Advisor Talk with Frank LaRosa

In this hard-hitting episode of Advisor Talk, advisors will learn exactly how to execute a strategic plan of action forward from a dynamic and powerful conversation as Elite Consulting Partners CEO Frank LaRosa is joined by not just one, but two, former U.S. Navy SEALs who put their vast mission driven expertise to work for the advantage of every financial advisor listening.

Dave Rutherford is a former U.S. Navy SEAL, leading motivational speaker, podcast host, author, performance coach, and creator of Team Froglogic. Kyle Kroberger is a former U.S. Navy SEAL and Elite Consulting Partners Senior Transition Consultant and National Market Manager.

Get ready to have your mind blown by the energetic dialogue and the impactful information shared as Frank, Dave, and Kyle discuss:

*The correlation between strategic lessons learned in the military to the daily business processes of a financial advisor.

*How a paradigm shift in leadership-based thought can empower an advisor to make right decisions during difficult market conditions.

*Why learning to pivot mentally and strategically is a skill set that every financial services professional must embrace.

*Using the power of information collection and communication to fundamentally improve your practice operations and procedures at every level.

*What you can do to manage your perceptions of achievement during challenging times and stay focused on achieving your goals.

The concepts and vision in this episode of Advisor Talk are powerful and the lessons covered should be seen as a challenge to every financial advisor driven to succeed. Listen with focus, then take the ideas Frank, Dave, and Kyle share and put them to work crushing your goals and leveling-up your practice performance in ways you may not have ever thought possible.

Frank and Jon put their decades of expertise to work providing thought leadership on:
 

1. The journey from practitioner to enterprise and managing your growth trajectory for scale and success.
    
2. The importance of creating a demonstratable value proposition for your practice and dialing in your processes for maximum market impact.
    
3. A deep dive discussion on CPA partnership potential and how these partnerships can significantly, and rapidly, level-up practice growth when executed properly.
    
4. Specific strategic insight on centers of influence, M&A, and in-organic growth opportunities.
    
5. Tangible differentiators that attract and retain young advisory talent.
    

Be sure to save this episode as the wealth of actionable content Frank and Jon share is immense and you will certainly want to refer to it again and again as you develop the growth strategy for you own practice.

Topics discussed during the episode include:

*How to use “who you are” to build your online presence.

*Why many advisors have been reluctant to personalize their online presence and the potential consequences of that decision.

*How advisors can bridge the gap between the personal side and professional side on their online platforms.

*A breakdown of the different social media platforms and how to differentiate your message depending on which platform you use.

*What results to expect from building a consistent online presence.

Social media is a new frontier for the financial services industry, and it may seem like a perplexing one. Frank and Tina dive deep and analyze why social media is crucial for every advisor and how it can be one of the most compelling tools available to achieve scalable practice growth.

If you are interested in learning more about the topic of marketing and branding, or our Fractional CMO services, email [email protected] for more information.

In this episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined by Elite’s very own CMO, Tina Beck, for a detailed conversation tackling one of the most vital components of the digital marketing mix – Search Engine Optimization (SEO).

Perspectives shared during the conversation include:

*Why SEO needs to be considered a marketing fundamental in any branding strategy.

*How to identify key client segments and use that intelligence to optimize content specifically catered to client interests.

*The pros and cons of Organic SEO versus Pay-Per-Click Advertising.

*The biggest mistakes that advisors are making right now with their online presence.

*How SEO is an “Evergreen” marketing tool.

Using terms and analysis that breaks the complicated topic of Search Engine Optimization down into a digestible format that we can all understand, Frank and Tina convey a direct message to advisors – that a strong online presence is essential to every practice and that tapping into the power of SEO is a must.

If you would like to hear even more about the topic or are interested in learning more about Fractional CMO services, email [email protected] for more information.

Key points that Frank conveys include:

*The responsibility of protecting the culture of your organization.

*Why Core Values are important and knowing how to hire against them.

*The financial imperative of building out the right team and how this impacts scalability for any organization.

*When to accept its time for you and an employee to part ways.

*The leadership skills you can utilize now as a business owner to create an environment where your employees thrive.

Being a successful business owner means more than just turning a profit, you need to be a positive leader that can make the tough decisions for the holistic good of your company. Listen closely and tap into the guidance Frank imparts on how he has cultivated his own entrepreneurial leadership and how you can do the same.

Among the many topics covered by Frank and Nate are:

* Nate Lenz’s unique financial services perspective and how those insights informed Concurrent’s model.

* A ‘behind the scenes’ take on Concurrent and the firm’s methodology which looks beyond production alone to support advisors in growing their practices.
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* Why allowing advisors to maintain their identity, while still providing them with scalability, is proving to be the solution that many advisors are looking for.

* The effect that market turbulence has on current advisor transition deals and an analysis of what those trends mean for the industry.

The flexibility of independence has been a game changer and advisors interested in building an enterprise are strategically evaluating which resources can be put to work to foster the practice achievement they seek. Frank and Nate’s conversation will be an eye-opener for every advisor with a growth mindset and will undoubtedly spur listeners to strategic action as to how they leverage for scalability in their own practices.

Key topics covered by Frank and Libet include:

*The Concourse Financial Group value proposition and how Libet’s own career trajectory informs how she implements resources for advisor success.

*The importance of technology innovation to advisor achievement and how Concourse has applied this insight within their own organization.

*Why having access to a comprehensive support team is a necessary addition to every advisor’s repertoire.

*Creating strong firm culture and applying it to building relationships in an increasingly digital world.

*What every advisor should be doing today to ensure that they are capitalizing on current industry opportunities.

The expertise shared by Frank and Libet is detailed and accessible. If you are an advisor who is evaluating what independence might mean for you, or if you are an advisor who is simply looking for applicable strategies to take your practice to the next level, then get ready to benefit from the thought leadership of two of financial services most respected leaders.

Among the topics discussed are:

*The importance of picking a firm whose culture aligns with your goals, both personally and professionally.

*Commoditization within the current recruiting market and how that translates for advisors.

*The benefits of being transparent about your goals and practice vision when negotiating with potential new firm partners.

*Unexpected negatives brought to the table with the rise in interest of working from home.

*Steps to help create a firm culture that incentivizes employees to come back to the office.

A positive firm culture that both attracts and retains advisors should be considered a must-have component of any firm that an advisor is considering for a transition opportunity. Listen closely as Frank and Dale discuss the ins-and-outs of what a company’s culture really means for an advisor’s success, and use the insights shared in this episode to level up your practice to the place it deserves to be!

Key points of discussion include:

*A breakdown of recent advisor trends, including where advisors are transitioning and why.

*An analysis of models offered by LPL, their key differentiators, and how advisors are applying those services to their own process and practice needs.

*A deep dive into the LPL Strategic Wealth Services (SWS) model, using football’s RPO offense as a metaphor, for the impact the model is making on the industry.

*The unexpected benefits of asset gathering, especially during a down market.

Frank and Dale’s conversation is extensive and provides the thought-provoking analysis of both current trends and the news-making LPL offerings that are defining advisory and industry conversations. If you are a financial advisor who is evaluating your current practice position due to fluctuating market conditions, use this episode to develop your own playbook and strategy to chart your course to success.

Among the many topics Frank and Vince cover are:

*How Vince’s decades of experience in the wirehouse space led him to a career championing supported independence.

*The current state of financial advisor recruiting, its industry impacts, and what trends will influence advisor transitions in the coming months.

*The Sanctuary Wealth value proposition and the key differentiators of the firm’s supported independence offering.

*The importance of having a strong online presence and how supported independence bolsters an advisor's marketing prowess.

*How Sanctuary Wealth has used strategic talent acquisition to strengthen its firm position.

The detailed analysis and expertise showcased by Frank and Vince in this episode are immense. If you are a financial advisor who is ready to take your practice to the next level, consider this a masterclass in learning whether supported independence is the right fit for you.