Advisor Talk with Frank LaRosa

Key Highlights:

-Why financial CRMs are prime targets for cyberattacks.

-The most overlooked vulnerabilities in platforms like Salesforce and Wealthbox.

-Field-level vs. org-level security and why both matter.

-The role of multi-factor authentication in a cloud-first world.

-How AI is evolving both cyber threats and defense strategies.

-Simple steps advisors can take now to secure their tech stack.

This is a must-listen for any advisor serious about protecting their clients, their practice, and their reputation.

Tune in and get ahead of the threats - before they get ahead of you.

To learn more about JEDI Database Solutions, visit www.JEDIDatabaseSolutions.com

Key Highlights:

-How long it really takes to prepare and execute a successful move.

-What you can - and can't - say to clients during a transition.

-The emotional cost of waiting too long to leave.

-Why your assistant should be part of the due diligence process.

-Using the transition conversation to grow your book of business.

-Legal tips for navigating non-protocol firms.

-The value of having a transition project manager on your team.

Whether you're planning a move next month or just starting to consider your options, this episode provides actionable insights and firsthand advice from industry veterans who have seen it all.

Ready to talk? Reach out to Stacey at Stacey@EliteConsultingPartners.com.

Key Highlights:

-The true cost of operational disorganization - and how to measure it.

-Why “progress, not perfection” is the key to implementation.

-How to identify bottlenecks using data and process tracking.

-The concept of Kaizen and continuous improvement in firm operations.

-Simple steps to begin streamlining your business today.

If you’re an advisor wondering whether your practice could be running more smoothly, this episode is your roadmap to clarity.

Reach out to Sue at SueCheema@EliteConsultingPartners.com, or Brian at BrianLutz@EliteConsultingPartners.com.

Highlights include:

-Why the advisor walked away from a traditional bank model

-How he overcame fear and successfully transitioned legacy clients

-The surprising benefits of affiliating with an RIA-only firm

-Reinvesting in growth: marketing, branding, and staffing

-Building deeper client relationships through business ownership

-What “freedom” really means for advisors today

If you’ve ever felt stuck in your current model or wondered if true independence is worth it, this episode delivers a candid and inspiring look at what’s possible.

Listen in as they cover:

-What “top, middle, and bottom” of funnel marketing really means.

-How to cast a wide net without diluting your message.

-Why nurturing leads is a skill advisors can’t afford to ignore.

-The difference between posting content and intentional outreach.

-How trust and patience are the real accelerators of growth.

If you’ve ever wondered how to turn visibility into action, this episode is your blueprint. Brought to you by Elite Marketing Concepts - where strategy meets execution for advisors ready to grow.

To learn more about how Elite Marketing Concepts can take your practice to the next level, contact Brian at BrianLutz@EliteConsultingPartners.com, or Stacey at Stacey@EliteConsultingPartners.com.

Key Highlights:

-Why “not deciding” is still a decision - and often an expensive one.

-How long-term inaction can lead to seven-figure opportunity losses.

-Real-life stories of advisors who waited too long to make a move.

-The importance of intentionality when exploring independence.

-Why your clients care more about you than your current firm.

-The power of burning the ships and fully committing to a path.

If you’ve been thinking about change but haven’t acted, this episode is your wake-up call.

Ready to explore what’s possible? Connect with Frank at frank@eliteconsultingpartners.com or Stacey at stacey@eliteconsultingpartners.com.

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.

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.

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