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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 ago
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 ago
The Real Impact of Industry Consolidation
In this episode, they unpack:
Why advisor choice is shrinking - and what that means for your futureHow OSJ’s and producer group models are more relev…
1 year ago
HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know - Part 2
In 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 …
1 year, 1 month ago
The Truth Behind Transition Deals
Episode 199
Topics covered include:
Why comparing payout percentages rarely tells the full story.How custom pro formas cut through the noise and reveal the real …
1 year, 1 month ago
HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know
Show highlights include:
-The ripple effects of a $90M SEC fine and how it may have triggered this acquisition
-The unintended consequences advisors fa…
1 year, 1 month ago
Understanding the Process of Finding a New Firm
Episode 198
Topics 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…
1 year, 1 month ago
Scaling your Practice with the Right CRM Strategy
Episode 197
Key takeaways from today’s episode include:
The seven essential factors advisors should consider when evaluating CRM platforms.Why Redtail and Wealthb…1 year, 1 month ago
Overwhelmed as a Business Owner? Smart Strategies for Advisors
Episode 196
Frank breaks down two key strategies to help advisors regain their passion while maintaining a thriving business:
Rolling up into a larger RIA to offl…1 year, 1 month ago
The Power of Automation: 3 Strategies to Streamline Your Practice
Episode 195
Frank and Sue break down three essential automation strategies that every advisor should implement:
How to streamline client onboarding with automated…1 year, 2 months ago