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Advisor Talk with Frank LaRosa

Elite Consulting Partners

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Weekly
 
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 ...
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The Diamond Podcast for Financial Advisors

Mindy Diamond Financial Advisor Recruiter and Consultant

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Weekly
 
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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NRG Insights

Marcus Nanson

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NRG Insights is a series interviewing industry leaders within the financial sector, hosted by Marcus Nanson from NRG Resourcing. The series dives into key areas of business, discussing everything from social media, company progression, industry news and tips to success.
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The Talent Trade

Southwestern Family of Podcasts

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Weekly
 
The Talent Trade is all about finding the right person, for the right opportunity, at the right time. But how exactly do you do that the "right" way? Executive Search Partner and Top Biller Stephanie Maas shares more than 25 years of experience about what it takes to be a top recruiter in today's "talent trade" market, using ThinkingAhead’s four-prong system focused on recruiting, business development, planning, and managing your mindset. It’s real, honest information about how to build your ...
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Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and platforms discussing the industry's trends, like first-party data strategies, artificial intelligence, consumer data privacy, omnichannel customer experience, and more. The Agile Brand i ...
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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The Executive Wins Podcast helps senior leaders get more wins in business and life. Each week accomplished Executives share rich stories about their biggest wins including improving profitability, streamlining processes, communicating more effectively with their teams, innovating and more. The show is hosted by Gordon Sheppard, an experienced Executive Coach, Business Advisor and Podcaster. Gord bases each interview on a proven 5-part framework called the Anatomy of a Win, which means that y ...
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-offi ...
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Everyday HR

Steven Nicklaus

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A podcast where your local HR professionals discuss common everyday HR issues, solutions, and trends. You will hear firsthand experiences from a consultant, legal, and benefits advisor. This will be your place to learn and hear relevant topics and strategies about everyday HR concerns that matter to you and your business. Hosts: Roshni Patel, HR Consultant & President of Thrive HR [email protected] Dan Klingenberger, Esq. Employment Law Attorney, Partner at LeBeau Thelen, LLP / dklingenbe ...
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Peer Effect

James Johnson

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Best way to scale? Your peers have the answers. This is the podcast for scaleup founders looking for insightful, actionable wisdom from some of the best operators around. Each week we’ll explore one secret that other founders and experts are using right now and how to implement it. It’s practical wisdom to build the company AND life you want. Hosted by renowned founder coach and advisor James Johnson. You’ve survived to £1m, now let’s scale to £10m+.
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Ordinary women make the extraordinary leap into business ownership every day. Women-owned businesses contribute $1.4 trillion dollars in revenue yearly and employ over 9 million people (US). Yet, that $1.4 trillion is just a fraction (4.3%) of the private sector. Ladies, we got this! We can do better together! This podcast explores why women ‘start-up’ and candidly discusses the ups and downs of business ownership. There are no unicorns here. Just real women who want to share their stories a ...
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Business Confidential Now with Hanna Hasl-Kelchner

Business Confidential Now with Hanna Hasl-Kelchner

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★ PRACTICAL ★ TIMELESS ★ NO NONSENSE ★ Discover the business issues hiding in plain view that matter to your bottom line. Created for smart business owners, executives, managers, and entrepreneurs who want to increase their business leadership effectiveness and side-step the School of Hard Knocks. Each Thursday you’ll hear top-line insights, tools and straight talk from experts, authors and change makers who share their secrets for more success on a wide range of business topics. These are t ...
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What’s driving today’s top financial advisors to break away from big firms and go independent? And how can AI change the game without replacing the human element? In this episode, Jonathan sits down with industry powerhouse Mindy Diamond—founder & CEO of Diamond Consultants, and a pioneer in wealth management recruiting—for a deep dive into the evo…
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Do you think LeBron James does his own salary negotiations? Do you think you're better than LeBron James? Learn how a good recruiter can help you land more than just your requested compensation, and why it's probably best just to stay out of their way. Discover what sets ThinkingAhead apart, hear stories from recruiters, and browse opportunities by…
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In this conversation, Dan MacDonald shares his entrepreneurial journey, detailing his transition from working at The Brick to founding BIS Safety Training, a company focused on online safety training. He discusses the challenges faced during the 2008 financial crisis, the importance of building a strong team, and the strategies that have led to his…
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In this episode of the Financial Planner Life podcast, host Sam Oakes sits down with Jay Dhaliwal, Chartered Financial Planner at Chase de Vere, to talk about her inspiring career journey. Jay shares how facing rejection twice for financial planner roles early in her career didn’t stop her - it fueled her. Already working as a paraplanner, she used…
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Ioan Jacob is the CEO and Founder of FlowX.AI. The FlowX platform fundamentally changes how large banks build mission-critical products and modernize applications systems and infrastructure. They are the first-ever multi-agent AI platform bringing enterprise-grade AI that is robust and safe to use for large financial services organizations. Ioan ha…
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We talk a lot about agility, and today, we’re going to talk about how lessons of agility can come from unexpected places - like the set of Seinfeld - where - for those superfans like me - our guest played Alec Berg - which should be said in more of a Jon Houseman manner, and while guest starring there (plus other shows like Curb Your Enthusiasm, Tr…
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This week on NRG Insights, Marcus is joined by Kelsey Phillips, founder of Arose Finance. From chasing a career in professional football to landing a role on the trading floors at Goldman Sachs, Kelsey's journey has been built on resilience, ambition, and a drive to succeed against the odds. After establishing herself in investment banking, she too…
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Bill Cartwright is a true basketball legend, Coach Bill Cartwright. Coach Cartwright is a five-time NBA champion, a former All-Star, and a key figure in the Bulls’ first three-peat championship reign and helping one of the greatest dynasties in NBA history. Coach Cartwright played for the New York Knicks, Chicago Bulls and Seattle Supersonics in hi…
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Retailers are facing a rapidly evolving landscape where consumer expectations, AI advancements, and social media platforms like TikTok are redefining engagement. It feels like the holiday shopping season just ended, but when do retailers start planning for the next one, and some retailers already behind the curve for this season? Joining us today i…
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Other highlights include: -Why financial advisors need to become lifelong students of the industry. -How deeper data strategies are revolutionizing business growth - and why most firms are still missing the mark. -The exciting plans to open next year's IGNITE Conference to financial advisors for the first time. -Why marketing, branding, and persona…
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FT Partners Research published a March 2025 report outlining key FinTech trends to anticipate in the coming year, alongside a recap of 2024 FinTech deal activity. The report offers insights on AI, crypto, and the IPO market. Key trends highlighted include the rise of AI agents, expanding crypto infrastructure, the resurgence of B2C FinTech, and inc…
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As AI continues to evolve, how can marketing leaders ensure they’re staying ahead of the curve instead of simply keeping up with it? And how do you navigate the complexities of using AI while maintaining a personal, human touch in your campaigns? Joining us today is Courtney Baker, Chief Marketing Officer at Knownwell and co-host of the AI Knowhow …
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With Shaun Hauser – Founder & CEO, Wellington-Altus Private Wealth Inc. Overview Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creating an independent firm that has achieved extraordinary growth. Listen…
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Key takeaways from today’s episode include: -How to identify the right metrics that drive better lead generation and client conversions. -The value of internal and external Net Promoter Scores for client retention and operational insight. -Why small firms need to think like big ones - and build systems that scale. -How to future-proof your business…
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Ryan Murray is the assistant coach for the Ohio State Women’s Basketball team, Coach Ryan Murray. With a deep understanding of the game and a strong background in player development, recruiting, and game strategy, Coach Murray has held various coaching roles at Ohio State University and the University of Wisconsin. A young coach, Murray has great e…
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W. Timothy Gallwey's Inner Game framework distinguishes between the conscious "Self 1" that instructs and judges, and the unconscious "Self 2" that performs. The core argument is that internal interference, primarily from Self 1, hinders optimal performance by causing tension and self-doubt. The Inner Game methodology focuses on techniques to quiet…
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When you think of cameras in construction, do you see them as just security tools—or could they be the key to unlocking full jobsite intelligence? Joining us today is Marca Armstrong, Chief Marketing Officer at Sensera Systems, a leader in jobsite intelligence solutions. Over the past decade, Sensera Systems has transformed how construction teams u…
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Dirk Sahlmer - Head of origination at Saas.group. During this episode we discuss about how to prepare the exit of your company to get the best deal, how to focus on sustainable growth if you are a VC backed founder and you are considering an exit, and we cover top 3 mistakes founders make when selling their business Ciao!…
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Chris Oliver is a basketball coach, educator, and the mastermind behind Basketball Immersion. With a wealth of experience in coaching at all levels, including an assistant position at McMaster University and Head Coaching titles at Queen's University and the University of Windsor prior to Basketball Immersion. Chris has worked with players and team…
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How a Former Recruiter Built a £266M Financial Planning Business - Vikash’s Journey from BD to Chartered Adviser In this episode of the Financial Planner Life podcast, Sam Oakes is joined by Chartered Financial Planner Vikash, who shares how he made the bold move from a successful recruitment career into the world of financial advice. Vikash’s stor…
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For many brands, AI is revolutionizing customer experience, but with increased adoption comes widespread concerns about job displacement, ethical risks, and trust. Is AI truly enhancing human capabilities, or is it simply replacing them? And how can companies balance efficiency with responsibility in AI-driven CX? Joining me today is Pasquale DeMai…
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With the increasingly complex omnichannel customer journey, it seems like attribution is getting harder than ever—do you know which of your marketing tactics are really driving sales, or are you flying blind when it comes to measurement? Joining us today is Arianna Vogel, Senior Director of Product Marketing at Foursquare, a leader in location inte…
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In this live edition of Advisor Talk, recorded on the floor at IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with Senior Vice President-Head of Advisor Recruiting Consulting at Raymond James, Joseph Pellegrini, for a conversation centered on what truly sets the firm apart - choice, culture, and advisor autonomy.Whether W-2 or 1099, R…
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With Glenn Israel, CEO & Founder, GFI Wealth Partners Overview Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independ…
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Mike Brey is one of the most respected minds in college basketball and current Assistant Coach with the Atlanta Hawks, Coach Mike Brey. With over two decades leading Notre Dame, Coach Brey built a program known for its toughness, efficiency, and player-driven culture. Before that, he cut his teeth as an assistant at Duke under Coach K and as the he…
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On Day 2 of Advisor Talk live from IGNITE, Frank LaRosa is joined by Brian Mora, Senior Vice President at Ameriprise, for a powerful conversation on leadership, advisor growth, and the evolving expectations in today's wealth management landscape.From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares hi…
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In this conversation, Jodi Abbott, President and CEO of the University Hospital Foundation, discusses her journey in transforming philanthropy into a business model that focuses on health system innovation. She emphasizes the importance of hope and purpose in healthcare, shares a compelling case study about donor engagement, and outlines her strate…
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Recorded live at Medallia Experience in Las Vegas. Having a great customer experience is critical for many reasons, but some companies have had a hard time tying their success with CX to tangible ROI. Today we will talk about taking customer experience further and tying CX outcomes to commercial goals. To help me discuss this topic, I’d like to wel…
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In this special live edition of Advisor Talk, recorded on Day 1 of IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with top voices in the industry to discuss the energy, innovation, and big ideas shaping the future of wealth management.Tune in for real-time insights from the floor, including advisor trends, firm culture highlights, and…
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In this episode of NRG Insights, Marcus is joined by Mark Harrington, CEO of L&C, to talk about what it takes to build a strong business culture at scale. From his early days as a protection adviser to now leading a team of 440+ advisers, Mark shares the lessons learned, challenges faced, and what’s shaped his leadership journey. Whether you're bui…
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Toure Murry is a former NBA Player and current Player Development Coach with the Philadelphia 76ers, Coach Toure Murry. Coach Murry joins us having an extensive playing career starting at Wichita State and leading to the New York Knicks, Utah Jazz, Washington Wizards and numerous countries such as Turkey, Germany, Greece, Portugal, Sweden, Kuwait, …
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As AI reshapes the retail advertising landscape, are you leveraging it as a competitive advantage, or are you at risk of being left behind in a data-driven world? Today, we’re joined by Uldis Baumerts, Chief Operating Officer of Bryj Technologies, a leader in driving AI-powered innovations for the retail industry. Uldis has extensive experience in …
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We are here at ShopTalk 2025 at the Mandalay Bay in Las Vegas and seeing and hearing all about the latest in retail, e-commerce, and more. How much are your product returns costing your business—and how much opportunity are you leaving on the table by treating returns as a cost center instead of a competitive advantage? Today, I’m excited to welcom…
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Welcome to another insightful episode of Fix-It Fridays, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan discusses the common investing be…
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This week on the Financial Planner Life podcast, I sat down with Samantha Russell, one of the most respected voices in financial adviser marketing in the US. She shared insight after insight. Here’s one that really stuck with me: “Even if someone is referred to you, they’re still going to Google you. What they find next decides whether they pick up…
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Change is inevitable. But whether you're a client or a candidate, change doesn't have to mean doom. In fact, it rarely does. Here are a few good reasons why you should embrace it... Discover what sets ThinkingAhead apart, hear stories from recruiters, and browse opportunities by clicking here.By Southwestern Family of Podcasts
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With Michael Kitces, Industry Thought Leader from Kitces.com Overview The industry thought leader shares insights on the factors that impact efficiency and growth, citing research from his latest Productivity study, and weighs in on launching a firm, building a team, the role of technology and AI, and much more. Listen in… > Download a transcript o…
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Tom Wehmeier - Partner and Head of Insights at Atomico the 1B Eur fund, founded by Niklas Zennstrom the famous founder of Skype, one of the first tech breakthroughs from Europe, and Yoram Wijngaarde - Founder and CEO of Dealroom - the source of record and insights on startups. During this episode we discuss how well did tech Europe do in the last 1…
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Topics covered include: Rich’s path to the CEO role and his early vision for the future of LPL. The evolution of affiliation models - from 1099 to W-2 and beyond. Why independence isn’t just a structure - it’s a mindset. LPL’s take on private equity’s role in the industry and the cautionary tale it presents. How LPL is helping advisors monetize the…
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Steve Clifford is a former NBA Head Coach and current Advisor in the front office of the Charlotte Hornets, Coach Steve Clifford. Coach Clifford jumped right into coaching following his graduation and starting in a position with Woodland High School. From there he would rise in the ranks extending to places at Saint Anselm, Fairfield, Boston Univer…
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In this conversation, Mike Schoenberger, CEO of Sunco Communications, shares insights into his journey of leading a successful acquisition that transformed his company from a regional player to a national telecommunications provider. He discusses the importance of curiosity, strategic planning, and cultural integration in achieving business growth.…
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We are recording live at Qualtrics X4 in Salt Lake City and seeing and hearing all about how to create and enable amazing customer experiences. If the student experience is the heart of a world-class academy, what happens when you realize there is room for improvement—and what do you do about it? Today’s guest is Mike Milliron, Chief Operating Offi…
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In this episode, they unpack: Why advisor choice is shrinking - and what that means for your future How OSJ’s and producer group models are more relevant than ever The cultural disconnect between firm leadership and field teams Why the RIA space is no longer the “wild west” and is closing the gap with IBDs How consolidation is forcing advisors to r…
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In this episode of NRG Insights, Marcus is joined by Chris Schutrups, Founder and Managing Director of The Mortgage Hut, to unpack what it takes to build and scale a successful mortgage brokerage in today’s digital world. From dropping out of college at 16 to running one of the most recognised mortgage brands in the UK, Chris shares the key decisio…
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Anthony Johnson is the current assistant coach at Youngstown State University, Coach Anthony Johnson. Coach Johnson joins us having started his coaching career at Texas Tech where they made a run into the National Championship under Head Coach Chris Beard. This would lead Coach Johnson into positions with the College of Charleston, USC Upstate, Geo…
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We are recording live at Qualtrics X4 in Salt Lake City and seeing and hearing all about how to create and enable amazing customer experiences. Today we’re going to talk about enabling and accelerating customer experience success by augmenting your teams and processes with AI. To help me discuss this topic, I’d like to welcome Isabelle Zdatny, Head…
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In this episode, Frank breaks it all down: -Why the $90M SEC penalty wasn’t actually dismissed – and what a “reprieve” really means -The financial and emotional toll of multi-year legal battles (even when you ‘win’) -How thin margins and legal pressure can force even well-run firms into tough decisions -The cultural clash that may lie ahead between…
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This episode is brought to you by Landrum Talent Solutions, a national recruiting firm specializing in marketing and HR positions. We’ve talked about volatile job markets before on this show, but has it been anything like what is currently going on? What should marketers looking for employment be expecting, and what should employers looking to hire…
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ThinkingAhead Recruiting Partner and Legal Practice Manager Brian Vogt dives into the psychology of recruiting, leads Stephanie in a couple of roleplays, considers what it might be like talking to your future boss, and explains how quicker failure leads to quicker success. Discover what sets ThinkingAhead apart, hear stories from recruiters, and br…
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