Advisor Talk with Frank LaRosa

How do you revolutionize your business using social media? You get comfortable with using Social Media outlets to attract new clients and grow your business as a brand. Elite Consulting Partners CEO Frank LaRosa discusses this and other new age marketing topics while Dale Dempsey practices what they preach by wearing a penguin costume in this episode of 'The Financial Advisor's Advisor'.

Visit www.eliteconsultingpartners.com/podcasts to learn more.

Watch this episode on YouTube.

#EliteConsultingPartners #FrankLaRosa #socialmedia #Instagram #Facebook #Twitter #LinkedIn #YouTube #FinancialAdvisorsAdvisor #FinancialServices #RIA #Independent #Success #Entrepreneur #Business

What happens when you forget to press record on your podcast? In this week’s unedited version of ‘The Financial Advisor’s Advisor’, take a Behind-The-Scenes look at Elite Consulting Partners CEO Frank LaRosa breaks down the current and future implications of 0% commissions after Dale Dempsey forgets to turn on their microphones.

Visit www.eliteconsultingpartners.com/podcasts to learn more.

#behindthescenes #BTS #EliteConsultingPartners #FrankLaRosa #FinancialAdvisorsAdvisor #Independence #RIA #Wirehouse #Hybrid #WealthManagement #ZeroCommissionTrades #FinancialServices #Success #Entrepreneur
 

What are the top 5 do’s and dont’s of preparing your broker protocol spreadsheet and why preparing your spreadsheet correctly is essential.

Elite Consulting Partners CEO Frank LaRosa discusses the top five do's and don'ts of broker protocol spreadsheet preparation and other important broker protocol considerations for advisors considering a transition in this episode of 'The Financial Advisor's Advisor.'

To learn more visit www.eliteconsultingpartners.com

What’s the one question you should be asking every wealthy client or prospect that can bring in $50m in new assets? Find out in episode 18 of the Financial Advisor’s Advisor podcast. From increasing a firm's assets and revenue to serving as a client retention tool, Elite Consulting Partners CEO Frank LaRosa outlines the ways in which lending can be utilized in the asset gathering mix to contribute to overall firm success.

#EliteConsultingPartners #FinancialAdvisorsAdvisors #FrankLaRosa #Financial #Advisor #FinancialFirm #FinancialAdvisor #RIA #WealthManagement #Hybrid #Lending #Success #Entrepreneur

This week's episode of "The Financial Advisor's Advisor" offers up part two of a special two-part series on the home office visit and the important role it plays in the recruiting process for both the advisor and the firm. In this episode's discussion, Elite Consulting Partners Founder and CEO Frank LaRosa takes on the topic from the perspective of the firm, providing practical guidance and informed insight on how a firm can maximize the home office visit to insure recruiting the right advisor for their team.

The home office visit is an important part of the recruiting process for both the advisor and the firm. This week's episode of "The Financial Advisor's Advisor" launches a special two-part series on the topic. Part one discusses the home office visit from the advisor's point of view; part two will cover the firm's point of view. In both parts of the series Elite Consulting Partners Founder and CEO Frank LaRosa analyzes the home office visit and discusses the essential ways to make the most out of the visit.

Real estate, in particular office space, has a big business impact from its financial implications on a company's P&L, to its influence on overall operations and the image a firm projects. In this episode of the "Financial Advisor's Advisor", Elite Consulting Partners CEO Frank LaRosa guides financial professionals step-by-step through making the right decisions in regards to real estate, including a discussion on rent versus own and other important factors to consider in order to maximize revenue per square foot.

There are many reasons why advisors choose to go independent with their practices. From greater autonomy over business operations to branding control and, in most cases, a definitive financial upside - the attractiveness of the independent model is undeniable. Going independent; however, is not a 'one size fits all' solution and many advisors fail to ask themselves the tough questions that let them know if independence is right for them. In this episode of "The Financial Advisor's Advisor", Elite Consulting Partners CEO Frank LaRosa discusses the importance of understanding who you are and what you want for your business as key drivers in choosing independence and provides case studies of current advisors and teams he is working with to illustrate the analysis points every advisor or team should go through in making the decision to go independent.

The importance of being strategic and forward-thinking about your business is paramount to success. Getting down to fundamentals, there are few decisions a business owner will make more important to setting the stage for growth long-term than choosing their company name. In this episode of "The Financial Advisor's Advisor", Elite Consulting Partners CEO Frank LaRosa breaks down the essentials of a successful business naming process, outlining the five most common mistakes business owners make when deciding on the their company name and offering up strategic guidance on creating a business name which will foster future growth.

It's a subject being bantered about by many in the financial services industry - will Merrill Lynch leave protocol? The rumors have certainly intensified as Merrill's strategic moves - among them no longer recruiting experienced advisors and focusing on a salaried compensation program - certainly seem to indicate a change in direction. In this special 'Hot Mic' Episode of "The Financial Advisor's Advisor", Elite Consulting Partners CEO Frank LaRosa lends his expertise and insight to the subject, offering up his opinion and providing focused guidance as to what advisors at Merrill should be considering during these more turbulent times at the firm.