Podcast Episodes
Back to SearchAdvisor 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, 3 months 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, 3 months 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, 3 months 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, 3 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, 4 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, 4 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, 4 months ago
Radical Transparency with Ed Harrington, Executive Vice President – Private Client Division, Oppenheimer
Episode 120
Key topics of the discussion include:
*Current industry trends affecting advisor moves to independence and how Oppenheimer has uniquely positioned the…
3 years, 4 months ago
A Model For Success with Rita Robbins, Founder & President – Affiliated Advisors
Episode 119
Key discussion topics covered by Frank and Rita include:
*How surrounding yourself with the right team is paramount to building a practice that makes …
3 years, 5 months ago
Greatest Hits - Learn About LPL Linsco with Clare Kiesel - Senior Vice President, Business Development, LPL Independent Employee Channel
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey are joined by Clare Kiesel, Senior Vice Presid…
3 years, 5 months ago