Shows
Golf To Go with Frank LaRosa6/12/25 - Golf To GoGolf To Go with Frank LaRosa on Sactown Sports2025-06-2849 minGolf To Go with Frank LaRosa5/23/25 - Golf To GoFrank LaRosa and Scott Marsh live from the Haggin Oaks Driving Range.2025-05-2447 minGolf To Go with Frank LaRosa3/21/2025 Golf to Go with Frank LaRosa LIVE from Haggin Oaks Golf CourseScott Marsh and Frank LaRosa LIVE from Haggin Oaks Golf Course with multiple equipment company representatives previewing new and latest equipment for the 2025 golf season2025-03-2246 min
The Tony Sirianni PodcastA Conversation with Frank LaRosa — CEO of Elite Consulting PartnersAdvisorHub’s CEO, Tony Sirianni talks with Frank LaRosa — CEO of Elite Consulting Partners. The two discuss the trend from W-2 to the independent space (and back again), M&A and succession planning, why advisors are making certain transition decisions, the value and scalability of A.I., and increasing the value of your business by the quality of your data.2025-02-0633 minGolf To Go with Frank LaRosa12/11/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh.2024-12-1439 minGolf To Go with Frank LaRosa12/4/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh.2024-12-1448 minGolf To Go with Frank LaRosa11/28/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh.2024-12-1448 minGolf To Go with Frank LaRosa11/14/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh.2024-12-1448 minGolf To Go with Frank LaRosa11/7/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh.2024-12-1446 minGolf To Go with Frank LaRosa10/30/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh.2024-12-1449 minGolf To Go with Frank LaRosa10/16/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh.2024-10-2348 minGolf To Go with Frank LaRosa10/10/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh.2024-10-2350 minGolf To Go with Frank LaRosa10/2/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh.2024-10-2348 minGolf To Go with Frank LaRosa9/25/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh.2024-10-2350 minGolf To Go with Frank LaRosa9/4/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh2024-09-1149 minGolf To Go with Frank LaRosa8/29/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh2024-09-1149 min
The Influential Advisor060: From Recruitment to Marketing: Frank LaRosa's Holistic Approach to Advisor SuccessIn this episode of The Million Dollar Producer Show, I welcome Frank LaRosa, CEO of Elite Consulting Partners and one of the founding members of the Financial Advisor Success Syndicate, to discuss his journey from financial services to founding a successful consulting firm.Frank's Journey: From Financial Services to ConsultingCareer Beginnings: He started his career in the financial services industry at Prudential Securities, moving on to become a producer and manager at Smith Barney and Morgan Stanley. His passion for helping financial advisors grow their businesses led him to management roles.Founding Elite...2024-07-1730 minGolf To Go with Frank LaRosa6/20/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh2024-06-2250 minGolf To Go with Frank LaRosa6/15/24 - Golf To GoGolf To Go with Frnak LaRosa and Scott Marsh2024-06-2249 minGolf To Go with Frank LaRosa6/6/24 - Golf To GoFrank LaRosa and Scott Marsh live from William Land Golf Course2024-06-1347 minGolf To Go with Frank LaRosa5/30/24 - Golf To goGolf To Go with Frank LaRosa and Scott Marsh2024-06-1350 minGolf To Go with Frank LaRosa5/23/24 - Golf To GoGolf To Go with Frank LaRosa and Scott Marsh2024-06-1348 min
Advisor Talk with Frank LaRosaAdvisor Insights: Making Moves with Jon Kuttin and Frank LaRosaToday's show highlights include:*The importance of leadership skills in helping advisors advance to the next level.*How the right people and environment are crucial for advisors to excel.*The value of efficient technology when it comes to enhancing the client experience.*How economics will take care of themselves when advisors take charge of controllable factors.*The difference between success and significance and why advisors should strive for the latter. Join Frank and Jon as they explore essential qualities to look for when hiring advisors, t...2024-05-3050 minAdvisor Talk with Frank LaRosaBreak Free from Decision FatigueShow highlights include:*The significance of understanding your reason for moving firms and setting clear practice goals. *The importance of using available information to make decisions that best align with your happiness and future vision of success. *The need to overcome distractions from external opinions and focus on what is right for you without succumbing to fear, doubt, or decision fatigue. *How Elite Consulting Partners has positioned itself as a valuable resource to help financial advisors navigate these complex decisions. Today’s episode serves as a guide for adv...2024-01-1828 min
Date Smarter. Sexier.S5E2: Getting Real About Condom Use With New Partners with Guest Canaan Dewey
In this insightful and engaging episode of "Date Smarter Sexier," we delve into a topic that's both crucial and often tiptoed around: the use of condoms in the dating world. Joined by the ever-charismatic Canaan, we embark on a frank discussion about the importance of condom usage for safe and responsible dating.
The episode kicks off with a light-hearted yet informative exploration of the basics of condom use, emphasizing not just the 'how' but the 'why' behind this essential practice. Canaan, with his unique blend of humor and expertise, and your show host, Andrea...2023-12-2727 minAdvisor Talk with Frank LaRosaSupported Independence Success with David Karr, Chairman - Equitable AdvisorsTopics discussed include:* David Karr’s career legacy, including his journey from financial advisor to Chairman of Equitable Advisors.* Why Equitable Advisors’ Supported Independence model, and the firm’s advisor-first mentality, have afforded Equitable Advisors the opportunity to capitalize on the continued momentum of advisors moving to independence.* How Equitable Advisors’ relationship with LPL Financial enables them to operate with the benefits of a small organization while still having over 4,000 advisors nationwide.* What the Columbia University Holistic Financial Coach Program is, and what advantages it is giving advisors who complete the program...2023-10-0533 min
Quantum Growth for Financial AdvisorsIntroducing Our FASS Founding Member – Frank LaRosaWe are back with our next FASS founder spotlight on the Quantum Growth for Financial Advisors podcast. Today, we introduce Frank LaRosa, CEO and President of Elite Consulting Partners. The Financial Advisor Success Syndicate is a free group for qualified financial advisors and wealth managers who want to learn and grow alongside some of the
The post Introducing Our FASS Founding Member – Frank LaRosa appeared first on Kuttin Consulting Group.2023-09-1354 minAdvisor Talk with Frank LaRosaGreatest Hits - The Power of Branding Series With Tina Beck, CMO - Elite Consulting PartnersIn this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Elite’s very own CMO, Tina Beck, for a detailed conversation tackling one of the most vital components of the digital marketing mix – Search Engine Optimization (SEO).Perspectives shared during the conversation include:*Why SEO needs to be considered a marketing fundamental in any branding strategy.*How to identify key client segments and use that intelligence to optimize content specifically catered to client interests.*The pros and cons of Organic SEO versus Pay-Per-Click Advertising.*The...2023-06-1525 min
FutureProof Advisor PodcastThe Importance of Infrastructure in Creating Efficient Firms with Frank LaRosaOn this episode of Bridging The Gap, we are joined by Frank LaRosa, CEO of Elite Consulting Partners and Host of The Advisor Talk Podcast. Frank starts by sharing his journey from architecture into the financial services industry, and how he uses the same tactics he used to build his firm to help other advisors build their business. Matt and Frank discuss operational efficiencies, and Frank shares his insights on the importance of infrastructure in businesses, the trend toward independence, and the common inefficiencies in many financial advisory and wealth management firms. We dive into th...2023-05-1036 minAdvisor Talk with Frank LaRosaGreatest Hits - The Frontlines of Financial Services – with Dave Rutherford and Kyle Kroberger, Former U.S. Navy SEALsIn this hard-hitting episode of Advisor Talk, advisors will learn exactly how to execute a strategic plan of action forward from a dynamic and powerful conversation as Elite Consulting Partners CEO Frank LaRosa is joined by not just one, but two, former U.S. Navy SEALs who put their vast mission driven expertise to work for the advantage of every financial advisor listening.Dave Rutherford is a former U.S. Navy SEAL, leading motivational speaker, podcast host, author, performance coach, and creator of Team Froglogic. Kyle Kroberger is a former U.S. Navy SEAL and Elite Consulting...2023-05-0443 minAdvisor Talk with Frank LaRosaThe Power of Branding Series With Tina Beck, CMO - Elite Consulting PartnersIn this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Elite’s very own CMO, Tina Beck, for a detailed conversation tackling one of the most vital components of the digital marketing mix – Search Engine Optimization (SEO).Perspectives shared during the conversation include:*Why SEO needs to be considered a marketing fundamental in any branding strategy.*How to identify key client segments and use that intelligence to optimize content specifically catered to client interests.*The pros and cons of Organic SEO versus Pay-Per-Click Advertising.*The...2023-04-1325 minAdvisor Talk with Frank LaRosaGreatest Hits - Learn About LPL Linsco with Clare Kiesel - Senior Vice President, Business Development, LPL Independent Employee ChannelIn this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey are joined by Clare Kiesel, Senior Vice President, Business Development, LPL Independent Employee Channel, for a conversation that goes beyond surface level and peels back the current on the specifics behind the LPL Linsco model, why advisors are gravitating to the option, and how the model has recalibrated the perception and benefits of an employee model within financial services.Topics covered by Frank, Dale, and Clare include:*An overview of LPL Linsco and the specifics behind the model’s va...2023-01-1951 minAdvisor Talk with Frank LaRosaGreatest Hits - Advisor Talk 2022 CelebrationElite Consulting Partners CEO Frank LaRosa and President Dale Dempsey commemorate the occasion with a trip down memory lane as they cover episode highlights, the production journey of Advisor Talk, and their best memories from the podcast recording experience.Milestones discussed by Frank and Dale include:*their favorite podcast episodes, the reasons why these episodes resonated, and the important lessons and take-aways that can be discovered in each.*how advisors and the financial services industry have been influenced by the content in Advisor Talk and the listener feedback they have directly received.*updated industry...2022-12-2929 min
The Evolving Advisor PodcastEp 066: Frank LaRosa: Advice on Advisor TransitionsIn this episode, Jeff and Frank discuss: Transitioning from being an advisor to being a consultant and coach to advisors. Frank’s key message when coaching advisors. The questions to answer to know if you should move firms. Talking to those who have made transitions. Key Takeaways: You need to understand the advisor and their team as well as they do in order to best help coach them. It’s less about placement and more about education and guidance. If you are moving firms, you want to be making the relationship between your client and your firm...2022-12-2238 minAdvisor Talk with Frank LaRosaGreatest Hits Episode - Advisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth ManagementListen as Advisor Talk host and Elite Consulting Partners CEO Frank LaRosa and Jon Kuttin, Founder & CEO of Kuttin Wealth Management and Quantum Growth host, share a deep-dive discussion that will provide advisors the tools necessary to transform the down market into a decisive period of advantage for the career and practice.Key points covered in the in-depth conversation are:*how effective, transparent, and efficient communication in a volatile market is essential to securing the client relationships you have and increasing your referral prospects.*the importance of advisors assuming a leadership mindset to guide their...2022-12-0840 minAdvisor Talk with Frank LaRosaLearn About LPL Linsco with Clare Kiesel - Senior Vice President, Business Development, LPL Independent Employee ChannelIn this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey are joined by Clare Kiesel, Senior Vice President, Business Development, LPL Independent Employee Channel, for a conversation that goes beyond surface level and peels back the current on the specifics behind the LPL Linsco model, why advisors are gravitating to the option, and how the model has recalibrated the perception and benefits of an employee model within financial services.Topics covered by Frank, Dale, and Clare include:*An overview of LPL Linsco and the specifics behind the model’s va...2022-09-2943 minAdvisor Talk with Frank LaRosaIt’s Time to Get SocialIn this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey broadcast their first episode from the new Advisor Talk podcast studio and offer specific insights that will get listeners excited to revolutionize their businesses through social marketing strategies.Key topics covered by Frank and Dale include:*Establishing your brand identity by crafting a social media voice that serves as the foundation for content creation.*Defining your goals for social media and creating a conversion pipeline that leads from social media engagement to revenue.*Understanding client...2022-09-2227 minAdvisor Talk with Frank LaRosaThe Frontlines of Financial Services – with Dave Rutherford and Kyle Kroberger, Former U.S. Navy SEALsIn this hard-hitting episode of Advisor Talk, advisors will learn exactly how to execute a strategic plan of action forward from a dynamic and powerful conversation as Elite Consulting Partners CEO Frank LaRosa is joined by not just one, but two, former U.S. Navy SEALs who put their vast mission driven expertise to work for the advantage of every financial advisor listening.Dave Rutherford is a former U.S. Navy SEAL, leading motivational speaker, podcast host, author, performance coach, and creator of Team Froglogic. Kyle Kroberger is a former U.S. Navy SEAL and Elite Consulting...2022-09-0849 minAdvisor Talk with Frank LaRosaBehind the Wheel Edition – A Time of OpportunitySo, what does this mean for advisors? It puts advisors in the driver’s seat as Elite Consulting Partners CEO Frank LaRosa explains from his own driver’s seat behind the wheel of his new Ferrari in this special edition of the Advisor Talk podcast. Listen as Frank breaks down why the recruiting market is so hot right now and how advisors can capitalize on the incredibly lucrative deals being offered.Topics covered include:*The industry trends defining why so many firms are ramping up recruiting and the down market impetus driving those trends.2022-08-1109 minAdvisor Talk with Frank LaRosaAdvisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth ManagementListen as Advisor Talk host and Elite Consulting Partners CEO Frank LaRosa and Jon Kuttin, Founder & CEO of Kuttin Wealth Management and Quantum Growth host, share a deep-dive discussion that will provide advisors the tools necessary to transform the down market into a decisive period of advantage for the career and practice.Key points covered in the in-depth conversation are:*how effective, transparent, and efficient communication in a volatile market is essential to securing the client relationships you have and increasing your referral prospects.*the importance of advisors assuming a leadership mindset to guide their...2022-07-2140 minAdvisor Talk with Frank LaRosaBehind the Wheel - Strategies for Advisors on the MoveThat is the very question Elite Consulting Partners CEO Frank LaRosa tackles in this special Behind the Wheel episode of the Advisor Talk podcast. Listeners will join Frank on the road as he travels through Florida visiting clients while carving out time to share his significant expertise on this important topic. Key points Frank covers in the episode include:*a step-by-step breakdown of the actions an advisor needs to take after saying yes to a new firm partner in order to ensure a successful move.*practical business operations and marketing considerations t...2022-07-0717 minAdvisor Talk with Frank LaRosaThe More Things Change . . .In this episode, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey analyze the W-2 model trend within the independent space, its implications, and the indications that though some things may change in financial services some things continue to remain the same.Topics covered in the conversation include:*the progression of the independent space and how it has driven the need for a W-2 option for advisors attracted to the independent model yet preferring the security of the W-2 space.*the benefits and pay structure impacts of the W-2 model and the advisor specific...2022-06-3016 minAdvisor Talk with Frank LaRosa100th Episode CelebrationElite Consulting Partners CEO Frank LaRosa and President Dale Dempsey commemorate the occasion with a trip down memory lane as they cover episode highlights, the production journey of Advisor Talk, and their best memories from the podcast recording experience.Milestones discussed by Frank and Dale include:*their favorite podcast episodes, the reasons why these episodes resonated, and the important lessons and take-aways that can be discovered in each.*how advisors and the financial services industry have been influenced by the content in Advisor Talk and the listener feedback they have directly received.*updated industry...2022-06-2329 minAdvisor Talk with Frank LaRosaLegal Perspectives Episode 4 with Brian Neville, Founding Partner of Lax & NevilleIn this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is once again joined by Brian Neville, Founding Partner of Lax & Neville, for a candid discussion which hones in on the enterprise value of teams and the strategic importance of having a team agreement in place to protect all advisors involved.Topics covered in the conversation include:*the particulars of what constitutes a team agreement and how the nuances of these agreements can differ from firm to firm.*the important role varying advisor personalities can play in successful teams, how these same personality...2022-05-2622 minAdvisor Talk with Frank LaRosaLegal Perspectives Episode 3 with Brian Neville, Founding Partner of Lax & NevilleIn this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is once again joined by Brian Neville, Founding Partner of Lax & Neville, for a discussion which covers the legal complexities surrounding acquiring a book of business and the implications these agreements have on an advisor's ability to transition in the future.Key discussion topics include:*how agreements for acquiring books of business vary between the wirehouse and independent space, and even from wirehouse to wirehouse.*why due diligence is the key to successfully acquiring another advisor's book and how thoroughly reading and understanding...2022-05-1923 minQuantum Growth for Financial AdvisorsNavigating Your Transition as a Financial Advisor with Frank LaRosaWhether you’re moving from one firm to another, going independent, or preparing for an exit, having a process in place can make your transition easier. In this episode, Jon Kuttin joins Frank LaRosa, founder, and CEO of Elite Consulting Partners and host of the top-rated podcast and YouTube Channel “Advisor Talk with Frank LaRosa.” Together,
The post Navigating Your Transition as a Financial Advisor with Frank LaRosa appeared first on Kuttin Consulting Group.2022-03-3049 minAdvisor Talk with Frank LaRosaLPL Financial's Strategic Wealth Services Model - with Kimberly Sanders, Senior Vice PresidentIn this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes Kimberly Sanders, Senior Vice President, Advisor Business Strategy, Strategic Wealth Services at LPL Financial for a conversation that offers listeners a true insider's perspective on the 'secret sauce' behind the model's success.Get ready to take plenty of notes as Frank interviews Kimberly about:*How LPL has scaled the Strategic Wealth Services model to provide the dedicated resources and support advisors need to continually level-up their practices.*The compare and contrast benefits between LPL's Strategic Wealth Services versus an advisor tucking into...2022-03-2434 minAdvisor Talk with Frank LaRosaYour Questions Answered!In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey provide exactly that thought leadership, offering up a unique Q&A conversation to their listeners covering the most frequently asked questions they have received directly from advisors considering a transition to a new firm partner.Key topics covered include:*Detailed answers to the top two advisor questions - which firms do you work with and what firms are advisors moving to?*The fundamental difference between a consultant and a recruiter as it relates to ensuring a successful transition....2022-02-1725 minAdvisor Talk with Frank LaRosaDouble Down on ServiceIn this episode, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey educate their listener on the specifics of why focusing on client service is the key strategy advisors can employ to achieve the greatest positive impact on their practice now, regardless of market fluctuations that may be occurring.Actionable insights covered include:*why you need a bullet-proof client service model.*the statistical analysis that demonstrates how your clients respond to your business actions.*which proactive, specific, and measurable client service initiatives achieve the greatest results for a financial advisor.*how communications...2022-02-1018 min
Wealthies CircleMaximizing Your Firm’s Pay Out as an Advisor with Frank LaRosaMany advisors spend their entire career building their business, whether it be as an independent or full-service company. Often, as many advisors get to the end of their careers, they are left with some major questions about how to make the most from the business that they have put so much time into. In this … Continue reading Maximizing Your Firm’s Pay Out as an Advisor with Frank LaRosa →2021-09-3051 minAdvisor Talk with Frank LaRosaWirehouse Wave - Why W2 to W2 Moves Are IncreasingThere is a lot of activity as of late when it comes to advisors moving from wirehouse to wirehouse. In fact, it is a trend Elite Consulting Partners CEO Frank LaRosa predicted three years ago in an episode of The Advisor Talk with Frank LaRosa podcast.Why advisor moves between wirehouses are gaining momentum, what impacts this will have on the industry, and how advisors can capitalize on the opportunity are all topics covered by Frank and his COO Dale Dempsey, in a conversation that digs past the surface to get to the core of the W2...2021-08-2621 minAdvisor Talk with Frank LaRosaRoad Warrior - An Unfiltered Financial Services DiscussionIn this week's episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa takes his podcast on the road and shares his candid and insightful viewpoint on the latest news impacting advisors in the financial services industry. Frank's discussion is broad-ranging and includes topics such as:*What exactly is going on at Merrill Lynch and the negative impacts of their private banking strategies which are causing their large advisor teams to leave in droves.*The upwards of 2x greater income potential for an independent vs. W-2 advisor, with a detailed crunch of the numbers that...2021-07-0823 minAdvisor Talk with Frank LaRosaHAVE FAITH - An Interview with Vaughn KohlerIf you take the time to consider the one trait every successful entrepreneur has in common, you inevitably arrive at the simplest of answers - Faith. Faith means different things to different people. It can represent a higher power or the universe but ultimately it reflects a belief system that a greater good is working on your behalf. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by business and success writer, speaker, and former pastor Vaughn Kohler for an energetic and dynamic conversation that explores the dimensions of Faith and its resounding impact on life, business...2021-06-1045 minAdvisor Talk with Frank LaRosaIndependent Thinking with Bill Walsh - Regional Market Manager, Senior Transition ConsultantExperience brings insight and this certainly holds true in financial services where legacy professionals offer a unique ability to see the matrix and understand the past, present, and future of the industry in a way only they can. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Bill Walsh, Regional Market Manager and Senior Transition Consultant, for a conversation that puts their more than six decades of combined industry expertise to work analyzing the financial services industry now and where future opportunities lie for advisors.Topics covered in the conversation include:*The evolution...2021-05-2024 minAdvisor Talk with Frank LaRosaIndustry Impact - A Discussion with Scott Breault, Regional Market Manager, Senior Transition ConsultantFor advisors considering a transition, many factors come into play as they navigate that decision. From industry trends to their own goals and vision for their practice, advisors need to consider every angle in order to ensure they find the right firm partner fit for their long-term business vision. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Regional Market Manager and Senior Transition Consultant Scott Breault, who puts his industry expertise to work by providing key insights for advisors considering making a move.Topics discussed include:*How Scott's industry experience and wholesale...2021-05-1320 minAdvisor Talk with Frank LaRosaExpand Your Mind, Expand Your BusinessThe power of positive mindset in attracting the business and personal growth you desire are undeniable, as Elite Consulting Partners CEO Frank LaRosa discusses with the company's Regional Market Manager Len Murtha. Their in-depth conversation mines the theories of positivity, abundance, and the laws of attraction to offer financial advisors a new perspective on how to approach their practice - and life - in order to achieve goals and realize success. Key insights and takeaways include:*Why using the philosophies of flow and reciprocity are key components of maximizing business value.*H...2021-05-0631 minAdvisor Talk with Frank LaRosaCrypto Currency - Why Advisors Need to Pay AttentionFinancial Advisors may not be giving credence to the crypto currency trend circulating social media, but it is still important to pay attention as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss in this episode. Crypto currency has gained a following with younger people and make no mistake - they are sharing what they are learning with their parents. As a financial advisor, it is important that you protect your flank by staying knowledgeable about all financial trends - good or bad - so you can be of service to your clients. 2021-04-1517 min
Relentless Health ValueEP317: Wait, the Latest Action on Drug Pricing Reform Can Be Found in the Infrastructure Bill? With Josh LaRosa, MPP, Policy Director, Wynne Health GroupLet’s get a fast bead on what’s going on with drug pricing reform, shall we? Every time I wade into these waters, my head about explodes. So, I very much appreciate the opportunity to quiz Josh LaRosa from the always-well-informed Wynne Health Group. Here’s the goings-on in a nutshell: There’s goings-on. This infrastructure bill that’s in all the news all over the place right about now? You know what the plan is to fund all those bridges? Yeah, well, part of it is for Medicare to save money on drugs and then apply the...2021-04-0826 minAdvisor Talk with Frank LaRosaEyes Wide Open - Is it a DEAL or a LOAN?Advisors contemplating a transition have many reasons for making a move; however, the financial upside is always at the top of the list. Given how hot the transition market is right now, with firms offering ever increasing transition deals to attract the right talent, it may be tempting for an advisor to make a move based solely on a large upfront payout. As Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsy explain in this episode, make no mistake - that large upfront number is not a deal it's a loan, and advisors need to consider that when...2021-04-0816 minAdvisor Talk with Frank LaRosaIn-Network - Relationships, Recruiting, and ResultsThe best business relationships don't just happen, they are built upon years of common philosophy, networking, goals, and achievement. One such relationship that certainly fits that bill - and more - is that between Elite Consulting Partners CEO Frank LaRosa and his new Head of Business Development Kevin Frank, who joins in for this episode. Frank and Kevin have more than two decades of friendship and camaraderie behind them. Their collaborations early in their careers resulted in achievement and their vision for the future of financial services informs their actions in the now at Elite Consulting Partners. Join Frank a...2021-03-0424 minAdvisor Talk with Frank LaRosaKeep the Home Fires Burning - Wells Fargo Chooses to Leave the International SpaceWells Fargo's decision to leave the international space is a move that makes sense, as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss during an episode which highlights the pluses and minuses for firms interested in considering international business. The fact is international financial services is a high-stakes game that is not right for every firm or advisor. In order to be successful, knowing who you are and aren't as an organization is a vital component of success. Considerations for firms with an international business line include:*time zone constraints.2021-02-2514 minAdvisor Talk with Frank LaRosaWatch Your Back - Beware of Hidden CompetitionFinancial advisors are well aware of their traditional competition, be it advisor vs. advisor or W-2 vs. independent. However, few advisors are aware of a new competitor lurking just in the shadows yet already working hard to take their piece of the client asset pie. In this episode, Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey expose the newest competitor in the wealth management space - large payroll companies such as ADP and Paychex - and pull back the curtain on the tactics these large service providers are using to solidify their wealth management market position.2021-02-1116 minAdvisor Talk with Frank LaRosaLead-Gen Lessons with Jeremiah Desmarais, CEO - AdvisoristEvery financial advisor intends to grow their AUM and build their client list, but have they developed a solid marketing and branding strategy that delivers on generating consistent sales growth? Get out your pen and paper and get ready to take some notes as Elite Consulting Partners CEO Frank LaRosa is joined by Jeremiah Desmarais, CEO of the Advisorist for a strategic conversation that outlines specific marketing and branding actions advisors can use now to increase their AUM and take their practice's success to new levels. Tactical guidance which Frank and Jeremiah share include:2021-02-0430 minAdvisor Talk with Frank LaRosaBabies, Boxing, and Business - A Conversation With Austin Philbin, Chief Administrative Officer, Dynasty Financial PartnersForming personal and professional relationships with colleagues whose opinion you respect - and with whom you can have a candid discussion - is paramount to success in all areas. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by long-time friend and collaborator Austin Philbin, Chief Administrative Officer of Dynasty Financial Partners, for a just such a discussion which encompasses life, family, business, and the connectivity between them all. Topics which Frank and Austin dive into include:*looking to the development of our children in both mind and spirit as a gu...2021-01-2148 minAdvisor Talk with Frank LaRosaThinking Ahead - Predictions That Matter For Financial Services In 2021As we put what was undoubtedly a tumultuous year behind us - one defined by a seemingly never-ending string of changes and surprises - it begs the question how does one predict what financial services trends can we expect to see in 2021? By putting their combined decades of industry experience to work, Elite Consulting Partners CEO Frank LaRosa and his COO Dale Dempsey do just that, not only sharing the 2021 predictions that matter but providing the context and methodology behind them. Trends to watch as shared by Frank and Dale include:*a m...2021-01-1427 minAdvisor Talk with Frank LaRosaHubTalk - The COVID Wave To IndependenceIn this special episode, Frank LaRosa shares his HubTalk presentation from AdvisorHub's First National Virtual Summit "Industry in Transition". As Frank discusses during his candid assessment of where the financial services industry is now and where it is going, the impact of COVID-19 can most be seen in the W-2 space where advisors, who now are working from home, have gotten a taste of what it means to be independent - albeit without the financial upside.For those W-2 advisors who may now be considering whether independence is right for them, Frank offers insight on how to ev...2020-11-2410 minAdvisor Talk with Frank LaRosa'Tis The Season - Analyzing The Fiscal Maneuvering Firms Will Use To Close 2020Year-end is always a time of financial maneuvering in the financial services industry, particularly at larger firms. As Frank LaRosa, Elite Consulting Partners CEO, shares in this episode during his conversation with his COO Dale Dempsey, it seems firms just can't help themselves from making changes this time of year. In particular, this year's financial shenanigans by firms may prove particularly interesting given the COVID-19 crisis smoke screen that firms have to fall back on as an excuse. Join Frank and Dale, as they put their collective expertise to work and future-cast what they believe advisors can expect in th...2020-11-0517 minAdvisor Talk with Frank LaRosaWant To Increase Your Succession Payout by 288%? Consider Dual-MonetizationSuccession planning is of paramount importance to every advisor as it is a direct, financial reflection of the valuation for an advisor's book of business and lifetime of hard work and achievement. Yet the fact is, the cookie cutter approach for succession planning which most firms offer - and which most advisors are familiar with - simply isn't the best way. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined at the whiteboard by COO Dale Dempsey to discuss the innovative strategy Frank has trademarked called dual-monetization. Dual-monetization is a potentially lucrative strategy as it allows an...2020-10-0821 minAdvisor Talk with Frank LaRosaA New Kind Of Independence - An Interview with James Gold, CEO, and Douglas Kentfield, Head of Wealth Management, Steward PartnersThe realization that true independence is not for every advisor has gained a strong foothold in the financial services industry. Top firms are innovating and evolving to offer models which address this, while holding the delicate line between advisor support and advisor autonomy. One such firm is Steward Partners which, as an alternative to the firm's W-2 model, offers an affiliate/1099 model that has gained recognition for uniquely combining the best of the indy and the best of the retail space. Listen in as Elite Consulting Partners CEO Frank LaRosa is joined by Steward Partners CEO James Gold and Hea...2020-08-1832 minAdvisor Talk with Frank LaRosaBehind the Scenes with Rich Steinmeier and LPL's new EMPLOYEE MODELLPL Financial's launch of an independent employee advisor model has taken the financial services industry by storm. It is being recognized as both a true W-2 model and a business evolution for LPL through its strategic innovations in structured support and compensation. In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Rich Steinmeier, Divisional President - LPL Financial for a conversation that pulls back the curtain and gives information right from the source on: 1) why the new LPL independent employee model was created.2) the economics behind the LPL independent employee a...2020-08-1329 minAdvisor Talk with Frank LaRosaWhat got you HERE will not get you THERE....There is a universal truth that applies to both advisors and entrepreneurs alike - that in order to improve yourself and your business you need to be willing to put in as much work as it takes to continually improve both yourself and your business. These are words that Elite Consulting Partners CEO Frank LaRosa lives by and puts into action for himself daily through specific strategies and techniques which allow him to constantly excel while striving to reach his next goal. In this episode, Frank shares those insights and emphasizes the importance of constantly evaluating your business and...2020-08-1121 minAdvisor Talk with Frank LaRosaIt's Time To Step Up - Why Advisors Need to Elevate Their Client Communication GameCommunicating with clients successfully is a business fundamental for every financial advisor, but very few advisors get it right - putting them at risk for having existing clients lured away and the funnel of new prospects drying up. In this episode, Stop complaining and get to work is the challenge Elite Consulting Partners CEO Frank LaRosa makes as he outlines the key communication strategies that work to engage new clients and retain existing ones while simultaneously forging the much necessary advisor-client bond. Learn how to:use social media and other digital communication to connect with pros...2020-08-0418 minAdvisor Talk with Frank LaRosaThe Pitfalls of Zoom Technology On Long-Term Client RelationshipsFinancial services as an industry has traditionally approached a crisis situation as an opportunity for re-evaluation. That is certainly the case now as many large firms are floating the idea of using virtual technology as a communications efficiency and cost-cutting measure. Not so fast, says Elite Consulting Partners CEO Frank LaRosa who discusses the pitfalls of a tech-only approach with his COO Dale Dempsey. While virtual technology is certainly a tool to use to enhance communication, it is not a replacement for the importance of in-person meetings in solidifying the advisor-client relationship.
2020-07-2215 minAdvisor Talk with Frank LaRosaYou Do You - Independence Isn't The Only OptionAs financial advisors head back to the office after 3 months of work from home restrictions, many are struggling with the internal question of whether a W-2 position or the prospect of independence is right for them. Somewhere between the idea of independence and actually making the leap lies the truth every advisor must confront - do they have the entrepreneurial mindset and work habits that will make a move to independence successful for them? There is no wrong answer to that question, as Elite Consulting Partners CEO Frank LaRosa discusses with COO Dale Dempsey in a conversation which takes...2020-07-1519 min
Advisor Talk with Frank LaRosaThe Leadership Series: Business Partners Jonathan Freeman and Brian McCarver, Stonebridge Financial GroupThe most notable business partnerships strike a balance between personalities, methodologies, and work styles, resulting in an alignment of goals and vision to achieve ultimate success. In a thoughtful discussion on the first-hand tips and insights that make a practice partnership excel, Elite Consulting Partners CEO Frank LaRosa hosts a conversation with the team of Brian McCarver and Jonathan Freeman of Stonebridge Financial Group who divulge their secrets as to the communication, decision-making, and collaborative processes which have allowed them to lead their firm to envied levels of achievement.2020-07-0135 minAdvisor Talk with Frank LaRosaThe Interview Series: Ben Newman, Mental Conditioning Coach for University of Alabama FootballElite Consulting Partners CEO Frank LaRosa is joined by Ben Newman, Mental Conditioning Coach for University of Alabama Football, in a hard-hitting conversation that cuts through the clutter and challenges advisors to action through focused and intentional daily rituals and behaviors that counteract self-sabotage, achieve top-tier performance levels, and generate consistent results that matter.
2020-06-0434 minAdvisor Talk with Frank LaRosaThe Interview Series - Joe Lyons, Managing Partner, Mooney LyonsElite Consulting Partners CEO Frank LaRosa leads a deep-dive conversation with Mooney Lyons Managing Partner Joe Lyons about the proactive business strategies, specific operational practices, and inspired technology and marketing techniques necessary in financial services today in order to achieve scaleable growth and maximum results for both firms and clients alike.
2020-05-1918 minAdvisor Talk with Frank LaRosaMaster Your Craft - Skills Advisors Need To Win On Today's Playing FieldDrawing on his personal take-aways from the popular ESPN series "The Last Dance", Elite Consulting Partners CEO Frank LaRosa applies those lessons to financial services and gives guidance on mind-set triggers and the competitive communication skills an advisor needs to use now in order to step up their business game and win at the next level.
2020-05-1419 minAdvisor Talk with Frank LaRosaPlan For The Worst, Hope For The Best - Strategies For Smaller Firms and Their AdvisorsThe current crisis is having significant impact on the viability of smaller firms - a hard truth which Elite Consulting Partners CEO Frank LaRosa discusses in this episode while offering his informed guidance to both firms and their advisors on how to take control, do your due diligence, and chart the best course for the future.
2020-04-2918 min
Successful Life PodcastFrank LaRosa Business Consultant and CEO @eliteconsultingpartnersSend us a textMy Special Guest today is Frank LaRosa! Frank LaRosa, president and chief executive officer of Elite Consulting Partners, has achieved a distinguished career in financial services, spanning more than 25 years. Frank began his career in the business sector after graduating from Kean University with a B.S. in marketing. His resume includes financial advisor positions at Smith Barney and Prudential Securities, as well as executive director for Morgan Stanley. In 2011, Frank launched his...2020-04-231h 23Advisor Talk with Frank LaRosaThe Interview Series - Conor Delaney, Founder of The Good Life CompaniesElite Consulting Partners CEO Frank LaRosa leads an insightful and profound discussion with Conor Delaney, Founder of The Good Life Companies, about advisor resilience, client-centric industry strategy, and leadership amidst the COVID-19 crisis.
2020-04-1520 minAdvisor Talk with Frank LaRosaWhich Firms Are The Winners And The Losers Of The Crisis?How firms manage and work with their advisors during the crisis will determine which ones lead the way after this evolution in financial services. Elite Consulting Partners CEO Frank LaRosa offers his predictions on where to place your bets.
2020-04-0726 minAdvisor Talk with Frank LaRosaTech Tips - Using Email for EfficiencyIs your email process friend or foe? Elite Consulting Partners CEO Frank LaRosa and his main man Dale Dempsey discuss their difference in strategies for email management and what process can work for you to improve productivity.
2020-03-3113 minAdvisor Talk with Frank LaRosaTalk to Me - Are You Communicating Effectively During The COVID-19 Crisis?It is not the time to field client calls, it's the time to make client calls as Elite Consulting Partners CEO Frank LaRosa explains while offering up strategies you can use now in your communications with your clients and team to insure business success - if not growth - after the COVID-19 crisis has passed.
2020-03-2017 min
Relentless Health ValueAEE10: An Update on the Snowball of Drug Pricing Initiatives in Washington Right Now, With Josh LaRosa, MPP, Policy Director, Wynne Health GroupIn this health care podcast, Josh LaRosa from the Wynne Health Group is back to give us an update on the snowball of drug pricing initiatives zigzagging their way around Washington right now. For the details, listen to episode 243. That’s where we really drill into the details. This conversation is more of a status report. (Note: This episode was recorded on February 6.) You can learn more at wynnehealth.com or reach out to Josh at josh@wynnehealth.com. Josh LaRosa, MPP, is a policy director at Wynne Health Group, focusing primarily on reg...2020-02-1815 minAdvisor Talk with Frank LaRosaThe Big Reveal: Unboxing The Experience - Designing Meaningful Follow-up Rituals To Create Business MomentumWhether you are a firm in the process of recruiting a new advisor or an advisor actively engaging a new client, the impression you create in order to move those relationships forward goes beyond the initial call or meeting. Every touch point you have with your prospect is an opportunity to create engagement and build trust and one of the most proven methods to create tangible outreach is through a thoughtfully crafted follow-up gift that embodies the values and image of your business. In this special podcast episode, Elite Consulting Partners CEO Frank LaRosa offers a challenge to his...2020-02-1814 minAdvisor Talk with Frank LaRosaThe Customer Is King - Empower Your Client Relationships By Hiring a Client Service AssociateClient Service Associates (CSA) are an essential team member of the best, and most profitable, advisory firms. The role of the CSA goes beyond paperwork and, when executed properly, is a vital component to building client rapport and fostering long-term client relationships. In this episode of Advisor Talk with Frank LaRosa, the essential elements of managing and leading a successful a CSA are analyzed by Frank and the key strategies for engaging your CSA in fostering business growth are detailed.
2020-02-0418 min
Resilient AdvisorExecuting A Viable M&A Strategy With Frank LaRosaFrank LaRosa of Elite Consulting Partners comes on The Resilient Advisor Podcast to share his thoughts on the current state of M&A in our industry and some of his best practices on executing a viable strategy in 2020.2019-12-2322 min
Relentless Health ValueEP243: Who Will Be Impacted by the Snowball of Drug Pricing Initiatives Pouring Out of Washington Right Now? With Josh LaRosa, MPP, Policy Associate, Wynne Health GroupHere’s one fact of life that’s always true: It will always be the desire of big vested interests to maintain and stick with the status quo. This applies to all of the various parties in the drug supply chain as much as it does to any other industry. So, here’s the $106-billion-a-year question: In 2019 or 2020, will all of the drug pricing proposals and legislature popping up all over the place in Washington and in some states right now—will they all just simply blow over? Is it the case that Big Pharma and pharmacy benefit managers (PBMs) an...2019-09-1931 minAdvisor Talk with Frank LaRosaBreaking The Code - Deciphering the Mythology of Hybrid and RIA Models (EP.07)RIA and Hybrid are financial services buzz words, but do you truly understand these business models and their benefits? In this episode of the 'Financial Advisor's Advisor' Elite Consulting Partners CEO Frank LaRosa breaks these terms down to fundamentals and evaluates the myths surrounding each. From the faulty logic that going RIA allows you to bypass regultory over-site and grow your business faster to the illusion that an RIA guarantees an advisor more money, Frank break these myths wide open and discusses the strategic truths that will enable an advisor to evaluate their decision to go RIA or Hybrid...2019-07-2329 minAdvisor Talk with Frank LaRosaIt’s Not About The Money, But It’s About The Money (EP.03)It's a seller's market in financial services and advisors interested in making a move are being offered unprecedented financial deals by independent and wirehouses firms alike . It's hard to resist the siren call of a big payday but what are the deciding factors in making a transition - other than financial - which ensure an advisor is making a move for the right reason? In this episode of 'The Financial Advisor's Advisor' Elite Consulting Partners Founder & CEO Frank LaRosa discusses just that. Learn from Frank's expertise about how evaluating culture, technology, operational support, and other business synergies in the...2019-06-1918 min
The Meshpoint PodcastMeshpoint Podcast Season 1 Episode #1 with Coach Frank LaRosa the Head Football Coach at East Bay High SchoolThis Episode of the Meshpoint Podacst is sponsored by GameStrat, If you are in the need of a sidleine replay system look no further than GameStrat. GameStrat has the fastest sideline replay system on the market and they provide 24/7 customer support. Their sytems can be used for multiple sports like footbal, basketball and volleyball. Bottom line, in game adjustments = winning more games, go check out GameStrat on twitter @gamestrat_ or on the web at www.gametimestrategy.com. On this episode of the Meshpoint Podcast Matt McLeod and Tony Rodriguez talk with heac football coach Frank LaRosa about his program at E...2018-08-0658 min
The Meshpoint PodcastMeshpoint Podcast Episode #1 with Coach Frank LaRosa the Head Football Coach at East Bay High SchoolEpisode #1 with Frank LaRosa, Head Football Coach at East Bay High School2018-08-0658 min
The Golden Days of Radio's podcastProgram 80 - Frank Bresee Presents a Variety of Old-Time Radio Including Julius LaRosaProgram 80 - Frank Bresee Presents a Variety of Old-Time Radio Including Julius LaRosa. See acast.com/privacy for privacy and opt-out information.2018-06-1000 min
Football Gameplan PodcastsOffensive Interference - Ep2 - East Bay HS Head Coach Frank LaRosaInterview with East Bay H.S. (Florida) Head Coach Frank LaRosa2018-05-2246 min