Podcast Episodes
Back to SearchEyes Wide Open - Is it a DEAL or a LOAN?
Episode 68
Advisors contemplating a transition have many reasons for making a move; however, the financial upside is always at the top of the list. Given how ho…
5 years ago
Protect Yourself - FSI's New Health Insurance Program for Financial Advisors
Episode 67
Health insurance is an important issue for financial advisors considering independence. Among the primary concerns are how to navigate the process of…
5 years, 1 month ago
In-Network - Relationships, Recruiting, and Results
Episode 66
The best business relationships don't just happen, they are built upon years of common philosophy, networking, goals, and achievement. One such relat…
5 years, 2 months ago
Keep the Home Fires Burning - Wells Fargo Chooses to Leave the International Space
Episode 65
Wells Fargo's decision to leave the international space is a move that makes sense, as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempse…
5 years, 2 months ago
Watch Your Back - Beware of Hidden Competition
Episode 64
Financial advisors are well aware of their traditional competition, be it advisor vs. advisor or W-2 vs. independent. However, few advisors are aware…
5 years, 2 months ago
Lead-Gen Lessons with Jeremiah Desmarais, CEO - Advisorist
Episode 63
Every financial advisor intends to grow their AUM and build their client list, but have they developed a solid marketing and branding strategy that d…
5 years, 3 months ago
Babies, Boxing, and Business - A Conversation With Austin Philbin, Chief Administrative Officer, Dynasty Financial Partners
Episode 62
Forming personal and professional relationships with colleagues whose opinion you respect - and with whom you can have a candid discussion - is param…
5 years, 3 months ago
Thinking Ahead - Predictions That Matter For Financial Services In 2021
Episode 61
As we put what was undoubtedly a tumultuous year behind us - one defined by a seemingly never-ending string of changes and surprises - it begs the qu…
5 years, 3 months ago
HubTalk - The COVID Wave To Independence
Episode 60
In this special episode, Frank LaRosa shares his HubTalk presentation from AdvisorHub's First National Virtual Summit "Industry in Transition". As Fr…
5 years, 5 months ago
Much Ado About Nothing - The Protocol Non-Event
Episode 59
In the past, whether a firm was or was not in protocol played a major role in an advisor's decision to move firms. Afterall, non-protocol firms were …
5 years, 5 months ago