Podcast Episodes
Back to SearchRadical 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, 3 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, 3 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, 3 months ago
Power Performance – with Matt Reiner, Managing Partner, Capital Investment Advisors and Host of Bridging the Gap Podcast
Episode 118
Among the topics Frank and Matt cover are:
*Fostering advisor autonomy within a practice as a catalyst for learning and growth, while maintaining an o…
3 years, 3 months ago
Greatest Hits - Advisor Talk 2022 Celebration
Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey commemorate the occasion with a trip down memory lane as they cover episode hig…
3 years, 4 months ago
Greatest Hits Episode - Legal Perspective Series - with Brian Neville, Founding Partner of Lax & Neville
In particular, this episode focuses on client solicitations when making a move. Topics covered by Frank and Brian include:
3 years, 4 months ago
Greatest Hits Episode - Process Drives Profit with Kate Guillen – Founder and Lead Coach, Simplicity Operations Management
Key topics covered in the conversation include:
*The top automation strategies financial advisors need to employ now that have the most substantial an…
3 years, 4 months ago
Greatest Hits Episode - Advisor Success in a Volatile Market with Jon Kuttin, Founder & CEO Kuttin Wealth Management
Listen as Advisor Talk host and Elite Consulting Partners CEO Frank LaRosa and Jon Kuttin, Founder & CEO of Kuttin Wealth Management and Quantum Grow…
3 years, 5 months ago
Greatest Hits Episode - Peak Performance with Alan Stein Jr. – World Renowned Speaker, Coach, and Best-Selling Author
Alan Stein Jr. is a powerhouse of information and expertise. He is the best-selling author of the books Raise Your Game and Sustain Your Game and has…
3 years, 5 months ago
Behind the Wheel – Navigating the Art of The Deal When Making Your Transition
Negotiation is a crucial part of any business relationship. This is particularly true for financial advisors considering their transition opportuniti…
3 years, 5 months ago