Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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The Agile Brand with Greg Kihlström®: Expert Mode Marketing Technology, AI, & CX
1 #712: Compounding returns on your marketing campaigns with Chris O'Neill, GrowthLoop 30:22
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LikedIf your marketing grew like a dividend-reinvestment plan, would you still let a quarterly target dictate every decision? Agility requires stacking returning gains faster than the market changes—think compound interest, but for marketing campaigns. Today we’re going to talk about the Compound Marketing Engine, agentic AI, and why “data-driven” still needs greater adoption among leaders. To help me discuss this topic, I’d like to welcome Chris O'Neill, CEO of GrowthLoop. About Chris O'Neill Chris O’Neill is CEO of GrowthLoop and a board director at Gap Inc. (NYSE: GPS). His 25+ year career includes leadership roles at Google Canada, Evernote, and Xero, and board experience at Tim Hortons. As an advisor and investor, his portfolio includes Koho, Plus AI, and Neeva (acquired by Snowflake). Chris lives in Northern California with his wife, two children, and their dog Teddy. Chris O'Neill on LinkedIn: https://www.linkedin.com/in/croneill/ Resources GrowthLoop: https://www.growthloop.com https://www.growthloop.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 " Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…
Greatest Hits: The Power of Automation: 3 Strategies to Streamline Your Practice
Manage episode 480041463 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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!
282 episodes
ShareManage episode 480041463 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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!
282 episodes
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Advisor Talk with Frank LaRosa
Brian and Sue dig deep into: -Why “siloed platforms create siloed advice” - and how to break out of that trap. -What integrated ecosystems can do to enhance client experience, advisor efficiency, and scalability. -The hidden costs of redundancy and how to identify them in your current tech stack. -How AI and automation are transforming client service and retention. -Real examples from the field where integration uncovered missed opportunities. -Why advisors must rethink how they allocate time across clients - and how data helps. If you’ve ever wondered whether your current systems are helping or holding your business back, this episode will change how you think about operations, efficiency, and client service. Find the inspiration of today's episode here: https://www.barrons.com/advisor/articles/next-generation-financial-advisor-advice-83653476…
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Advisor Talk with Frank LaRosa
1 It’s Not Just the Payout - It’s the Profitability 33:37
33:37 Play Later Play Later Lists Like Liked33:37
Play Later Play Later Lists Like LikedShow Highlights: -The emotional allure of upfront transition compensation - and why it’s misleading -How to evaluate a deal over 10-15 years, not just day one. -Common pitfalls advisors overlook when calculating effective payouts. -How Elite’s pro forma models bring hidden deal structures to light. -Why choosing the right firm can double or triple your business potential. -The value of making the right move - not just the next one. Whether you’re exploring a transition or already in conversations with a firm, this episode delivers the insights you need to make a fully informed decision - one that supports your business long-term.…
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Advisor Talk with Frank LaRosa
1 Can You Trust AI With Your Succession Plan? 28:29
28:29 Play Later Play Later Lists Like Liked28:29
Play Later Play Later Lists Like LikedKey Highlights Include: -Why branding is more than a logo - it’s a buyer’s first impression. -What top-tier buyers look for beyond just AUM and revenue. -The biggest mistake sellers make when announcing a transition. -How to ensure smooth client retention post-sale. -Why advisors should start planning five years out (at least!). -When and how to communicate a deal to clients. -How to segment your book to protect long-term value. As Joe reminds us, “It only takes the littlest quirk for some clients to get the wrong idea” - which is why a human-first, client-aware approach will always outperform a robotic checklist. Learn more about Elite Advisor Successions and reach out to Joe to gain access to our advisor checklist at www.eliteadvisorsuccessions.com.…
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Advisor Talk with Frank LaRosa
1 Greatest Hits - The Truth Behind Transition Deals 22:06
22:06 Play Later Play Later Lists Like Liked22:06
Play Later Play Later Lists Like LikedTopics covered include: -Why comparing payout percentages rarely tells the full story. -How custom pro formas cut through the noise and reveal the real net numbers. -The top mistakes advisors make when analyzing firm economics. -How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees. -What actually moves the needle in long-term success (hint: it’s not the ticket charges). If you’re evaluating a potential move or feeling stuck in analysis paralysis, this episode is your wake-up call to stop splitting hairs and start focusing on what really matters. 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…
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Advisor Talk with Frank LaRosa
Key takeaways include: -Why CRM data should go beyond KYC and track personal life events. -How small CRM details can make or break client trust. -The four-part CRM strategy Sue uses with advisor clients. -Real examples of how automation drives loyalty and referrals. -What to expect in a CRM consulting engagement with Elite and JEDI. Whether you're a solo RIA or part of a larger firm, this conversation will help you rethink how your CRM can drive meaningful client connections - and business growth.…
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Advisor Talk with Frank LaRosa
Key highlights include: -Why every OSJ is claiming “growth support” - and how to prove yours is different. -The importance of building a defined support team, not just a friendly face. -The role of succession planning, niche services, and event programming in advisor attraction. -How to shift your firm from “we say we do this” to “here’s exactly how we do it”. -Why advisors must treat this like the business decision it is - not just follow their friends. Whether you lead a large enterprise group or are exploring where to affiliate next, this episode delivers timely insights on how to create - and evaluate - a truly supportive advisor ecosystem.…
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Advisor Talk with Frank LaRosa
1 Future-Proofing Your Tech Stack: What Advisors Need Now 22:59
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Play Later Play Later Lists Like LikedKey Highlights: -Signs your current tech stack might be holding you back. -Why decentralized, stagnant systems are a red flag. -The importance of automation, integration, and mobile access. -What top-performing firms are using today (hint: Salesforce, AI, and more). -How to evaluate new tools without getting overwhelmed by vendor hype. -The hidden risks of relying on key-person knowledge and disconnected data. -How small tech improvements can deliver massive results over time. Whether you're building your firm or planning for succession, this episode is packed with tactical insights to help you make smarter, more future-ready technology decisions. Ready to audit your tech stack or just want a second opinion? Contact Sue at SueCheema@eliteconsultingpartners.com or Stacey at Stacey@eliteconsultingpartners.com.…
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Advisor Talk with Frank LaRosa
1 Greatest Hits - Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change 41:02
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Play Later Play Later Lists Like LikedFrom creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose. Tune in for behind-the-scenes insights from the IGNITE conference floor.
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Advisor Talk with Frank LaRosa
1 Why Advisors Struggle with CRM Adoption - and How to Fix it 29:53
29:53 Play Later Play Later Lists Like Liked29:53
Play Later Play Later Lists Like LikedHighlights include: -Why the “decision-makers” are often not the “doers” - and how that derails success. -The importance of internal champions (and the risks of choosing the wrong one). -How to turn resistance into results with empathy, inclusion, and smart incentives. -JEDI's approach to change management and tech implementation that actually works. If your firm is considering a new CRM - or struggling to make the one you have actually deliver ROI - this episode will show you how to bridge the gap between vision and execution. Ready to bring your data systems into alignment? Visit www.eliteconsultingpartners.com/podcast to listen to more episodes or reach out to the team directly at www.jedidatabasesolutions.com.…
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Advisor Talk with Frank LaRosa
1 Is PE Worth It? Don't Get Enamored By The Check 48:20
48:20 Play Later Play Later Lists Like Liked48:20
Play Later Play Later Lists Like LikedKey highlights include: -The difference between top-line and bottom-line deal structures, and what that means for your autonomy. -Why nimble capital from family offices might outperform “big name” PE firms. -What to ask before giving up equity, including the real cost of future clawbacks. -How the wrong deal can make you feel like a W-2 employee all over again. -When debt may be a better option than private equity - and what Kevin O’Leary had to say about it. Whether you're actively exploring a liquidity event or just fielding calls from buyers, this episode will equip you with the questions - and mindset - you need to protect your legacy and make the right long-term move. Looking for honest advice on your options? Learn more at www.eliteconsultingpartners.com…
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Advisor Talk with Frank LaRosa
1 Data-Driven Decision Making: Enhancing Client Relationships 44:50
44:50 Play Later Play Later Lists Like Liked44:50
Play Later Play Later Lists Like LikedKey Topics Covered: -How to score and segment your clients using real engagement metrics. -The difference between gut instinct and data-driven decisions. -CRM limitations and how to work around them. -Ways to use data to both increase and protect your revenue. -Why private equity firms and bankers are demanding better firm data. Whether you’re looking to serve your clients better, optimize your workflows, or prepare your practice for growth or sale, this episode is packed with insight and actionable ideas. Tune in to learn how tracking the right data today can shape the future success of your business.…
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Advisor Talk with Frank LaRosa
1 From Deal to Done: The Smooth Succession Timeline 29:20
29:20 Play Later Play Later Lists Like Liked29:20
Play Later Play Later Lists Like LikedKey Topics Covered: -What buyers can do to become “preferred” with intermediaries and sellers. -Timeline expectations from LOI to purchase agreement. -How financing, compliance, and legal factors can stall (or kill) deals. -Why CRM/data integration is often overlooked - but critical. -The power of clear workflows, automated systems, and back-end earnout strategies. -When and why it’s smart to “overpay” for the right practice. Tune in to learn how to protect your transaction, accelerate integration, and ensure long-term success. Whether you're a financial advisor considering a future exit or a buyer looking to scale smart, this episode will give you practical insights into how to successfully close - and integrate - a wealth management practice.…
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Advisor Talk with Frank LaRosa
Key highlights include: -Why most advisors pause when asked: “How is your data helping you make better decisions?” -The difference between basic CRMs and scalable platforms - and how to choose what’s right for you. -How automations and integrations can cut onboarding times from 15 minutes to 3. -The importance of a "Jedi Health Check" for your firm’s data and tech stack. -What to prepare before your first discovery call with a consultant. Whether you're launching a new firm or refining an existing one, this episode is your roadmap to using data not just for compliance - but for growth. Ready to assess your data health? Learn more at www.JEDIDatabaseSolutions.com.…
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Advisor Talk with Frank LaRosa
1 The Exit Mindset: When, Why, and How to Plan Your Succession 23:19
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Play Later Play Later Lists Like LikedKey highlights include: -Why many advisors wait too long - and how that can cost them. -Common emotional roadblocks and how to overcome them. -The difference between financial readiness and business readiness. -Mistakes sellers make when engaging with buyers. -Why a clear "why" can determine the success of your exit. Whether you're actively considering retirement or just thinking ahead, this episode offers straightforward advice from two experts who have helped hundreds of advisors navigate their next chapter. Reach out to Joe at Joseph@EliteConsultingPartners.com.…
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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…
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Advisor Talk with Frank LaRosa
1 Inside the Transition: What Really Happens When Advisors Moves 54:25
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Play Later Play Later Lists Like LikedKey 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.…
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Advisor Talk with Frank LaRosa
1 From Chaos to Clarity: Streamlining Operations with Data 24:58
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Play Later Play Later Lists Like LikedKey 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.…
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Advisor Talk with Frank LaRosa
1 Finding Your Freedom and Doubling Your Revenue 31:31
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Play Later Play Later Lists Like LikedHighlights 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.…
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Advisor Talk with Frank LaRosa
1 Marketing Funnels for Advisors: From Stranger to Client 19:48
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Play Later Play Later Lists Like LikedListen 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.…
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Advisor Talk with Frank LaRosa
1 The Real Cost of Doing Nothing: How Inaction Hurts Advisor Growth 31:02
31:02 Play Later Play Later Lists Like Liked31:02
Play Later Play Later Lists Like LikedKey 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.…
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Advisor Talk with Frank LaRosa
1 Stop Losing Leads: How a CRM Captures Every Opportunity 29:31
29:31 Play Later Play Later Lists Like Liked29:31
Play Later Play Later Lists Like LikedKey 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.…
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Advisor Talk with Frank LaRosa
1 How to Build a Practice That Attracts a Premium Buyer 37:26
37:26 Play Later Play Later Lists Like Liked37:26
Play Later Play Later Lists Like LikedHighlights 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.…
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Advisor Talk with Frank LaRosa
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…
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Advisor Talk with Frank LaRosa
1 Breaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm 24:08
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Play Later Play Later Lists Like LikedHighlights 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…
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Advisor Talk with Frank LaRosa
1 What is JEDI: And Why it Matters for Financial Advisors 19:20
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Play Later Play Later Lists Like LikedKey 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/…
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Advisor Talk with Frank LaRosa
1 Succession Isn't Sentimental: It's Strategic 21:16
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Play Later Play Later Lists Like LikedHighlights 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…
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Advisor Talk with Frank LaRosa
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.…
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Advisor Talk with Frank LaRosa
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!…
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Advisor Talk with Frank LaRosa
1 Greatest Hits: The Power of Automation: 3 Strategies to Streamline Your Practice 37:52
37:52 Play Later Play Later Lists Like Liked37:52
Play Later Play Later Lists Like LikedFrank 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!…
A
Advisor Talk with Frank LaRosa
1 You Don't Know What You Don't Know: A Recap From IGNITE 2025 39:53
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Play Later Play Later Lists Like LikedOther highlights include: -Why financial advisors need to become lifelong students of the industry. -How deeper data strategies are revolutionizing business growth - and why most firms are still missing the mark. -The exciting plans to open next year's IGNITE Conference to financial advisors for the first time. -Why marketing, branding, and personal development are becoming essential skills for advisors. -A candid look at how true partnerships - not just transactions - are reshaping the wealth management space. If you're an advisor looking to grow, lead, and think differently about your career and your business, this episode is a must-listen. Because in today’s fast-moving environment, what you don’t know can hurt you - but it can also be your greatest opportunity for growth.…
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Advisor Talk with Frank LaRosa
Key takeaways from today’s episode include: -How to identify the right metrics that drive better lead generation and client conversions. -The value of internal and external Net Promoter Scores for client retention and operational insight. -Why small firms need to think like big ones - and build systems that scale. -How to future-proof your business with the right tech stack, workflows, and integrations. -What Amazon, Tom Brady, and Ferrari racing all have in common with elite advisory practices. From client segmentation to CRM integrations, this episode offers actionable insights for advisors looking to run smarter, more scalable businesses. Tune in to learn how data can be your competitive edge - and how to get started, no matter the size of your firm.…
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Advisor Talk with Frank LaRosa
1 Raymond James at IGNITE: A Live Conversation on Firm Culture and Advisor Choice 52:08
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Play Later Play Later Lists Like LikedIn this live edition of Advisor Talk, recorded on the floor at IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with Senior Vice President-Head of Advisor Recruiting Consulting at Raymond James, Joseph Pellegrini, for a conversation centered on what truly sets the firm apart - choice, culture, and advisor autonomy. Whether W-2 or 1099, Raymond James offers advisors a platform that meets them where they are, with the flexibility to grow their business on their own terms. The discussion explores how the firm’s commitment to culture, customization, and long-term partnership continues to attract top advisor talent. If you’re curious about what real independence with real support looks like, this conversation is one you won’t want to miss.…
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Advisor Talk with Frank LaRosa
1 Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change 40:59
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Play Later Play Later Lists Like LikedOn Day 2 of Advisor Talk live from IGNITE, Frank LaRosa is joined by Brian Mora, Senior Vice President at Ameriprise, for a powerful conversation on leadership, advisor growth, and the evolving expectations in today's wealth management landscape. From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose. Tune in for behind-the-scenes insights from the IGNITE conference floor.…
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Advisor Talk with Frank LaRosa
1 Steward Partners at IGNITE: A Live Conversation on Leadership and Growth 34:50
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Play Later Play Later Lists Like LikedIn this special live edition of Advisor Talk, recorded on Day 1 of IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with top voices in the industry to discuss the energy, innovation, and big ideas shaping the future of wealth management. Tune in for real-time insights from the floor, including advisor trends, firm culture highlights, and what’s next for Steward Partners. Whether you were there in person or missed the event, this episode brings you straight into the action.…
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Advisor Talk with Frank LaRosa
1 200th Episode Special: The Future of Independence with LPL CEO Rich Steinmeier 52:00
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Play Later Play Later Lists Like LikedTopics covered include: Rich’s path to the CEO role and his early vision for the future of LPL. The evolution of affiliation models - from 1099 to W-2 and beyond. Why independence isn’t just a structure - it’s a mindset. LPL’s take on private equity’s role in the industry and the cautionary tale it presents. How LPL is helping advisors monetize their practices without selling out. The importance of staying small while scaling big - and delivering “unreasonable hospitality.” If you’re an advisor thinking about your next chapter, your firm’s long-term strategy, or what true partnership looks like, this episode is packed with insight from the top. Listen now and don’t forget to subscribe on your favorite podcast platform. Want to connect with Frank? Reach out at: Frank@EliteConsultingPartners.com DM Frank on Instagram: @FrankLaRosa.Elite…
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Advisor Talk with Frank LaRosa
In this episode, they unpack: Why advisor choice is shrinking - and what that means for your future How OSJ’s and producer group models are more relevant than ever The cultural disconnect between firm leadership and field teams Why the RIA space is no longer the “wild west” and is closing the gap with IBDs How consolidation is forcing advisors to re-evaluate what they really want Whether you’re looking for better service, more autonomy, or simply trying to avoid being caught in another acquisition wave, this episode delivers straight talk and practical insight to help you make the best move for your business. Have a question for Frank? Reach out at Frank@EliteConsultingPartners.com or DM him on Instagram (@FrankLaRosa.Elite). Like, subscribe, and leave a review!…
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Advisor Talk with Frank LaRosa
1 HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know - Part 2 10:55
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Play Later Play Later Lists Like LikedIn this episode, Frank breaks it all down: -Why the $90M SEC penalty wasn’t actually dismissed – and what a “reprieve” really means -The financial and emotional toll of multi-year legal battles (even when you ‘win’) -How thin margins and legal pressure can force even well-run firms into tough decisions -The cultural clash that may lie ahead between LPL and Commonwealth -Why perception isn’t always reality – and how advisors can read between the lines If you’re an advisor at Commonwealth, LPL, or simply paying attention to how industry consolidation impacts your future, this episode is essential listening. Have a question for Frank? Reach out at Frank@EliteConsultingPartners.com or DM him on Instagram (@FrankLaRosa.Elite). Like, subscribe, and leave a review!…
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Advisor Talk with Frank LaRosa
Topics covered include: Why comparing payout percentages rarely tells the full story. How custom pro formas cut through the noise and reveal the real net numbers. The top mistakes advisors make when analyzing firm economics. How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees. What actually moves the needle in long-term success (hint: it’s not the ticket charges). If you’re evaluating a potential move or feeling stuck in analysis paralysis, this episode is your wake-up call to stop splitting hairs and start focusing on what really matters. 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…
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Advisor Talk with Frank LaRosa
1 HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know 15:50
15:50 Play Later Play Later Lists Like Liked15:50
Play Later Play Later Lists Like LikedShow highlights include: -The ripple effects of a $90M SEC fine and how it may have triggered this acquisition -The unintended consequences advisors face when their firm’s actions force them into quick decisions -How consolidation is impacting advisor choice and independence -Why now is the time to be selfish - and strategic - when it comes to your business Whether you’re with Commonwealth, LPL, or any other firm navigating today’s rapidly evolving industry, this episode is a must-listen. Have a question for Frank? Reach out at Frank@EliteConsultingPartners.com, or DM him on Instagram (@FrankLaRosaElite). Like, subscribe, and leave us a review!…
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Advisor Talk with Frank LaRosa
1 Understanding the Process of Finding a New Firm 25:19
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Play Later Play Later Lists Like LikedTopics covered include: Why more conversations don’t always mean more clarity. How to know when it’s time to stop looking and start deciding. The role a strategic consultant plays in simplifying the firm selection process. What really differentiates firms beyond compensation and tech. The mindset shift needed to find your “forever firm.” If you’re in transition or even just thinking about a potential move, this episode offers a candid look at the mistakes to avoid - and the process that actually works. 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…
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Advisor Talk with Frank LaRosa
1 Scaling your Practice with the Right CRM Strategy 1:00:23
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Play Later Play Later Lists Like LikedKey takeaways from today’s episode include: The seven essential factors advisors should consider when evaluating CRM platforms. Why Redtail and Wealthbox are popular choices - but may not be scalable for growing firms. How Salesforce offers unmatched customization, automation, and AI-driven insights. The power of integration: How a well-structured CRM connects with key platforms like eMoney, Black Diamond, and Orion. Real-world examples of how the right CRM strategy can improve efficiency, compliance, and client service. Frank and Sue pull back the curtain on the role of CRM in building a successful advisory business, sharing practical insights that can help firms of all sizes optimize their operations. Whether you're considering a new CRM, looking to maximize your current system, or just want to future-proof your tech stack, this episode is a must-listen. Tune in now to discover which CRM solution is the best fit for your practice!…
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Advisor Talk with Frank LaRosa
1 Overwhelmed as a Business Owner? Smart Strategies for Advisors 16:24
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Play Later Play Later Lists Like LikedFrank breaks down two key strategies to help advisors regain their passion while maintaining a thriving business: Rolling up into a larger RIA to offload operational responsibilities while maintaining client relationships. Building the right internal team by hiring specialists to handle compliance, HR, finance, and other business functions so you can focus on advising. He also discusses: How to evaluate your daily tasks and identify what to delegate. The importance of viewing new hires as investments, not expenses. Why focusing on your strengths as an advisor leads to greater profitability and business growth. How surrounding yourself with the right people allows you to stay in the CEO role - without the daily headaches. If you’re an advisor struggling with the balance between business ownership and client service, this episode offers the clarity you need to take action. Have a question for Frank? Reach out at Frank@EliteConsultingPartners.com, DM him on Instagram (@FrankLaRosaElite), or connect on LinkedIn https://www.linkedin.com/in/eliteceo-franklarosa/ Like, subscribe, and leave us a review!…
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Advisor Talk with Frank LaRosa
1 The Power of Automation: 3 Strategies to Streamline Your Practice 37:52
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Play Later Play Later Lists Like LikedFrank and Sue break down three 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!…
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Advisor Talk with Frank LaRosa
1 The Entrepreneurial Mindset Advisors Need to Win 56:01
56:01 Play Later Play Later Lists Like Liked56:01
Play Later Play Later Lists Like LikedTopics covered include: - How to attract ideal clients by providing meaningful, actionable content. - The systems top entrepreneurs use to generate revenue (and why advisors should pay attention). - Why focusing on the right tasks can dramatically improve growth. - How patience and strategic decision-making lead to sustainable success. - The key to hiring, retaining, and leveraging top-tier talent. This episode is packed with practical strategies you can implement today to enhance your practice. If you're serious about growth, efficiency, and long-term success, this conversation is a must-listen! 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…
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Advisor Talk with Frank LaRosa
1 Adapting to Change: Essential Strategies for Advisor Success 37:32
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Play Later Play Later Lists Like LikedToday’s show highlights include: What quickly growing advisors are doing differently that separates them from their peers. Why advisors who utilize their firm's resources the most, consistently provide a higher level of service to their clients. What Scott Curtis’s promotion to Chief Operating Officer of Raymond James Financial means for advisors who are at Raymond James, or who are looking to transition to Raymond James. The impact that high business valuations is having on the financial services industry, and what future implications advisors should be expecting to see. The common mistake that Frank and Scott are seeing advisors making everywhere when they are looking to sell their practice. Today’s action-packed conversation between Frank and Scott underscores the need for advisors to stay informed, proactive, and adaptable in order to thrive amidst industry shifts and changing expectations. Ultimately, this episode serves as a valuable resource for advisors seeking to elevate their performance and navigate the complexities of financial services with confidence and competence. Armed with actionable takeaways, listeners are better equipped to thrive and grow their practices amidst the challenges and opportunities of being a financial advisor.…
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