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Advisor Talk with Frank LaRosa

Elite Consulting Partners

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 wirehouse, 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.

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23 episodes
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Avg 27 min
English

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#290
August 27 · 31 min
Inside the Chairman's Trip: Lessons from Elite's Top Producers
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy In this episode, recorded live at Elite's Chairman's Trip in Cancun, Frank LaRosa sits down with five of the firm's top producers, Tricia Fischer, Julie Mizerany, Domenic Diele, Bruce Fox and Stacey Frank, for an unscripted conversation about what it actually takes to guide a financial advisor through a life-changing career decision.
#289
August 20 · 27 min
The One Last Move: An Alternative to Selling Your Practice
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. In this episode, Frank LaRosa breaks down the one last move, a strategy for advisors nearing retirement who want to unlock a major payout without giving up their practice. Stacey Frank brings in the psychology behind why so many advisors struggle to actually retire and both explain how dual monetization gives advisors a path to cash in today and set up succes
#289
August 13 · 20 min
Solo vs Team: What Exception Debt Costs Financial Advisors
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. In this episode, Frank LaRosa introduces the concept of exception debt, the slow compromise that pulls advisors away from the business they originally set out to build. Stacey Frank challenges the assumption that every advisor needs a team and both share personal stories about helping advisors finally separate from partnerships that were holding them back.
#288
August 6 · 40 min
Your Industry Defining Goal: Why Most Financial Advisors Never Find It
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. In this episode, Frank LaRosa introduces the concept of an industry defining goal, a big audacious target he uses to guide every major decision in his business. Stacey Frank pushes the conversation into practice management, breaking down how financial advisors should audit their client list and their personal circle to figure out what is actually helping them
#287
July 30 · 30 min
Nobody Is Training Young Advisors Anymore
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. In this episode, Frank LaRosa and Stacey Frank tackle why the financial advisor industry is failing to properly train the next generation. Frank shares real advice he gave a young advisor he is mentoring and Stacey breaks down the age gap forming between seasoned advisors and new recruits, a problem she calls the barbell approach.
#286
July 23 · 24 min
This Market Won't Last Forever: Why Advisor Deals Are at an All-Time High
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. In this episode, Frank LaRosa breaks down why financial advisor transition deals and payouts are at an all-time high right now and why he believes advisors sitting on the sidelines out of complacency are making a costly mistake. Frank also tackles the common fear of a new firm getting acquired down the road and explains why the math still works out in the adv
#285
July 16 · 19 min
Complacency Is Costing You More Than You Realize
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. In this episode, Frank LaRosa and Stacey Frank break down what complacency is really costing financial advisors, using a real client story that put a $20,000-a-day price tag on staying put. Frank also introduces dual monetization, his trademarked strategy for advisors looking to maximize their practice valuation without giving up control of their business.
#284
July 9 · 19 min
To Build an OSJ or Not to Build: The Mistake Costing You Your Multiple
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. In this episode, Frank LaRosa and Stacey Frank tackle a mistake that quietly costs advisors their financial advisor multiple: building an OSJ before understanding what they actually own. Frank breaks down the difference between owning revenue and owning an override and why the answer to growing your practice valuation and enterprise value might be simpler tha
#283
July 2 · 29 min
Hire Slow Fire Fast: The $400,000 Lesson We Learned
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long term growth strategy. In this episode, Frank LaRosa and Stacey Frank tackle one of the hardest calls a business owner has to make, knowing when someone on the team is no longer the right fit and finding the courage to act on it, using a real story that saved their firm over $400,000.
June 25 · 32 min
Greatest Hits: Direct Affiliation vs. OSJ - Which Model Is Right for You?
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank tackle one of the most common decisions independent advisors face: choosing between a direct affiliation with a firm or aligning with an OSJ / large enterprise model. Drawing from real advisor conversations and active transition work, Frank and Stacey break down how each affiliation structure actually works, where advisors often get tripped up, and why payout alone is rarely the right way to evaluate the decision. They explain how e
#282
June 18 · 22 min
The Advisor CEO: Why Most Advisors Never Become Business Owners
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. Why do so many advisors say they want to scale yet never become true business owners? Frank LaRosa and Stacey Frank sit down for a quick paced conversation about the transition from practitioner to business owner to CEO and the uncomfortable changes that transition actually demands.
#281
June 11 · 13 min
What's Behind Your Name? Why Most Financial Advisors Get Rebranding Wrong
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. What is actually behind your firm's name? In this solo episode, Frank LaRosa unpacks why the name you choose when you break away is one of the most important and most rushed decisions you will make and how to get it right the first time.
#280
June 4 · 24 min
The Right Move Not The Next Move: What We Learned At Elite Ignite 2026
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. Frank LaRosa and Stacey Frank reunite to break down the biggest takeaways from Elite Ignite 2026, a four-day working conference that brought together nearly 25 broker dealers and RIAs representing $4.5 trillion in controlled assets. They cover why the right move always beats the next move and what it actually took to build an event where competitors sit in th
May 28 · 29 min
Greatest Hits: When Is the Best Time for Financial Advisors to Transition Firms?
Financial advisors, are you wondering if there’s ever a “perfect” time to leave your firm? In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down the timing of advisor transitions - from Q4 planning and client schedules to deferred comp and firm incentives. They share why the myth of a “perfect” time often holds advisors back, and how to evaluate your clients’ lives, your personal calendar, and firm offers when deciding to move. You’ll also hear real stories of advisors who
#279
May 21 · 36 min
Marketing Is Being Brave: Why Authentic Content Wins More Clients
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. Brian Lutz sits down with Wade Shields, Director of Marketing and Brand Strategy at Elite Consulting Partners, for a conversation about what separates advisors who build real trust from those who stay invisible. Wade draws on a decade of documentary and branded content work with companies like Google and Ernst and Young to explain brand forensics, why video o
May 14 · 27 min
Greatest Hits: How Financial Advisors Should Actually Be Using AI
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting, and long-term growth strategy. Will AI replace financial advisors? As artificial intelligence becomes more accessible, many advisors worry that technology will make their role obsolete. Clients can now ask AI for portfolio suggestions, planning scenarios, and firm comparisons - faster than ever before. But speed isn’t the same as clarity.
#278
May 7 · 28 min
What If You Never Try: One Decision That Changed Her Career
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. Shannon Reid spent 22 years at Raymond James, most recently as president of its independent channel, before a headhunter call set off months of honest conversations about the future she actually wanted. This episode is the story of how she made the call, what it took to get there, and what she is building now as President of Ozark.
#277
April 30 · 28 min
Inside The Succession Trap: Why Sell and Exit Deals Keep Failing
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. In this Elite Ignite 2026 edition, Frank LaRosa sits down with Scott Danner, Executive Vice President and Head of Legacy at Steward Partners, to unpack why succession deals keep failing, how M&A is reshaping the financial advisory industry, and what the sell, stay and grow model looks like for advisors who are not ready to walk away from the business they bui
#276
April 23 · 26 min
Know What You're Saying No To | The Ameriprise Truth with Brian Mora
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. What do you actually know about Ameriprise? Most advisors think they do. And most of what they think they know is 25 years out of date.
#275
April 16 · 29 min
No Jerks Allowed | Raymond James' Philosophy for Financial Advisors
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. What does it actually mean to own your business as a W2 advisor? In this special Ignite Conference Edition, Frank LaRosa sits down with Jodi Perry and Todd Ferguson of Raymond James for a candid conversation on culture, technology, AI and what actually separates Raymond James from every other firm in the market today.

Showing 1–20 of 23 episodes