Other highlights include:

-Why “dialing in your dashboard” can help advisors focus on what matters most.

-How task management, client demographics, and time allocation metrics can drive more informed decision-making.

-Why tracking centers of influence and referral pipelines is critical for long-term growth.

-The difference between having data - and actually using it to improve performance.

-How custom dashboards can help teams of all sizes stay aligned and efficient.

If you’re an advisor or firm leader looking to turn untapped data into real results, this episode is packed with actionable ideas and fresh perspective. Because in today’s competitive landscape, it’s not just about having data - it’s about knowing how to use it.

Visit www.JEDISolutions.com today!

Frank and Sue break down essential automation strategies that every advisor should implement:

-How to streamline client onboarding with automated workflows to save time and reduce human error.

-Using automated tracking and email alerts to ensure clients take required minimum distributions on time.

-Automating tax document distribution to improve efficiency and avoid last-minute client frustrations.

-Why clean, structured data not only improves operations but also increases business valuations in M&A deals.

-How automating processes allows your business to not be dependent on one person knowing how to do everything.

-Learn how to leverage dashboards and analytics to make informed business decisions that drive profitability.

If you’re an advisor looking to optimize your back-office operations, this is an episode you don’t want to miss! Ready to take your practice to the next level? Contact Sue at [email protected] or reach out to Frank at [email protected].

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Other highlights include:

-Why financial advisors need to become lifelong students of the industry.

-How deeper data strategies are revolutionizing business growth - and why most firms are still missing the mark.

-The exciting plans to open next year's IGNITE Conference to financial advisors for the first time.

-Why marketing, branding, and personal development are becoming essential skills for advisors.

-A candid look at how true partnerships - not just transactions - are reshaping the wealth management space.

If you're an advisor looking to grow, lead, and think differently about your career and your business, this episode is a must-listen. Because in today’s fast-moving environment, what you don’t know can hurt you - but it can also be your greatest opportunity for growth.

Key takeaways from today’s episode include:

-How to identify the right metrics that drive better lead generation and client conversions.

-The value of internal and external Net Promoter Scores for client retention and operational insight.

-Why small firms need to think like big ones - and build systems that scale.

-How to future-proof your business with the right tech stack, workflows, and integrations.

-What Amazon, Tom Brady, and Ferrari racing all have in common with elite advisory practices.

From client segmentation to CRM integrations, this episode offers actionable insights for advisors looking to run smarter, more scalable businesses. Tune in to learn how data can be your competitive edge - and how to get started, no matter the size of your firm.

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

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).

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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!