Podcast Episodes
Back to SearchKeep 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, 4 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, 4 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, 4 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, 5 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, 5 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, 7 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, 7 months ago
Watch For The Waves - The Effect of COVID on Financial Services
Episode 58
There has been one predominant effect of COVID on the financial services industry which is poised to have ripple effects in the months and years to c…
5 years, 7 months ago
'Tis The Season - Analyzing The Fiscal Maneuvering Firms Will Use To Close 2020
Episode 56
Year-end is always a time of financial maneuvering in the financial services industry, particularly at larger firms. As Frank LaRosa, Elite Consultin…
5 years, 7 months ago
Want To Increase Your Succession Payout by 288%? Consider Dual-Monetization
Episode 55
Succession planning is of paramount importance to every advisor as it is a direct, financial reflection of the valuation for an advisor's book of bus…
5 years, 8 months ago