Podcast Episodes
Back to Search
Breaking the Golden Handcuffs: Why Advisors Stay Too Long at the Wrong Firm
Episode 210
Highlights include:
-The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for
-Real-l…
11 months, 2 weeks ago
What is JEDI: And Why it Matters for Financial Advisors
Episode 209
Key takeaways include:
-What “managed CRM services” actually mean for advisors
-How JEDI helps automate repetitive tasks like RMD reminders and client …
11 months, 2 weeks ago
Succession Isn't Sentimental: It's Strategic
Episode 208
Highlights from the episode include:
-Why having a successor doesn’t mean you’ve solved for succession.
-The real risks of passing your business to an …
11 months, 3 weeks ago
Building Trust That Books Meetings
Episode 207
Other highlights include:
The case for dynamic segmentation and why it outperforms static lists.
How to unify contact data across multiple channels to …
11 months, 3 weeks ago
Dial In Your Data
Episode 206
Other highlights include:
-Why “dialing in your dashboard” can help advisors focus on what matters most.
-How task management, client demographics, and…
11 months, 4 weeks ago
Greatest Hits: The Power of Automation: 3 Strategies to Streamline Your Practice
Frank and Sue break down essential automation strategies that every advisor should implement:
-How to streamline client onboarding with automated wor…
1 year ago
You Don't Know What You Don't Know: A Recap From IGNITE 2025
Episode 205
Other highlights include:
-Why financial advisors need to become lifelong students of the industry.
-How deeper data strategies are revolutionizing b…
1 year ago
Data-Driven Growth for Advisors
Episode 204
Key takeaways from today’s episode include:
-How to identify the right metrics that drive better lead generation and client conversions.
-The value o…
1 year ago
Raymond James at IGNITE: A Live Conversation on Firm Culture and Advisor Choice
Episode 203
In this live edition of Advisor Talk, recorded on the floor at IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with Senior Vice Presiden…
1 year ago
Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change
Episode 202
On Day 2 of Advisor Talk live from IGNITE, Frank LaRosa is joined by Brian Mora, Senior Vice President at Ameriprise, for a powerful conversation on …
1 year ago