Podcast Episodes
Back to SearchPower 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, 5 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, 5 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, 6 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, 6 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, 6 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, 6 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, 7 months ago
On The Hunt
Episode 117
Key takeaways Frank shares include:
*Why both hunters and advisors need to trust their gut instincts when analyzing opportunities and evaluating their…
3 years, 7 months ago
Planning & Process for Transition Success
Episode 116
Insights and tactics shared by Frank and Dale include:
*Leveling up client interactions and solidifying relationships prior to making a move to increa…
3 years, 7 months ago
Finish Strong
Episode 115
Insights shared by Frank and Dale include:
*How to establish KPIs and then implement an effective review and accountability process for those measurab…
3 years, 7 months ago