Podcast Episodes
Back to SearchThe What and Why of an ESOP Plan with Stephen Berman, Managing Director, CSG Partners
Episode 136
Topics discussed include:
*Stephen Berman’s career story and the value proposition of CSG Partners.
*A breakdown of what an ESOP Plan is and the opport…
2 years, 10 months ago
Greatest Hits - The Power of Branding Series With Tina Beck, CMO - Elite Consulting Partners
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Elite’s very own CMO, Tina Beck, for a detailed conversation…
2 years, 10 months ago
Structured for Success with Kimberly Sanders, Senior Vice President of Business Development, Strategic Wealth Services at LPL Financial
Episode 135
Topics discussed include:
*Breaking news on the launch of the Strategic Wealth Services Hybrid model, its industry impacts, and benefits to advisors.
*…
2 years, 11 months ago
Lead by Example with Stephen Drum - Leadership Expert/Trainer, Author, Retired US Navy SEAL
Episode 134
This episode is packed with stories from Stephen’s US Navy SEAL career, each drawing a direct correlation for listeners as to how the lessons Stephen…
2 years, 11 months ago
Break the Mold with Chip Munn, CEO - Signature Wealth Group
Episode 133
Topics discussed include:
*Why starting your own RIA isn’t the only option for large producers who want to continue scaling their practices.
*The false…
2 years, 11 months ago
Behind the Wheel – Focus on What’s in Front of You
Episode 132
Key topics covered included:
*The truth and brutality of advisor loyalty and how the current state of the industry is related.
*How a leadership change…
2 years, 11 months ago
Greatest Hits - Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer
Key topics of the discussion include:
*Current industry trends affecting advisor moves to independence and how Oppenheimer has uniquely positioned the…
2 years, 11 months ago
Greatest Hits - The Frontlines of Financial Services – with Dave Rutherford and Kyle Kroberger, Former U.S. Navy SEALs
In this hard-hitting episode of Advisor Talk, advisors will learn exactly how to execute a strategic plan of action forward from a dynamic and powerf…
3 years ago
Greatest Hits -
Frank and Jon put their decades of expertise to work providing thought leadership on:
3 years ago
The Power of Branding Series with Tina Beck, CMO - Elite Consulting Partners - Episode 2
Episode 131
Topics discussed during the episode include:
*How to use “who you are” to build your online presence.
*Why many advisors have been reluctant to persona…
3 years ago