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Advisor Talk with Frank LaRosa

Elite Consulting Partners

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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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Welcome to this podcast where we share spiritual channelings, new spiritual understandings that take the journey of self-awareness to a new, broader experience. About this conscious creation and spiritual podcast. Join David Marshall for channelings with his guide Aaron, explorations of spirituality, conscious creation, energy and so much more. This podcast is dedicated to moving the conversation about who we are, into a different realm with the knowledge that this reality is not a physical ...
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Welcome to this podcast where we share spiritual channelings, new spiritual understandings that take the journey of self-awareness to a new, broader experience. About this conscious creation and spiritual podcast. Join David Marshall for channelings with his guide Aaron, explorations of spirituality, conscious creation, energy and so much more. This podcast is dedicated to moving the conversation about who we are, into a different realm with the knowledge that this reality is not a physical ...
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Scrambled Founders

Adrian Spataru, Mash

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This is a podcast about two guys talking about their own startup and the challenges of running it solo. They discuss how to overcome these challenges, as well as tips on how to avoid them in the first place.
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The NomadPreneur podcast is focused on inspiring others to live the nomad lifestyle while learning how to run a successful coaching, affiliate marketing, or content creator online business. We bring you the best interviews from those influencers that have proven ways of generating income as well as our own value add tips for life on the road.
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Breakthrough is a podcast series where we meet the entrepreneurs and innovators behind now famous companies like Deliveroo, Farfetch, Mumsnet and Bulb to reveal the stories behind their industry-transforming businesses.
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Mentored

Elizabeth

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A bilingual Podcast about mentorship as a pathway to success featuring conversations with some of the best in their fields. Join me in this opportunity to listen and learn from them. Tune in! Un Podcast bilingüe sobre la mentoría como camino al éxito, con conversaciones con algunos de los mejores en sus campos. Acompáñame en esta oportunidad de escuchar y aprender de ellos. ¡Sintonízanos!
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Hey everyone, it’s Jonny here and welcome to the podcast. One of my greatest passions in life is to engage and educate, but before I can teach something, I have to first learn. This podcast is a documentation of that process. I’ll be speaking to a diverse range of guests, people with experience and expertise in areas such as health, finance, music, business and philosophy. Along the way, we’ll be hearing plenty of amazing stories about overcoming adversity and defying the odds in life.
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From Sofa To Success

Jeremy Radu & Sunny Singh

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You may have just started your self-development, health, or entrepreneurial journey and are looking for those who are in your shoes are doing the same with a whole lot of banter Learn from their experience and their mistakes, as they help you become your best self
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The Marketing Picnic

Stapho Thienpont

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On The Marketing Picnic we identify, explore and practicalize the key insights that set apart top performers. Our focus is on growth marketing, entrepeneurship and generally winning at life. | This show is for you if you're looking to go deep, are sick of short term tactics and feel cats are a vital part of marketing. It's not cause it's deep "brings ROI" that it needs to be boring. | Subscribe here!
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The Live Your Heart Out Podcast is all about personal growth and lifestyle design for wild hearts, soulpreneurs and change-makers. It is a deep dive into the exploration of what it means to live a meaningful life. Conni Biesalski is a queer creative entrepreneur, blogger, YouTuber, vegan Yogi and digital nomad. Her mission is to show people that it is safe to be themselves. The show features a mix of solo musings in Conni's raw+real, unplugged style as well as interviews with inspiring human ...
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The Bear Necessities is a podcast where we sit down with entrepreneurs, ecosystem partners, and innovation folks to talk about what it takes to launch, create, and scale businesses across the world. We talk about the journey, the challenges, what it takes to be entrepreneurial-minded, and how that translates into your journey giving you the tools and knowledge to overcome challenges you may be facing in your life's journey. We have teamed up with Phin, a social impact marketing firm to give ...
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The Mindset Map

Rachel Bloomfield

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I bet you've heard people say that 'you already have everything within you to achieve whatever you want to achieve' and if you're anything like me you've probably rolled your eyes at that too! The truth is that the potential of every single one of us is truly and completely limitless but unfortunately it is not as simple as just blind faith and optimism that everything will work out! What we do need is that missing part of the puzzle and that for so many of us is our own mindset - ie the tho ...
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A monthly podcast telling the stories of trailblazing students from the University of Virginia who are transforming their passions into lives and careers. They aren’t standing on anyone’s shoulders.
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In The City Confessions, host and Native New Yorker Mariann Yip leads an ongoing, causal and raw discussion with real people living in the city to share and laugh about their highs and most importantly their lows. She invites guests to open up about what they’re really going through on a daily basis, what the city has taught them, and ultimately gives them a platform to talk about what’s on their mind and what keeps them up at night.
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Fisher Link

Fisher Link

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The Fisher Link podcast is presented by Fisher Ink, the student-run magazine of The Ohio State University Max M. Fisher College of Business. Each episode explores topics relevant to business today — subjects like leadership, entrepreneurship and career development. Join us for thoughtful conversations with many of Fisher’s executive partners, faculty thought leaders, and students and alumni as we explore the dynamics of 21st-century business.
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Send us a text Get ready to pull up a chair for the debut episode of Hello Momma, where Andrea sits down with the amazing Amanda Smith! Prepare to be inspired (and maybe wonder how she does it!) as they unpack the honest truth about balancing the beautiful chaos of motherhood, the demands of multiple business ventures, and nurturing a partnership—a…
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Highlights include: -Why the “decision-makers” are often not the “doers” - and how that derails success. -The importance of internal champions (and the risks of choosing the wrong one). -How to turn resistance into results with empathy, inclusion, and smart incentives. -JEDI's approach to change management and tech implementation that actually work…
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Send us a text Join us on Hello Momma for a truly heartfelt and eye-opening conversation with Heidi, as she bravely shares her personal story with Endometriosis. Heidi walks us through her entire journey – from experiencing those confusing first symptoms, to the long road to diagnosis, the ups and downs of recovery, and how she navigates life with …
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Key highlights include: -The difference between top-line and bottom-line deal structures, and what that means for your autonomy. -Why nimble capital from family offices might outperform “big name” PE firms. -What to ask before giving up equity, including the real cost of future clawbacks. -How the wrong deal can make you feel like a W-2 employee al…
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Key Topics Covered: -How to score and segment your clients using real engagement metrics. -The difference between gut instinct and data-driven decisions. -CRM limitations and how to work around them. -Ways to use data to both increase and protect your revenue. -Why private equity firms and bankers are demanding better firm data. Whether you’re look…
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Key Topics Covered: -What buyers can do to become “preferred” with intermediaries and sellers. -Timeline expectations from LOI to purchase agreement. -How financing, compliance, and legal factors can stall (or kill) deals. -Why CRM/data integration is often overlooked - but critical. -The power of clear workflows, automated systems, and back-end ea…
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Key highlights include: -Why most advisors pause when asked: “How is your data helping you make better decisions?” -The difference between basic CRMs and scalable platforms - and how to choose what’s right for you. -How automations and integrations can cut onboarding times from 15 minutes to 3. -The importance of a "Jedi Health Check" for your firm…
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Key highlights include: -Why many advisors wait too long - and how that can cost them. -Common emotional roadblocks and how to overcome them. -The difference between financial readiness and business readiness. -Mistakes sellers make when engaging with buyers. -Why a clear "why" can determine the success of your exit. Whether you're actively conside…
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Key Highlights: -Why financial CRMs are prime targets for cyberattacks. -The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox. -Field-level vs. org-level security and why both matter. -The role of multi-factor authentication in a cloud-first world. -How AI is evolving both cyber threats and defense strategies. -Simple step…
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🔥 Want to turn your purpose into profit without selling your soul?Explore the free High Ticket OS roadmap at https://highticketos.com You’re doing the inner work. You’ve got the skills. You care deeply. So why isn’t the money flowing? In this powerful episode, David Marshall unpacks the real reason so many heart-led coaches and healers stay stuck a…
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🔥 Want to turn your purpose into profit without selling your soul?Explore the free High Ticket OS roadmap at https://highticketos.com You’re doing the inner work. You’ve got the skills. You care deeply. So why isn’t the money flowing? In this powerful episode, David Marshall unpacks the real reason so many heart-led coaches and healers stay stuck a…
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Key Highlights: -How long it really takes to prepare and execute a successful move. -What you can - and can't - say to clients during a transition. -The emotional cost of waiting too long to leave. -Why your assistant should be part of the due diligence process. -Using the transition conversation to grow your book of business. -Legal tips for navig…
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We’re halfway through the year… so how’s your money energy? If you’re still stuck in old income patterns, feeling blocked around receiving, or frustrated with feast-or-famine cycles — this 20-minute Money Reboot is for you. Inside, I’ll guide you through: ✨ Why core money beliefs (not mindset hacks) control your financial reality ✨ The 5 most commo…
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We’re halfway through the year… so how’s your money energy? If you’re still stuck in old income patterns, feeling blocked around receiving, or frustrated with feast-or-famine cycles — this 20-minute Money Reboot is for you. Inside, I’ll guide you through: ✨ Why core money beliefs (not mindset hacks) control your financial reality ✨ The 5 most commo…
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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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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…
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 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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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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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, 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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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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Show highlights include: -The ripple effects of a $90M SEC fine and how it may have triggered this acquisition -The unintended consequences advisors face when their firm’s actions force them into quick decisions -How consolidation is impacting advisor choice and independence -Why now is the time to be selfish - and strategic - when it comes to your…
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Topics covered include: Why more conversations don’t always mean more clarity. How to know when it’s time to stop looking and start deciding. The role a strategic consultant plays in simplifying the firm selection process. What really differentiates firms beyond compensation and tech. The mindset shift needed to find your “forever firm.” If you’re …
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Liked this episode? Or have a suggestion for a future episode? Send me a text! Welcome back to another quick 'Coffee Catch-up' episode of The Mindset Map Podcast - a quick thought from my brain to yours to inspire and help you on your own mindset journey. Believe me, I know how hectic life can be whilst you are spinning all the many plates that lif…
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Key takeaways from today’s episode include: The seven essential factors advisors should consider when evaluating CRM platforms. Why Redtail and Wealthbox are popular choices - but may not be scalable for growing firms. How Salesforce offers unmatched customization, automation, and AI-driven insights. The power of integration: How a well-structured …
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Frank breaks down two key strategies to help advisors regain their passion while maintaining a thriving business: Rolling up into a larger RIA to offload operational responsibilities while maintaining client relationships. Building the right internal team by hiring specialists to handle compliance, HR, finance, and other business functions so you c…
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📚Welcome to the first (of many I hope) interviews with Barrie Gellis. Barry attended classes with Jane Roberts, Robert Butts and Seth and was one of the New York Boys mentioned in The Seth Material. This chat is a general one about how Barrie came to attend Jane Roberts classes and his take on the ideas and present explorations on The Seth Material…
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📚Welcome to the first (of many I hope) interviews with Barrie Gellis. Barry attended classes with Jane Roberts, Robert Butts and Seth and was one of the New York Boys mentioned in The Seth Material. This chat is a general one about how Barrie came to attend Jane Roberts classes and his take on the ideas and present explorations on The Seth Material…
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Liked this episode? Or have a suggestion for a future episode? Send me a text! Welcome back to another quick 'Coffee Catch-up' episode of The Mindset Map Podcast - a quick thought from my brain to yours to inspire and help you on your own mindset journey. Believe me, I know how hectic life can be whilst you are spinning all the many plates that lif…
  continue reading
 
Frank and Sue break down three 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…
  continue reading
 
Liked this episode? Or have a suggestion for a future episode? Send me a text! Welcome back to another quick 'Coffee Catch-up' episode of The Mindset Map Podcast - a quick thought from my brain to yours to inspire and help you on your own mindset journey. Believe me, I know how hectic life can be whilst you are spinning all the many plates that lif…
  continue reading
 
Topics covered include: - How to attract ideal clients by providing meaningful, actionable content. - The systems top entrepreneurs use to generate revenue (and why advisors should pay attention). - Why focusing on the right tasks can dramatically improve growth. - How patience and strategic decision-making lead to sustainable success. - The key to…
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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 clients. What Scott Curtis’s promotion to Chief Operating Officer of Raymond James Financial means for advisors w…
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Liked this episode? Or have a suggestion for a future episode? Send me a text! Welcome back to another quick 'Coffee Catch-up' episode of The Mindset Map Podcast - a quick thought from my brain to yours to inspire and help you on your own mindset journey. Believe me, I know how hectic life can be whilst you are spinning all the many plates that lif…
  continue reading
 
Key takeaways from today’s episode include: Why timing is never truly perfect, and how planning ahead makes all the difference. How to streamline the workload of transitioning and avoid feeling overwhelmed. Why fears of losing clients or revenue are often overestimated and how proper preparation ensures success. The importance of focusing on the lo…
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