Podcast Episodes
Back to SearchJingle All The Way - Separate Yourself From The Competition This Holiday Season
Episode 25
How can holiday greetings and gifts for your clients impact your business? Elite Consulting Partners CEO Frank LaRosa explains how to set yourself ap…
6 years, 6 months ago
Behind The Wheel - Navigating The Art of The Deal When Making Your Transition
Episode 24
How do you best negotiate moving your practice to a new firm? Frank LaRosa takes this episode of 'The Financial Advisor's Advisor' on the road as he …
6 years, 7 months ago
Buyer Beware - Avoiding The Potential Pitfalls Of The Sales Pitch When Choosing Your New Firm Partner
Episode 23
What does looking both ways before you cross the street have to do with planning your transition? Everything, as Elite Consulting Partners CEO Frank …
6 years, 7 months ago
Merger Monopoly - The Tale of Ladenburg Thalman and It's Five Broker-Dealers
Episode 22
Is it the same financial services story with different names? Elite Consulting Partners CEO Frank LaRosa analyzes the implications of the equity purc…
6 years, 7 months ago
Grow Your Business 10X By Getting Comfortable With Being Uncomfortable!
Episode 21
How do you revolutionize your business using social media? You get comfortable with using Social Media outlets to attract new clients and grow your b…
6 years, 7 months ago
The Lost Episode
Episode 20
What happens when you forget to press record on your podcast? In this week’s unedited version of ‘The Financial Advisor’s Advisor’, take a Behind-The…
6 years, 7 months ago
Top 5 Do’s and Don’ts of Preparing a Broker-Protocol Spreadsheet
Episode 19
What are the top 5 do’s and dont’s of preparing your broker protocol spreadsheet and why preparing your spreadsheet correctly is essential.
Elite Cons…
6 years, 8 months ago
Leading With Lending And The $50 Million Question
Episode 18
What’s the one question you should be asking every wealthy client or prospect that can bring in $50m in new assets? Find out in episode 18 of the Fin…
6 years, 8 months ago
Rolling Out The Red Carpet - The Importance Of The Home Office Visit During The Recruiting Process, Part 2 of a 2-Part Series
Episode 17
This week's episode of "The Financial Advisor's Advisor" offers up part two of a special two-part series on the home office visit and the important r…
6 years, 8 months ago
Rolling Out The Red Carpet - The Importance Of The Home Office Visit During The Recruiting Process (EP.16)
Episode 16
The home office visit is an important part of the recruiting process for both the advisor and the firm. This week's episode of "The Financial Advisor…
6 years, 8 months ago