Advisor Talk with Frank LaRosa
Elite Consulting Partners
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Recent Episodes
The Right Move Not The Next Move: What We Learned At Elite Ignite 2026
Four days. Twenty-four firms. $4.5 trillion in controlled assets. Here is what Frank and Stacey took away from Elite Ignite 2026. Frank LaRosa and Stacey Frank are back in the studio for the first…
Greatest Hits: When Is the Best Time for Financial Advisors to Transition Firms?
Key Highlights from the Episode: 0:00 – Introduction 1:02 – Should I stay or should I go next year? 2:27 – Why Q4 is often the best time to transition 3:59 – How holidays and client schedules…
Marketing Is Being Brave: Why Authentic Content Wins More Clients
Advisors spend years earning credentials and almost no time showing people who they actually are. Wade Shields thinks that is the whole problem. Wade came to Elite Consulting Partners after ten years…
Greatest Hits: How Financial Advisors Should Actually Be Using AI
In this Greatest Hits episode of Advisor Talk, Frank LaRosa and Stacey Frank take a grounded, advisor-first look at how AI is actually changing the profession - and why the future of advice is still…
What If You Never Try: One Decision That Changed Her Career
She helped advisors make the move for two decades. Then she had to make it herself. A headhunter called. Shannon said she would do a five minute call just to give a name. Several months later she was…
Inside The Succession Trap: Why Sell and Exit Deals Keep Failing
Most advisors say they want to exit. What they actually want is to stop doing the parts they hate. Scott Danner has had this conversation more times than he can count. The advisor says they want to…
Know What You're Saying No To | The Ameriprise Truth with Brian Mora
The firm advisors think they know is not the firm that exists today. And if you are going to say NO, at least know what you are saying no to. Frank LaRosa goes one on one with Brian Mora of…
No Jerks Allowed | Raymond James' Philosophy for Financial Advisors
Every firm says they have great culture. Very few can back it up. Raymond James can. And in this episode, they explain exactly how. Frank LaRosa sits down with Jodi Perry, Head of Advisor Recruitment…
The $9 Million Gap: When Money IS the Reason to Move
Sometimes the money IS the right reason. And pretending otherwise might be the most expensive mistake you ever make. In this episode of Advisor Talk, Frank LaRosa and Stacey Frank challenge the…
Leaving Your Firm? What Advisors Wish They Knew
Most advisors go into a transition focused on the upfront money. Very few are prepared for everything that happens after they walk out the door. Some surprises are good ones. Clients move faster than…
Stop Waiting: Your Deferred Comp is a Trap
Waiting sounds reasonable. Until you run the numbers. Protect what you have built. Let the deferred comp vest. Move when the timing is right. But is waiting actually costing you more than you…
Special Edition: How Financial Advisors Should Be Thinking About AI
The truth is, most financial advisors know they should be using AI. Very few know where to actually start. Too many tools. Too many platforms. Too much noise. But the advisors who take the time to…
Selling 20% of Your Practice? You May Lose Control
At first glance, these offers can seem attractive. Gain liquidity. Access growth capital or strategic support. Remain with your current firm. Continue building your business. But are these deals…
Greatest Hits: M&A Masterclass with Jon Kuttin
Frank and Jon unpack: • Why today's competitive landscape means growth-motivated buyers must approach deals differently. • The three core reasons advisors pursue acquisitions - and which ones…
Greatest Hits: Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan
Frank and Rob dive into: • Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth. • How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform. • How…
Greatest Hits: Cetera CEO Mike Durbin on the Future of Independent Financial Advisors
In this Greatest Hits episode of Advisor Talk, Frank LaRosa sits down with Cetera CEO Mike Durbin for a wide-ranging, candid conversation about ownership structure, affiliation flexibility, M&A…
Minority Stakes in Advisory Practices: Opportunity or Trap?
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down the realities behind minority equity deals in advisory practices - including what advisors often misunderstand about control,…
How Financial Advisors Should Actually Be Using AI
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank take a grounded, advisor-first look at how AI is actually changing the profession - and why the future of advice is still fundamentally…
Should Financial Advisors Stay or Switch Firms? The Cost of Not Deciding
Key questions answered in this episode:What does it mean when financial advisors choose not to decide?Choosing to stay put - without evaluating alternatives - is still an active decision, often…
Why Do the Most Successful Financial Advisors Focus on Purpose Instead of Payout?
Frank and Stacey break down the critical difference between goals and purpose, why confusing the two leads to burnout, and how advisors who reconnect to their “why” build stronger client…
Frequently Asked Questions
Advisor Talk with Frank LaRosa has published 342 episodes since May 2019, covering topics in Business, Entrepreneurship.
Advisor Talk with Frank LaRosa is currently highly active with new episodes weekly. Average episode length is 29m.
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