Podcast Episodes

Building Trust That Books Meetings

Episode 207

Other highlights include:

The case for dynamic segmentation and why it outperforms static lists.

How to unify contact data across multiple channels to …

1 year, 1 month ago

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Dial In Your Data

Episode 206

Other highlights include:

-Why “dialing in your dashboard” can help advisors focus on what matters most.

-How task management, client demographics, and…

1 year, 1 month ago

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Greatest Hits: The Power of Automation: 3 Strategies to Streamline Your Practice

Frank and Sue break down essential automation strategies that every advisor should implement:

 

-How to streamline client onboarding with automated wor…

1 year, 1 month ago

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You Don't Know What You Don't Know: A Recap From IGNITE 2025

Episode 205

Other highlights include:

 

-Why financial advisors need to become lifelong students of the industry.

 

-How deeper data strategies are revolutionizing b…

1 year, 2 months ago

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Data-Driven Growth for Advisors

Episode 204

Key takeaways from today’s episode include:

 

-How to identify the right metrics that drive better lead generation and client conversions.

 

-The value o…

1 year, 2 months ago

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Raymond James at IGNITE: A Live Conversation on Firm Culture and Advisor Choice

Episode 203

In this live edition of Advisor Talk, recorded on the floor at IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with Senior Vice Presiden…

1 year, 2 months ago

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Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change

Episode 202

On 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 …

1 year, 2 months ago

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Steward Partners at IGNITE: A Live Conversation on Leadership and Growth

Episode 201

In 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 th…

1 year, 2 months ago

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200th Episode Special: The Future of Independence with LPL CEO Rich Steinmeier

Episode 200

Topics 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…

1 year, 2 months ago

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The Real Impact of Industry Consolidation

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 relev…

1 year, 2 months ago

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