Advisor Talk with Frank LaRosa

Advisor Talk with Frank LaRosa, a podcast presented by Elite Consulting Partners.

Basic Member

Latest Episodes

Stop Losing Leads: How a CRM Captures Every Opportunity

Stop Losing Leads: How a CRM Captures Every Opportunity

Key highlights include:

-Why your CRM is only as powerful as your process - and how to fix it

-What “lead scoring” really means and how it helps you prioritize outreach

-How client journeys within a CRM support long-term relationship building

-Real-life examples of turning cold leads into warm opportunities

-What happens when you don’t follow up - and the cost of missed chances

If you’ve ever said, “I’ll remember to follow up later,” this episode is your wake-up call. Learn how to streamline your system, automate the right touchpoints, and build a practice that doesn’t just capture leads - but closes them.

How to Build a Practice That Attracts a Premium Buyer

How to Build a Practice That Attracts a Premium Buyer

Highlights include:

-The real difference between recurring and advisory revenue—and why it matters for your valuation.

-Why managing client assets yourself can decrease your business’s value.

-Red flags buyers look for, including data disorganization, aging client bases, and weak G2s.

-The role of infrastructure, compliance, and staff continuity in boosting buyer confidence.

-How to apply the 80/20 rule to client segmentation for greater clarity and value.

-Why five years is the sweet spot for prepping your business for sale—and how to get started.

If you’ve ever thought about retiring, even in passing, this episode is your sign to start preparing now. The earlier you act, the more options and leverage you’ll have when it’s time to make your next big move.

Need help building a transferable practice?

Visit www.eliteconsultingpartners.com today.

Integrating AI Into Advisory Practices

Integrating AI Into Advisory Practices

Highlights include:

-The real definition of AI - and what it isn’t

-How advisors can use AI now for content creation, meeting summaries, keyword tracking, and CRM automation

-Why prompt engineering is the new must-have skill for marketing and operations

-Use cases for predictive analytics in revenue growth, client retention, and opportunity spotting

-The power (and risk) of AI-generated content - and how to avoid compliance nightmares

-What “co-intelligence” really means in the age of AI-enhanced advisory firms

Whether you’re an early adopter or still skeptical, this episode will change the way you think about AI’s role in your practice - and give you the tools to start using it wisely, safely, and efficiently.

Reach Sue at: SueCheema@EliteConsultingPartners.com

And Brian at: BrianLutz@EliteConsultingPartners.com

Breaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm

Breaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm

Highlights include:

-The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for

-Real-life examples of advisors losing $40K/month by not making a decision

-How Elite’s pro forma modeling helps advisors make sense of the math behind a transition

-The psychological power of complacency - and how to recognize if you’re stuck

-Why going independent can unlock new levels of energy, growth, and client engagement

-The importance of exploring your options - not just financially, but qualitatively

Bottom line: you don’t know what you don’t know. This episode is your invitation to challenge the narrative and take a serious look at what’s possible - before staying put costs you more than you realize.

To reach out to Sue Cheema, you can find her at SueCheema@EliteConsultingPartners.com.

And for Brian Lutz, email him at BrianLutz@EliteConsultingPartners.com

What is JEDI: And Why it Matters for Financial Advisors

What is JEDI: And Why it Matters for Financial Advisors

Key takeaways include:

-What “managed CRM services” actually mean for advisors

-How JEDI helps automate repetitive tasks like RMD reminders and client scheduling

-Why data integrity is non-negotiable - and how to test if your data is clean

-The direct impact of CRM optimization on firm valuation and exit strategy

-Real use cases for automation, integration, and proactive problem solving

Whether you're growing your practice or thinking long-term about your legacy, this conversation is packed with tactical insights to help you get more out of your CRM - and your business.

Connect with Us:

Learn more at www.JEDIDatabaseSolutions.com

Contact Sue at sue@eliteconsultingpartners.com

Check out some of JEDI's resources here! - https://jedidatabasesolutions.com/resources/

Succession Isn't Sentimental: It's Strategic

Succession Isn't Sentimental: It's Strategic

Highlights from the episode include:

-Why having a successor doesn’t mean you’ve solved for succession.

-The real risks of passing your business to an underprepared or undercapitalized G2.

-Why external buyers may offer a better deal - and still keep your G2 in the picture.

-How top acquiring firms use process, mentorship, and scale to support long-term success.

-The critical mindset shift advisors must make to ensure client continuity and practice value.

If you’ve already “picked your person” but haven’t explored every option - or if you’ve avoided the conversation altogether - this episode offers the clarity you didn’t know you needed.

Listen now and be sure to subscribe on your favorite podcast platform.

Want to connect with Frank and the team? Reach out at:

Frank@EliteConsultingPartners.com

Stacey@EliteConsultingPartners.com

DM Frank on Instagram: @FrankLaRosa.Elite

Building Trust That Books Meetings

Building Trust That Books Meetings

Other highlights include:

The case for dynamic segmentation and why it outperforms static lists.

How to unify contact data across multiple channels to avoid over-messaging.

Creating behavioral triggers that pause or adjust email sequences based on client actions.

Personalization tips, like phonetic name spelling, that boost client trust and connection.

Why great marketing is ultimately just great business.

Tune in for a fun, fast-paced discussion that blends marketing savvy with data-driven insights - proving that when the “marketing geeks” and “data nerds” come together, real magic happens.

Dial In Your Data

Dial In Your Data

Other highlights include:

-Why “dialing in your dashboard” can help advisors focus on what matters most.

-How task management, client demographics, and time allocation metrics can drive more informed decision-making.

-Why tracking centers of influence and referral pipelines is critical for long-term growth.

-The difference between having data - and actually using it to improve performance.

-How custom dashboards can help teams of all sizes stay aligned and efficient.

If you’re an advisor or firm leader looking to turn untapped data into real results, this episode is packed with actionable ideas and fresh perspective. Because in today’s competitive landscape, it’s not just about having data - it’s about knowing how to use it.

Visit www.JEDISolutions.com today!

Greatest Hits: The Power of Automation: 3 Strategies to Streamline Your Practice

Greatest Hits: The Power of Automation: 3 Strategies to Streamline Your Practice

Frank and Sue break down essential automation strategies that every advisor should implement:

 

-How to streamline client onboarding with automated workflows to save time and reduce human error.

-Using automated tracking and email alerts to ensure clients take required minimum distributions on time.

-Automating tax document distribution to improve efficiency and avoid last-minute client frustrations.

-Why clean, structured data not only improves operations but also increases business valuations in M&A deals.

-How automating processes allows your business to not be dependent on one person knowing how to do everything.

-Learn how to leverage dashboards and analytics to make informed business decisions that drive profitability.

 

If you’re an advisor looking to optimize your back-office operations, this is an episode you don’t want to miss! Ready to take your practice to the next level? Contact Sue at suecheema@eliteconsultingpartners.com or reach out to Frank at frank@eliteconsultingpartners.com.

 

Like, subscribe, and leave us a review!

Bio of Advisor Talk with Frank LaRosa

Advisor Talk with Frank LaRosa, a podcast presented by Elite Consulting Partners. Designed for financial advisors, wealth management professionals, and entrepreneurs seeking to maximize their potential, this podcast offers unfiltered guidance and advice for both business and personal success.

Hosted by Frank LaRosa, Advisor Talk delves into a wide range of topics informed by Frank's unique insights and his engaging conversations with industry leaders. From business ownership and leadership to practice management, transition and recruiting, marketing and branding, and various financial services-related subjects, this podcast covers the subjects that matter most to wirehouse, regional, and RIA advisors, firms, and teams.

Frank and his esteemed team at Elite Consulting Partners are dedicated to being the go-to resource for actionable information and trusted guidance. Their goal is to provide listeners with the knowledge and insights necessary to elevate their careers at any stage.

Similar Podcasts

Podcasts

United States

Explores the stories behind top brands.

Podcasts

United States

Secret 2 My Success is a dynamic podcast hosted by Allen Bornstein, Luis Alicea, and Dawn Lee.

Hancock Talks, presented by John Hancock.

Podcasts

United States

On Strategy Showcase, hosted by Fergus O'Carroll.

Podcasts

United Kingdom

B2B Marketing Podcast is the essential resource for B2B marketers.

The Revenue Marketing Report podcast: Hosted by Camela Thompson.

Podcasts

United States

An Imperfect Leader: The Superintendents and Leadership Podcast, hosted by Peter Stiepleman.

Redefining Health Podcast, hosted by Victoria Yates.

Podcasts

United States

"Financial Cents | Arizona's Financial Podcast" is hosted by Brent Cannon.

back-to-top