Advisor Talk with Frank LaRosa

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Elite Consulting Partners
[email protected]
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1.4K - 2.3K listeners Neutral 4.8 rating 92 reviews 250 episodes USA
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30s Ad: $53 - $64 60s Ad: $63 - $74 CPM Category: Business
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of financial services related topics related to wirehouse, regional, and RIA advisors, firms, and teams. Frank’s goal, and the goal of his team at Elite Consulting Partners, is now as ever to be the go-to resource for actionable information and trusted guidance to elevate you and your career at whatever stage you may be.

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Recent Hosts, Guests & Topics

Here's a quick summary of the last 5 episodes on Advisor Talk with Frank LaRosa.

Hosts

Frank LaRosa

Previous Guests

Brian Mora
Brian Mora is the Senior Vice President at Ameriprise, where he plays a pivotal role in shaping the company's approach to wealth management. With extensive experience in the financial services industry, Brian is known for his leadership in advisor growth and his commitment to enhancing the advisor experience. He is recognized for his insights into the evolving expectations of clients and advisors alike, and he actively contributes to discussions on leadership and industry innovation.
Rich Steinmeier
Rich Steinmeier is the CEO of LPL Financial, a leading financial services company that provides a platform for independent financial advisors. With a strong background in the financial industry, Rich has played a pivotal role in shaping the company's vision and strategy. He has extensive experience in various leadership roles within LPL, contributing to the evolution of affiliation models and advocating for the importance of independence in the financial advisory space. Rich is known for his insights into the industry's trends, including the impact of private equity and the significance of maintaining a small yet scalable business model.

Topics Discussed

leadership advisor growth wealth management advisor experiences industry change growth advisor trends firm culture Steward Partners CEO role affiliation models independence mindset private equity monetize practices scaling hospitality industry consolidation advisor choice OSJs producer group models cultural disconnect RIA space IBDs acquisition wave LPL Commonwealth SEC penalty legal battles financial toll cultural clash
Episodes

Here's the recent few episodes on Advisor Talk with Frank LaRosa.

0:00 40:59

Ameriprise at IGNITE: A Live Conversation on Empowering Advisors and Driving Change

Hosts
Frank LaRosa
Guests
Brian Mora
Keywords
leadership advisor growth wealth management advisor experiences industry change
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 leadership, advisor growth, and the evolving expectations in today's wealth management landscape.

From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose.

Tune in for behind-the-scenes insights from the IGNITE conference floor.
0:00 34:50

Steward Partners at IGNITE: A Live Conversation on Leadership and Growth

Hosts
Frank LaRosa
Keywords
leadership growth wealth management advisor trends firm culture Steward Partners
In this special live edition of Advisor Talk, recorded on Day 1 of IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with top voices in the industry to discuss the energy, innovation, and big ideas shaping the future of wealth management.

Tune in for real-time insights from the floor, including advisor trends, firm culture highlights, and whats next for Steward Partners.

Whether you were there in person or missed the event, this episode brings you straight into the action.
0:00 52:00

200th Episode Special: The Future of Independence with LPL CEO Rich Steinmeier

Hosts
Frank LaRosa
Guests
Rich Steinmeier
Keywords
CEO role affiliation models independence mindset private equity monetize practices scaling hospitality

Topics covered include:

  • Rich’s path to the CEO role and his early vision for the future of LPL.

     
  • The evolution of affiliation models - from 1099 to W-2 and beyond.

     
  • Why independence isn’t just a structure - it’s a mindset.

     
  • LPL’s take on private equity’s role in the industry and the cautionary tale it presents.

     
  • How LPL is helping advisors monetize their practices without selling out.

     
  • The importance of staying small while scaling big - and delivering “unreasonable hospitality.”

If you’re an advisor thinking about your next chapter, your firm’s long-term strategy, or what true partnership looks like, this episode is packed with insight from the top.

Listen now and don’t forget to subscribe on your favorite podcast platform.

Want to connect with Frank? Reach out at:
[email protected]
DM Frank on Instagram: @FrankLaRosa.Elite

0:00 21:04

The Real Impact of Industry Consolidation

Hosts
Frank LaRosa
Keywords
industry consolidation advisor choice OSJs producer group models cultural disconnect RIA space IBDs acquisition wave

In this episode, they unpack:

  • Why advisor choice is shrinking - and what that means for your future
     
  • How OSJ’s and producer group models are more relevant than ever
     
  • The cultural disconnect between firm leadership and field teams
     
  • Why the RIA space is no longer the “wild west” and is closing the gap with IBDs
     
  • How consolidation is forcing advisors to re-evaluate what they really want

Whether you’re looking for better service, more autonomy, or simply trying to avoid being caught in another acquisition wave, this episode delivers straight talk and practical insight to help you make the best move for your business.

Have a question for Frank? Reach out at [email protected] or DM him on Instagram (@FrankLaRosa.Elite).

Like, subscribe, and leave a review!

0:00 10:55

HOT MIC - LPL Acquires Commonwealth: What Advisors Need to Know - Part 2

Hosts
Frank LaRosa
Keywords
LPL Commonwealth SEC penalty legal battles financial toll cultural clash industry consolidation

In this episode, Frank breaks it all down:

-Why the $90M SEC penalty wasn’t actually dismissed – and what a “reprieve” really means

-The financial and emotional toll of multi-year legal battles (even when you ‘win’)

-How thin margins and legal pressure can force even well-run firms into tough decisions

-The cultural clash that may lie ahead between LPL and Commonwealth

-Why perception isn’t always reality – and how advisors can read between the lines

If you’re an advisor at Commonwealth, LPL, or simply paying attention to how industry consolidation impacts your future, this episode is essential listening.

Have a question for Frank? Reach out at [email protected] or DM him on Instagram (@FrankLaRosa.Elite).

Like, subscribe, and leave a review!

Ratings
Global:
4.8 rating 92 reviews
USA
4.8 ratings 92 reviews
UK
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Ireland
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