Podcast Episodes
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Greatest Hits: Private Equity, Independence, and the Future of Wealth Management with NewEdge CEO Rob Sechan
Frank and Rob dive into:
• Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth.
• How NewEdge Wealth and NewEdge Advisors differ and a…
2 months ago
Greatest Hits: Cetera CEO Mike Durbin on the Future of Independent Financial Advisors
In this Greatest Hits episode of Advisor Talk, Frank LaRosa sits down with Cetera CEO Mike Durbin for a wide-ranging, candid conversation about owner…
2 months, 1 week ago
Minority Stakes in Advisory Practices: Opportunity or Trap?
Episode 270
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down the realities behind minority equity deals in advisory practices - includin…
2 months, 2 weeks ago
How Financial Advisors Should Actually Be Using AI
Episode 269
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank take a grounded, advisor-first look at how AI is actually changing the profession - an…
2 months, 3 weeks ago
Should Financial Advisors Stay or Switch Firms? The Cost of Not Deciding
Episode 268
Key questions answered in this episode:
What does it mean when financial advisors choose not to decide?
Choosing to stay put - without evaluating alter…
3 months ago
Why Do the Most Successful Financial Advisors Focus on Purpose Instead of Payout?
Episode 267
Frank and Stacey break down the critical difference between goals and purpose, why confusing the two leads to burnout, and how advisors who reconnect…
3 months, 1 week ago
Are You Making a Transactional or Transformational Career Move?
Episode 266
Show highlights include:
-Why focusing only on upfront payouts can leave money on the table.
-How growth-minded advisors evaluate leadership, technol…
3 months, 2 weeks ago
Don’t Just Grow… Grow the Right Way
Episode 265
Show highlights include:
-The difference between being a practitioner vs. a true business owner.
-Why growing too fast can break your systems, operatio…
3 months, 3 weeks ago
Greatest Hits: Inside the Transition - What Really Happens When Advisors Move
Key Highlights:
-How long it really takes to prepare and execute a successful move.
-What you can - and can't - say to clients during a transition.
-The…
3 months, 4 weeks ago
Painpoints Technology Can Solve
Episode 264
Show Highlights Include:
-Why manual data entry remains one of the biggest (and most expensive) time drains in advisory firms.
-How CRM integrations wi…
4 months ago