marnie O’Brien, Trudy SoperRockefeller, RBC Lure Merrill, UBS Teams in Midwest
        • Close
      • Advisor Moves
          • Morgan Stanley, UBS Advisor movesMorgan Stanley Rehires $3.3-Mln UBS Team in North Carolina
          • Lars Olson of Sanctuary Wealth Partners in Marion, OHSanctuary Hires $435-Mln Merrill Team, Snowden Lures Another from Retirement
          • Stifel Investment CompanyStifel Hires 33-Year Brokerage Vet from Jefferies in Dallas
          • (Left to Right) Merrill West Fort Worth producing manager Brad Bruce, Michael Coody, Aaron Gutierrez, David Cepeda and Dana Lewis.Merrill Hires $2-Mln JPMorgan Bank Team in Texas
        • Close
      • Enforcement
          • Businessman in prison, fraudWells Fargo Claws Back $3 Million from Jailed Ex-Broker
          • Finra signFinra Fines, Supends Ex-Ameriprise Broker Who Flipped ‘A’ Shares
          • Barred from the securities industry.SEC Puts Nail in Ex-Morgan Stanley Broker’s Career Coffin
          • FINRAFinra Fines LPL $6.5 Million over Broad Supervisory Failures
        • Close
      • Markets
        • `Nothing Safer Than Cash’: Tech Rout Puts Silicon Valley on Edge
        • ‘Any News Is Bad News’ as Earnings Fail to Save Equity Bulls
        • ‘50 Cent’ Profited From Volatility Jump, Wells Fargo Says
        • ‘Beaten Down’ ETF Is a Way to Play Inverted Curve, BofA Says
        • Close
      • Opinion
          • Opinion-How-Will-The-Coronavirus-Affect-The-Stock-Market-Opinion: Coronavirus – What Advisors Need to Know
          • opinion-investors-conquered-fees-next-up-is-their-own-behaviorOpinion: Investors Conquered Fees but Not Their Own Behavior
          • Investor-Confidence-In-Stocks-Rightly-Declines-Opinion-772x485Investor Confidence in Stocks Rightly Declines: Opinion
          • Opinion-Schwabs-Zero-Commission-Decision-Challenges-Its-Ria-ClientsOpinion: Schwab’s Zero Commission Decision Challenges Its RIA Clients
        • Close
      • Fintech News
          • System outageMerrill Systems Hiccuped on Thursday as Stocks Slid
          • 7 dollar rolls‘The Rock’ Invests in Finance App Acorns, and New Users Get $7
          • TraderHigh-Frequency Traders Love Business With Robinhood
          • EtheriumJay Z, Charles Schwab-Backed Ethereum App Opens Doors to Public
        • Close
      • From the Publisher
          • 2021 PredictionsFrom the Publisher: Sirianni’s Predictions for 2021
          • Josh Rogers – 772×485Seven Questions with Tony Sirianni: Josh Rogers, Founder and CEO, Arete Wealth
          • Phil Hildebrandt — 772×485Seven Questions with Tony Sirianni: Phil Hildebrandt, Principal, CEO of Segall Bryant & Hamill
          • Christian Hyldahl, President of Varium Investment Partners-772×485An AdvisorHub Interview with Christian Hyldahl, President of Varium Investment Partners
          • John Peluso – 772×485Timely interview with John Peluso and AdvisorHub CEO Tony Sirianni
          • Louis Dworsky Coronacrash Interview-772×485Coronacrash Update: Hayden Royal’s Louis Dworsky & Tony Sirianni
          • Stratos_Jeff pic.jpg-772×485Coronacrash Update: Stratos Wealth Partners’ Jeff Concepcion & Tony Sirianni
          • coronacrash ben harrison – 772×485Coronacrash Update: BNY Mellon | Pershing’s Ben Harrison & Tony Sirianni
        • Close
    • Close
  • Deals & Comp
  • Recruiting Wire
  • Breakaway Center
  • Resources
    • resources-home-menuResources Home
    • PRACTICE MANAGEMENT RESOURCESPractice Management Resources
    • Transition ResourcesTransition Resources
    • Fintech ResourcesFintech Resources
    • menu fintechFintech Product Directory
    • Menu-Institute-772×485Institute
    • Boutique Wealth AdvisorsBoutique
    • EventsEvents
    • Asset Manager Hub
    • Close
  • Podcasts
  • RIA Center
  • Virtual Summit
close X

Advisor Talk with Frank LaRosa

 

Advisor Talk

 

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, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wire-house, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.

 

This Week’s Episode

  • HubTalk – The COVID Wave To Independence

Watch on YouTube for Behind-the-Scenes Footage of Advisor Talk with Frank LaRosa

About Frank

Financial-Advisors-Advisor

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

  • HubTalk – The COVID Wave To Independence
  • Much Ado About Nothing – The Protocol Non-Event
  • Watch For The Waves – The Effect of COVID on Financial Services
  • ‘Tis The Season – Analyzing The Fiscal Maneuvering Firms Will Use To Close 2020
  • Want To Increase Your Succession Payout by 288%? Consider Dual-Monetization
  • Forward Thinking – An Interview with Michael Bryan, CEO, Triad Hybrid Solutions
  • Leading and Listening – An Interview With Adam Antoniades, CEO, Cetera Financial Group
  • A Time of Opportunity – An Interview with Manish Dave, Senior Vice President, Business Development, Ameriprise Financial
  • A New Kind Of Independence – An Interview with James Gold, CEO, and Douglas Kentfield, Head of Wealth Management, Steward Partners
  • Behind the Scenes with Rich Steinmeier and LPL’s new EMPLOYEE MODEL
  • What got you HERE will not get you THERE….
  • It’s Time To Step Up – Why Advisors Need to Elevate Their Client Communication Game
  • The Pitfalls of Zoom Technology On Long-Term Client Relationships
  • You Do You – Independence Isn’t The Only Option
  • The Leadership Series: Business Partners Jonathan Freeman and Brian McCarver, Stonebridge Financial Group
  • The Interview Series: Ben Newman, Mental Conditioning Coach for University of Alabama Football
  • The Interview Series – Joe Lyons, Managing Partner, Mooney Lyons
  • Master Your Craft – Skills Advisors Need To Win On Today’s Playing Field
  • Plan For The Worst, Hope For The Best – Strategies For Smaller Firms and Their Advisors
  • The Interview Series – Conor Delaney, Founder of The Good Life Companies
  • Which Firms Are The Winners And The Losers Of The Crisis?
  • Tech Tips – Using Email for Efficiency
  • Talk to Me – Are You Communicating Effectively During The COVID-19 Crisis?
  • Proceed With Caution – The Pitfalls of Private Equity
  • Process Over Percentage is What Keeps Your Business Up When Markets Are Down
  • Did You Do The Math? The Tax Implications of W-2 Vs. 1099 Deals
  • Making An Impression – The Latest News On The Firms, Strategies And Deals Making An Impact
  • Hot Mic – The Flip Side: The Real ‘Why’ Behind The Morgan Stanley Acquisition Of E-Trade
  • The Big Reveal: Unboxing The Experience – Designing Meaningful Follow-up Rituals To Create Business Momentum
  • Knowing What Matters – Clarify Your Process For Client Retention Success
  • The Next Generation – Training and Mentoring Junior Advisors
  • 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

EXPLORE THESE PODCASTS

AllIndependenceSuccess
The must listen-to podcast for financial advisors by Tony Sirianni. Guests to include:
-Ron Kruszewski
-Shirl Penney
-Penny Pennington
-Eric Clarke
and many more
Michael Kitces and Carl Richards discuss financial advising topics.
Suzanne Siracuse asks the questions nobody else asks, as influencers and interviewer collide in her new and truly unique podcast series The Big Reveal.
The “new advice value stack,” and how firms can use it to help maximize their own value propositions for their clients.
The Brighthouse Financial Insights Panel is a group of leading, independent experts providing powerful insights into the big challenges facing you and your clients.
Equipping independent financial advisors with the tips, insights, and knowledge needed to evolve in every aspect of his or her life
Powering Independence Podcast, insights and ideas for RIAs, presented by Dynasty Financial Partners. A podcast dedicated to presenting fresh ideas and best practices for the wealth management industry.
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.
Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.
Our webcast is dedicated to helping our viewers get real insights by avoiding the cognitive dissonance of today’s media outlets and biased editorial filters.
Go behind the scenes with registered investment advisors and other related independent business model experts
As a nationally recognized recruiter and consultant to financial advisors, Mindy Diamond has unmatched experience in introducing advisors to the independent space.
The must listen-to podcast for investors, venture capitalists and financial advisors, with Tony Sirianni and Paul Dietrich.
An Introduction to Independence: 5 Key Episodes to Jumpstart Your Knowledgebase
Jay is an investment strategist, CERTIFIED FINANCIAL PLANNER™ and business consultant to financial advisors.
In this podcast business owners, entrepreneurs and executives reveal their top tips for success.
We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people’s lives.
A financial literacy and commentary show that features a number of investors, financial experts, professional athletes, business owners and more.
Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™.
The Kuderna Podcast, focusing on wealth in it's original meaning- a state of well being.
Timeless wisdom, actionable information you can use right now to make smarter investment decisions.
Made for and dedicated to those folks serious about their financial plan.

RECENT EPISODES FROM THE TONY SIRIANNI PODCAST

  • A Conversation with Ron Kruszewski, CEO of Stifel Financial Corp.

    A Conversation with Ron Kruszewski, CEO of Stifel Financial Corp.

    Jan 7, 2021
  • A Conversation with Three Managing Directors at Prudential: Jay Skolnick, Dustin Corrente,  and Stephanie Rivas

    A Conversation with Three Managing Directors at Prudential: Jay Skolnick, Dustin Corrente,  and Stephanie Rivas

    Dec 22, 2020

RECENT EPISODES FROM THE MINDY DIAMOND ON INDEPENDENCE PODCAST

  • The Limitations of Building a Billion-Dollar “Boutique Firm” within a Wirehouse: A UBS Breakaway Story

    The Limitations of Building a Billion-Dollar “Boutique Firm” within a Wirehouse: A UBS Breakaway Story

    Jan 14, 2021
  • The Best of 2020: Top Advice from 10 Independent Business Owners

    The Best of 2020: Top Advice from 10 Independent Business Owners

    Jan 7, 2021
  • A Special Year-End Industry Update: 10 Ways That 2020 Will Reshape Wealth Management in 2021

    A Special Year-End Industry Update: 10 Ways That 2020 Will Reshape Wealth Management in 2021

    Dec 17, 2020
  • Industry Update on Goldman Sachs: What could a new RIA custodian mean for advisors and the industry?

    Industry Update on Goldman Sachs: What could a new RIA custodian mean for advisors and the industry?

    Oct 29, 2020

RECENT EPISODES FROM THE POWERING INDEPENDENCE PODCAST FROM DYNASTY FINANCIAL PARTNERS

  • Hungry, Humble, Smart

    Hungry, Humble, Smart

    Jan 4, 2021
  • What it means to be a “Schwabie” – Examining the Powerful Culture of Charles Schwab through the Stories of its People

    What it means to be a “Schwabie” – Examining the Powerful Culture of Charles Schwab through the Stories of its People

    Nov 6, 2020
  • About Us
  • Contact Us
  • Advertise
  • Events
  • Careers

 get our newsletter

Industry focused content and breaking news.

SIGN UP

Contact Us

EMAIL US

PO Box 253
Middleburg, VA 20118

311 W. 43rd St.,
12th Floor
New York, NY 10036

© 2021 AdvisorHub
  • |Terms of Use
  • |Privacy Policy
  • |Advertise
  • |Careers
  • Facebook
  • Linkedin
  • Twitter

Back to top