Podcast Episodes
Back to SearchOn 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, 5 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, 6 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, 6 months ago
Tactical Teachings with Jeff Concepcion, Founder & CEO – Stratos Wealth Partners
Episode 114
Key discussion points covered by Frank and Jeff include:
*A look under the hood at Stratos Wealth Partners operational philosophy and the key differen…
3 years, 6 months ago
Compound Pound Your Effort
Episode 113
Through a dialog that is both practical and insightful, Frank and Elite Consulting Partners President Dale Dempsey break the Compound Pounding concep…
3 years, 7 months ago
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, 7 months ago
It’s Time to Get Social
Episode 112
In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey broadcast their first episode from the new Adv…
3 years, 7 months ago
The Frontlines of Financial Services – with Dave Rutherford and Kyle Kroberger, Former U.S. Navy SEALs
Episode 111
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, 8 months ago
M&A Masterclass
Episode 110
Listeners of the episode will learn direct from Frank and Dale:
*Why there is still tremendous M&A activity – even though the markets are flattening –…
3 years, 8 months ago
Lessons Learned – A Recap of the LPL Conference
Episode 109
The LPL Focus 2022 Conference was an event which not only gave a snapshot into LPL Financial Services but provided a wealth of advisory and industry …
3 years, 8 months ago