Best Elite Consulting Partners Podcasts (2025)

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From Chaos to Clarity: Streamlining Operations with Data 24:58

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1d ago24:58

24:58

Key Highlights: -The true cost of operational disorganization - and how to measure it. -Why “progress, not perfection” is the key to implementation. -How to identify bottlenecks using data and process tracking. -The concept of Kaizen and continuous improvement in firm operations. -Simple steps to begin streamlining your business today. If you’re an…

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Crash, Chaos, and Fatherhood: Air Disasters, LA Riots, and Why Dads Matter 21:08

3d ago21:08

21:08

Chris and Sean open the episode with a somber reflection on the Air India crash, offering prayers for the victims and diving into a broader conversation about airline safety — including Boeing’s ongoing 787 Dreamliner troubles and Sean’s personal “Kyl Rule”: two engines, two pilots, no exceptions. Then, they turn to the erupting riots in Los Angele…

1
Finding Your Freedom and Doubling Your Revenue 31:31

4d ago31:31

31:31

Highlights include: -Why the advisor walked away from a traditional bank model -How he overcame fear and successfully transitioned legacy clients -The surprising benefits of affiliating with an RIA-only firm -Reinvesting in growth: marketing, branding, and staffing -Building deeper client relationships through business ownership -What “freedom” rea…

1
Los Angeles on the Edge: ICE, Riots, and Political Delusion 42:03

4d ago42:03

42:03

As chaos erupts in Los Angeles over ICE’s attempts to detain violent offenders, Chris and Sean draw stark comparisons to the 1992 LA riots following the Rodney King verdict. Are we watching history repeat itself — or is this something new? The guys react to the latest news clips with scorching hot takes, calling out Democrats for once again staking…

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Andy Biggs: Arizona’s Next Governor? 27:56

6d ago27:56

27:56

Congressman Andy Biggs joins Chris and Sean from Washington, D.C. to talk about his run for Arizona Governor — and lays out his Day One vision for the state. With a deep resume as former State Senate President, current U.S. Congressman, and trusted Trump ally, Sean argues Biggs would be the most prepared governor to ever take Arizona’s 9th floor. T…

1
Marketing Funnels for Advisors: From Stranger to Client 19:48

9d ago19:48

19:48

Listen in as they cover: -What “top, middle, and bottom” of funnel marketing really means. -How to cast a wide net without diluting your message. -Why nurturing leads is a skill advisors can’t afford to ignore. -The difference between posting content and intentional outreach. -How trust and patience are the real accelerators of growth. If you’ve ev…

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The Trump–Musk Breakup? Power, Policy, and Summer Plans 22:58

10d ago22:58

22:58

Don’t say we didn’t warn you. The Trump–Musk bromance is officially on the rocks. In this solo episode, Sean dives into Elon Musk’s public opposition to the “Big Beautiful Bill” and Trump’s pointed remarks suggesting their relationship is history. Sean unpacks whether Musk has the influence to tank the bill, how the GOP's internal battle lines diff…

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Inside the Swamp with Ruthless Duncan 33:50

10d ago33:50

33:50

Michael Duncan — co-host of the wildly popular Ruthless Variety Progrum — joins Chris and Sean for a no-holds-barred conversation on politics, podcasting, and the media spin machine. They take on the Democrats' flailing strategy, the inside-baseball dysfunction of D.C., and the laughable lionizing of Jake Tapper and Alex Thompson for finally statin…

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The Role of Identity in Achieving Success: Eric Morin, President of Tower Leadership 35:48

11d ago35:48

35:48

If you own a dental practice, are you an entrepreneur or are you just self-employed? Our guest today on Filling You In, Eric Morin, has helped many dentists understand the difference and transform their practices into wealth-generating enterprises. “If you're truly an entrepreneur, that means you're investing in scale, leadership, and have a greate…

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The Real Cost of Doing Nothing: How Inaction Hurts Advisor Growth 31:02

11d ago31:02

31:02

Key Highlights: -Why “not deciding” is still a decision - and often an expensive one. -How long-term inaction can lead to seven-figure opportunity losses. -Real-life stories of advisors who waited too long to make a move. -The importance of intentionality when exploring independence. -Why your clients care more about you than your current firm. -Th…

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Selling Truth with Corey Frank: Strategies, Stumbles, and the Soul of the Sale 52:58

13d ago52:58

52:58

In this high-energy episode, Chris sits down with sales sage, Corey Frank, of Branch 49 at Grand Canyon University’s Canyon Ventures. Together, they unpack the real art of selling—what it takes to close a deal, be a true resource to your customer, and build trust in a noisy market. From the fundamentals of great sales strategy to the epic stumbles …

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Stop Losing Leads: How a CRM Captures Every Opportunity 29:31

16d ago29:31

29:31

Key highlights include: -Why your CRM is only as powerful as your process - and how to fix it -What “lead scoring” really means and how it helps you prioritize outreach -How client journeys within a CRM support long-term relationship building -Real-life examples of turning cold leads into warm opportunities -What happens when you don’t follow up - …

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How to Build a Practice That Attracts a Premium Buyer 37:26

17d ago37:26

37:26

Highlights include: -The real difference between recurring and advisory revenue—and why it matters for your valuation. -Why managing client assets yourself can decrease your business’s value. -Red flags buyers look for, including data disorganization, aging client bases, and weak G2s. -The role of infrastructure, compliance, and staff continuity in…

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Holy Hot Takes! - Schweikert’s Stumble, Dhillon’s Defense, Marco 24:36

18d ago24:36

24:36

On this explosive episode of Light Beer | Dark Money - Chris is solo and goes deep into the headlines with several #HotTakes the mainstream won’t touch. Congressman David Schweikert missed the vote on the Big Beautiful Bill, and Chris suggests it may be time for a Chief of Staff shake-up to get him back on task. In a bold legal strike, Harmeet Dhil…

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Integrating AI Into Advisory Practices 33:15

23d ago33:15

33:15

Highlights include: -The real definition of AI - and what it isn’t -How advisors can use AI now for content creation, meeting summaries, keyword tracking, and CRM automation -Why prompt engineering is the new must-have skill for marketing and operations -Use cases for predictive analytics in revenue growth, client retention, and opportunity spottin…

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Caps, Gowns & Culture Wars: A Graduation Salute 13:21

24d ago13:21

13:21

In this special graduation-themed episode, Chris and Sean celebrate the season of academic milestones—From Sean’s daughter finishing Kindergarten and his son graduating from Barry Goldwater Highschool - to Chris’ son graduating from All Saints 8th grade, these are some proud papas They also shine a light on a proud family achievement: Chris’ mom, G…

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Breaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm 24:08

25d ago24:08

24:08

Highlights include: -The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for -Real-life examples of advisors losing $40K/month by not making a decision -How Elite’s pro forma modeling helps advisors make sense of the math behind a transition -The psychological power of complacency -…

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Biden’s Original Sin: The Cover-Up, the Cancer, and the Crisis 39:21

26d ago39:21

39:21

Chris and Sean expose the stunning hypocrisy of Biden insiders and the media elite who now claim ignorance about the President’s mental decline — despite years of evidence they helped bury. They dig into Original Sin, the explosive new book by CNN’s Jake Tapper and Axios’ Alex Thompson, and call out Tapper for profiting off the very cover-up he onc…

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Josey Sewell’s “High Love, High Accountability” Approach to Creating Positive, Successful Work Environments 26:30

27d ago26:30

26:30

Nearly all of our previous Filling You In guests have mentioned culture as an important ingredient in building successful dental practices and practice groups, but today, we're going to take a deep dive into what that means, how it's created, and how it works. Our guide is Josie Sewell, a trailblazer in the dental industry, known for helping practi…

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What is JEDI: And Why it Matters for Financial Advisors 19:20

30d ago19:20

19:20

Key takeaways include: -What “managed CRM services” actually mean for advisors -How JEDI helps automate repetitive tasks like RMD reminders and client scheduling -Why data integrity is non-negotiable - and how to test if your data is clean -The direct impact of CRM optimization on firm valuation and exit strategy -Real use cases for automation, int…

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Schweikert Breaks Down the Tax Fight — and Trump’s Qatar Controversy 57:13

1M ago57:13

57:13

Congressman David Schweikert checks in from Capitol Hill after a marathon markup session on the GOP’s “One Big Beautiful Bill.” He gives a clear-eyed breakdown of what’s at stake if Congress fails to extend key provisions of the 2017 Tax Reform Act — and how Republicans are working to protect working-class Americans from looming tax hikes. He also …

1
Succession Isn't Sentimental: It's Strategic 21:16

1M ago21:16

21:16

Highlights from the episode include: -Why having a successor doesn’t mean you’ve solved for succession. -The real risks of passing your business to an underprepared or undercapitalized G2. -Why external buyers may offer a better deal - and still keep your G2 in the picture. -How top acquiring firms use process, mentorship, and scale to support long…

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The American Pope, Trump’s Wins, Biden Bumbles & The Alarm Still Rings 40:42

1M ago40:42

40:42

In this episode of Light Beer | Dark Money, Chris and Sean kick things off with a spirited exchange about the newly elected Pope Leo XIV —exploring how his distinctly American sense of faith and leadership presents a defining opportunity for the global Church. Rejecting rigid labels of liberal or conservative, they dive into his unapologetically Ca…

1
Building Trust That Books Meetings 17:43

1M ago17:43

17:43

Other highlights include: The case for dynamic segmentation and why it outperforms static lists. How to unify contact data across multiple channels to avoid over-messaging. Creating behavioral triggers that pause or adjust email sequences based on client actions. Personalization tips, like phonetic name spelling, that boost client trust and connect…

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American Pope, British Trade, and MAHA Rising 40:05

1M ago40:05

40:05

Habemus Papam — and he's American! Chris celebrates being right about a historic pick, and Sean reflects on the personal significance of the new Pope choosing the name Leo. From Rome to 10 Downing Street, they break down Trump’s bold new trade deal with the UK, what it means for Europe, and how China might respond. Plus, the controversial nominatio…

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A Revealing Look at the State of Dentistry: Beth Gaddis, Editor in Chief at Planet DDS 26:23

1M ago26:23

26:23

If you’re wondering how your dental practice compares nationally, or just want to know what the latest trends are in the sector, today’s show is a must-listen as we welcome Beth Gaddis, Editor in Chief at Planet DDS, to share insights from the company’s 2025 Dental Industry Outlook Report based on data collected from the thousands of practices it s…

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Dial In Your Data 17:45

1M ago17:45

17:45

Other highlights include: -Why “dialing in your dashboard” can help advisors focus on what matters most. -How task management, client demographics, and time allocation metrics can drive more informed decision-making. -Why tracking centers of influence and referral pipelines is critical for long-term growth. -The difference between having data - and…

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Robson in Free Fall 57:21

1M ago57:21

57:21

Chris and Sean are back covering some biting revelations for the Karrin Taylor Robson gubernatorial campaign being reported by Axios. Some key Trump advisors have had enough and are leaving the campaign. Chris and Sean break it down and explain what it means going forward. Meanwhile, votes are happening in Rome which will affect the entire the Cath…

1
Jake Duffy Weighs In 51:42

2M ago51:42

51:42

Jake Duffy of the Duffy- Matthias group at Baird joins the show to discuss all things markets and tariffs... The latest GDP numbers were released yesterday and show a mixed bag of both export declines and yet increases in business investment and stable consumer spending. What does this mean? And how are people trying to spin it? They also discuss t…

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Greatest Hits: The Power of Automation: 3 Strategies to Streamline Your Practice 37:52

2M ago37:52

37:52

Frank and Sue break down essential automation strategies that every advisor should implement: -How to streamline client onboarding with automated workflows to save time and reduce human error. -Using automated tracking and email alerts to ensure clients take required minimum distributions on time. -Automating tax document distribution to improve ef…

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Two Words for Trump's First 100 Days - Scott Bessent 26:44

2M ago26:44

26:44

The Trump Administration's first 100 days can only be described as a constant rollercoaster movie of twists and turns and ups and downs, as we have consistently run out of popcorn while spilling it all over the floor. We see a dichotomy of policy and results. With immigration - an overwhelmingly secure border, but lawfare bogging down the ability t…

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You Don't Know What You Don't Know: A Recap From IGNITE 2025 39:53

2M ago39:53

39:53

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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Arizona Punches Above Its Political Weight 53:26

2M ago53:26

53:26

Chris and Sean begin march down musical memory lane remembering past concerts of U2, REM, Echo and the Bunnymen, RUSH, and REO Speedwagon on an everything 80's music rant - before remembering an esteemed member of the Arizona congressional delegation - Andy Biggs - is an accomplished musician. Andy is also leading Karin Taylor Robson by some 30 or …

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Data-Driven Growth for Advisors 39:46

2M ago39:46

39:46

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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Hyrox, His Holiness, Hegseth & Hot Takes 50:02

2M ago50:02

50:02

Chris and Sean are back — and they’re covering everything from fitness to foreign policy. Sean kicks things off with tales from his latest HYROX race over Easter break, then the conversation shifts to Rome as they unpack the death of Pope Francis. What kind of pope was he? Who’s next? And yes, they’re both rooting for Cardinal Timothy Dolan in thei…

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Advancing Women as Leaders in Dentistry: Dr. Aman Kaur, Founder of Women in DSO 24:39

2M ago24:39

24:39

Today on Filling You In with A-Squared, we're delighted to welcome a respected voice in dentistry to the podcast who has played a particularly important role in advancing women as leaders in the industry. Dr. Aman Kaur has done this both through her mentoring relationships and through founding Women in DSO, the fastest growing dental association wi…

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Raymond James at IGNITE: A Live Conversation on Firm Culture and Advisor Choice 52:08

2M ago52:08

52:08

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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Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change 40:59

2M ago40:59

40:59

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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Steward Partners at IGNITE: A Live Conversation on Leadership and Growth 34:50

2M ago34:50

34:50

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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Homelessness... Up in Smoke 26:00

2M ago26:00

26:00

Entrepreneur, Beverage Industry Leader, Cannabis Pioneer, and serial Philanthropist, Smoke Wallin, joins Chris and Sean for a wide-ranging discussion of his amazing life. His latest passion is a growing non-profit called Dignity Moves, which constructs low-cost, modular housing for homeless at a fraction of the cost of government approaches. It mig…

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Let Purpose Be Your Driver: Steven J. Neuner, Co-Founder, Superpowers | Co-Author of Superpowered 24:55

2M ago24:55

24:55

To be a successful entrepreneur you need to be all-in, but that creates the risk of letting your business become your identity. Lifetime entrepreneur Steven Neuner – who has built, scaled, and exited multi-million-dollar companies – joins us on this episode of Filling You In with A-Squared to explain how to prevent that from happening and share oth…

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Welcome to the Roller Coaster! 23:18

2M ago23:18

23:18

Tariffs are on. Tariffs are off. Did Trump blink — or was it all part of the master plan? Either way, the markets went on a wild ride, and Chris and Sean are here to break it all down. They dive into the strategic shifts behind Trump’s latest move, the market’s whiplash reaction, and what it all means for free markets moving forward. Plus, Sean sha…

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200th Episode Special: The Future of Independence with LPL CEO Rich Steinmeier 52:00

2M ago52:00

52:00

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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The Real Impact of Industry Consolidation 21:04

2M ago21:04

21:04

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…

1
Let’s Make a Deal! 44:31

2M ago44:31

44:31

In this jam-packed episode, Chris and Sean tackle the hot-button issues shaping America’s future — tariffs, trade, housing, and immigration. Sean kicks things off with a hopeful reflection on his guest lecture at USC, where he spoke to political communication students about the next generation of leaders. Chris follows up with another sharp critiqu…

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Win-Win Business Structures in Dentistry: Brian Colao, Director of the Dental Service Organizations Industry Group at the Dykema Law Firm 27:23

2M ago27:23

27:23

You could call Brian Colao a sort of legal midwife for DSOs, because he was in the trenches helping dentists form practice groups even before the term DSO was in use. In fact, Brian’s work has led to legal opinions that helped define the legality of the DSO model and set the standards for compliance and due diligence. As he explains to our hosts Dr…

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HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know - Part 2 10:55

2M ago10:55

10:55

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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Problematic Tariffs Pose 47:51

2M ago47:51

47:51

Trump dumps a deluge of disastrous tariffs on a host of countries with little or no economic impact on the world while touting it as liberation of the American Economy? If the overall goal is to eliminate the income tax burden on Americans by shifting income tax revenue to tariffs, someone needs to explain this strategy more fully as the markets be…

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The Truth Behind Transition Deals 22:02

2M ago22:02

22:02

Topics covered include: Why comparing payout percentages rarely tells the full story. How custom pro formas cut through the noise and reveal the real net numbers. The top mistakes advisors make when analyzing firm economics. How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees. What actually moves the needle in …

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The U.S. Federal Government: The Biggest Grift in History 29:14

3M ago29:14

29:14

Chris and Sean kick off this episode with a recap of Sean’s latest HYROX race in Washington, D.C., where he competed alongside his wife Elissa. Amid peak cherry blossom season, the energy in the capital was electric — a sign that D.C. is alive and thriving. From there, the conversation takes a sharp turn as the duo dives into the rampant waste, fra…