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Hosted by Unknown Host · 🇺🇸 US · EN · 352 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts Advisor Talk with Frank LaRosa, a business show with 352 episodes published.
Frank LaRosa says most financial advisors never notice exception debt building until it's already too late. Frank opens with a real client story, an advisor on a team who set clear non-negotiables for the business he wan
Frank LaRosa says most financial advisors never take the time to find their industry defining goal. Frank opens by explaining what he calls a workation, time away from the office where real strategic thinking can actuall
Frank LaRosa says the problem with young financial advisors is not work ethic, it is training. Frank opens with a story about a young advisor he has been mentoring, a twenty-three-year-old working on the asset management
Frank LaRosa has been in this business for thirty-two years and he says he has never seen deals like this. Frank opens by explaining why he cannot see how financial advisor transition deals get any more lucrative than th
A client once told Stacey Frank he was losing $20,000 a day by doing nothing. That number changed the whole conversation. Frank and Stacey open by unpacking a real story from one of Stacey's clients, a junior partner at
Building an OSJ sounds like the obvious move if you want a bigger valuation. Frank LaRosa says that logic is exactly what's costing advisors their multiple. Frank and Stacey open with a question most advisors never actua
Key topics include: -The core differences between direct affiliation and OSJ / enterprise models. -Why payout percentages don’t tell the full financial story. -How scale, support, and service models impact long-term net
Scaling sounds great until you find out what it costs you. Every advisor wants the high multiple. Far fewer want the version of themselves required to earn it. Frank LaRosa and Stacey Frank tackle the transition that tri
Your firm name is not just a label. It is the brand people search for, refer and remember. And most advisors get it wrong. I n this solo episode, Frank LaRosa pulls back the curtain on the naming conversations he has wit
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 time in about six weeks
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 factor into timing 5:35 – De
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 in New York City mak
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 fundamentally human.
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 the new president of
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 sell. Then the deal fa
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 Ameriprise for a candid conver
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 and Business Develop
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 conventional wisdom around
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 expected. Assets go
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 realize? In this episode of
Scott Danner
Executive Vice President and Head of Legacy · Steward Partners
1 appearance on this show
Shannon
Ozark
1 appearance on this show
Brian Mora
Ameriprise
1 appearance on this show
Jodi Perry
Raymond James
1 appearance on this show
Rob Sechan
NewEdge Wealth
1 appearance on this show
Mike Durbin
Cetera
2 appearances on this show
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Advisor Talk with Frank LaRosa is hosted by Unknown Host. The show is categorised under Business (entrepreneurship) and has published 352 episodes.
Advisor Talk with Frank LaRosa has published 352 episodes.
Advisor Talk with Frank LaRosa regularly covers Business, Entrepreneurship, Management, Marketing. It sits in the Business category, with a entrepreneurship focus.
Advisor Talk with Frank LaRosa is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Advisor Talk with Frank LaRosa hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Advisor Talk with Frank LaRosa average 27 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Advisor Talk with Frank LaRosa's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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