Advisor Talk with Frank LaRosa

Elite Consulting Partners CEO Frank LaRosa leads an insightful and profound discussion with Conor Delaney, Founder of The Good Life Companies, about advisor resilience, client-centric industry strategy, and leadership amidst the COVID-19 crisis.

How firms manage and work with their advisors during the crisis will determine which ones lead the way after this evolution in financial services. Elite Consulting Partners CEO Frank LaRosa offers his predictions on where to place your bets.

Is your email process friend or foe? Elite Consulting Partners CEO Frank LaRosa and his main man Dale Dempsey discuss their difference in strategies for email management and what process can work for you to improve productivity.

It is not the time to field client calls, it's the time to make client calls as Elite Consulting Partners CEO Frank LaRosa explains while offering up strategies you can use now in your communications with your clients and team to insure business success - if not growth - after the COVID-19 crisis has passed.

Is Private Equity money tempting you? Elite Consulting Partners CEO Frank LaRosa advises that it is best to think twice, as the pressures of taking advantage of cheap Private Equity money could prove costly to advisors.

Have you presented yourself to your clients as an asset manager? You may find yourself on the outside looking in when the market turns.  Process, and your ability to communicate it, is what saves you from losing clients during a down market as Elite Consulting Partners CEO Frank LaRosa details in this episode along with practical guidance on redirecting client conversations away from portfolio percentage and towards long-term strategy.

It’s about what you keep, not what you get. The W-2 vs.1099 impact – which one is best for you? In this episode, Elite Consulting Partners CEO Frank LaRosa gets granular and breaks out the white board to analyze the tax implications of both the W-2 and 1099 model and future casts the ten year production payout of each so you can make an informed financial decision for the next step in your advisor career

It's been a notable few weeks in financial services with a number of newsworthy firms going public with information on the deals and strategies which will certainly impact the industry landscape. From Advisor Group completing their merger with Ladenburg Thalmann, to Pershing lowering the requirements for firms to enter their institutional side, and Stewart Partners conducting their annual goals meeting - Elite Consulting Partners CEO Frank LaRosa lends his insider insight and offers informed opinions on these topics and more.

Whenever there is a big merger in financial services, there is the told and untold story behind the reasons why. In this special Hot Mic Episode, Elite Consulting Partners CEO Frank LaRosa analyzes the latest buzz surrounding the Morgan Stanley and E-trade merger and cuts through the media noise to offer up his take on the real reasons behind the deal.

Whether you are a firm in the process of recruiting a new advisor or an advisor actively engaging a new client, the impression you create in order to move those relationships forward goes beyond the initial call or meeting. Every touch point you have with your prospect is an opportunity to create engagement and build trust and one of the most proven methods to create tangible outreach is through a thoughtfully crafted follow-up gift that embodies the values and image of your business. In this special podcast episode, Elite Consulting Partners CEO Frank LaRosa offers a challenge to his listeners to send in your follow-up gift or outreach package. In an ongoing series of YouTube episodes, Frank will choose a package to 'unbox' and give his unbiased and candid advice on the promotional package's ability to move the needle for relationship marketing.