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How Financial Advisors Should Actually Be Using AI
Episode 269
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank take a grounded, advisor-first look at how AI is actually changing the profession - an…
4 months, 1 week ago
Should Financial Advisors Stay or Switch Firms? The Cost of Not Deciding
Episode 268
Key questions answered in this episode:
What does it mean when financial advisors choose not to decide?
Choosing to stay put - without evaluating alter…
4 months, 2 weeks ago
Why Do the Most Successful Financial Advisors Focus on Purpose Instead of Payout?
Episode 267
Frank and Stacey break down the critical difference between goals and purpose, why confusing the two leads to burnout, and how advisors who reconnect…
4 months, 3 weeks ago
Are You Making a Transactional or Transformational Career Move?
Episode 266
Show highlights include:
-Why focusing only on upfront payouts can leave money on the table.
-How growth-minded advisors evaluate leadership, technol…
5 months ago
Don’t Just Grow… Grow the Right Way
Episode 265
Show highlights include:
-The difference between being a practitioner vs. a true business owner.
-Why growing too fast can break your systems, operatio…
5 months, 1 week ago
Greatest Hits: Inside the Transition - What Really Happens When Advisors Move
Key Highlights:
-How long it really takes to prepare and execute a successful move.
-What you can - and can't - say to clients during a transition.
-The…
5 months, 2 weeks ago
Painpoints Technology Can Solve
Episode 264
Show Highlights Include:
-Why manual data entry remains one of the biggest (and most expensive) time drains in advisory firms.
-How CRM integrations wi…
5 months, 2 weeks ago
Greatest Hits: Financial Advisor Transitions - Don’t Get Played on Recruiting Deal Numbers
Key highlights from the episode:
0:00 – Introduction
4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse
6:45 …
5 months, 3 weeks ago
Direct Affiliation vs. OSJ: Which Model Is Right for You?
Episode 263
Key topics include:
-The core differences between direct affiliation and OSJ / enterprise models.
-Why payout percentages don’t tell the full financial…
5 months, 4 weeks ago
Comparing Major CRMs: Inside JEDI’s New Platform Comparison Whitepaper
Episode 262
Key topics covered include:
-How to match CRM platforms to firm size, growth trajectory, and long-term vision.
-Why integration and automation are crit…
6 months ago