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Artwork for Advisor Talk

Advisor Talk with Frank LaRosa

Elite Consulting Partners
Financial Advisors
Key Performance Indicators
Wealth Management
Firm Culture
Financial Advisory
Succession Planning
Private Equity
Mergers and Acquisitions
Marketing
Accountability
Business Transaction
Home Office Visits
Visualization
Stress Management
Practice Management
Independent Financial Advisors
Business Growth
Work From Home
Writing Books
Authority Marketing

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, leadershi... more

PublishesTwice weeklyEpisodes324Founded7 years ago
Number of ListenersCategories
ManagementBusinessEntrepreneurship

Listen to this Podcast

Artwork for Advisor Talk

Latest Episodes

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 driven by comfort, fear, or overwhelm rather than st... more

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 relationships, make better transition decisions, and enjoy thei... more

YouTube

Show highlights include:  

-Why focusing only on upfront payouts can leave money on the table.

-How growth-minded advisors evaluate leadership, technology, and firm culture.

-What truly separates firms that say they help you grow from those that a... more

YouTube

Show highlights include:

-The difference between being a practitioner vs. a true business owner.

-Why growing too fast can break your systems, operations, and culture.

-How to scale without sacrificing your core values.

-Why “making the right mov... more

YouTube

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Chuck Failla
CEO and founder of Sovereign Financial, fellow podcaster of Go RIA podcast
Sovereign Financial
Episode: Should You Go RIA? With Chuck Failla
Jon Kuttin
A top advisor and founder of Kuttin Wealth Management, specializing in financial advisory and M&A.
Kuttin Wealth Management
Episode: M&A Masterclass with Jon Kuttin
Matt Hicken
Senior Vice President of Consulting at Bill Good Marketing
Bill Good Marketing
Episode: Marketing Vs. Branding: What Advisors Get Wrong
Ken Grider
Senior Managing Director of Investment Banking
Raymond James
Episode: Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 1)
Rob Sechan
CEO and co-founder of NewEdge Wealth
NewEdge Wealth
Episode: Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan
Jon Randall
Founder and CEO of eXtraordinary Financial Advisors
eXtraordinary Financial Advisors
Episode: From Practitioner to Business Owner with Jon Randall, Founder of eXtraordinary Financial Advisors
Duncan Macpherson
Founder and CEO of Pareto Systems.
Pareto Systems
Episode: Breaking the Status Quo: How Advisors Can Redefine Success
Joseph Greco
Managing Director for Elite Advisor Successions.
Elite Advisor Successions
Episode: Can You Trust AI With Your Succession Plan?
Sue Shima
Chief Information Officer
Elite Consulting Partners
Episode: Future-Proofing Your Tech Stack: What Advisors Need Now

Host

Frank LaRosa
Host of Advisor Talk, providing unfiltered guidance and insights for financial advisors and wealth management professionals.

Reviews

4.8 out of 5 stars from 95 ratings
  • Great Insights for Advisors!

    I just watched an episode with Jon Kuttin and Frank La Rosa. Exceptional insights!

    Apple Podcasts
    5
    The Healthy Entrepreneur
    United States2 years ago
  • Amazing podcast!

    This podcast is an excellent resource for financial professionals everywhere! Frank is a very knowledgeable and skilled host and each of his conversations with guests provides helpful information and insight to help you level up in your practice.

    Apple Podcasts
    5
    maddie@podcastingyou
    United States4 years ago
  • The podcast is ELITE - just like their firm’s name

    As a newer advisor, currently in my first year in the business, this podcast has been extremely helpful in learning the industry landscape, as well as strategies to become a better advisor. Frank & Dale, keep up the great work!

    Apple Podcasts
    5
    Johnny-G-2022
    United States4 years ago
  • Good!

    All episodes are so good

    Apple Podcasts
    5
    Lelia Day7
    United States5 years ago
  • Expand Your Mind, Expand Your Business

    Thank you so much and keep on doing more great show.

    Apple Podcasts
    5
    Mary2577
    Philippines5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Exceptional insights from industry experts, making complex topics accessible.
The host is seen as knowledgeable and skilled, offering valuable discussions that resonate well with listeners.
A go-to resource for financial professionals seeking actionable advice and growth strategies.

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Creating Confidence with Heather MonahanHeather Monahan | YAP Media
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The Code To WinningKagiso Dikane

Talking Points

Recent interactions between the hosts and their guests.

You Don’t Know What You’re Saying No To – with Brian Mora
Q: What are the couple of things under this topic of growth that the most successful recruits are doing when they join Ameriprise?
Successful recruits express enthusiasm and excitement about the resources Ameriprise provides, which translates into how they communicate with clients, leading to business growth.
You Don’t Know What You’re Saying No To – with Brian Mora
Q: Why do you think Ameriprise is winning advisors today, sort of now more than ever?
We've had nearly 4,500 experienced advisors join us, acknowledging or admitting that we weren't on their list at the beginning but couldn't ignore what they saw once they actually took a look at us.
Breaking the Status Quo: How Advisors Can Redefine Success
Q: How should advisors leverage AI in their business model?
Advisors should embrace AI as a non-optional tool, integrating it to enhance efficiency, amplify their intellectual property, and improve client engagement.
Breaking the Status Quo: How Advisors Can Redefine Success
Q: Can you explain the transition process from a practitioner to a business owner?
It starts with a mindset change that moves focus from just a book of business to recognizing an actual business model, managing money, a business, and people to enhance the overall client experience.
Technology That Builds Value
Q: What are your thoughts on how to evaluate a technology stack?
You should consider contacting a consulting firm to evaluate your tech stack and help you understand where improvements can be made.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Advisor Talk

What is Advisor Talk about and what kind of topics does it cover?

Offering actionable insights and unfiltered guidance, the discussions revolve around critical topics for financial advisors, wealth management professionals, and entrepreneurs. Key subjects include business ownership, leadership, and marketing strategies, alongside nuanced explorations of practice management and recruitment. The conversations often feature personal anecdotes and experiences from industry leaders, providing valuable perspectives on navigating the complexities of the financial services landscape, including the differences between wirehouse, regional, and RIA practices. This resource is particularly noteworthy for its focus on empowering professionals to maximize their business and personal potential, with practical advice for... more

Where can I find podcast stats for Advisor Talk?

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How many listeners does Advisor Talk get?

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What are the audience demographics for Advisor Talk?

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How many subscribers and views does Advisor Talk have?

To see how many followers or subscribers Advisor Talk has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Advisor Talk?

These podcasts share a similar audience with Advisor Talk:

1. Financial Advisor Success
2. The Tony Sirianni Podcast
3. The Diamond Podcast for Financial Advisors
4. Wall Street Breakfast
5. WSJ What’s News

How many episodes of Advisor Talk are there?

Advisor Talk launched 7 years ago and published 324 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Advisor Talk?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Advisor Talk?

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What guests have appeared on Advisor Talk?

Recent guests on Advisor Talk include:

1. Chuck Failla
2. Jon Kuttin
3. Matt Hicken
4. Ken Grider
5. Rob Sechan
6. Jon Randall
7. Duncan Macpherson
8. Joseph Greco

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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