Advisor Talk with Frank LaRosa Podcast Por Elite Consulting Partners arte de portada

Advisor Talk with Frank LaRosa

Advisor Talk with Frank LaRosa

De: Elite Consulting Partners
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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, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.Copyright 2020 Elite Consulting Partners
Episodios
  • Listening, Engaging, Converting: Social CRM In Action

    Listening, Engaging, Converting: Social CRM In Action
    Nov 17 2025

    Show highlights include:

    00:00 – Intro

    01:10 – Insights vs. Actionable Insights

    05:28 – Understanding Social CRM & Platform Integration

    09:31 – Building a Unified, Holistic Client View

    12:54 – Social Listening, Keyword Tracking & Prospecting

    15:08 – Hyper-Personalized Outreach That Converts

    18:31 – Automation, Intake Forms & Scaling Engagement

    20:37 – CRM as the Engine of Your Business

    Brian and Sue make one thing clear: the firms winning today are the ones treating CRM as the engine of the business - the place where data, insights, and action come together.

    Learn more about our companies and resources:

    -Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

    -Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

    -Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

    -JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

    Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
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    31 m
  • You Don’t Know What You’re Saying No To – with Brian Mora

    You Don’t Know What You’re Saying No To – with Brian Mora
    Nov 13 2025

    Frank and Brian also dig into:

    • The pivotal 2005 spin-off from American Express - and what it unlocked for advisors.

    • Why it’s “all about how much you make, not the payout.”

    • How Ameriprise’s E-Meeting, Insights, and AI-driven Copilot tools are redefining advisor efficiency.

    • The power of home-office visits and what advisors should look for in firm culture.

    • Why advisors who said “never” to Ameriprise often end up saying “yes.”

    If you’ve ever wondered why so many top producers are giving Ameriprise another look, this episode delivers straight answers, real examples, and lessons every advisor can use when evaluating their next move.

    Resources:

    Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

    Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

    Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

    JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com

    Connect with Brian Mora on LinkedIn or via phone: (609)-335-8844

    https://www.linkedin.com/in/brian-j-mora-cfp%C2%AE-crpc%C2%AE-awma%C2%AE-4076b610/

    Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

    Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
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    48 m
  • Can Financial Advisors Really Trust Generative AI?

    Can Financial Advisors Really Trust Generative AI?
    Nov 10 2025

    Listen now to learn:

    00:00 – Intro:

    02:35 – What Is Generative AI (Really)?

    06:04 – Compliance Concerns & Data Privacy:

    14:20 – Can You Trust AI to Run Your Practice?

    18:09 – Data Is the New Asset Class:

    22:19 – Trust, Credibility & the Human Factor:

    27:11 – The Future of Work in Financial Services:

    31:05 – Final Thoughts: Trust But Verify:

    Learn more about our companies and resources:

    -Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com

    -Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com

    -Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com

    -JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com

    Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
    Más Menos
    33 m
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