Podcast Episodes
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Greatest Hits: Direct Affiliation vs. OSJ - Which Model Is Right for You?
Key topics include:
-The core differences between direct affiliation and OSJ / enterprise models.
-Why payout percentages don’t tell the full financi…
10 hours ago
The Advisor CEO: Why Most Advisors Never Become Business Owners
Episode 282
Scaling sounds great until you find out what it costs you.
Every advisor wants the high multiple. Far fewer want the version of themselves required t…
1 week ago
What's Behind Your Name? Why Most Financial Advisors Get Rebranding Wrong
Episode 281
Your firm name is not just a label.
It is the brand people search for, refer and remember.
And most advisors get it wrong.
In this solo episode, Fran…
2 weeks ago
The Right Move Not The Next Move: What We Learned At Elite Ignite 2026
Episode 280
Four days. Twenty-four firms. $4.5 trillion in controlled assets. Here is what Frank and Stacey took away from Elite Ignite 2026.
Frank LaRosa and St…
3 weeks ago
Greatest Hits: When Is the Best Time for Financial Advisors to Transition Firms?
Key Highlights from the Episode:
0:00 – Introduction
1:02 – Should I stay or should I go next year?
2:27 – Why Q4 is often the best time to transit…
4 weeks ago
Marketing Is Being Brave: Why Authentic Content Wins More Clients
Episode 279
Advisors spend years earning credentials and almost no time showing people who they actually are. Wade Shields thinks that is the whole problem.
Wade…
1 month ago
Greatest Hits: How Financial Advisors Should Actually Be Using AI
In this Greatest Hits episode of Advisor Talk, Frank LaRosa and Stacey Frank take a grounded, advisor-first look at how AI is actually changing the p…
1 month, 1 week ago
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…
1 month, 2 weeks 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 month, 3 weeks 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 months ago