Podcast Index
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Advisor Talk with Frank LaRosa
Elite Consulting Partners
Restaurant Owners Uncorked
Schedulefly
Wall Street Breakfast
Seeking Alpha
Bloomberg Surveillance
Bloomberg
The Derivative
RCM Alternatives
Mortgage Lending Mastery
Lady Jen Du Plessis: Coach, International Speaker, Best Selling Author
Kassenzone | CEO Interviews
Alexander Graf & Karolin Junker De Neui
Autoline Daily
Autoline
Talking Real Money - Investing Talk
Don McDonald
Dropping Bombs
Brad Lea: CEO, Entrepreneur, and Host of The Bottom Line
The Exchange for Entrepreneurs™ Podcast
CSE - Canadian Securities Exchange
Marketing Strategy Academy with Jen Vazquez
Jen Vazquez | Pinterest Manager, Marketing Strategist + Brand Photographer
The Thoughtful Entrepreneur
Josh Elledge · UpMyInfluence.com & PodVerified.com
BioBoss
John Simboli
Repossible
Bradley Charbonneau
Retire Sooner with Wes Moss
Wes Moss
Financial Planner Life Podcast
Sam Oakes
Moneyweb Crypto
Moneyweb Radio
Repossible
Bradley Charbonneau
The Modern Hotelier
David Millili & Steve Carran
Cyber Crime Junkies
Cyber Crime Junkies. Host David Mauro.
Selling on Giants: The eCommerce Marketplace Podcast
Selling on Giants: The eCommerce Marketplace Show
Thank You for Understanding (TYFU)
TYFU
Agriland Podcasts
Agriland
LBX Collective
Brandon Willey
The Banker Next Door
Dr. Joseph Bergquist
The Nathan Barry Show
Nathan Barry
the Learn-It-All™ podcast
Damon Lembi
EquitAble
Dr. Adriane Johnson‑Williams
Wealth Mavericks
Robert Wolf, Joe Arioto, and Erin Nevicosi
Ignoring The Rules
Wayne Robertson
That Home Loan Hub
Zebunisso Alimova
Inner Edison Podcast by Ed Parcaut
Ed Parcaut
Financially Speaking
Women's Empowerment Network, SiriusXM
Unlocking Value with Ozzie Nelson
Ozzie Nelson
Success Leaves Clues
Davis Nguyen
Accès au Marché Mondial des Dispositifs Médicaux
Pure Global
Business
Elite Consulting Partners
Key topics include: -The core differences between direct affiliation and OSJ / enterprise models. -Why payout percentages don’t tell the full financial story. -How scale, support, and service models impact long-term net ...
Scaling sounds great until you find out what it costs you. Every advisor wants the high multiple. Far fewer want the version of themselves required to earn it. Frank LaRosa and Stacey Frank tackle the transition that tri...
Your firm name is not just a label. It is the brand people search for, refer and remember. And most advisors get it wrong. In this solo episode, Frank LaRosa pulls back the curtain on the naming conversations he has with...
Four days. Twenty-four firms. $4.5 trillion in controlled assets. Here is what Frank and Stacey took away from Elite Ignite 2026. Frank LaRosa and Stacey Frank are back in the studio for the first time in about six weeks...
Key Highlights from the Episode: 0:00 – Introduction 1:02 – Should I stay or should I go next year? 2:27 – Why Q4 is often the best time to transition 3:59 – How holidays and client schedules factor into timing 5:3...
Advisors spend years earning credentials and almost no time showing people who they actually are. Wade Shields thinks that is the whole problem. Wade came to Elite Consulting Partners after ten years in New York City mak...
In this Greatest Hits episode of Advisor Talk, Frank LaRosa and Stacey Frank take a grounded, advisor-first look at how AI is actually changing the profession - and why the future of advice is still fundamentally human. ...
She helped advisors make the move for two decades. Then she had to make it herself. A headhunter called. Shannon said she would do a five minute call just to give a name. Several months later she was the new president of...
Most advisors say they want to exit. What they actually want is to stop doing the parts they hate. Scott Danner has had this conversation more times than he can count. The advisor says they want to sell. Then the deal fa...
The firm advisors think they know is not the firm that exists today. And if you are going to say NO, at least know what you are saying no to. Frank LaRosa goes one on one with Brian Mora of Ameriprise for a candid conver...
Every firm says they have great culture. Very few can back it up. Raymond James can. And in this episode, they explain exactly how. Frank LaRosa sits down with Jodi Perry, Head of Advisor Recruitment and Business Develop...
Sometimes the money IS the right reason. And pretending otherwise might be the most expensive mistake you ever make. In this episode of Advisor Talk, Frank LaRosa and Stacey Frank challenge the conventional wisdom around...
Most advisors go into a transition focused on the upfront money. Very few are prepared for everything that happens after they walk out the door. Some surprises are good ones. Clients move faster than expected. Assets go ...
Waiting sounds reasonable. Until you run the numbers. Protect what you have built. Let the deferred comp vest. Move when the timing is right. But is waiting actually costing you more than you realize? In this episode of ...
The truth is, most financial advisors know they should be using AI. Very few know where to actually start. Too many tools. Too many platforms. Too much noise. But the advisors who take the time to learn it now will have ...
At first glance, these offers can seem attractive. Gain liquidity. Access growth capital or strategic support. Remain with your current firm. Continue building your business. But are these deals really as straightforward...
Frank and Jon unpack: • Why today's competitive landscape means growth-motivated buyers must approach deals differently. • The three core reasons advisors pursue acquisitions - and which ones actually lead to long-term s...
Frank and Rob dive into: • Rob’s path from UBS and Morgan Stanley to launching NewEdge Wealth. • How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform. • How multi-custody and ope...
In this Greatest Hits episode of Advisor Talk, Frank LaRosa sits down with Cetera CEO Mike Durbin for a wide-ranging, candid conversation about ownership structure, affiliation flexibility, M&A strategy, custody decision...
In this episode of Advisor Talk, Frank LaRosa and Stacey Frank break down the realities behind minority equity deals in advisory practices - including what advisors often misunderstand about control, exit clauses, valuat...
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