Podcast Episodes
Back to SearchThe Power of Branding Series With Tina Beck, CMO - Elite Consulting Partners
Episode 130
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…
3 years ago
Behind the Wheel – Leadership Lessons
Episode 129
Key points that Frank conveys include:
*The responsibility of protecting the culture of your organization.
*Why Core Values are important and knowing h…
3 years, 1 month ago
Find your Niche with Nate Lenz, CEO and Co-Founder of Concurrent
Episode 128
Among the many topics covered by Frank and Nate are:
* Nate Lenz’s unique financial services perspective and how those insights informed Concurrent’s …
3 years, 1 month ago
Advisor Empowerment with Libet Anderson, President - Concourse Financial Group Securities
Episode 127
Key topics covered by Frank and Libet include:
*The Concourse Financial Group value proposition and how Libet’s own career trajectory informs how she …
3 years, 1 month ago
Culture as Catalyst
Episode 126
Among the topics discussed are:
*The importance of picking a firm whose culture aligns with your goals, both personally and professionally.
*Commoditiz…
3 years, 1 month ago
The LPL Playbook
Episode 125
Key points of discussion include:
*A breakdown of recent advisor trends, including where advisors are transitioning and why.
*An analysis of models off…
3 years, 1 month ago
Support Structure with Vince Fertitta, President of Wealth Management, Sanctuary Wealth
Episode 124
Among the many topics Frank and Vince cover are:
*How Vince’s decades of experience in the wirehouse space led him to a career championing supported i…
3 years, 2 months ago
The Value Proposition with Rich DeSalvo - CEO of f3Logic, a Gallagher Company
Episode 123
Topics discussed include:
*The origin story of f3Logic and how a focus on innovation has served to inform the evolution of the firm.
*f3Logic business …
3 years, 2 months ago
Get to Work
Episode 122
Among the topics Frank and Dale discuss are:
*the difference between simply hiring and seeking out talent and the value in looking across industry sec…
3 years, 2 months ago
Playing the Long Game with Scott Curtis, President Private Client Group - Raymond James
Episode 121
Among the many topics covered are:
*the Raymond James story, its affiliation options, and how the firm’s resources and tools can be leveraged by advis…
3 years, 2 months ago