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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…
2 months, 1 week 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,…
2 months, 2 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…
2 months, 3 weeks 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 …
2 months, 4 weeks 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…
3 months 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…
3 months 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…
3 months, 1 week ago
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…
3 months, 2 weeks 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…
3 months, 4 weeks 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…
4 months ago