Podcast Episodes

Mad Libs for Advisors

Episode 95

Some of the key take-aways from Frank and Dale's discussion include:
*the many ways firms provide capital to advisors and how to evaluate whether the …

4 years, 1 month ago

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Stifel Independent Advisors with Alex David, President & CEO, and Tim Boostrom, Director of Business Development

Episode 94

Topics of note include:
*the legacy of the Stifel firm, its culture of entrepreneurship, and the impact those factors have had on the success of its i…

4 years, 1 month ago

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Purpose Over Profit

Episode 93

Insights covered include:
 

clearly defining your purpose so all actions you take are aligned to that end.
 how clearly defining your core values are es…

4 years, 1 month ago

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The Lion Hunter and The Advisor

Episode 92

Key themes of the conversation include:
*why relying on a consultant as your trusted guide can help you avoid missteps when making a move to a new fir…

4 years, 2 months ago

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Vision for Growth - with Jon Kuttin, Founder & CEO - Kuttin Wealth Management

Episode 91

Frank and Jon put their decades of expertise to work providing thought leadership on:
 

The journey from practitioner to enterprise and managing your g…

4 years, 2 months ago

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LPL Financial's Strategic Wealth Services Model - with Kimberly Sanders, Senior Vice President

Episode 90

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa welcomes Kimberly Sanders, Senior Vice President, Advisor Business Strate…

4 years, 3 months ago

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Legal Perspective Series Episode 2 - with Brian Neville, Founding Partner - Lax & Neville

Episode 89

Topics of discussion include:
*protocol versus non-protocol firms and the basic mistakes advisors make when leaving a non-protocol firm.
*why it is imp…

4 years, 3 months ago

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Legal Perspective Series - with Brian Neville, Founding Partner of Lax & Neville

Episode 88

In particular, this episode focuses on client solicitations when making a move. Topics covered by Frank and Brian include:
 

Understanding your employm…

4 years, 3 months ago

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The Slow Boil

Episode 87

Learn directly from Frank and Dale key insights such as:
*how deferred compensation can be used by firms as a tool to restrain advisors from making a …

4 years, 4 months ago

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Your Questions Answered!

Episode 86

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa and President Dale Dempsey provide exactly that thought leadership, offer…

4 years, 4 months ago

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