Shows
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 min
Advisor 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 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 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 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 LaRosaLeading and Listening - An Interview With Adam Antoniades, CEO, Cetera Financial GroupThe COVID-19 pandemic has transformed financial services and understanding where the industry was, where it is now, and where it is going will be vital to creating a new playbook for success. In an insightful and dynamic discussion, Elite Consulting Partners CEO Frank LaRosa is joined by Adam Antoniades, CEO of Cetera Financial Group, to address head-on how leadership and strategic direction can foster growth and achievement in the wake of the most recent crisis. Learn directly from these industry leaders how:1) positioning the independent advisor as a small business owner and providing the ne...2020-09-2429 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 LaRosaBehind The Wheel - Navigating The Art of The Deal When Making Your TransitionHow do you best negotiate moving your practice to a new firm? Frank LaRosa takes this episode of 'The Financial Advisor's Advisor' on the road as he details the nuances in negotiation which insure your move secures both the best price and the best long-term relationship with your new firm partner.Learn more at https://www.eliteconsultingpartners.com/the-financial-advisors-advisor-podcast/Watch us on YouTube: https://www.youtube.com/channel/UCRjHhruwbtu1d3N-KleWR_g#TheFinancialAdvisorsAdvisor #FrankLaRosa #EliteConsultingPartners #RIA #Wirehouse #Independence #FinancialServices #WealthManagement #Success #Entrepreneur #ArtOfTheDeal #Recruiting #iamarete #wearearete #maxout #mfceo
2019-11-2518 minAdvisor Talk with Frank LaRosaBuyer Beware - Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm PartnerWhat does looking both ways before you cross the street have to do with planning your transition? Everything, as Elite Consulting Partners CEO Frank LaRosa explains in this episode of 'The Financial Advisor's Advisor' where he shares the methodology by which a financial advisor can filter out the noise, avoid falling prey to shiniest sales pitch, and make their transition based on sound business reasoning as to what makes the best firm partner.Learn more at www.eliteconsultingpartners.com.Visit us on YouTube.#EliteConsultingPartners #FrankLaRosa #FinancialAdvisorsAdvisor #Recruiting #FinancialServices #FinancialAdvisor #WealthManagement #RIA #Hybrid #Wirehouse #S...2019-11-1814 minAdvisor Talk with Frank LaRosaMerger Monopoly - The Tale of Ladenburg Thalman and It's Five Broker-DealersIs it the same financial services story with different names? Elite Consulting Partners CEO Frank LaRosa analyzes the implications of the equity purchase rumors swirling around Ladenburg Thalman and the potential industry impacts in this episode of the Financial Advisor's Advisor.Learn more at www.eliteconsultingpartners.com.Visit us on YouTube.#EliteConsultingPartners #FrankLaRosa #FinancialAdvisorsAdvisor #RIA #Practitioner #Wirehouse #BrokerDealer #M&A #FinancialServices #Entrepreneur #Success
2019-11-1116 minAdvisor Talk with Frank LaRosaGrow Your Business 10X By Getting Comfortable With Being Uncomfortable!How do you revolutionize your business using social media? You get comfortable with using Social Media outlets to attract new clients and grow your business as a brand. Elite Consulting Partners CEO Frank LaRosa discusses this and other new age marketing topics while Dale Dempsey practices what they preach by wearing a penguin costume in this episode of 'The Financial Advisor's Advisor'.Visit www.eliteconsultingpartners.com/podcasts to learn more.Watch this episode on YouTube.#EliteConsultingPartners #FrankLaRosa #socialmedia #Instagram #Facebook #Twitter #LinkedIn #YouTube #FinancialAdvisorsAdvisor #FinancialServices #RIA #Independent #Success #Entrepreneur #Business
2019-11-0419 minAdvisor Talk with Frank LaRosaThe Lost EpisodeWhat happens when you forget to press record on your podcast? In this week’s unedited version of ‘The Financial Advisor’s Advisor’, take a Behind-The-Scenes look at Elite Consulting Partners CEO Frank LaRosa breaks down the current and future implications of 0% commissions after Dale Dempsey forgets to turn on their microphones.Visit www.eliteconsultingpartners.com/podcasts to learn more.#behindthescenes #BTS #EliteConsultingPartners #FrankLaRosa #FinancialAdvisorsAdvisor #Independence #RIA #Wirehouse #Hybrid #WealthManagement #ZeroCommissionTrades #FinancialServices #Success #Entrepreneur
2019-10-2818 minAdvisor Talk with Frank LaRosaTop 5 Do’s and Don’ts of Preparing a Broker-Protocol SpreadsheetWhat are the top 5 do’s and dont’s of preparing your broker protocol spreadsheet and why preparing your spreadsheet correctly is essential.Elite Consulting Partners CEO Frank LaRosa discusses the top five do's and don'ts of broker protocol spreadsheet preparation and other important broker protocol considerations for advisors considering a transition in this episode of 'The Financial Advisor's Advisor.'To learn more visit www.eliteconsultingpartners.com
2019-10-2121 minAdvisor Talk with Frank LaRosaLeading With Lending And The $50 Million QuestionWhat’s the one question you should be asking every wealthy client or prospect that can bring in $50m in new assets? Find out in episode 18 of the Financial Advisor’s Advisor podcast. From increasing a firm's assets and revenue to serving as a client retention tool, Elite Consulting Partners CEO Frank LaRosa outlines the ways in which lending can be utilized in the asset gathering mix to contribute to overall firm success.#EliteConsultingPartners #FinancialAdvisorsAdvisors #FrankLaRosa #Financial #Advisor #FinancialFirm #FinancialAdvisor #RIA #WealthManagement #Hybrid #Lending #Success #Entrepreneur
2019-10-1420 min