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What If You Never Try: One Decision That Changed Her Career
Episode 278
She helped advisors make the move for two decades. Then she had to make it herself.
A headhunter called. Shannon said she would do a five minute call…
11 hours ago
Inside The Succession Trap: Why Sell and Exit Deals Keep Failing
Episode 277
Most advisors say they want to exit. What they actually want is to stop doing the parts they hate.
Scott Danner has had this conversation more times …
1 week ago
Know What You're Saying No To | The Ameriprise Truth with Brian Mora
Episode 276
The firm advisors think they know is not the firm that exists today.
And if you are going to say NO, at least know what you are saying no to.
Frank L…
2 weeks ago
No Jerks Allowed | Raymond James' Philosophy for Financial Advisors
Episode 275
Every firm says they have great culture.
Very few can back it up.
Raymond James can. And in this episode, they explain exactly how.
Frank LaRosa sits…
3 weeks ago
The $9 Million Gap: When Money IS the Reason to Move
Episode 274
Sometimes the money IS the right reason.
And pretending otherwise might be the most expensive mistake you ever make.
In this episode of Advisor Talk,…
4 weeks ago
Leaving Your Firm? What Advisors Wish They Knew
Episode 273
Most advisors go into a transition focused on the upfront money.
Very few are prepared for everything that happens after they walk out the door.
Some…
1 month ago
Stop Waiting: Your Deferred Comp is a Trap
Episode 272
Waiting sounds reasonable. Until you run the numbers.
Protect what you have built. Let the deferred comp vest. Move when the timing is right.
But is …
1 month, 1 week ago
Special Edition: How Financial Advisors Should Be Thinking About AI
The truth is, most financial advisors know they should be using AI.
Very few know where to actually start.
Too many tools. Too many platforms. Too mu…
1 month, 2 weeks ago
Selling 20% of Your Practice? You May Lose Control
Episode 271
At first glance, these offers can seem attractive.
Gain liquidity.
Access growth capital or strategic support.
Remain with your current firm.
Continu…
1 month, 2 weeks ago
Greatest Hits: M&A Masterclass with Jon Kuttin
Frank and Jon unpack:
• Why today's competitive landscape means growth-motivated buyers must approach deals differently.
• The three core reasons adv…
1 month, 3 weeks ago